NWPX

As you might know, NWPX Infrastructure, Inc. (NASDAQ:NWPX) just kicked off its latest quarterly results with some very strong numbers. It was a solid earnings report, with revenues and statutory earnings per share (EPS) both coming in strong. Revenues were 11% higher than the analysts had forecast, at US$138m, while EPS were US$1.08 beating analyst models by 59%. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results. This technology could replace computers: discover the 20 stocks are working to make quantum computing a reality. Following the latest results, NWPX Infrastructure's two analysts are now forecasting revenues of US$561.3m in 2026. This would be a reasonable 2.4% improvement in revenue compared to the last 12 months. Statutory earnings per share are expected to shrink 2.8% to US$4.24 in the same period. Before this earnings report, the analysts had been forecasting revenues of US$551.7m and earnings per share (EPS) of US$3.62 in 2026. Although the revenue estimates have not really changed, we can see there's been a nice gain to earnings per share expectations, suggesting that the analysts have become more bullish after the latest result. Check out our latest analysis for NWPX Infrastructure The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 21% to US$84.00. One way to get more context on these forecasts is to look at how they compare to both past performance, and how other companies in the same industry are performing. We would highlight that NWPX Infrastructure's revenue growth is expected to slow, with the forecast 3.2% annualised growth rate until the end of 2026 being well below the historical 11% p.a. growth over the last five years. Compare this against other companies (with analyst forecasts) in the industry, which are in aggregate expected to see revenue growth of 11% annually. Factoring in the forecast slowdown in growth, it seems obvious that NWPX Infrastructure is also expected to grow slower than other industry participants. The most important thing here is that the ana...

Record Q1 results: Net sales rose 19% to $138.3M, consolidated gross profit increased 38% to $26.7M, net income was $10.5M ($1.08/share) and free cash flow was $25.7M with operating cash flow of $29.2M. WTS backlog and large government project: WTS backlog reached a record $430M after one of the company's strongest booking quarters, including a previously unplanned government project currently estimated at about $50M that will be produced across multiple plants (timing may shift due to steel availability). Stronger outlook and capital deployment: Management raised full-year free cash flow guidance to $50–56M, completed the Boughton’s Precast acquisition for $8.9M, repurchased shares and expects a stronger Q2 and a “historic year” for 2026 driven by higher volumes and margin recovery. Interested in NWPX Infrastructure, Inc.? Here are five stocks we like better. NWPX Infrastructure (NASDAQ:NWPX) reported a record start to fiscal 2026, driven by higher volumes and improved margins across both its Water Transmission Systems (WTS) and precast businesses. On the company’s first-quarter earnings call, President and CEO Scott Montross said results reflected “continued execution across the organization,” while CFO Aaron Wilkins pointed to operating leverage on higher revenue as a key contributor to earnings growth. Montross said first-quarter net sales increased 19% year-over-year to $138.3 million, supported by “meaningful growth across both our Water Transmission Systems and precast businesses.” The company posted record first-quarter consolidated gross profit of $26.7 million, up 38%, and consolidated gross margin expanded 260 basis points to 19.3%. → Palantir Is Down 30%: Noise? Or a Signal to Accumulate? Wilkins reported record consolidated net income of $10.5 million, or $1.08 per diluted share, compared with $4.0 million, or $0.39 per diluted share, in the prior-year period. The company also generated what management described as strong cash generation. Montross said NWPX produced free cash flow of $25.7 million, or $2.62 per share. Wilkins added that net cash provided by operating activities rose to $29.2 million, compared with $4.8 million a year earlier, driven by improved profitability and “favorable changes in working capital.” → Corning Beats Q1 Estimates but Drops 9% on Guidance Miss In the WTS segment, Montross said first-quarter revenue reached a reco...

NWPX Infrastructure (NWPX) came out with quarterly earnings of $1.08 per share, beating the Zacks Consensus Estimate of $0.68 per share. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +58.82%. A quarter ago, it was expected that this steel pipe maker would post earnings of $0.62 per share when it actually produced earnings of $0.93, delivering a surprise of +50%. Over the last four quarters, the company has surpassed consensus EPS estimates four times. NWPX Infrastructure, which belongs to the Zacks Steel - Speciality industry, posted revenues of $138.25 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 10.52%. This compares to year-ago revenues of $116.11 million. The company has topped consensus revenue estimates four times over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. NWPX Infrastructure shares have added about 39% since the beginning of the year versus the S&P 500's gain of 4.3%. While NWPX Infrastructure has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for NWPX Infrastructure was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete...

Achieved record first-quarter results driven by 19% revenue growth and significant margin expansion across both Water Transmission Systems (WTS) and Precast segments. WTS performance was bolstered by 18% higher production volume and favorable project timing, overcoming unscheduled weather-related downtime at three facilities. Precast segment growth was fueled by a 14% increase in selling prices due to product mix shifts, a 4% increase in volume shipped, and resilient nonresidential demand, particularly from data center construction. Operating leverage improved significantly, with consolidated gross margin expanding 260 basis points to 19.3% due to higher overhead absorption and efficiency gains. Management attributed the record WTS backlog of $430 million to robust bidding activity and the acquisition of a major previously unplanned project. Strategic 'product spread' initiatives involve introducing Precast products into WTS locations, while the company is simultaneously seeing better capacity utilization at its existing Precast plants. Management expects 2026 to be a historic record year, further enhanced by a significant $50 million government-related project scheduled for mid-year production. Full-year free cash flow guidance was raised to a range of $50 million to $56 million, reflecting improved billing strategies and progress payments. The bidding environment for WTS is expected to remain moderately stronger than 2025, with backlog levels projected to stay elevated throughout the year. Capital expenditure is projected between $20 million and $24 million, including $6 million dedicated to Precast expansion and product spread initiatives. M&A remains a primary focus, with management actively evaluating both single-plant and larger-scale acquisitions to expand geographic reach and product portfolios. A significant $50 million government project under NDA is a 'short-fuse' job; however, potential steel supply chain constraints may cause some revenue to leak into 2027. Residential construction markets have seen a moderate slowdown, though this has been fully offset by growth in nonresidential and institutional sectors. The effective tax rate for Q1 was lower at 16% due to tax windfalls from equity awards, but is expected to normalize to 24% to 26% for the full year. Completed the acquisition of Bouton Precast in Colorado, marking a strategic entry into a hi...

Image source: The Motley Fool. Thursday, April 30, 2026 at 10 a.m. ET President and Chief Executive Officer — Scott J. Montross Chief Financial Officer — Aaron Wilkins Need a quote from a Motley Fool analyst? Email [email protected] Scott J. Montross: Good morning, and welcome to the NWPX Infrastructure, Inc. First Quarter 2026 Earnings Conference Call. My name is Scott J. Montross, and I am President and CEO of NWPX Infrastructure, Inc. I am joined today by Aaron Wilkins, our Chief Financial Officer. By now, all of you should have access to our earnings press release, which was issued yesterday, April 29, at approximately 4:00 p.m. Eastern Time. This call is being webcast and it is available for replay. As we begin, I would like to remind everyone that statements made on this call regarding our expectations for the future are forward-looking statements, and actual results could differ materially. Please refer to our most recent Form 10-K for the year ended 12/31/2025 and our other SEC filings for discussion of such risk factors that could cause actual results to differ materially from our expectations. We undertake no obligation to update any forward-looking statements. Thank you all for joining us today. I will begin with a review of our first quarter performance and our outlook for 2026, and then Aaron will walk you through our financials in more detail. We delivered a strong start to 2026. Net sales were up 19% year-over-year to $138.3 million, reflecting meaningful growth across both our Water Transmission Systems (WTS) and Precast businesses. Our strategy delivered record first quarter consolidated gross profit of $26.7 million, up 38% from last year, with our gross margin expanding 260 basis points year-over-year to 19.3%. That strength carried through to the bottom line, highlighting the operating leverage in our model and continued execution across the organization. We generated record first quarter profitability with earnings of $1.08 per share, and produced strong free cash flow of $25.7 million, or $2.62 per share, reinforcing the strength and consistency of our earnings profile and the resilience of our cash flows. Turning to our WTS segment, revenue reached a first quarter record of $93.5 million, up 19% year-over-year with strong margin improvement. Our performance reflected higher production volume, with tons produced up 18%, supported by strong pr...

VANCOUVER, Wash. (AP) — VANCOUVER, Wash. (AP) — NWPX Infrastructure, Inc. (NWPX) on Wednesday reported earnings of $10.5 million in its first quarter. The Vancouver, Washington-based company said it had net income of $1.08 per share. The steel pipe maker posted revenue of $138.3 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on NWPX at https://www.zacks.com/ap/NWPX

Net sales of $138.3 million, an increase of 19.1% year-over-year, and record first quarter gross profit of $26.7 million, an increase of 37.7% year-over-year Record first quarter Water Transmission Systems segment ("WTS") net sales of $93.5 million, an increase of 19.1% year-over-year, and gross profit of $17.3 million, an increase of 42.3% year-over-year Record first quarter Precast Infrastructure and Engineered Systems segment ("Precast") net sales of $44.8 million, an increase of 18.9% year-over-year, and record first quarter gross profit of $9.3 million, an increase of 30.0% year-over-year Record first quarter net income of $10.5 million, or $1.08 per diluted share Record WTS backlog1 of $373 million; record backlog including confirmed orders2 of $430 million Precast order book3 of $55 million Repurchased $2.2 million of common stock VANCOUVER, Wash., April 29, 2026 /PRNewswire/ -- NWPX Infrastructure, Inc. (NASDAQ: NWPX) ("NWPX Infrastructure" and the "Company"), a leading manufacturer of water-related infrastructure products, today announced its financial results for the first quarter ended March 31, 2026. The Company will broadcast its first quarter 2026 earnings conference call on Thursday, April 30, 2026 at 7:00 a.m. PT. Management Commentary "We delivered a strong start to 2026 with first quarter results reflecting meaningful growth and margin expansion across both of our segments," said Scott Montross, President and Chief Executive Officer of NWPX Infrastructure. "Consolidated revenue increased 19% year-over-year to $138.3 million, while gross profit grew nearly 38%, highlighting the operating leverage in our model and continued execution across the organization." Mr. Montross continued, "Our Water Transmission Systems segment generated $93.5 million in revenue, up 19% from the prior year, supported by solid project execution, gross margin expansion of approximately 300 basis points, and a record backlog including confirmed orders of $430 million. In Precast, revenue increased nearly 19% year-over-year, with margin expansion of approximately 180 basis points, reflecting both operational improvements and sustained demand." Mr. Montross concluded, "Looking ahead, we believe 2026 is shaping up to be a historic year for NWPX Infrastructure. Continued momentum in our Precast segment, combined with strong bidding activity and the addition of a significa...

NWPX Infrastructure, Inc. NWPX is set to release first-quarter 2026 results after the closing bell on April 29. The company surpassed the Zacks Consensus Estimate in three of the trailing four quarters and missed once. It has a trailing four-quarter earnings surprise of roughly 21.3%, on average. It posted an earnings surprise of 50% in the last reported quarter. NWPX is expected to have benefited from continued strong momentum across its segments in the first quarter. Let’s see how things are shaping up for this announcement. The Zacks Consensus Estimate for first-quarter consolidated revenues for NWPX is currently pegged at $125.1 million, indicating a year-over-year rise of 7.7%. The strength in the Water Transmission Systems (“WTS”) segment is expected to have aided NWPX’s performance in the March quarter. The company is seeing a higher backlog in this segment, driven by strong bidding activities. The backlog includes confirmed orders of $346 million for WTS at the end of the fourth quarter of 2025, which strongly positions NWPX for strong performance this year. The company expects the bidding environment to be relatively stable in 2026 compared with 2025. WTS delivered strong fourth-quarter and full-year 2025 sales and margins, driven by higher selling prices and a favorable product mix, supported by strong customer demand. NWPX sees a strong first quarter driven by the momentum in WTS on elevated bidding levels despite typical weather-related seasonality, as well as strong demand and a healthy order book in the Precast unit. Precast revenues are likely to have been driven by volume growth on the strength in non-residential construction in the first quarter. NWPX Infrastructure, Inc. price-eps-surprise | NWPX Infrastructure, Inc. Quote Our proven model does not conclusively predict an earnings beat for NWPX this season. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) increases the chances of an earnings beat. But that’s not the case here. Earnings ESP: Earnings ESP for NWPX is 0.00%. The Zacks Consensus Estimate for the first quarter is currently pegged at 56 cents. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter. Zacks Rank: NWPX currently carries a Zacks Rank #3. Here are some companies in the basic materials space you may want to consider as our model...

Financial results to be released after market close on April 29, 2026 Conference call to begin at 7:00 a.m. PT on April 30, 2026 VANCOUVER, Wash., April 15, 2026 /PRNewswire/ -- NWPX Infrastructure, Inc. (NASDAQ: NWPX) ("NWPX Infrastructure" and the "Company"), a leading manufacturer of water-related infrastructure products, announced today that it intends to release its financial results for the first quarter ended March 31, 2026, on Wednesday, April 29, 2026. Scott Montross, NWPX Infrastructure's President and Chief Executive Officer, and Aaron Wilkins, Senior Vice President and Chief Financial Officer, will host a conference call to discuss the Company's first quarter 2026 results on Thursday, April 30, 2026, at 7:00 a.m. Pacific Time. The call will be broadcast live over the Internet hosted on the Investor Relations section of the Company's website at www.nwpx.com and will be archived online upon completion of the conference call. For those unable to listen to the live call, a replay will be available approximately three hours after the event and will remain available until Thursday, May 14, 2026, by dialing 1-844-512-2921 in the U.S. or 1-412-317-6671 internationally and entering the replay access code: 13759703. About NWPX Infrastructure Founded in 1966, NWPX Infrastructure, Inc. is a leading manufacturer of water-related infrastructure products. Under the Northwest Pipe Company brand, the Company is the largest manufacturer of engineered water transmission systems in North America and produces steel casing pipe, bar-wrapped concrete cylinder pipe, and pipeline system joints and fittings. The Company also provides solution-based products for a wide range of markets including high-quality reinforced precast concrete products, lined precast sanitary sewer system structures, water distribution and management equipment including pump lift stations, wastewater pretreatment, and stormwater quality products. The Company has broadened its manufacturing footprint by bringing lined and engineered precast products into production at additional facilities. This increases the Company's capacity and improves regional availability. Strategically positioned to meet growing water and wastewater infrastructure needs, the Company's skilled team is committed to quality and innovation while upholding its core values of accountability, commitment, and teamwork. Headquartere...

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Northwest Pipe (NASDAQ:NWPX) and the best and worst performers in the hvac and water systems industry. Many HVAC and water systems companies sell essential, non-discretionary infrastructure for buildings. Since the useful lives of these water heaters and vents are fairly standard, these companies have a portion of predictable replacement revenue. In the last decade, trends in energy efficiency and clean water are driving innovation that is leading to incremental demand. On the other hand, new installations for these companies are at the whim of residential and commercial construction volumes, which tend to be cyclical and can be impacted heavily by economic factors such as interest rates. The 9 hvac and water systems stocks we track reported a slower Q4. As a group, revenues were in line with analysts’ consensus estimates. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.8% since the latest earnings results. Playing a large role in the Integrated Pipeline (IPL) project in Texas to deliver ~350 million gallons of water per day, Northwest Pipe (NASDAQ:NWPX) is a manufacturer of pipeline systems for water infrastructure. Northwest Pipe reported revenues of $125.6 million, up 5% year on year. This print exceeded analysts’ expectations by 2.8%. Overall, it was a stunning quarter for the company with a beat of analysts’ EPS and revenue estimates. "We delivered an exceptional fourth quarter with WTS revenue of $84.0 million and a healthy gross margin of 21.2%," said Scott Montross, President and Chief Executive Officer of NWPX Infrastructure. Interestingly, the stock is up 6.2% since reporting and currently trades at $78.58. We think Northwest Pipe is a good business, but is it a buy today? Read our full report here, it’s free. Claiming to have saved more than 30 billion gallons of water, Zurn Elkay (NYSE:ZWS) provides water management solutions to various industries. Zurn Elkay reported revenues of $407.2 million, up 9.8% year on year, outperforming analysts’ expectations by 1.4%. The business had a very strong quarter with an impressive beat of analysts’ adjusted operating income and revenue estimates. Although it had a fine quarter compared to its peers, t...

TriMas Corporation TRS reported fourth-quarter 2025 adjusted earnings per share (EPS) of 40 cents, missing the Zacks Consensus Estimate of 41 cents. The bottom line decreased 7% from the prior-year quarter. Including the impacts of one-time items, the company reported an EPS of $2.03 compared with the year-ago quarter's earnings 14 cents. In November 2025, TriMas entered an agreement to sell the Aerospace segment to focus on the packaging business. Its innovative solutions through product, process or service, and extensive resources will help enhance its business performance. TriMas is currently reporting the quarterly and full-year results of TriMas Aerospace as discontinued operations. TRS's revenues increased 12.5% year over year to $256 million, before the consideration of discontinued operations. The top line beat the Zacks Consensus Estimate of $234 million. Post consideration of discontinued operations, net sales came in at $155 million in the fourth quarter, marking a year-over-year increase of 3.8%. TriMas Corporation price-consensus-eps-surprise-chart | TriMas Corporation Quote Cost of sales fell 3.7% year over year to $122.5 million in the reported quarter. Gross profit increased 46.5% year over year to $33 million. The gross margin was 21.2% compared with 15% in the prior-year quarter. Selling, general and administrative expenses rose 65.9% year over year to $38 million. Adjusted operating profit fell 68.2% year over year to $4 million. The adjusted operating margin was 2.6% compared with the prior-year quarter’s 8.4%. Packaging: Net sales were $129 million compared with the year-ago quarter’s $123 million. We predicted net sales of $126 million for the quarter. Adjusted operating profit decreased 5.1% year over year to $14.9 million in the reported quarter. The figure missed our estimate of $17.7 million. Specialty Products: The segment's revenues decreased 1.1% year over year to $26 million. We predicted net sales of $21 million for the quarter. The segment reported an adjusted operating profit of $1.7 million compared with the year-ago quarter’s $0.76 million. The figure missed our estimate of $3 million. In 2025, the company repurchased approximately 3 million shares of its outstanding common stock for $103.3 million. As of Dec. 31, 2025, the company had $30 million of cash on hand and $205.2 million of available borrowing capacity. TriMas ge...