Construction Partners reports Q4 EPS $1.02, consensus $1.08

Reports Q4 revenue $899.85M, consensus $899.65M. CEO Fred Smith, III, said, “We delivered a strong Q4 that capped a year of significant growth and margin expansion, in line with the preliminary financial ranges we announced in October. Our disciplined execution across our Sunbelt operations, powered by more than 6,800 employees, continues to drive record results through safe, efficient project construction and strong market demand. FY25 was a transformative year for CPI, marked by strategic geographic expansion and accelerated financial performance…The significant topline growth in FY25 was driven by both strategic acquisitions and sustained and consistent organic growth of 8.4% compared to last year. We continue to experience strong infrastructure demand and an increasing need for new lane capacity throughout our Sunbelt markets, coupled with expanding addressable markets for roadway repair and maintenance and incremental revenue growth from our acquired companies in their local markets…As we enter FY26, we remain well-positioned to build on this momentum, supported by robust Sunbelt economic fundamentals, continued strong public infrastructure investment in our states and municipalities, and ongoing opportunities for both acquisitive and organic growth.”