Northwest Pipe Company (NWPX)
NASDAQ:NWPX
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Earnings Data
Report Date
Aug 12, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.35Last Year’s EPS
0.91Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a clearly positive operational and financial story: record revenues, gross profit, EPS, strong free cash flow, expanding margins, record WTS backlog, and upgraded cash flow guidance. Challenges noted—weather-related downtime, modest Precast order book decline, supply/timing risk on a large NDA project, and receivables/cash timing—are meaningful but appear manageable relative to the breadth and size of the reported improvements and backlog visibility.Company Guidance
Consolidated Revenue Growth
Net sales rose 19.1% year-over-year to $138.3 million (from $116.1M), reflecting broad-based strength across Water Transmission Systems (WTS) and Precast.
Record Consolidated Profitability and Margin Expansion
Consolidated gross profit was a record $26.7 million, up 37.7% year-over-year, with gross margin expanding 260 basis points to 19.3% (from 16.7%).
Strong EPS and Net Income Improvement
First quarter net income was $10.5 million, or $1.08 per diluted share, compared with $4.0 million, or $0.39 per diluted share a year ago—demonstrating significant operating leverage.
Robust Free Cash Flow and Operating Cash
Generated free cash flow of $25.7 million in the quarter (or $2.62 per share) versus $1.2 million last year; net cash provided by operating activities was $29.2 million versus $4.8 million (over 500% increase).
WTS Record Quarter and Backlog Build
WTS revenue hit a first-quarter record of $93.5 million, up 19% year-over-year; WTS gross profit rose 42.3% to $17.3 million and gross margin expanded 300 basis points to 18.5%. WTS backlog ended the quarter at a record $430 million (up from $346M at year-end and $289M a year ago).
Precast Records and Price Realization
Precast revenue reached a record $44.8 million, up 18.9% year-over-year; Precast gross profit increased 30% to $9.3 million with margin up 180 basis points to 20.9%. Selling prices rose ~14% driven by favorable product mix.
Operational Productivity Gains
WTS tons produced increased 18% driving higher overhead absorption; Park production increased 30% and Geneva production/shipments up ~78%, supporting improved margins and throughput.
Balance Sheet Strengthening and Capital Deployment
Cash improved to $14.3 million (from $2.3M), debt totaled $10.7 million with no outstanding borrowings on the credit facility (net cash position ~$3.5M); completed Bouton Precast acquisition ($8.9M), repurchased ~33k shares for $2.2M, and repaid $1M of debt.
Upgraded Free Cash Flow Guidance
Raised full-year free cash flow guidance to $50 million–$56 million (from prior $40M–$46M); maintained CapEx guidance of $20M–$24M (including ~$6M for Precast growth initiatives).
NWPX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
NWPX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 29, 2026 | $86.01 | $98.34 | +14.34% |
Feb 25, 2026 | $74.01 | $81.66 | +10.34% |
Oct 29, 2025 | $55.68 | $56.47 | +1.42% |
Aug 07, 2025 | $42.72 | $48.40 | +13.30% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Northwest Pipe Company (NWPX) report earnings?
Northwest Pipe Company (NWPX) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
What is Northwest Pipe Company (NWPX) earnings time?
Northwest Pipe Company (NWPX) earnings time is at Aug 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is NWPX EPS forecast?
NWPX EPS forecast for the fiscal quarter 2026 (Q2) is 1.35.