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Concrete Pumping Holdings (BBCP)
NASDAQ:BBCP
Earnings Data
Report Date
Mar 05, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.08Last Year’s EPS
-0.06Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call conveyed a balanced picture: clear strengths in Eco Pan, publicly funded infrastructure work, proactive capital planning for upcoming emissions regulations, and disciplined capital allocation (buybacks and small strategic M&A). However, those positives were offset by YoY declines in consolidated revenue, compressed margins, significant EPS reduction, UK weakness, and limited immediate liquidity. Management provided a modestly constructive FY2026 outlook (revenue and adjusted EBITDA guidance and free cash flow target), but expects continued near‑term margin pressure driven by utilization and timing of investments. Overall, positives and negatives are roughly balanced.Company Guidance
Eco Pan Revenue and Profitability Growth
Eco Pan (US concrete waste management) revenue increased 8.0% to $21.3M (from $19.8M) in Q4; adjusted EBITDA rose 3.8% to $9.1M, driven by higher pan pickup volumes and pricing momentum, demonstrating durable through‑the‑cycle performance.
Infrastructure End‑Market Strength
Publicly funded infrastructure work improved year‑over‑year and represented 25% of US concrete pumping revenue in FY2025, supported by federal and state funding and resiliency in major projects (roads, bridges, education, UK HS2 and energy projects).
Disciplined Cost Management and Pricing Discipline
Management emphasized cost control, fleet efficiency, and strategic pricing that partially mitigated margin pressure from lower volumes, helping preserve profitability amid a soft macro backdrop.
Proactive Capital Allocation for Emissions Transition
Company accelerated $22M of fleet investment from FY2027 into FY2026 to address upcoming 2027 NOx emission standards—a timing move intended to reduce replacement CapEx in 2027 and minimize operational disruption from first‑generation truck technologies.
Share Repurchases and M&A Activity
Company repurchased ~274k shares for $1.8M in Q4 (average $6.73); since 2022 repurchases total ~4.9M shares (~$31.5M) with $18.5M remaining authorization. Completed a small acquisition in the Republic of Ireland (~$2M revenue, ~$0.5M EBITDA contribution), extending geographic footprint.
Comfortable Leverage Target and Cash Flow Outlook
Net debt of $380.6M with net debt to adjusted EBITDA leverage ~3x; guidance for FY2026 expects revenue $390M–$410M, adjusted EBITDA $90M–$100M, and free cash flow of at least $40M (assumes ~$23M replacement CapEx and $32M net cash interest).
Foreign Exchange Benefit
Foreign exchange translation provided a ~220 basis point benefit to revenue in the quarter, partially offsetting weaker activity in some end markets.
BBCP 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
BBCP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 13, 2026 | $7.39 | $6.68 | -9.54% |
Sep 04, 2025 | $6.81 | $7.64 | +12.19% |
Jun 05, 2025 | $7.09 | $6.07 | -14.39% |
Mar 11, 2025 | $6.04 | $4.96 | -17.88% |
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 Concrete Pumping Holdings (BBCP) report earnings?
Concrete Pumping Holdings (BBCP) is schdueled to report earning on Mar 05, 2026, TBA (Confirmed).
What is Concrete Pumping Holdings (BBCP) earnings time?
Concrete Pumping Holdings (BBCP) earnings time is at Mar 05, 2026, TBA (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 BBCP EPS forecast?
BBCP EPS forecast for the fiscal quarter 2026 (Q1) is -0.08.