Bowman Consulting Group (BWMN)
NASDAQ:BWMN
Earnings Data
Report Date
May 11, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.21Last Year’s EPS
0.07Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a materially positive operational and financial story: record revenue, margin expansion, return to GAAP profitability, strong backlog, improved cash flow, and targeted investments (notably geospatial and digital offerings). The company also raised 2026 net revenue guidance and maintained healthy liquidity while executing acquisitions that expand capabilities. Offsetting items include elevated leverage from acquisition activity, working capital inefficiencies that management plans to address, some quarter-to-quarter margin variability, and an upcoming CEO transition (mitigated by retention steps). Overall, the positives (significant growth, profitability turnaround, backlog, cash flow improvement, and strategic investments) meaningfully outweigh the manageable near-term challenges.Company Guidance
Record Annual Revenue and Net Revenue Growth
Full-year gross revenue reached $490,000,000 (up ~14.9% YoY) and net revenue was $434,800,000 (up ~14.5% YoY), representing a record year for the company.
Strong Organic Growth
Organic net revenue grew 12.4% for the full year and 11% in the fourth quarter (excluding recent acquisitions), demonstrating sustained underlying demand.
Backlog Expansion
Record backlog of over $479,000,000 as of 12/31/2025, a ~20% increase year-over-year, providing visibility into 2026 revenue conversion.
Improved Profitability and Margins
Full-year gross margin expanded to 53.4% (up ~120 bps YoY) and Q4 gross margin was 55% (up ~190 bps YoY). Management expects an additional ~50–80 bps of margin expansion in 2026 and maintained adjusted EBITDA margin guidance of 17.0–17.5% for 2026.
Turnaround to GAAP Profitability
Pretax GAAP income for the year was $11,200,000 versus a pretax loss of $8,900,000 in the prior year. Net income was $12,800,000 versus $3,000,000 prior-year, reflecting a meaningful earnings improvement.
Earnings Per Share Growth
GAAP basic and diluted EPS were $0.74 and $0.73 (up ~300% YoY). Adjusted basic and diluted EPS were $1.72 and $1.68 (up nearly 40% YoY).
Operating Cash Flow and Liquidity Strength
Cash from operating activities increased nearly 50% to $35,800,000 (from $24,300,000 prior-year). Available liquidity of approximately $150,000,000 and a recently expanded credit facility maximum to $250,000,000.
Strategic Capital Deployment and Share Repurchases
The company repurchased $18,800,000 of common stock in 2025 at an average price of $27.51 per share while prioritizing investment in organic growth and acquisitions.
Acquisition and Portfolio Diversification
Closed the acquisition of RPT Alliance (Dec 5), strengthened position in power/utilities and natural resources, and achieved ~28% growth in capture rate for public contracts; management projects 2026 net revenue guidance of $495–$510M (pro forma organic growth ~12% excluding RPT).
Geospatial and Technology Investments
Geospatial represented ~26% of 2025 gross revenue. Investments in high-resolution scanners, aircraft, UAVs and other capture platforms are expected to increase collection and processing efficiency by ~30–40% and enable differentiated services (e.g., PAC digital twin offering).
Consistent Book-to-Burn and Market Win Momentum
Book-to-burn ratio remains over 1x since IPO; wins particularly strong in power/utilities, transportation, and natural resources, with a five-year renewal from US Army Corps of Engineers noted.
BWMN 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
BWMN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 04, 2026 | $32.94 | $29.00 | -11.96% |
Nov 05, 2025 | $44.43 | $34.46 | -22.44% |
Aug 06, 2025 | $33.98 | $35.72 | +5.12% |
May 06, 2025 | $22.67 | $23.97 | +5.73% |
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 Bowman Consulting Group (BWMN) report earnings?
Bowman Consulting Group (BWMN) is schdueled to report earning on May 11, 2026, After Close (Confirmed).
What is Bowman Consulting Group (BWMN) earnings time?
Bowman Consulting Group (BWMN) earnings time is at May 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is BWMN EPS forecast?
BWMN EPS forecast for the fiscal quarter 2026 (Q1) is 0.21.