ROAD · Construction Partners, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q3 FY26 earnings call · Aug 7, 2026TL;DR. Construction Partners reported Q3 FY26 revenue up 28% to $999.4M with record $3.36B backlog and raised its full-year FY26 guidance across revenue, net income, and Adjusted EBITDA to reflect over 30% top-line growth, while completing the Ellsworth Construction acquisition and refinancing debt to expand its credit facility.
- + Record project backlog of $3.36B at June 30, 2026, up from $2.94B a year earlier, covering ~80–85% of next 12 months revenue
- + Completed Ellsworth Construction acquisition, expanding Oklahoma footprint and strengthening data center capabilities
- + Expanded revolving credit facility to $700M from $500M, refinanced Term Loan B to lower margins, and added $300M incremental term loans
- + Active AI data center opportunity with ~70–75% of new data center construction occurring in CPI's existing states and pipelines exceeding $100M in Texas and $130M in Oklahoma
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA non-GAAP | 163M | Q3 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income 59.56M
+30.29M Interest expense, net
+19.58M Provision for income taxes
+43.98M Depreciation, depletion, accretion and amortization
+8.24M Share-based compensation expense
+1.37M Transformative acquisition expenses
= Adjusted EBITDA 163.02M
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| Adjusted EBITDA margin non-GAAP | 16.3% | Three Months Ended June 30, 2026 | — |
| Adjusted net income non-GAAP | 60.6M | Q3 FY2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income 59.56M
+1.37M Transformative acquisition expenses
+0K Financing fees related to transformative acquisition
-336K Tax impact due to above reconciling items
= Adjusted net income 60.59M
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| Project backlog | 3.36B | Q3 FY2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Engineering & Construction — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ROAD
this stock
Construction Partners, Inc.
|
$5.32B | -17.1% | +0.3% | 36.6 | 6.8% |
|
PWR
Quanta Services, Inc.
|
$97.59B | +52.2% | +13.4% | 74.4 | 2.1% |
|
FIX
Comfort Systems USA Inc
|
$58.38B | +77.2% | -73.9% | 40.8 | 2.4% |
|
FER
Ferrovial N.V.
|
$40.22B | -16.3% | — | — | 0.6% |
|
EME
EMCOR Group, Inc.
|
$33.62B | +23.3% | +16.6% | 23.7 | 2.1% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ROAD | -3.7% | -10.5% | -23.5% | -15.2% | -17.1% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -3.0% | -10.6% | -35.7% | -14.7% | -28.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.