Pulling SEC filings + quote and writing the call…

Construction Partners, Inc.
Next earnings Aug 5, 2026 · consensus $1.11 EPS, $985M rev
Last earnings +6.9% on 2026-05-08
Fast-growing Sunbelt road builder with a $3.0B backlog, but the growth is M&A-fueled, debt tripled, and 66.7x is a steep price.
Sources: SEC EDGAR (CIK 0001718227, latest 10-Q filed 2026-05-08) · EODHD · analysis by claude-code · as of 6/21/2026, 8:56:56 PM.
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Middling fundamentals and a rich price (~47% above fair value) leave little margin of safety — a wait-and-see.
Construction Partners is a Sunbelt civil-infrastructure company — asphalt (HMA) plants, aggregates and paving across eight states — riding strong public-infrastructure demand. FY2025 was explosive: revenue grew 54.2% to $2.81B, operating income more than doubled (+102.1%) to $225M, and net income rose 47.6% to $102M ($1.84 diluted EPS, +40.5%). The demand backdrop is durable — management notes public transportation projects 'historically have been a relatively stable portion of state and federal budgets,' funded via the Highway Trust Fund — and the company entered the year with a $3.0B contract backlog, providing strong revenue visibility.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $911M | $1.30B | $1.56B | $1.82B | $2.81B |
| Gross profit | $120M | $139M | $196M | $258M | $439M |
| Operating income | $30.1M | $35.4M | $81.9M | $111M | $225M |
| Net income | $20.2M | $21.4M | $49.0M | $68.9M | $102M |
| Diluted EPS | $0.39 | $0.41 | $0.94 | $1.31 | $1.84 |
| Net margin | 2.2% | 1.6% | 3.1% | 3.8% | 3.6% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1047 tracked peers · median
| 2026-04-02 | Baugnon Robert G Senior VP, Personnel and Admin | Award | 55.00 @ $92.27 | $5.07K |
| 2025-12-24 | Shaffer Stefan L Director | Acquired (J) | 266.00 | |
| 2025-12-16 | McKay Michael H Director | Gift | 1.00K | |
| 2025-12-12 | Brooks Judson Ryan SVP and General Counsel | Gift | 2.00K | |
| 2025-11-25 | Smith Fred Julius III President and CEO | Acquired (C) | 30.0K | |
| 2025-11-25 | Smith Fred Julius III President and CEO | Gift | 30.0K | |
| 2025-11-24 | Smith Fred Julius III President and CEO | Disposed (J) | 33.7K | |
| 2025-11-19 | Brooks Judson Ryan SVP and General Counsel | Tax | 2.91K @ $112.02 | $326K |
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.