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Jan 31
CPH Q1 2026 Earnings Report
CPH Q1 2026 Earnings Report
Key Takeaways
Concrete Pumping Holdings started fiscal year 2026 with 5% revenue growth to $90.6 million, driven by a return to growth in U.S. Concrete Pumping and strong performance in Waste Management. Despite a net loss, the company improved its income from operations by 29% and increased Adjusted EBITDA by 6% year-over-year.
Revenue increased 5% year-over-year to $90.6 million.
Adjusted EBITDA grew 6% to $18.0 million with a margin expansion to 19.9%.
U.S. Concrete Pumping operations returned to growth, benefiting from infrastructure and data center projects.
The company is accelerating $22.0 million in capital investments into 2026 to stay ahead of 2027 emission regulations.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The Company reaffirmed its full-year fiscal 2026 outlook despite assuming no meaningful recovery in the construction market.
Positive Outlook
- Revenue expected to be between $390.0 million and $410.0 million.
- Adjusted EBITDA expected to range between $90.0 million and $100.0 million.
- Free cash flow projected to be at least $40.0 million.
- Pull-forward of capital investments will reduce replacement CAPEX in 2027.
- Strategic positioning to improve competitive advantage under new 2027 emissions laws.
Challenges Ahead
- Assumes construction market will not meaningfully recover in fiscal 2026.
- Anticipated truck price increases in 2027 from OEMs.
- Expected disruptions from first-generation truck technologies in 2027.
- Stricter U.S. emissions laws taking effect in 2027 requiring fleet strategy adjustments.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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