Zacks Investment Research·1d ago
Construction Partners Expands Florida Presence With Roads AcquisitionROAD expands its Florida footprint with the Roads, Inc. acquisition, adding asphalt capacity and strengthening regional operations.
Construction Partners is executing a transformative roll-up strategy, with revenue surging 54.2% YoY to $999.4M in Q3 2026 and operating leverage driving operating income to $109.4M. However, the balance sheet has expanded aggressively, with total debt reachin...
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Revenue accelerated 54.2% YoY to $999.4M in Q3 2026, with gross margin recovering to 16.8% from 13.0% in Q2, though still below the 17.7% peak in Q4 2025, reflecting input cost volatility and integration dynamics.
ROAD aims to double revenue to $6 billion by 2030 under its ROAD 2030 plan, building on FY2025 revenue growth of 54% to $2.8 billion.
The company operates in eight high-growth Sunbelt states, benefiting from regional infrastructure demand and population growth.
ROAD's vertically integrated model in roadway construction, paving, and aggregate production provides cost efficiencies and competitive advantages.
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 7, 2026 | $1.08+6.9% vs $1.01 | $999M+5.3% vs $949M |
Q2 2026 May 8, 2026 | $0.18+460.0% vs -$0.05 | $769M+13.4% vs $678M |
Q1 2026 Feb 5, 2026 | $0.47+51.6% vs $0.31 | $810M+8.9% vs $743M |
Q4 2025 Nov 20, 2025 | $1.07-1.8% vs $1.09 | $900M+0.4% vs $896M |
ROAD expands its Florida footprint with the Roads, Inc. acquisition, adding asphalt capacity and strengthening regional operations.
Transaction Expands Company's Operations in Florida Panhandle DOTHAN, Ala., Sept. 21, 2026 /PRNewswire/ -- Construction Partners, Inc. (NASDAQ: ROAD) ("CPI" or the "Company"), a vertically integrated civil infrastructure company specializing in the construction and maintenance of roadways in local markets across the Sunbelt, today announced that it has acquired Roads, Inc. of NWF ("Roads, Inc."), an asphalt manufacturing and construction business headquartered in Cantonment, Florida.
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Energy Services of America (NASDAQ: ESOA - Get Free Report) and Construction Partners (NASDAQ: ROAD - Get Free Report) are both industrials companies, but which is the superior business? We will compare the two companies based on the strength of their earnings, analyst recommendations, institutional ownership, dividends, profitability, valuation and risk. Profitability This table compares Energy Services
Benchmark ROAD against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Construction Partners, Inc. (ROAD)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $96.71 | $5.47B | 52.56 | 54.2% | 3.62% | 13.7% | — | |
| $76.32 | $4.14B | 15.20 | 18.97% | 1.92% | 8.46% | — | |
| $289.05 | $4.5B | 38.39 | 8.79% | 4.13% | 24.17% | — | |
| $516.57 | $15.85B | 55.07 | 17.69% | 12.55% | 36.13% | — | |
| $20.01 | $439.06M | 12.83 | 60.87% | 9.71% | 10.27% | — | |
| $321.07 | $12.79B | 42.75 | 16.89% | 11.45% | 43.81% | — |
Construction Partners, Inc. (ROAD) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Construction Partners, Inc. (ROAD) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 10, 2026·SEC
Aug 7, 2026·SEC
Jul 13, 2026·SEC
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Construction Partners, Inc. (ROAD) stock FAQ — growth, dividends, profitability & financials explained
Construction Partners, Inc. (ROAD) reported $3.48B in revenue for fiscal year 2025. This represents a 541% increase from $542.3M in 2016.
Construction Partners, Inc. (ROAD) grew revenue by 54.2% over the past year. This is strong growth.
Yes, Construction Partners, Inc. (ROAD) is profitable, generating $142.5M in net income for fiscal year 2025 (3.6% net margin).
Construction Partners, Inc. (ROAD) has a return on equity (ROE) of 13.7%. This is reasonable for most industries.
Construction Partners, Inc. (ROAD) generated $175.6M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
