BBCP Concrete Pumping Holdings, Inc.
Price Chart
Executive Summary
Concrete Pumping Holdings (BBCP) reported FQ2 2026 EPS of $0.04 diluted (vs. prior-year loss of $0.01), but GAAP EPS of -$0.06 missed consensus of $0.01 by 700%. Revenue of $106.8M beat the $96.7M estimate by 10.4% and grew 14% YoY. The company raised full-year guidance; however, the headline EPS miss versus consensus is the dominant driver for the common stock.
Key Financial Metrics
Actionable Insight
The disconnect between reported GAAP diluted EPS ($0.04) and the synthetic consensus (-$0.06 vs $0.01) needs resolution — check the actual EPS metric the Street uses (note prior quarters show GAAP losses but adjusted EPS was positive). The raised guidance and strong revenue beat are constructive, but until the EPS convention is clarified, the stock may trade on the more negative interpretation. Watch the conference call for metric clarification and capital allocation outlook.
Key Facts
- GAAP diluted EPS of $0.04 (reported) vs. consensus $0.01 — the press release shows $0.04 GAAP diluted net income per share attributable to common, but the synthetic context reports consensus $0.01 implying a beat; however the Nasdaq Street-EPS reference shows last 4 reported quarters of $-0.06, $0.09, $0.07, $-0.01 — the $-0.06 EPS in the synthetic context conflicts with the $0.04 GAAP diluted EPS in the filing
- Revenue of $106.8M beat consensus of $96.7M by 10.4% and grew 13.7% YoY from $94.0M
- Income from operations up 46% YoY to $12.1M; Adjusted EBITDA up 17.4% to $26.4M (24.7% margin vs. 23.9%)
- Raised FY2026 revenue guidance to $410M-$425M (from $390M-$410M) and Adj. EBITDA guidance to $98M-$105M (from $90M-$100M)
- Net income was $2.5M vs. ~$0M a year ago; swing to profitability on a GAAP net income basis
- Total debt of $425.6M, net debt $386.9M; leverage ratio 3.8x
Financial Impact
Revenue beat by ~$10.1M vs consensus; EPS surprise direction disputed (GAAP diluted $0.04 common vs. consensus $0.01, but Street-EPS history suggests the Street quotes a different metric where $0.04 would be a beat vs. prior -$0.01). Overall revenue upside + raised guidance is positive, but headline EPS miss per synthetic context creates uncertainty.
Risk Factors
- EPS metric confusion between GAAP and adjusted numbers could cause volatile trading
- Debt of $425.6M (3.8x leverage) is elevated; $22M accelerated capex into 2026 may pressure free cash flow near-term
- Continued softness in residential/light commercial markets and U.K. weakness (U.K. segment net loss and EBITDA decline)
- High interest rate environment weighs on construction demand recovery
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3307085 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 9, 2026
5d ago
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144
| $10.70 awaiting T+5 | awaiting T+5 | — | $11.12 (+3.93%) |
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Jun 4, 2026
10d ago
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8-K
| $7.98 awaiting T+5 | awaiting T+5 | — | $11.12 (+39.35%) |
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Jun 4, 2026
10d ago
|
Press Release
| $7.98 awaiting T+5 | awaiting T+5 | — | $11.12 (−39.35%) |
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May 21, 2026
24d ago
|
Press Release
| $7.44 $7.91 | ▼ −6.32% | ▼ −4.72% | $11.12 (−49.46%) |
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Mar 10, 2026
13w ago
|
Press Release
| $7.14 $6.84 | ▼ −4.20% | ▼ −2.01% | $11.12 (+55.74%) |
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Mar 2, 2026
14w ago
|
Press Release
| $6.85 $6.73 | ▼ −1.75% | ▼ −0.54% | $11.12 (+62.34%) |
US Market Status
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