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Concrete Pumping Holdings, Inc. (BBCP)
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-06-16
Intact
$10.69-1.47%
Close 2026-06-16 · 1-day change
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
The bottom line
Recent financial performance is neutral, while earnings quality is robust, cash backs up reported profits. Risk is moderate, and the sector backdrop presents a headwind, which may affect future growth. Peer multiples imply a price about 12% below where it trades (it looks expensive on this basis); the read is fair, priced roughly in line with peer multiples. Key factors to watch include guidance changes and sector trends, particularly how leading companies in the Industrials sector perform. This read is provisional.
as of 2026-06-16
Quick facts
- Exchange
- NASDAQ
- Sector
- Industrials
- Industry
- Engineering & Construction
- Market cap
- $560.38M
- Employees
- 1,530
- IPO date
- 2017-06-29
- Next earnings
- —
Price
Daily closes. Earnings/event dots are placed inline.
Adjusted daily closes (split & dividend). Scroll over the chart to zoom; click a range to reset.
EarningsMaterial event
What's priced in
(what the market already expects)What it's worth (estimated)
A consensus fair price across 5 valuation methods, at three horizons. Current price $10.69. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
12-month· primaryfull
$9.97consensus
Range $5.59 – $10.72
vs price: +7% above
Method agreement — · 5 methods
No-growth: today's peer multiple on trailing earnings. The headline read.
3-yearfair
$13.51consensus
Range $11.57 – $15.45
vs price: -21% below
Method agreement — · 2 methods
Embeds projected growth. Leans optimistic by design. Upside context.
5-yearinexpensive
How much to trust our fair value
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
Re-ratingmedium confidence
At $11 BBCP trades at 68× p/e — 1.9× the 35× p/e peer median. The market is re-rating it beyond its own range; our $10 fair value is medium-confidence here. Not investment advice.
Multiple (P/E)
67.8x
peer 35.1x · own history —
Premium
1.9x peer
Growth the price needs
7%
our forecast 5%
Our fair value
$10.11
range $5.62 – $10.85
How this stock is priced
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Long-term · 1–3 yr
full12-month view
What's priced inJustified
The market is pricing in roughly 7% near-term growth, in line with our forecast of about 5%. This describes what's priced in, not a forecast of the move.
Low fragilityrisk posture, not a price call
No fragility gates fired.
Historical context
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
Compared to peers
How strong is the business
(quality & execution)Factor signals
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Recent financial performance
neutralOperating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 57% of the time over the next year (vs 64% for the rest of the cohort, n=4882).
55th pctl · Industrials
Earnings quality
robustOver the trailing year it converted 6.91x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 64% of the time over the next year (vs 57% for the rest of the cohort, n=3333).
95th pctl · Industrials
Macro sensitivity
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
Management & capital allocation
Not enough signal yet.
Earnings setup & market context
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
Earnings setup · pre-print positioning
forward-looking
Strongly bullishEPS revised +30.8% / 30d, n=2for period ending 2026-07-31
Why this setup
Consensus revisions
EPS estimate $0.07 → $0.09 (+30.8% / 30d). 1 raised, 0 cut, 2 covering analysts.
Rating actions
0 upgrades, 0 downgrades / 30d, 1 maintained. 0% of analysts rate Buy.
Price target activity
1 PT revisions / 30d. Avg target 11.1% above current price.
Material events
1 positive, 0 negative / 30d. See F4 management tile for the event list.
Sector context
Intermediate · WeeklySector phase: is in (~3.2 years in phase).
Management scorecard
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Long-term · 1–3 yr
Overall: neutral
- Capital allocation
- neutral
- Earnings discipline
- neutral
- Margin discipline
- neutral
- Balance sheet
- strong
- Post-call reaction
- neutral
A guidance track record builds as the company issues and delivers on guidance.
as of 2026-06-16
How bumpy is the path
(risk while you hold it)Risk: how this stock moves
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
Intermediate · WeeklyLong-term · 1–3 yr
On a typical day, $10k can swing ±$114.
How much price usually moves either way.
On a bad day, this stock has moved -$378.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $2,500.
Deepest peak-to-trough drop in the last year.
moderateas of 2026-06-16
Past results, not a forecast. Not investment advice.
What would change the read
(catalysts & re-read triggers)What changed
The most important moves since the prior daily snapshot.
Short-term · Daily
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-06-16
What to watch next
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Short-term · Daily
- UpsideHigh confidenceWeeksactive 4d
Watch for Q2 revenue growth results post-earnings release
Why it matters: Revenue growth is a top priority. Strong results would show the company is on track.
What confirms / what disproves
Confirms:Q2 revenue growth exceeds 5% year over year.
Disproves:Q2 revenue growth is below 0% year over year.
Material eventSource dated 2026-06-04
News catalysts
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for BBCP yet.
This sector is also watching
- Watch for impacts from upcoming FOMC decisions
- Watch for revenue growth speeding up in Industrials
What could change this view
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Intermediate · Weekly
Upside triggers
No upside scenarios in the latest snapshot.
Downside triggers
No downside scenarios in the latest snapshot.
Recent events
(material 8-K / filing activity)Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-06-0413d agoItem 2.02
Results of Operations and Financial Condition. On June 4, 2026, Concrete Pumping Holdings, Inc. (the “Company”) issued a press release announcing the Company’s financial results for the second quarter of fiscal year 2026. A copy of the press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of…
Earnings preannouncementpositive
Score history
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
+1.1 vs last weeklatest as of 2026-06-16
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.