Concrete Pumping Holdings, Inc. (BBCP)

NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-10-23

$9.38+0.21%

Close 2026-10-23 · 1-day change

Investment OutlookAs of Oct 24, 2026

What could strengthen or challenge Concrete Pumping Holdings, Inc.’s outlook?

The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.

Higher potential upsideImproving expectations

Next-FY EPS estimate change · 30 days

Comparable estimates unavailable

+10% or more+5%0%−5%−10% or less

A matching fiscal period and sufficient coverage are required.

Higher risk of downsideWeakening expectations

One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.

How this is measured

The calculation requires same-period, same-provider snapshots, positive EPS, at least five analysts and a baseline within three days of the requested lookback.

Measure / period	Management expectations	Analyst expectations
Quarter ending 2026-10-31
Revenue	—	116.97M
EPS	—	0.117
Annual ending 2026-10-31
Revenue	—	431.07M
EPS	—	0.19
Annual ending 2027-10-31
Revenue	—	456.49M
EPS	—	0.323

Management figures unavailable.

What the Thesis Depends On

Three published thesis conditions, with dated milestones shown separately.

Key Factor	Why It Matters	Current Status	Break Condition	Latest Evidence
Free cash flow at least $45M in FY26	Free cash flow is improving, with $45M expected in FY26.	Intact	Free cash flow falls below $40M in FY26	Free cash flow: $3.787M FY2026-Q3; GAAP. Published target: >= $45M. Target period is not explicitly aligned with this observation. Source published Sep 3, 20263,787,000 USD · calculatedSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q3 · Period ending Jul 31, 2026 Source: stock_quarterly_financials_fmp. Reference: 2026-Q3. Source status: unverified. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement.
Operating income rises to about $12.1M by Q2 FY26	A primary condition in Concrete Pumping Holdings, Inc.'s published investment case. The stated target is >= $12.1M.	Intact	Operating income falls below $3.5M in any quarter	Operating income: $15.088M FY2026-Q3; GAAP. Published target: >= $12.1M. Target period is not explicitly aligned with this observation. Source published Sep 3, 202615,088,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q3 · Period ending Jul 31, 2026 Source: company_financial_results. Reference: f4c795d8-77a0-4de2-9926-669ffdbf5e7e. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Operating income increased from $4.5 million in 2026-Q1 to $12.1 million in 2026-Q2 and $15.1 million in 2026-Q3; net income improved from a loss of $2.4 million in 2026-Q1 to positive $2.5 million in 2026-Q2 and $4.9 million in 2026-Q3. The trajectory shows delivering improved profitability consistent with management's focus. Delivery assessment Oct 24, 2026
Revenue grows to about $417.5M in FY26	Concrete Pumping Holdings grows revenue about 10% yearly.	Intact	Revenue falls below $380M in FY26	Revenue: $116.766M FY2026-Q3; GAAP. Published target: ~$417.5M. Target period is not explicitly aligned with this observation. Source published Sep 3, 2026116,766,000 USD · source valueSource reportLast status assessment Oct 24, 2026 Measurement source consolidated · GAAP FY2026-Q3 · Period ending Jul 31, 2026 Source: company_financial_results. Reference: f4c795d8-77a0-4de2-9926-669ffdbf5e7e. Source status: eligible. Compare required operating outcomes Compare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management context Stated as a priority in 3 of last 3 quarters. Revenue increased from $90.6 million in 2026-Q1 to $106.8 million in 2026-Q2 and $116.8 million in 2026-Q3, driven by commercial and infrastructure demand and pricing discipline. The trajectory is delivering consistent growth aligned with management's stated focus. Delivery assessment Oct 24, 2026

Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.

Incoming Evidence

Compare these dated observations with the operating requirements above

Expectations trend

Same fiscal period

FY2027 · fiscal year ending 2027-10-31 · fmp

FY2027 EPS: comparable history unavailable.

FY2027 revenue: comparable history unavailable.

Exact estimates & source dates

One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.

FY2027 estimate observations · fmp
Snapshot	EPS	Revenue	EPS / revenue analysts
2026-07-24	Unavailable	Unavailable	1 / 1
2026-07-25	Unavailable	Unavailable	1 / 1
2026-07-26	Unavailable	Unavailable	1 / 1
2026-07-27	Unavailable	Unavailable	1 / 1
2026-07-28	Unavailable	Unavailable	1 / 1
2026-07-29	Unavailable	Unavailable	1 / 1
2026-07-30	Unavailable	Unavailable	1 / 1
2026-07-31	Unavailable	Unavailable	1 / 1
2026-08-01	Unavailable	Unavailable	1 / 1
2026-08-02	Unavailable	Unavailable	1 / 1
2026-08-03	Unavailable	Unavailable	1 / 1
2026-08-04	Unavailable	Unavailable	1 / 1
2026-08-05	Unavailable	Unavailable	1 / 1
2026-08-06	Unavailable	Unavailable	1 / 1
2026-08-07	Unavailable	Unavailable	1 / 1
2026-08-08	Unavailable	Unavailable	1 / 1
2026-08-09	Unavailable	Unavailable	1 / 1
2026-08-10	Unavailable	Unavailable	1 / 1
2026-08-11	Unavailable	Unavailable	1 / 1
2026-08-12	Unavailable	Unavailable	1 / 1
2026-08-13	Unavailable	Unavailable	1 / 1
2026-08-14	Unavailable	Unavailable	1 / 1
2026-08-15	Unavailable	Unavailable	1 / 1
2026-08-16	Unavailable	Unavailable	1 / 1
2026-08-17	Unavailable	Unavailable	1 / 1
2026-08-18	Unavailable	Unavailable	1 / 1
2026-08-19	Unavailable	Unavailable	1 / 1
2026-08-20	Unavailable	Unavailable	1 / 1
2026-08-21	Unavailable	Unavailable	1 / 1
2026-08-22	Unavailable	Unavailable	1 / 1
2026-08-23	Unavailable	Unavailable	1 / 1
2026-08-24	Unavailable	Unavailable	1 / 1
2026-08-25	Unavailable	Unavailable	1 / 1
2026-08-26	Unavailable	Unavailable	1 / 1
2026-08-27	Unavailable	Unavailable	1 / 1
2026-08-28	Unavailable	Unavailable	1 / 1
2026-08-29	Unavailable	Unavailable	1 / 1
2026-08-30	Unavailable	Unavailable	1 / 1
2026-08-31	Unavailable	Unavailable	1 / 1
2026-09-01	Unavailable	Unavailable	1 / 1
2026-09-02	Unavailable	Unavailable	1 / 1
2026-09-03	Unavailable	Unavailable	1 / 1
2026-09-04	Unavailable	Unavailable	1 / 1
2026-09-05	Unavailable	Unavailable	1 / 1
2026-09-06	Unavailable	Unavailable	1 / 1
2026-09-07	Unavailable	Unavailable	1 / 1
2026-09-08	Unavailable	Unavailable	1 / 1
2026-09-09	Unavailable	Unavailable	1 / 1
2026-09-10	Unavailable	Unavailable	1 / 1
2026-09-11	Unavailable	Unavailable	1 / 1
2026-09-12	Unavailable	Unavailable	1 / 1
2026-09-13	Unavailable	Unavailable	1 / 1
2026-09-14	Unavailable	Unavailable	1 / 1
2026-09-15	Unavailable	Unavailable	1 / 1
2026-09-16	Unavailable	Unavailable	1 / 1
2026-09-17	Unavailable	Unavailable	1 / 1
2026-09-18	Unavailable	Unavailable	1 / 1
2026-09-19	Unavailable	Unavailable	1 / 1
2026-09-20	Unavailable	Unavailable	1 / 1
2026-09-21	Unavailable	Unavailable	1 / 1
2026-09-22	Unavailable	Unavailable	1 / 1
2026-09-23	Unavailable	Unavailable	1 / 1
2026-09-24	Unavailable	Unavailable	1 / 1
2026-09-25	Unavailable	Unavailable	1 / 1
2026-09-26	Unavailable	Unavailable	1 / 1
2026-09-27	Unavailable	Unavailable	1 / 1
2026-09-28	Unavailable	Unavailable	1 / 1
2026-09-29	Unavailable	Unavailable	1 / 1
2026-09-30	Unavailable	Unavailable	1 / 1
2026-10-01	Unavailable	Unavailable	1 / 1
2026-10-02	Unavailable	Unavailable	1 / 1
2026-10-03	Unavailable	Unavailable	1 / 1
2026-10-04	Unavailable	Unavailable	1 / 1
2026-10-05	Unavailable	Unavailable	1 / 1
2026-10-06	Unavailable	Unavailable	1 / 1
2026-10-07	Unavailable	Unavailable	1 / 1
2026-10-08	Unavailable	Unavailable	1 / 1
2026-10-09	Unavailable	Unavailable	1 / 1
2026-10-10	Unavailable	Unavailable	1 / 1
2026-10-11	Unavailable	Unavailable	1 / 1
2026-10-12	Unavailable	Unavailable	1 / 1
2026-10-13	Unavailable	Unavailable	1 / 1
2026-10-14	Unavailable	Unavailable	1 / 1
2026-10-15	Unavailable	Unavailable	1 / 1
2026-10-16	Unavailable	Unavailable	1 / 1
2026-10-17	Unavailable	Unavailable	1 / 1
2026-10-18	Unavailable	Unavailable	1 / 1
2026-10-19	Unavailable	Unavailable	1 / 1
2026-10-20	Unavailable	Unavailable	1 / 1
2026-10-21	Unavailable	Unavailable	1 / 1
2026-10-22	Unavailable	Unavailable	1 / 1
2026-10-23	Unavailable	Unavailable	1 / 1
2026-10-24	Unavailable	Unavailable	1 / 1

Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.

Compare required revenue and earnings

Analyst view

Monthly observations

Buy / Strong BuyHoldSell / Strong Sell

Exact monthly counts

Monthly rating snapshots · fmp. Missing snapshots are not zero.
Date	Buy*	Hold
2026-05-01	1	2
2026-06-01	0	2
2026-07-01	0	2
2026-08-01	0	2
2026-09-01	0	2
2026-10-01	0	2

*Buy includes Strong Buy; Sell includes Strong Sell. Monthly counts describe the analyst mix, not the firms behind each recent action.

Latest: 0 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell

0 upgrades0 downgrades0 maintains

Recent actions · Sep 25–Oct 24 · 0 recorded

Price-target changes

30 days

Individual price-target observations are unavailable.

0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior

How this is measured

Sep 25, 2026–Oct 24, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.

Outlook in Brief

The evidence, the remaining questions, and what comes next

What's improving

No recovery evidence is reported in the available driver assessments.

Still unresolved / key risks

Free cash flow at least $45M in FY26Free cash flow: $3.787M
Operating income rises to about $12.1M by Q2 FY26Operating income: $15.088M
Revenue grows to about $417.5M in FY26Revenue: $116.766M

Next proof point

Next earnings date unavailable

Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.

Review earnings

Bottom line

3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.

The dated weekly assessment and its assumptions are available in Read detailed Outlook.

Historical risk context

Observed price history; separate from operating scenarios

Price sensitivity

1.4%Typical daily move · historical

Downside history

-26.3%Maximum drawdown · trailing year

Read detailed Outlook Company context, assumptions & risks

Concrete Pumping Holdings, Inc. outlook in detail

The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.

Updated Oct 24, 2026

What kind of bet this is

BBCP is an improving industrial business with signs of durable growth and better profitability. Its multi-year view is intact, though recent performance is neutral overall, risks are elevated, and confidence has eased to medium.

What's priced into Concrete Pumping Holdings, Inc.

BBCP is valued at a premium to peers, and the evidence labels that premium unjustified despite describing it as durable. The market appears to expect continued execution, while the expectations gap and medium model confidence leave uncertainty about whether results support that valuation.

What the fundamentals likely do

Near-term, management’s focus on revenue growth, profitability, and free cash flow is on track: recent quarterly revenue, operating income, and net income improved, and free cash flow guidance rose. Recent results include an earnings beat followed by an in-line report; the stated near-term miss risk is low, but smaller size and erratic earnings surprises remain concerns.

What Concrete Pumping Holdings, Inc. hinges on

The multi-year thesis depends on continued delivery against management’s priorities and on the recent guidance increase holding. A reversal and guidance cut would damage credibility, while results and guidance from industrial peers could either sustain or weaken the sector backdrop.