NWPXNWPX Infrastructure, Inc.
The Read
2% rally past the bull target due to successful RBJ installation and federal grant visibility.
The schedule
- Tue9Feb
Q3 results will provide early insight into 2027 infrastructure backlog visibility and whether the Boughton's Precast integration continues to yield margin synergies.
- Tue9Feb
The crucial Q4 report where NWPX issues full-year 2027 guidance, setting the tone for expected top-line growth in the Water Transmission and Precast segments.
- Thu29Apr
First-quarter 2027 results will assess the impact of seasonal construction ramps and sustained pricing power in an inflationary environment.
Past
- Tue1Sep
Assessment of President Trump's latest trade policy proposals and their direct impact on domestic steel input costs for NWPX.
- Fri7Aug
NWPX's Q2 print will test whether the Water Transmission Systems segment can sustain the exceptional 42% gross profit surge seen in Q1.
- Mon15Jun
Actual outcome: Bull · $139.19 at outcome
NWPX shares surged past the bull target, driven by the successful first installation of its patent-pending Radial Bending Joint (RBJ) technology. This breakthrough in curved steel microtunneling validates the company's innovative capabilities, positioning it strongly to capitalize on upcoming federal water infrastructure grants and driving the stock's rally.
Market assesses the rollout timeline of federal infrastructure grants for municipal water transmission systems.
- Thu30Apr
Actual outcome: Bull · $112.52 at outcome
NWPX delivered strong Q1 2026 results, reporting earnings of $1.08 per share that easily beat estimates alongside a 19.1% year-over-year increase in net sales to $138.3 million. The robust performance was driven by record first-quarter results in the Water Transmission Systems segment, which saw gross profit surge 42.3%, propelling the stock well past the bull target.
Q1 2026 earnings will test whether NWPX can sustain the record Q4 momentum and robust backlog while shares trade near the 52-week high at $78.76; a clean print with stable margins could push the stock toward $83.00, while any sign of order softness, pricing pressure, or margin giveback could drive a de-rating toward $83.00.
- Wed1Apr
Actual outcome: Bull · $117.96 at outcome
NWPX shares exceeded the $78.00 bull target, bolstered by a strong earnings outlook that helped the stock defy broader Q1 market slumps. Increased institutional confidence, highlighted by Allspring Global Investments boosting its stake by over 19%, further supported the stock's upward trajectory as investors remained optimistic about the company's pricing power and cost management.
Assessment of steel input costs and the company's ability to pass through price increases to municipal and energy contracts.
- Thu26Feb
Actual outcome: Bull · $80.96 at outcome
NWPX delivered record Q4 revenue and a 19.2% year-over-year increase in gross profit, demonstrating significant margin expansion despite EPS only meeting analyst estimates. The stock's climb past the bull target was fueled by a strong $234 million backlog, the strategic acquisition of Boughton's Precast, and a subsequent upgrade to a 'Strong Buy' rating based on optimistic 2026 earnings prospects.
Release of Q4 2025 results and critical full-year 2026 financial outlook. Investors will focus on revenue acceleration and margin stability given commodity price fluctuations.
