UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, DC 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Table of Contents Commission File Number: 001-38479 Construction Partners, Inc. (Exact Name of Registrant as Specified in its Charter) Delaware 26-0758017 (St ...

Construction Partners (ROAD) Q3 2025 Earnings Call August 07, 2025 10:00 AM ET Company ParticipantsRick Black - EVPJule Smith - President & CEOGreg Hoffman - SVP & CFOTyler Brown - AVPNed Fleming - Executive Chairman of the BoardMichael Feniger - MD - Equity ResearchAdam Thalhimer - Director - ResearchConference Call ParticipantsAndrew Wittmann - Senior Research AnalystBrian Biros - Senior AnalystBrent Thielman - MD & Senior Research AnalystOperatorGreetings, and welcome to the Construction Partners Third Q ...

Construction Partners (ROAD) Q3 2025 Earnings Call August 07, 2025 10:00 AM ET Speaker0Greetings, and welcome to the Construction Partners Third Quarter Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce Rick Black, Investor Relations.Please go ahead.Speaker1Thank you, operator, and good morning, everyone. We appreciate you j ...

Construction Partners (ROAD) came out with quarterly earnings of $0.81 per share, missing the Zacks Consensus Estimate of $0.87 per share. This compares to earnings of $0.59 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -6.90%. A quarter ago, it was expected that this road and highway construction company would post a loss of $0.04 per share when it actually produced earnings of $0.08, delivering a surprise of +300%.Over the ...

Exhibit 99.1 NEWS RELEASE Construction Partners, Inc. Announces Fiscal 2025 Third Quarter Results Revenue Up 51% Compared to Q3 FY24 Adjusted EBITDA Up 80% Compared to Q3 FY24 Record Backlog of $2.94 Billion Company Maintains FY25 Outlook DOTHAN, AL, August 7, 2025 – 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 throughout the Sunbelt, today reported finan ...

Core Insights - Polaris Off Road has announced its 2026 off-road vehicle lineup, celebrating the 40th anniversary of its all-terrain vehicles (ATVs) and emphasizing its commitment to innovation and American engineering [1][3][34] - The new lineup includes various models designed to enhance rider experience and performance, catering to both work and recreational needs [1][3] Product Highlights - The 2026 RANGER 500 is introduced as a new utility vehicle starting at a U.S. MSRP of $9,999, aimed at a broader consumer base with its compact and practical design [2][17] - The Sportsman 570 Premium 40th Anniversary Edition is a limited release that features nostalgic design elements and modern performance enhancements [3][5] - The GENERAL lineup is recognized as the best-selling crossover side-by-side, featuring a 999cc engine and a 600-pound capacity dump box, with refreshed colors based on consumer feedback [7][8][10] - The Polaris XPEDITION offers adventure-ready features with a 114 HP engine and a refined interior experience, catering to riders seeking rugged versatility [11][12][15] - The RZR lineup continues to dominate the sport side-by-side market with advanced suspension technology and customizable features for enhanced performance [21][23][27] Youth Lineup - Polaris is committed to fostering the next generation of riders with its 2026 Youth lineup, which includes safety features like Helmet Aware Technology and customizable speed limits [28][29] - The lineup features vehicles tailored for young riders, such as the Outlaw 70 EFI and RZR 200 EFI, designed to provide a safe and empowering riding experience [30][31][32] Pricing and Availability - The 2026 Polaris vehicle lineup will begin shipping to dealers in August, with various models starting at different price points, including the RANGER lineup starting at $9,999 and the XPEDITION at $39,499 [6][10][16][20][27][32]

DOTHAN, Ala., July 16, 2025 /PRNewswire/ -- Construction Partners, Inc. (NASDAQ: ROAD) (the "Company"), a vertically integrated civil infrastructure company specializing in the construction and maintenance of roadways in local markets throughout the Sunbelt, today announced that it will release its fiscal 2025 third quarter results on August 7, 2025, before the market opens.  In addition, the Company has scheduled a conference call to discuss its results at 10:00 a.m. Eastern Time (9:00 a.m. Central Time) o ...

Core Insights - Construction Partners, Inc. (ROAD) is trading at a premium with a forward 12-month P/E ratio of 40.7, significantly higher than the broader Construction sector (18.76) and the S&P 500 index (22.64) [2][4] - The company's vertically integrated business model and diverse product offerings are enhancing its prospects amid favorable public infrastructure spending [4][18] - ROAD stock has increased by 37.1% over the past three months, outperforming both the industry and notable competitors [5] Business Model and Growth Strategy - The vertically integrated model reduces supply-chain risks and supports an EBITDA margin of 15.2% [6] - The Lone Star acquisition has expanded ROAD's geographic reach and added 10 HMA plants, aiding in the execution of its ROAD-Map 2027 strategy [6][10] - The company aims for annual revenue growth of 15-20% and EBITDA margin expansion of 13-14% through its strategic business model [8] Financial Outlook - For fiscal 2025, ROAD expects revenues between $2.77 billion and $2.83 billion, indicating a year-over-year growth of 52.2-55.5% [12] - Adjusted EBITDA is forecasted to be between $410 million and $430 million, reflecting a year-over-year growth of 85.9-94.9% [12] - Earnings per share (EPS) estimates for fiscal 2025 and 2026 have increased to $2.17 and $2.73, representing growth of 63.2% and 25.7% respectively [13] Technical Indicators - ROAD stock is trading above both the 50-day and 200-day simple moving averages, indicating a bullish trend and positive market sentiment [15] Analyst Sentiment - Analysts show optimism towards ROAD, with 60% of recommendations classified as "Strong Buy" [19][22]

Industry Overview - The Zacks Building Products - Miscellaneous industry is experiencing growth due to increased government infrastructure spending, which is driving demand for construction-related products and services [1] - Key players in the industry, such as United Rentals, Inc., Masco Corporation, Construction Partners, Inc., Hillman Solutions Corp., and Quanex Building Products Corporation, are well-positioned to capitalize on these trends [1] Current Challenges - The industry faces near-term challenges from high mortgage rates, affordability concerns, and inflation-related cost pressures, including tariffs on raw materials like iron, steel, and copper [2] - Despite these challenges, proactive cost management and pricing strategies are helping to mitigate headwinds [2] Industry Description - The industry comprises manufacturers, designers, and distributors of home improvement and building products, including ceiling systems, doors, windows, flooring, and metal products [3] - Companies also provide solutions for rehabilitating aging infrastructure and rent equipment to a diverse customer base [3] Future Trends - Strong global trends in infrastructure modernization and energy transition are expected to benefit industry players [4] - Improving residential construction markets are anticipated to drive growth, with builders cautiously optimistic for 2025 due to a lack of existing inventory [4] Operational Strategies - Industry participants are implementing cost-saving initiatives, including business consolidation and supply chain improvements, to boost profitability [5] - Strategic investments in new products and acquisitions are being pursued to supplement organic growth [5] Tariff Impact - U.S. tariff policies are increasing costs and disrupting supply chains, leading to heightened inflation [6] - Overall construction input prices were reported to be 1.1% higher in June compared to the previous year [6] Market Performance - The Zacks Building Products - Miscellaneous industry has underperformed the S&P 500 Composite and the broader Zacks Construction sector over the past year, losing 8.4% [12] - The industry is currently trading at a forward P/E ratio of 16.7X, lower than the S&P 500's 22.61X and the sector's 18.76X [15] Company Highlights - **Construction Partners**: Positioned for strong growth with a record project backlog of $2.84 billion and significant revenue growth from acquisitions [20][21] - **Quanex**: Benefiting from the acquisition of Tyman, contributing to a 67.3% year-over-year increase in consolidated sales [24][25] - **United Rentals**: Growth driven by strong demand in infrastructure projects and a stable customer sentiment, with a reaffirmed full-year guidance [27][28][29] - **Masco**: Facing a potential $400 million tariff headwind but expects to offset 50%-65% through pricing and cost reduction efforts [31][32] - **Hillman**: Aiming to reduce reliance on Chinese suppliers and maintain sales growth despite macroeconomic challenges [35][36]

Core Viewpoint - Heidelberg Materials AG Unsponsored ADR (HDLMY) is currently viewed as a better value opportunity compared to Construction Partners (ROAD) based on various valuation metrics [1][7]. Valuation Metrics - HDLMY has a forward P/E ratio of 15.88, while ROAD has a significantly higher forward P/E of 48.55 [5]. - The PEG ratio for HDLMY is 1.23, which is comparable to ROAD's PEG ratio of 1.31, indicating that HDLMY may offer better value relative to its expected earnings growth [5]. - HDLMY's P/B ratio stands at 2.16, contrasting with ROAD's P/B ratio of 7.3, further supporting the notion that HDLMY is undervalued [6]. Earnings Outlook - Both HDLMY and ROAD hold a Zacks Rank of 2 (Buy), indicating a positive earnings outlook due to favorable analyst estimate revisions [3]. - Despite both companies having solid earnings prospects, HDLMY's valuation metrics suggest it is the superior value option at this time [7].