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BBBBCP

Concrete Pumping Holdings, Inc.

$BBCP·$531M·Engineering & Construction·Industrials
$10.49-0.4%YTD+55.2%1Y+53.1%
Mentions · last 7 days
2026-07-14: 3 posts2026-07-15: 1 posts2026-07-16: 1 posts2026-07-17: 0 posts2026-07-18: 0 posts2026-07-19: 0 posts2026-07-20: 0 posts50%
Price updated 4h ago·X counts updated 4h ago
BBBBCP
$BBCPConcrete Pumping Holdings, Inc.
$10.49-0.38%5 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $BBCP, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-07-19

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Concrete pumping operator with Q2 FY26 revenue up 14 percent and consistent EPS beats — Zacks Strong Buy but Q2 missed EPS estimate.

Concrete Pumping Holdings provides concrete pumping and related services to commercial and infrastructure customers. Q2 FY26 delivered accelerating revenue growth off the recent trough.

  • Q2 FY26 revenue was 106.8 million dollars, up 14 percent year on year and 18 percent sequentially — the strongest quarter in the pack and gross margin expanded to 39 percent.
  • Q2 EPS of 0.04 missed 0.07 consensus by 38 percent — the first meaningful miss in the last four quarters, though revenue exceeded expectations by 10 percent.
  • Analyst FY26 EPS of 0.17 dollars (October-end) steps to 0.26 in FY27 — modest EPS growth against continuing infrastructure demand tailwinds.

The September 3 Q3 FY26 earnings release is the next dated event with 0.08 dollar consensus. What matters most is any commentary on infrastructure-project timing, EPS-margin recovery from the Q2 miss, and the July 2 S-3 shelf utilization plan.

What to watch: Q3 FY26 EPS versus 0.08 dollar consensus, infrastructure-project timing, and S-3 shelf utilization.

On the calendar: Q3 FY26 earnings on 2026-09-03 with consensus EPS of 0.08 dollars.

price missingfloat missingbeta missingno sentiment

Read the AI verdict + X sentiment for $BBCP

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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides concrete pumping and washout services to commercial and residential construction contractors in the US and UK.

Industry overviewAI analysisGenerated by AI from underlying data

Where Engineering & Construction sits in its cycle right now — and what that implies for $BBCP.

Engineering & Construction · Industrials

No material change from last week — hyperscaler campus builds requiring mission-critical electrical, mechanical, and plumbing contractors have pushed PWR's backlog to $50B, with FIX (Comfort..

What this means for $BBCP

Partial — Provides concrete pumping and washout services to commercial and residential construction contractors in the US and UK; partial earnings exposure to engineering & construction demand dynamics through its product portfolio.

Industry benchmark

14-name peer basket
+48.2%YTD
+81.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
57.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.6%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.3Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
3.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
38.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.1Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Jun 4, 2026$0.04$0.07-38.5%
Q4 2025Mar 10, 2026$-0.06$-0.09+33.3%
Q4 2025Jan 13, 2026$0.09$0.08+12.5%
Q2 2025Sep 4, 2025$0.07$0.06+16.7%
Next earningsThu, Sep 3·consensus EPS $0.08

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q2 FY26$106.8M+13.7%38.6%11.3%$0.04$-2.0M
Q1 FY26$90.6M+4.8%35.3%5.0%$-0.06$11.9M
Q4 FY25$108.8M-2.4%39.8%15.5%$0.10$1.9M
Q3 FY25$103.7M-5.4%39.0%12.5%$0.06$4.3M

Forward consensus

2-year forecast · up to 1 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$419.7M$419.2M – $420.2M$0.17$0.17 – $0.171
FY27$438.3M$437.8M – $438.8M$0.26$0.26 – $0.261

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.3×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.75%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+9.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+40.7%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 21.2M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.6% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.825-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.FilingActive offeringA shelf registration (S-3 / S-3ASR / S-1) or prospectus supplement (424B*) was filed in the last 90 days — the company is registered to (or actively) issuing new shares. Dilution risk.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJul 10Brent M StevensDirector97.7K sh$1.1MSellJul 9Brent M StevensDirector2.3K sh$25KSellJun 11Iain HumphriesCFO97.0K sh$1.0MSellJun 11Brent M StevensDirector100.0K sh$1.1MSellJun 10Brent M StevensDirector50.0K sh$526KSellJun 9Brent M StevensDirector50.0K sh$532K

See when $BBCP insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

S-3Shelf registrationJul 2S-3
AI summary

Concrete Pumping Holdings filed an S-3 shelf registration (Thornton, CO; CFO Iain Humphries as agent; Perkins Coie as counsel). Routine shelf filing.

8-KShareholder voteApr 158-K — Item 5.07: Shareholder vote
AI summary

BBCP (BBCP) disclosed the results of its annual meeting of shareholders in an 8-K filing under Item 5.07. Shareholders voted on an advisory say-on-pay resolution, ratification of the independent auditor. All management-sponsored proposals were approved by majority shareholder vote. Annual meeting results are a routine disclosure that confirms shareholder ratification of the board's composition and compensation practices.

8-KPress release / Reg FDApr 18-K — Item 7.01: Press release / Reg FD
+ 8 other (2 10-Qs · 2 earnings 8-Ks · 2 proxys · 1 EFFECT) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Are Investors Undervaluing Concrete Pumping Holdings (BBCP) Right Now?zacks.com·5d agoAre Business Services Stocks Lagging Concrete Pumping Holdings (BBCP) This Year?zacks.com·11d agoBest Momentum Stock to Buy for July 6thzacks.com·15d agoNew Strong Buy Stocks for July 6thzacks.com·15d agoBest Momentum Stocks to Buy for July 2ndzacks.com·19d ago

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Voices on X · last 7 days

No standout posts about $BBCP on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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