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ROROAD

Construction Partners, Inc.

$ROAD·$5.3B·Engineering & Construction·Industrials
$91.93+0.5%YTD-15.9%1Y-28.1%
Price updated 12m ago·X counts updated 2d ago
ROROAD
$ROADConstruction Partners, Inc.
$91.93+0.50%12 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ROAD on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

12X posts · last 7 days
Sep 11Sep 27
Bullish sentimentAI analysisGenerated by AI from underlying data6 posts analyzed · as of 2026-08-14

Construction Partners is strongly bullish. Q3 revenue $999M (+28% YoY) beat, EPS $1.08 beat $1.01 est, record $3.36B backlog, FY26 revenue guide raised to $3.64-3.68B above consensus. Data-center opportunity flagged as 70-75% of new US construction within existing footprint. Board with zero turnover in 23 years. +20% on the day.

Read what X is saying about $ROAD

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ROAD — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersAcceleratingAI verdict · as of 2026-09-29

The move is getting stronger, with heavier trading behind it.

Construction Partners is down 16% YTD but Q3 revenue grew 28% with a record $3.36B backlog and 70-75% data-center exposure — the compounder is intact.

Construction Partners is a $5.3B-cap Southeast US road-and-infrastructure contractor whose backlog has re-accelerated on data-center and highway spending.

  • Down 16% year to date and 28% over the last twelve months, at 4% of its 52-week range and 20% below the 200-day moving average — coiled at the low.
  • Fiscal Q3 revenue $999M grew 28% year over year at 17% gross margin and 11% operating margin, EPS $1.07.
  • Q2 revenue $769M grew 35% year over year — the growth acceleration is durable.
  • Trailing P/E 47 and EV/EBITDA 40 — premium multiples that require continued backlog conversion.
  • Debt-to-equity 0.14 — very clean balance sheet.
  • Three straight beats of 7-460% surprise magnitude — earnings execution is running well ahead.
  • Just expanded Florida presence with roads acquisition.
  • Record $3.36B backlog with data-center opportunity flagged as 70-75% of new US construction within existing footprint.

November 19 earnings (est. $1.42 EPS) will show whether FY26 revenue guide moves further above the $3.64-3.68B range.

Agrees with X sentimentThe X sample cites the Q3 $999M revenue beat, EPS $1.08 vs $1.01, the $3.36B backlog, and the 70-75% data-center exposure — that lines up with the fundamentals.

What to watch: November 19 print — revenue growth staying above 25%, operating margin trend, and any updated FY26 guide direction plus 2027 outlook.

On the calendar: 2026-11-19 — Q4 (fiscal) earnings

Read the AI verdict on $ROAD

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

Civil infrastructure contractor building and maintaining asphalt roads and highways across the US Southeast and South-Central states.

Industry overviewAI analysisGenerated by AI from underlying data

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

Engineering & Construction · Industrials

No material change from last week — record order books driven by data-center electrical infrastructure, IIJA grid modernisation, and LNG construction.

What this means for $ROAD

Neutral — Civil infrastructure contractor building and maintaining asphalt roads and highways across the US Southeast and South-Central states.

Industry benchmark

20-name peer basket
+16.0%YTD
+19.3%1Y

Fundamentals & catalyst

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

Key ratios

P/E
46.8How 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
7.6%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
8.9%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
2.6%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
1.9Same 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
14.6%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
15.8%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
Q2 2026Aug 7, 2026$1.08$1.01+6.9%
Q1 2026May 8, 2026$0.18$-0.05+460.0%
Q4 2025Feb 5, 2026$0.47$0.31+51.6%
Q3 2025Nov 20, 2025$1.07$1.09-1.8%
Next earningsThu, Nov 19·consensus EPS $1.42

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$999.4M+28.2%16.7%10.9%$1.07$30.6M
Q2 FY26$769.2M+34.6%13.0%4.8%$0.16$18.9M
Q1 FY26$809.5M+44.1%15.0%7.4%$0.31$47.1M
Q4 FY25$899.8M+67.2%17.7%11.3%$1.02$78.9M

Forward consensus

5-year forecast · up to 5 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$3.7B$3.7B – $3.7B$3.11$2.92 – $3.274
FY27$4.1B$3.9B – $4.2B$3.88$3.44 – $4.215
FY28$4.0B$3.9B – $4.1B$3.70$3.60 – $3.791
FY29$4.3B$4.2B – $4.4B$4.18$4.07 – $4.281
FY30$4.6B$4.5B – $4.7B$4.70$4.58 – $4.811

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.1.2×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.4%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.-13.0%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.-19.8%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 47.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today1.5% 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.β0.905-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.

Insider activity

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

Recent transactions

No open-market buys or sells in the last 180 days.

+ 8 other (7 awards · 1 gift) in window

See when $ROAD 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

8-KPress release / Reg FDSep 218-K — Item 7.01: Press release / Reg FD
8-KPress release / Reg FDAug 318-K — Item 7.01: Press release / Reg FD
AI summary

Construction Partners (ROAD) filed an 8-K (Item 2.01) announcing completion of an acquisition with full details in an exhibit. The body excerpt does not contain the target company name, purchase price, or closing terms. Investors should refer to the full exhibit.

8-KUnregistered equity saleAug 108-K — Item 3.01: Listing / delisting notice · Item 3.02: Unregistered equity sale · Item 7.01: Press release / Reg FD
AI summary

Construction Partners (ROAD) filed an 8-K disclosing that following the death of independent director and Audit Committee member Michael H. McKay, the Audit Committee has been reduced to two independent directors, falling below Nasdaq's minimum of three. The company intends to rely on Nasdaq's cure period to regain compliance by the earlier of its next annual meeting or July 22, 2027, and has commenced a search for a new independent director. Under Item 3.02, the company also issued 619,000 restricted Class B shares to employees under its 2024 Restricted Stock Plan, with time-based vesting.

8-KPress release / Reg FDJul 138-K — Item 7.01: Press release / Reg FD
AI summary

CONSTRUCTION PARTNERS, INC. (ROAD) filed a Reg FD disclosure (Item 7.01) on 2026-07-13, furnishing an investor presentation or Reg FD disclosure. Reg FD filings ensure simultaneous public disclosure of material information shared with select investors. This is generally informational; no new deal terms or financial results were announced unless otherwise noted. Investors should review the attached exhibit for updated guidance or strategic commentary.

8-KMaterial agreementJun 188-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
AI summary

CONSTRUCTION PARTNERS, INC. (ROAD) entered into Loan Parties”) are party to that certain Term Loan Credit Agreement with Bank of Ame with a counterparty on 2026-06-18, involving $300.0 million. closed, Construction Partners, Inc. This is a material definitive agreement (Item 1.01) requiring immediate disclosure under SEC rules. Investors should review the agreement terms for financial obligations, dilution, or strategic implications.

8-KMaterial agreementJun 88-K — Item 1.01: Material agreement · Item 2.03: Material debt obligation
+ 6 other (2 10-Qs · 2 earnings 8-Ks · 2 13Gs) in window

Recent news

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

Construction Partners Expands Florida Presence With Roads Acquisitionzacks.com·7d agoConstruction Partners, Inc. Completes Florida Acquisitionprnewswire.com·8d agoHere's Why Construction Partners (ROAD) is a Strong Growth Stockzacks.com·12d agoConstruction Partners (NASDAQ:ROAD) and Energy Services of America (NASDAQ:ESOA) Financial Analysisdefenseworld.net·13d agoROCK vs. ROAD: Which Stock Is the Better Value Option?zacks.com·20d ago

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Voices on X · last 7 days

No standout posts about $ROAD 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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