NWPX Infrastructure, Inc. (NWPX) Earnings
NWPX Infrastructure, Inc. is expected to report next earnings on August 6, 2026 (in NaN days), with a consensus EPS estimate of $1.35. NWPX has beaten EPS estimates in 9 of its last 12 reported quarters (average surprise +41.7% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Apr 30, 2026 | $0.68 | $1.08 | +58.8% | $138M | +10.5% |
| Feb 26, 2026 | $0.62 | $0.91 | +46.1% | $126M | +4.2% |
| Oct 29, 2025 | $1.02 | $1.38 | +35.3% | $151M | +23.8% |
| Aug 7, 2025 | $0.72 | $0.91 | +26.4% | $133M | +10.1% |
| Apr 30, 2025 | $0.53 | $0.39 | -26.4% | $116M | +3.7% |
| Feb 26, 2025 | $0.91 | $1.00 | +9.9% | $120M | +2.7% |
| Oct 30, 2024 | $0.87 | $1.02 | +17.2% | $130M | +8.1% |
| Jul 31, 2024 | $0.63 | $0.86 | +36.5% | $129M | +8.7% |
| May 1, 2024 | $0.34 | $0.52 | +52.9% | $113M | +9.0% |
| Mar 4, 2024 | $0.42 | $0.54 | +28.6% | $110M | +6.7% |
| Nov 2, 2023 | $0.82 | $0.58 | -29.3% | $119M | +9.9% |
| Aug 2, 2023 | $0.79 | $0.74 | -6.3% | $116M | -4.7% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q1 FY2026 · April 30, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
• Scott Montross started by reviewing first quarter performance and second quarter outlook. • Water transmission systems had a strong start with record revenue and margin growth despite early quarter downtime due to adverse weather. • Precast segment achieved record revenue driven by favorable product mix and increased sales volume in non-residential business. • Progress in strategic growth initiatives such as expanding precast capabilities and completing the acquisition of Belton Precast. • Near-term priorities include maintaining a safe workplace, focusing on margin over volume, intensifying pursuit of strategic acquisitions, implementing cost efficiencies, and returning value to shareholders.
Guidance
• Expect higher revenue and margins in the WTS segment for the second quarter compared to prior periods, with full-year bidding levels stronger than 2025 and backlog remaining elevated. • Anticipate precast revenue to be higher in the second quarter than last year with stable margins. • Full-year free cash flow outlook raised to 50-56 million from the prior range of 40-46 million. • 2026 is expected to be a historic year with continued momentum in both segments.
Segment performance
WTS segment: Revenue reached $93.5 million in Q1, up 19% year-over-year. Tons produced were up 18%, and selling prices were up 1% year-over-year. WTS gross profit was $17.3 million, up 42% year-over-year, with a gross margin of 18.5%. Precast segment: Revenue was $44.8 million, up 19% year-over-year. Selling prices increased by 14% year-over-year, and volume shipped was up 4%. Precast gross profit was $9.3 million, up 30% year-over-year, with a gross margin of 20.9%.
Analyst Q&A
Q: Regarding the significant previously unplanned project under NDA, how additive is it to the 2026 outlook and potential beyond?
A: The project is in the area of about $50 million, short-fused with some potential to leak into 2027, and there are multiple phases planned that could be additive to future years.
Q: Color on the increase in cash flow tied to contract liabilities?
A: Cash flows are driven by special business efforts like getting steel build in advance, MOH payments, and progress payments, with $20 million collections in Feb/March.
Q: Capacity utilization in the WTS segment?
A: There is a lot more room to take on additional work as capacity utilization is around 70-72% as a high point, and they can move stuff between plants and add shifts if needed.