NWPX infrastructure beats Q3 sales estimates driven by stronger customer shipping

Reuters
Oct 30
NWPX infrastructure beats Q3 sales estimates driven by stronger customer shipping

Overview

  • NWPX Q3 2025 sales rose 16% yr/yr to $151.1 mln, beating analyst expectations

  • Net income for Q3 2025 was $13.5 mln, marking a historical high for the company

  • Company repurchased $15.8 mln of common stock, representing 3.8% of shares outstanding

Outlook

  • Company expects WTS revenue and margins to be comparable to last year's levels

  • Precast revenue and margins expected to show modest year-over-year improvement

  • Company anticipates strong project bidding in Q4, leading to backlog growth

Result Drivers

  • WTS PERFORMANCE - Record WTS revenue and gross profit driven by stronger customer shipping requirements and favorable project pricing

  • PRECAST MOMENTUM - Improving momentum in non-residential Precast business expected to drive future margin improvement

  • BACKLOG STRENGTH - WTS backlog including confirmed orders remained above $300 mln, positioning for continued strength

Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q3 Sales

Beat

$151.06 mln

$132 mln (3 Analysts)

Q3 Net Income

$13.50 mln

Q3 Gross Profit

$32.15 mln

Q3 Operating Income

$19.03 mln

Q3 Pretax Profit

$18.24 mln

Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the iron & steel peer group is "buy"

  • Wall Street's median 12-month price target for NWPX Infrastructure Inc is $59.00, about 6.1% above its October 28 closing price of $55.43

  • The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nPn1y38cda

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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