BBCP PRESS-RELEASE SEC Filing Analysis

Final — all horizons settled through T+60d

BBCP ▲ +9.38% at T+60d

NEUTRAL call ✓ call won +9.38% · α vs SPY -2.14% · entry $7.14 → $7.81

Last close $11.12 (close Jun 12) · +55.74% from $7.14 entry

Entry anchored
Mar 10, 03:59 PM ET
via Databento tick

T+1d

-2.38%

call -2.38% · α -0.90%

$6.97

settled 3mo ago

T+5d

-4.20%

call -4.20% · α -2.01%

$6.84

settled 3mo ago

T+20d

+6.30%

call +6.30% · α +5.78%

$7.59

settled 2mo ago

T+60d

+9.38%

call +9.38% · α -2.14%

$7.81

settled 11d ago

Price Chart

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Executive Summary

Concrete Pumping Holdings (BBCP) reported first-quarter fiscal 2026 revenue of $90.6 million, up 5% year-over-year, with Adjusted EBITDA increasing 6% to $18.0 million. U.S. operations drove growth, while U.K. revenue declined 8% organically. The company maintained its full-year guidance, though free cash flow may be pressured by a $22 million pull-forward of 2027 capital expenditures to comply with emissions regulations.

Key Financial Metrics

Revenue

$90.6M

+4.8% YoY

Adj. EPS

$-0.06

GAAP: $-0.06

Guidance

$390.0M-$410.0M

maintained

Actionable Insight

The stock may react positively to EBITDA growth and U.S. operational strength, but the capex acceleration could pressure free cash flow expectations. Monitor Q2 for signs of sustained U.S. momentum and whether U.K. conditions stabilize. The unchanged guidance suggests management sees limited upside in current macro conditions.

Key Facts

Revenue increased 5% YoY to $90.6 million, driven by U.S. concrete pumping (+5%) and waste management (+8%)
Adjusted EBITDA rose 6% to $18.0 million with margin expansion to 19.9%
U.K. revenue fell 8% organically due to weak commercial construction demand
Net loss narrowed slightly to $2.4 million, but EPS remained flat at $(0.06)
Company pulled forward $22.0 million of 2027 capital expenditures into 2026 for emissions compliance
Full-year 2026 guidance unchanged: $390M–$410M revenue, $90M–$100M Adjusted EBITDA, free cash flow ≥$40M

Financial Impact

Revenue up $4.1M YoY, Adjusted EBITDA up $1.0M YoY. $22M in capex pulled forward from 2027, which may reduce near-term free cash flow despite EBITDA growth.

revenueebitdafreeCashFlowcapexleverage

Risk Factors

U.K. construction slowdown continues to pressure international results
Pull-forward of $22M in capex may reduce free cash flow below expectations despite EBITDA growth
Gross margin declined 80 bps due to higher insurance and maintenance costs
Leverage ratio remains high at 3.8x despite solid EBITDA

Market Snapshot

Exchange

Nasdaq

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3253300

6 reports for BBCP

T+1T+5T+20T+60

Track record builds as more directional reports settle.

Filters

Reports for BBCP — sortable, filterable
	Type				Now
Jun 9, 2026 5d ago	144 NEUTRAL ★ 2/10	$10.70 awaiting T+5	awaiting T+5	—	$11.12 (+3.93%)
Jun 4, 2026 10d ago	8-K BULLISH ★ 7/10	$7.98 awaiting T+5	awaiting T+5	—	$11.12 (+39.35%)
Jun 4, 2026 10d ago	Press Release BEARISH ★ 7/10	$7.98 awaiting T+5	awaiting T+5	—	$11.12 (−39.35%)
May 21, 2026 24d ago	Press Release BEARISH ★ 7/10	$7.44 $7.91	▼ −6.32%	▼ −4.72%	$11.12 (−49.46%)
Mar 10, 2026 13w ago	Press Release MIXED ★ 6/10	$7.14 $6.84	▼ −4.20%	▼ −2.01%	$11.12 (+55.74%)
Mar 2, 2026 14w ago	Press Release NEUTRAL ★ 3/10	$6.85 $6.73	▼ −1.75%	▼ −0.54%	$11.12 (+62.34%)

US Market Status

Market Closed — Opens in 4h 43m

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