Expectations trend
FY2027 · fiscal year ending 2027-10-31 · fmp
Concrete Pumping Holdings, Inc. (BBCP)
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-11-04
$9.52-6.02%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.32 → 0.32 EPS · FY ending Oct 31, 2027 · 1 analyst
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 1, 2026 to Oct 31, 2026: (new ÷ prior − 1). Contributor count changed from 1 to 1; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for BBCP yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
Three published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Free cash flow at least $45M in FY26 | Free cash flow is improving, with $45M expected in FY26. | Intact | Free cash flow falls below $40M in FY26 | Free cash flow: $3.787M FY2026-Q3; GAAP. Published target: >= $45M. Annual target cannot be compared with a quarterly or TTM observation. Sep 3, 20263,787,000 USD · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-10-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
BBCP is an improving operating business with growing revenue and better profitability, rather than a turnaround based only on future promises. Its multi-year view is intact, though confidence has eased from high to medium and the sector backdrop is a headwind.
Valuation is expensive versus peers, with a durable premium and expectations already elevated. The expectations gap is 0.23, while the priced-in signal is stretched; fragility is low, but that does not remove the risk of disappointment.
In the near term, management priorities are on track: revenue, operating income, net income, and free cash flow guidance have all improved across recent quarters. Recent results were in line in September after an earnings beat in June, while peer misses and the smaller company size leave some risk of a near-term miss.
Over the next few quarters, the thesis depends on continued revenue growth, stronger profitability, and delivery against the raised free cash flow guidance. A guidance cut after the recent increase would damage credibility, while results and guidance from industrial peers such as PWR, FIX, and EME could either support or weaken the sector backdrop.
For the 1 to 3 year view, improving execution supports an intact thesis, but expensive valuation and sector headwinds make consistent delivery important. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| A primary condition in Concrete Pumping Holdings, Inc.'s published investment case. The stated target is >= $12.1M. |
| Intact |
| Operating income falls below $3.5M in any quarter |
Operating income: $15.088M FY2026-Q3; GAAP. Published target: >= $12.1M. Target period is not explicitly aligned with this observation. Sep 3, 202615,088,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Given our strong year-to-date performance and confidence in the business, we are once again raising our full-year outlook while remaining focused on disciplined capital allocation, free cash flow generation and creating long-term shareholder value."” “Fiscal Year 2026 Outlook The Company now expects fiscal year 2026 revenue to range between $425.0 million and $435.0 million ($410.0 million to $425.0 million prior), Adjusted EBITDA to range between $103.0 million and $108.0 million ($98.0 million to $105.0 million prior), and free cash flow 2 to be approximately $50.0 million ($45.0 million prior).” Operating income was $15.088 million in 2026-Q3. Delivery assessment Nov 4, 2026 |
Revenue grows to about $417.5M in FY26 | Concrete Pumping Holdings grows revenue about 10% yearly. | Intact | Revenue falls below $380M in FY26 | Revenue: $116.766M FY2026-Q3; GAAP. Published target: ~$417.5M. Annual target cannot be compared with a quarterly or TTM observation. Sep 3, 2026116,766,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. Management contextStated in 2 of 2 supplied quarters. Management reported: “Given our strong year-to-date performance and confidence in the business, we are once again raising our full-year outlook while remaining focused on disciplined capital allocation, free cash flow generation and creating long-term shareholder value."” “Fiscal Year 2026 Outlook The Company now expects fiscal year 2026 revenue to range between $425.0 million and $435.0 million ($410.0 million to $425.0 million prior), Adjusted EBITDA to range between $103.0 million and $108.0 million ($98.0 million to $105.0 million prior), and free cash flow 2 to be approximately $50.0 million ($45.0 million prior).” Revenue was $116.766 million in 2026-Q3. Delivery assessment Nov 4, 2026 |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.26 → $0.32 · observed estimates
$0.44B → $0.46B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.26 | $438,273,000 | 1 / 1 |
| 2026-07-25 | $0.26 | $438,273,000 | 1 / 1 |
| 2026-07-26 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-07-27 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-07-28 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-07-29 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-07-30 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-07-31 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-01 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-02 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-03 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-04 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-05 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-06 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-07 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-08 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-09 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-10 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-11 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-12 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-13 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-14 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-15 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-16 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-17 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-18 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-19 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-20 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-21 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-22 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-23 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-24 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-25 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-26 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-27 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-28 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-29 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-30 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-08-31 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-09-01 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-09-02 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-09-03 | $0.27 | $445,371,333 | 1 / 1 |
| 2026-09-04 | $0.31 | $451,743,333 | 1 / 1 |
| 2026-09-05 | $0.32 | $455,310,000 | 1 / 1 |
| 2026-09-06 | $0.32 | $455,310,000 | 1 / 1 |
| 2026-09-07 | $0.32 | $455,310,000 | 1 / 1 |
| 2026-09-08 | $0.32 | $455,310,000 | 1 / 1 |
| 2026-09-09 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-10 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-11 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-12 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-13 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-14 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-15 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-16 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-17 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-18 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-19 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-20 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-21 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-22 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-23 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-24 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-25 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-26 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-27 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-28 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-29 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-09-30 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-01 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-02 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-03 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-04 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-05 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-06 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-07 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-08 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-09 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-10 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-11 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-12 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-13 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-14 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-15 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-16 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-17 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-18 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-19 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-20 | $0.32 | $456,485,000 | 1 / 1 |
| 2026-10-21 | $0.32 | $456,487,333 | 1 / 1 |
| 2026-10-22 | $0.32 | $456,487,333 | 1 / 1 |
| 2026-10-23 | $0.32 | $456,487,333 | 1 / 1 |
| 2026-10-24 | $0.32 | $456,487,333 | 1 / 1 |
| 2026-10-25 | $0.32 | $456,487,333 | 1 / 1 |
| 2026-10-26 | $0.32 | $456,487,333 | 1 / 1 |
| 2026-10-27 | $0.32 | $456,487,333 | 1 / 1 |
| 2026-10-28 | $0.32 | $456,487,333 | 1 / 1 |
| 2026-10-29 | $0.32 | $456,487,333 | 1 / 1 |
| 2026-10-30 | $0.32 | $456,487,333 | 1 / 1 |
| 2026-10-31 | $0.32 | $456,487,333 | 1 / 1 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 0 Buy / Strong Buy · 2 Hold · 0 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 0 recorded
Individual price-target observations are unavailable.
0 raises · 0 cuts · 0 unchanged · 0 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
3 of 3 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.