NWPX Infrastructure, Inc. (NWPX)
NASDAQMaterialsConstruction MaterialsSnapshot 2026-09-04
$107.68-2.41%
Close 2026-09-04 · 1-day change
NASDAQMaterialsConstruction MaterialsSnapshot 2026-09-04
QuarterlyIQ Insights · NWPX
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Continue to grow the Water Transmission Systems segment through increased volume, pricing, and backlog management.
Stated as a priority in 2 of last 2 quarters. Water Transmission Systems revenue grew from $93.5 million in 2026-Q1 to $113.2 million in 2026-Q2, with gross profit increasing from $17.3 million to $24.2 million. Management has reiterated focus on this segment's growth and backlog, and the trajectory is delivering with record quarterly results.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Materials names rated strong grew net income 61% of the time over the next year (vs 47% for the rest of the cohort, n=1943).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Water Transmission Systems segment once again delivered exceptional performance, establishing new quarterly records with revenue of $113.2 million.”
“Our Water Transmission Systems segment generated $93.5 million in revenue, up 19% from the prior year, supported by solid project execution.”
Sustain and improve Precast Infrastructure segment revenue and margins despite weather and project delays.
Stated as a priority in 2 of last 2 quarters. Precast revenue increased modestly from $44.8 million in 2026-Q1 to $46.3 million in 2026-Q2, with gross margin improving from 20.9% to 21.9%. Despite early quarter weather and project delays, management reports positive momentum and margin expansion, indicating progress on this priority.
“Precast business finished the quarter with strong momentum and gross margins improved 70 basis points compared to the second quarter of 2025.”
“Precast revenue increased nearly 19% year-over-year, with margin expansion of approximately 180 basis points.”
Sustain robust operating cash flow to support business operations and capital needs.
Stated as a priority in 2 of last 2 quarters. Operating cash flow was $29.3 million in 2026-Q1 and $14.1 million in 2026-Q2, both significantly higher than comparable 2025 quarters. While Q2 cash flow declined from Q1, it remains strong year-over-year, reflecting delivery on this priority with some quarter-to-quarter variability.
“Net cash provided by operating activities was $14.1 million in the second quarter of 2026 compared to $5.4 million in the second quarter of 2025.”
“Net cash provided by operating activities was $29.3 million in the first quarter of 2026 compared to $4.8 million in the first quarter of 2025.”
Deliver improved diluted earnings per share through revenue growth and margin expansion.
Stated as a priority in 2 of last 2 quarters. Diluted EPS increased from $1.08 in 2026-Q1 to $1.62 in 2026-Q2, up significantly from $0.91 in Q2 2025. This reflects strong revenue growth and margin expansion, indicating management is delivering on earnings performance.
“Diluted earnings per share of $1.62 in the second quarter of 2026 compared to $0.91 in the second quarter of 2025.”
“Record first quarter net income of $10.5 million, or $1.08 per diluted share.”
Management aims to maintain strong Precast revenue with continued margin improvement.
Over the trailing year it converted 0.68x of net income into operating cash flow. Historically, Materials names rated neutral grew net income 49% of the time over the next year (vs 50% for the rest of the cohort, n=1862).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
9 material management or governance events in the past 24 months, led by executive changes. Historically, Materials names rated stable grew net income 51% of the time over the next year (vs 50% for the rest of the cohort, n=709).
Not investment advice. As of 2026-09-04.