Construction Partners, Inc. (ROAD)
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-11-05
$77.53-21.88%
Close 2026-11-05 · 1-day change
NASDAQIndustrialsEngineering & ConstructionSnapshot 2026-11-05
QuarterlyIQ Insights · ROAD
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 this business ranks within industrials on a research-validated quality screen. As of 2026-11-04.
The screen ranks ROAD against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
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, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
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 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.
Our local teams across our Sunbelt footprint continued to capture meaningful project wins, driving our backlog to a record $3.14 billion.
Stated in 1 of 2 supplied quarters. Management reported: “Project backlog was a record $3.14 billion at March 31, 2026, compared to $2.84 billion at March 31, 2025 and $3.09 billion at December 31, 2025.” “Revenues were $769.2 million in the second quarter of fiscal 2026, an increase of 34.5% compared to $571.7 million in the same quarter last year.”
“Our local teams across our Sunbelt footprint continued to capture meaningful project wins, driving our backlog to a record $3.14 billion.”
We were pleased to have completed our latest strategic acquisition in April with the purchase of Four Star Paving by our Tennessee platform company, Pavement Restorations, Inc. (“PRI”).
Stated in 1 of 2 supplied quarters. Management reported: “We were pleased to have completed our latest strategic acquisition in April with the purchase of Four Star Paving by our Tennessee platform company, Pavement Restorations, Inc. (“PRI”).” “This transaction builds upon our acquisition of P&S Paving, Inc. in Daytona Beach last year and further strengthens CWR’s presence along Florida’s Interstate 95 corridor, a rapidly growing portion of the state.”
We remain confident in CPI’s growth trajectory and expanding profitability and are focused on delivering long-term value for our investors and other stakeholders.”
Stated in 1 of 2 supplied quarters. Management reported: “Adjusted EBITDA (1) in the second quarter of fiscal 2026 was $93.3 million, an increase of 34.6% compared to $69.3 million in the same quarter last year.” “We remain confident in CPI’s growth trajectory and expanding profitability and are focused on delivering long-term value for our investors and other stakeholders.””
“We remain confident in CPI’s growth trajectory and expanding profitability and are focused on delivering long-term value for our investors and other stakeholders.””
Continue to grow revenue and expand project backlog across the Sunbelt markets.
Pursue acquisitions to strengthen market presence and expand operations in key Sunbelt regions.
Over the trailing year it converted 4.48x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market and long-term interest rates.
Not enough signal to read sensitivity to the US dollar, Fed net liquidity (low R² over the window).
11 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated neutral grew net income 59% of the time over the next year (vs 56% for the rest of the cohort, n=8936).
Not investment advice. As of 2026-11-05.
“We were pleased to have completed our latest strategic acquisition in April with the purchase of Four Star Paving by our Tennessee platform company, Pavement Restorations, Inc. (“PRI”).”