Construction Partners (NASDAQ:ROAD) Posts 44% Q4 Revenue Surge, Surpasses Estimates

Civil infrastructure company Construction Partners (NASDAQ:ROAD) released Q4 CY2025 results topping expectations, with sales rising 44.1% YoY to $809.5 million. Full-year revenue guidance of $3.52B at the midpoint was 1.9% above estimates; GAAP EPS of $0.31 per share beat by 20.8 percentage points. CEO Fred J. (Jule) III said revenue and Adjusted EBITDA both increased 44% and 63%, respectively, ending the quarter with a record backlog of $3.09B and a 13.9% Adjusted EBITDA margin, the highest Q1 margin in company history. Relative to estimates, the quarter saw revenue up 10.5% and EPS up 20.8pp. The stock rose $3.5 to close at $118.78. Sell-side analysts project 13.7% CAGR in revenue and 33.3% CAGR in full-year EPS over the next 12 months.