Concrete Pumping Holdings, Inc. (BBCP) AI Stock Analysis

NASDAQ: BBCPAI research summary: business, growth, valuation, analysts, bull and bear case.

BBCP AI stock analysis summary

AI Research

Concrete Pumping Holdings, Inc. (BBCP) provides specialized concrete pumping and waste management services in the US and UK. For the trailing twelve months, the company generated $422.9M in revenue with an operating margin of 13.5%. Recent results show quarterly revenue expanding 12.6% year-over-year while net debt stands at $399.1M.

Market cap
$457.6M
Revenue (TTM)
$422.9M
P/E
56.8x
fwd 12.5x
1Y return
37.8%
S&P 500 16.8%
Avg. target
$12.00
32.2% vs last close

Bull case

  • Quarterly revenue grew 12.6% year-over-year while quarterly earnings expanded by 41.9% in the period ended July 31, 2026.
  • BBCP's forward P/E of 12.5x is lower than the US-listed Industrials peer median of 17.2x.
  • The stock offers a dividend yield of 5.73% supported by an annual forward dividend of $0.52.

Bear case

  • Annual net income dropped from $31.8M in FY2023 to $6.4M in FY2025 as revenue fell 7.7%.
  • Total debt of $442.1M creates a debt-to-equity ratio of 1.51 and net debt of $399.1M against $43.0M in cash.
  • The company's trailing P/E of 56.8x stands significantly above the US-listed Industrials peer median of 24.8x.

What Concrete Pumping does

Concrete Pumping Holdings, Inc. provides concrete pumping and waste management services across the United States and the United Kingdom. Serving commercial, infrastructure, and residential construction projects, the company operates under brands including Brundage-Bone, Capital Pumping, and Eco-Pan. Eco-Pan delivers industrial cleanup and containment services focused on environmental compliance. In addition, the company offers equipment leasing and rental. Its fleet includes approximately 970 boom pumps, 90 placing booms, 20 telebelts, 340 stationary pumps, and 100 waste management trucks, operating out of Thornton, Colorado.

Growth and profitability

Between FY2020 and FY2025, revenue achieved a 5-year CAGR of 5.2%. After peaking at $442.2M in FY2023, annual revenue declined 3.7% in FY2024 to $425.9M and dropped 7.7% in FY2025 to $392.9M. Net income contracted from $31.8M in FY2023 to $6.4M in FY2025, with net margin declining to 1.6%. However, operational performance rebounded in the latest quarter ending July 31, 2026, with quarterly revenue growing 12.6% year-over-year and quarterly earnings jumping 41.9%. Trailing twelve months revenue reached $422.9M with an operating margin of 13.5%.

BBCP income statement →

Balance sheet and cash flow

As of July 31, 2026, the company held $43.0M in cash and short-term investments alongside total debt of $442.1M, resulting in net debt of $399.1M. Shareholders' equity was $292.9M, bringing the debt-to-equity ratio to 1.51, while the current ratio was 1.71. In FY2025, operating cash flow was $64.3M and free cash flow was $17.5M. Capital expenditures totaled $46.8M, share buybacks took $14.2M, and dividends paid were $53.1M, contributing to a 5-year share count reduction of 6.4%.

BBCP balance sheet →

Valuation and performance

At a closing price of $9.08 on October 16, 2026, BBCP had a market cap of $457.6M and an enterprise value of $887.4M. The company's trailing P/E of 56.8x trades well above the median of 24.8x for US-listed Industrials peers. Conversely, its forward P/E of 12.5x and EV/EBITDA of 8.9x sit below peer medians of 17.2x and 13.9x. Over the past year, BBCP delivered a return of 37.8%, outpacing the S&P 500 return of 16.8%, though its 5-year return of 21.8% lagged the index's 83.0%.

BBCP key metrics →

BBCP dividend

BBCP offers an annual forward dividend of $0.52 per share, representing a dividend yield of 5.73%. Dividends are distributed quarterly, supported by a payout ratio of 68.4%. The company has maintained consecutive dividend payments for 2 years, with its most recent ex-dividend date on September 18, 2026.

BBCP dividend history →

What analysts expect

Analyst coverage consists of 2 Hold ratings, with no Buy or Sell recommendations. The mean price target is $12.00, indicating an upside of 32.2% over the last close of $9.08. For the fiscal year ending October 31, 2026, consensus estimates project revenue of $431.1M and EPS of $0.20, representing 61.5% EPS growth. BBCP has beaten EPS estimates in 4 of its last 4 quarters.

BBCP forecast and price target →

Key risks and what to watch

  • High leverage poses a financial risk, with net debt standing at $399.1M relative to cash of $43.0M.
  • Dividends paid in FY2025 of $53.1M exceeded free cash flow of $17.5M, which may pressure liquidity if earnings fluctuate.
  • A trailing twelve months net profit margin of 2.5% leaves little buffer against cost increases or construction volume slowdowns.

AI-generated research summary. Written with AI from Quotelinks data as of October 16, 2026 and checked so every figure matches that data. For information only, not investment advice. Disclaimer

About this BBCP AI stock analysis

This page is an AI-written research summary of Concrete Pumping Holdings, Inc. (BBCP). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: BBCP income statement, BBCP balance sheet, BBCP key metrics, BBCP analyst forecast, BBCP chart. See the BBCP stock overview for the latest quote and news.

BBCP AI stock analysis FAQ

Does Concrete Pumping Holdings pay a dividend?

Yes, BBCP pays a quarterly dividend with a forward annual payout of $0.52 per share, equating to a 5.73% dividend yield. The payout ratio stands at 68.4%, and the company has paid dividends for 2 consecutive years.

What is BBCP's debt position?

As of July 31, 2026, BBCP held total debt of $442.1M and cash and short-term investments of $43.0M, resulting in net debt of $399.1M. This reflects a debt-to-equity ratio of 1.51.

How do analysts view BBCP stock?

Two analysts track the stock, both maintaining Hold ratings. Their mean price target of $12.00 implies a 32.2% premium over the closing price of $9.08.

What are BBCP's earnings growth expectations?

For the fiscal year ending October 31, 2026, analysts forecast EPS of $0.20, representing 61.5% growth. For the following fiscal year, EPS is projected to reach $0.34, representing an estimated growth of 72.5%.

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