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BBCP Stock Analysis - Concrete Pumping Holdings, Inc. AI Rating

BBCP Nasdaq Construction - Special Trade Contractors DE CIK: 0001703956
Recently Updated • Analysis: Mar 20, 2026 • SEC Data: 2026-01-31
AI Rating
SELL
78% Confidence

📊 BBCP Key Takeaways

Revenue: $90.6M
Net Margin: -2.7%
Free Cash Flow: $11.9M
Current Ratio: 1.96x
Debt/Equity: 1.59x
EPS: $-0.06
AI Rating: SELL with 78% confidence

Investment Thesis

Concrete Pumping faces structural profitability challenges with negative net margins and minimal interest coverage (0.2x) despite modest revenue growth of 10.3%. High leverage (1.59x debt-to-equity) and elevated long-term debt ($418.2M) create financial stress, while the company is burning equity with negative ROE and ROA, indicating operational performance inadequate to service debt obligations.

BBCP Strengths

  • + Revenue growth of 10.3% YoY demonstrates market demand in construction sector
  • + Healthy gross margin of 35.3% shows pricing power and cost management in core operations
  • + Positive free cash flow of $11.9M with 13.1% FCF margin indicates underlying cash generation despite accounting losses
  • + Adequate liquidity with current ratio of 1.96x and quick ratio of 1.82x provides near-term solvency cushion

BBCP Risks

  • ! Critically low interest coverage ratio of 0.2x indicates severe difficulty servicing $418.2M long-term debt; minor operational disruption poses default risk
  • ! Negative net margin (-2.7%) and persistent net losses (-$2.4M) show company operating below breakeven despite positive gross profit
  • ! Excessive leverage with debt-to-equity ratio of 1.59x limits financial flexibility and increases vulnerability to economic downturns or rising interest rates
  • ! Deteriorating per-share metrics with diluted EPS declining -65.4% YoY signals shareholder value destruction
  • ! Negative ROE (-0.9%) and ROA (-0.3%) demonstrate capital is not generating returns, indicating poor operational efficiency

Key Metrics to Watch

BBCP Financial Metrics

Revenue
$90.6M
Net Income
$-2.4M
EPS (Diluted)
$-0.06
Free Cash Flow
$11.9M
Total Assets
$883.7M
Cash Position
$53.0M

💡 AI Analyst Insight

Concrete Pumping Holdings, Inc. presents a mixed fundamental picture. Review the detailed metrics above to form your own investment thesis.

BBCP Profitability Ratios

Gross Margin 35.3%
Operating Margin 5.0%
Net Margin -2.7%
ROE -0.9%
ROA -0.3%
FCF Margin 13.1%

BBCP vs Industrial Sector

How Concrete Pumping Holdings, Inc. compares to Industrial sector averages

Net Margin
BBCP -2.7%
vs
Sector Avg 10.0%
BBCP Sector
ROE
BBCP -0.9%
vs
Sector Avg 15.0%
BBCP Sector
Current Ratio
BBCP 2.0x
vs
Sector Avg 1.8x
BBCP Sector
Debt/Equity
BBCP 1.6x
vs
Sector Avg 0.7x
BBCP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

BBCP Balance Sheet & Liquidity

Current Ratio
1.96x
Quick Ratio
1.82x
Debt/Equity
1.59x
Debt/Assets
67.5%
Interest Coverage
0.20x
Long-term Debt
$418.2M

BBCP 5-Year Financial Trend

BBCP 5-year financial data: Year 2022: Revenue $25.6M, Net Income -$15.1M, EPS $-0.31. Year 2023: Revenue $411.2M, Net Income $28.7M, EPS $0.47. Year 2024: Revenue $411.2M, Net Income $31.8M, EPS $0.54. Year 2025: Revenue $391.3M, Net Income $16.2M, EPS $0.26.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Concrete Pumping Holdings, Inc.'s revenue has grown significantly by 1,431% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.26 reflects profitable operations.

BBCP Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
13.1%
Free cash flow / Revenue

BBCP Quarterly Performance

Quarterly financial performance data for Concrete Pumping Holdings, Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $78.0M -$2.4M $-0.06
Q3 2025 $94.2M $1.1M $0.00
Q2 2025 $85.2M -$4.0K $-0.01
Q1 2025 $78.0M -$2.6M $-0.06
Q3 2024 $100.6M $6.8M $0.10
Q2 2024 $98.7M -$780.0K $-0.03
Q1 2024 $86.4M -$3.8M $-0.08
Q3 2023 $98.3M $10.3M $0.18

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

BBCP Capital Allocation

Operating Cash Flow
$21.4M
Cash generated from operations
Stock Buybacks
$4.6M
Shares repurchased (TTM)
Capital Expenditures
$9.5M
Investment in assets
Dividends Paid
$53.1M
Returned to shareholders

BBCP SEC Filings

Access official SEC EDGAR filings for Concrete Pumping Holdings, Inc. (CIK: 0001703956)

📋 Recent SEC Filings

Date Form Document Action
Mar 10, 2026 10-Q bbpp20260131_10q.htm View →
Mar 10, 2026 8-K bbpp20260114_8k.htm View →
Feb 25, 2026 DEF 14A bbpp20260120_def14a.htm View →
Jan 28, 2026 4 xslF345X05/rdgdoc.xml View →
Jan 28, 2026 4 xslF345X05/rdgdoc.xml View →

Frequently Asked Questions about BBCP

What is the AI rating for BBCP?

Concrete Pumping Holdings, Inc. (BBCP) has an AI rating of SELL with 78% confidence, based on fundamental analysis of SEC EDGAR filings.

What are BBCP's key strengths?

Revenue growth of 10.3% YoY demonstrates market demand in construction sector. Healthy gross margin of 35.3% shows pricing power and cost management in core operations.

What are the risks of investing in BBCP?

Critically low interest coverage ratio of 0.2x indicates severe difficulty servicing $418.2M long-term debt; minor operational disruption poses default risk. Negative net margin (-2.7%) and persistent net losses (-$2.4M) show company operating below breakeven despite positive gross profit.

What is BBCP's revenue and growth?

Concrete Pumping Holdings, Inc. reported revenue of $90.6M.

Does BBCP pay dividends?

Concrete Pumping Holdings, Inc. pays dividends, with $53.1M distributed to shareholders in the trailing twelve months.

Where can I find BBCP SEC filings?

Official SEC filings for Concrete Pumping Holdings, Inc. (CIK: 0001703956) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BBCP's EPS?

Concrete Pumping Holdings, Inc. has a diluted EPS of $-0.06.

How is the AI analysis conducted?

Our AI (Claude) analyzes publicly available SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports to evaluate financial health, profitability ratios, balance sheet strength, and growth metrics.

Disclaimer: This analysis is generated by Claude AI based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 20, 2026 | Data as of: 2026-01-31 | Powered by Claude AI