NASDAQ$BBCP

Concrete Pumping Holdings In · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

CPH's third quarter of fiscal year 2024 results were reported, showing a decrease in revenue due to challenges in the U.S. Concrete Pumping segment, partially offset by growth in the Concrete Waste Management Services segment. Net income and Adjusted EBITDA also decreased compared to the prior year quarter.

Concrete Pumping Holdings reported a decrease in revenue for Q3 2024, driven by a slowdown in the U.S. Concrete Pumping segment due to adverse weather and economic conditions, which was partially offset by growth in the Concrete Waste Management Services segment. Net income and Adjusted EBITDA also decreased. The company is focused on debt reduction and maintaining liquidity.

  • Revenue decreased to $109.6 million compared to $120.7 million in the prior year quarter.
  • Net income decreased to $7.6 million from $10.3 million in the prior year quarter.
  • Adjusted EBITDA decreased to $31.6 million compared to $34.9 million in the prior year quarter.
  • U.S. Concrete Waste Management Services revenue increased by 15%.

Headline financials

Total Revenue

$110M

Previous: $121M-9.2%
EPS

$0.13

Previous: $0.18-27.8%
Adjusted EBITDA

$31.6M

No prior period
Adjusted EBITDA Margin

28.8%

Previous: 28.9%-0.3%
G&A Expenses

$27.9M

No prior period
Total Available Liquidity

$236M

No prior period
Gross Margin

40.6%

No prior period
Net Debt

$349M

No prior period
Capital Expenditures

-$37.5M

Previous: -$43.2M+13.2%
Free Cash Flow

$27M

Previous: $23.1M+17.0%
Net Income

$7.56M

Previous: $10.3M-26.9%
Operating Income

$16.6M

Previous: $19.5M-14.9%
Gross Profit

$44.5M

Previous: $49.5M-10.1%
Cash & Equivalents

$26.3M

Previous: $11.5M+128.3%
Total Assets

$891M

Previous: $914M-2.5%
Stock-Based Comp

$644K

Previous: $934K-31.0%

Revenue & EPS history

CPH · Revenue · Quarterly

$110M

Q3 2024-9.2%vs Q3 2023
Beat estimate in 10 of 16 quarters(63%)
ActualEstimate

Revenue by segment

CPH · $121M total across 3 segments · Q3 2023

  • U.S. Concrete Pumping
    $87.3M+12.8%
  • U.K. Operations
    $17.3M+20.1%
  • U.S. Waste Management
    $16.5M+28.9%

Forward guidance

The Company now expects fiscal year 2024 revenue to range between $420.0 million and $430.0 million, Adjusted EBITDA to range between $108.0 million and $113.0 million and free cash flow of at least $67.0 million. The Company expects to end fiscal year 2024 with a leverage ratio of approximately 3.0x.

Tailwinds

  • Fiscal year 2024 revenue expected to range between $420.0 million and $430.0 million.
  • Adjusted EBITDA expected to range between $108.0 million and $113.0 million.
  • Free cash flow of at least $67.0 million is anticipated.
  • Leverage ratio is expected to be approximately 3.0x at the end of fiscal year 2024.
  • Company's scale, balance sheet strength and robust liquidity positions it to drive strong shareholder returns as the commercial end market recovers.

Headwinds

  • Demand environment expected to remain variable in the final quarter of the fiscal year.
  • Historic rainfall in Texas and across the southeast region curtailed construction volumes for the quarter.
  • Ongoing restrictive monetary policy impacted volume results in the U.S. Concrete Pumping segment.
  • Higher interest rates have impacted the timing of more rate-sensitive commercial projects.
  • Higher commercial building vacancy rates have delayed project starts on new build projects.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2024

Historical avgQ3 2024

-0.1%

Avg return

Earnings day

-1.0%

Avg return

5 days after

-2.0%

Avg return

30 days after

39%

14 / 36 earnings

Positive

+30.7%

Q2 2026

Best reaction

-25.3%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+30.7%+34.3%
Q1 2026+5.5%+2.1%+12.7%
Q4 2025-9.6%-15.6%-11.5%
Q3 2025+12.4%+4.4%+3.7%
Q2 2025+0.0%-1.7%+17.1%
Q1 2025-17.9%-0.7%-4.6%
Q4 2024+11.4%+18.2%+15.1%
Q3 2024-15.9%-12.5%-7.5%
Q2 2024-12.3%-12.8%-24.7%
Q1 2024-2.9%-2.9%-1.9%
Q4 2023-0.3%-4.2%+3.2%
Q3 2023+7.1%+12.6%+17.2%
Q2 2023-4.3%-3.1%+9.9%
Q1 2023-4.9%-5.9%-14.6%
Q4 2022+19.9%+23.3%+17.4%
Q3 2022+5.2%+2.8%-3.6%
Q2 2022+8.6%+5.1%+12.4%
Q1 2022-4.7%-10.0%-14.4%
Q4 2021+5.8%+0.6%-10.5%
Q3 2021-3.0%-6.3%-4.0%
Q2 2021+0.4%-0.8%-4.4%
Q1 2021+10.0%+5.9%+10.4%
Q4 2020+19.9%+23.7%+40.8%
Q3 2020-7.1%-8.6%+1.0%
Q2 2020+6.5%-6.9%-25.3%
Q1 2020-25.3%-27.7%-37.9%
Q4 2019-4.4%-10.6%-0.4%
Q3 2019-7.0%-1.7%-15.9%
Q2 2019-17.3%-12.9%+7.8%
Q1 2019+14.1%-3.0%-35.4%
Q3 2018-11.5%-10.9%-12.2%
Q4 2018-11.5%-10.9%-12.2%
Q2 2018-0.1%-0.1%+0.3%
Q1 2018-0.2%-0.2%+0.3%
Q4 2017-0.2%+0.0%+0.2%
Q2 2017-0.1%+0.3%+0.3%

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