NASDAQ$NWPX

Northwest Pipe Company · Q4 2024 earnings

Q4 2024 earnings · · After market close · Investor relations

Briefing

Northwest Pipe Company reported a stronger-than-normal fourth quarter with increased net sales and gross profit, driven by strong performance in its Engineered Steel Pressure Pipe segment.

Northwest Pipe Company delivered a robust fourth quarter in 2024, with total net sales increasing by 8.6% year-over-year to $119.6 million. This growth was primarily fueled by a strong performance in the Engineered Steel Pressure Pipe (SPP) segment, which saw a 9.9% increase in net sales and a significant rise in gross profit. The company also achieved a record annual gross profit and net income per diluted share for the full year 2024.

  • Fourth quarter net sales increased 8.6% year-over-year to $119.6 million.
  • SPP segment net sales increased 9.9% to $82.5 million, with a gross margin of 17.9%.
  • Precast segment net sales increased 5.9% to $37.1 million, with a gross margin of 20.7%.
  • Net income for the fourth quarter was $10.1 million, or $1.00 per diluted share.

Headline financials

Total Revenue

$120M

Previous: $110M+8.6%
EPS (adj)

$0.77

Previous: $0.54+42.6%
Capital Expenditures

-$4.19M

Previous: -$5.05M+17.0%
Free Cash Flow

$34.3M

No prior period
Net Income

$10.1M

Previous: $5.4M+87.0%
Operating Income

$10.5M

Previous: $8.72M+20.4%
Gross Profit

$22.4M

Previous: $19.4M+15.7%

Revenue & EPS history

Northwest Pipe · Revenue · Quarterly

$120M

Q4 2024+8.6%vs Q4 2023
Beat estimate in 11 of 14 quarters(79%)
ActualEstimate

Revenue by segment

Northwest Pipe · $38.2M total across 1 segment · Q3 2023

  • Precast Infrastructure
    $38.2M-2.8%

Forward guidance

Northwest Pipe Company anticipates a strong SPP backlog and robust Precast order book entering 2025. While a light bidding environment is expected for SPP in Q1, strong activity is projected for Q2 and Q3, aligning with 2024 levels. The residential Precast business remains strong, with a surge in non-residential orders indicating improved strength for 2025. Overall, Q1 2025 is expected to resemble Q1 2024 due to weather impacts.

Tailwinds

  • Strong SPP backlog and robust Precast order book entering 2025.
  • Anticipated strong SPP bidding activity in the second and third quarters of 2025.
  • Full-year SPP bidding levels expected to align closely with 2024.
  • Residential Precast business remains strong.
  • Surge in non-residential Precast order book indicates improved strength in 2025.

Headwinds

  • Expected light bidding environment in SPP during the first quarter of 2025.
  • First quarter of 2025 expected to resemble first quarter of 2024.
  • Weather events in various locations across the country continue to have an impact in Q1 2025.
  • Market softness in non-residential construction demand for Precast in Q4 2024.
  • Potential for economic uncertainty and macroeconomic trends to impact demand.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2024

Historical avgQ4 2024

+0.7%

Avg return

Earnings day

+3.3%

Avg return

5 days after

+5.4%

Avg return

30 days after

48%

31 / 64 earnings

Positive

+15.4%

Q3 2021

Best reaction

-19.5%

Q4 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+14.3%+29.5%+37.1%
Q4 2025+10.2%+9.4%+3.4%
Q3 2025+1.6%+14.4%+5.3%
Q1 2025-6.2%-11.0%-8.8%
Q4 2024-10.7%-13.9%-13.5%
Q3 2024-0.7%+4.5%+24.0%
Q2 2024+1.6%+4.4%+17.7%
Q1 2024+2.0%+5.6%+12.1%
Q4 2023-0.8%+13.6%+16.6%
Q3 2023+1.2%-7.0%-2.6%
Q2 2023-2.0%+0.1%+2.1%
Q1 2023-3.3%-4.5%+1.4%
Q4 2022-19.5%-18.1%-24.5%
Q3 2022-5.2%-2.2%+4.7%
Q2 2022+7.9%+11.2%+13.3%
Q1 2022+1.7%+7.5%+27.1%
Q4 2021+1.0%-3.1%-7.1%
Q3 2021+15.4%+19.7%+19.9%
Q2 2021-1.1%-4.5%-8.7%
Q1 2021-1.8%-2.6%-5.1%
Q4 2020-5.7%-3.4%-4.1%
Q3 2020-3.0%-4.8%+4.1%
Q2 2020+6.5%+10.9%+8.2%
Q1 2020+1.2%-6.3%+20.6%
Q4 2019-2.6%-8.5%-34.7%
Q3 2019+3.0%+9.6%+16.0%
Q2 2019+2.2%+11.5%+13.4%
Q1 2019+4.2%+9.7%+2.6%
Q4 2018+0.7%+1.8%+6.4%
Q3 2018+14.1%+26.4%+13.7%
Q2 2018+1.0%+0.1%-6.2%
Q1 2018-3.3%+1.2%+8.8%
Q4 2017+2.0%+5.8%-4.4%
Q3 2017-1.8%-1.9%+0.4%
Q2 2017+3.1%+7.0%+21.5%
Q1 2017+2.9%+6.2%+5.4%
Q4 2016+4.5%-1.6%-17.6%
Q3 2016+6.4%+4.6%+38.4%
Q2 2016+7.0%+8.2%+3.9%
Q1 2016-6.0%
Q4 2015-15.4%
Q3 2015+8.5%
Q2 2015+7.6%
Q1 2015-5.1%
Q4 2014-4.5%
Q3 2014-5.0%
Q2 2014-0.7%
Q1 2014-1.6%
Q4 2013-3.8%
Q3 2013-0.7%
Q2 2013-5.5%
Q1 2013-1.3%
Q4 2012+11.9%
Q3 2012-5.6%
Q2 2012+5.8%
Q1 2011-1.0%
Q4 2009-1.0%
Q3 2011-1.0%
Q3 2010-1.0%
Q4 2011-1.0%
Q1 2012-1.0%
Q2 2010+7.4%
Q2 2011+7.4%
Q4 2010+7.4%

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