Q2 2026 NWPX Infrastructure Inc Earnings Call Transcript

Jul 30, 2026 / 02:00 PM GMT

Release Date Price: $126.87 (+2.97%)

Transcript 8-K

Key Points

Positve

Record financial results in Q2 2026 with net sales up 19.7% year-over-year to $159.5 million, driven by strength in water transmission systems.
Consolidated gross profit increased 35.5% to $34.4 million, with gross margin expanding 250 basis points to 21.5%.
Water transmission systems segment achieved record revenue of $113.2 million, up 33.8% year-over-year, with strong margin improvement of 360 basis points.
Robust bidding activity and a healthy backlog of $423 million, with a substantial pipeline of over $125 million in pending projects.
Strong free cash flow of $9.9 million, with full-year free cash flow outlook raised to $56-$65 million, reflecting improved profitability and working capital management.

Negative

Precast segment revenue decreased 4.8% year-over-year to $46.3 million due to heavy rainfall in Texas and customer-driven project delays in Utah.
Precast volume shipped declined 11% year-over-year, impacted by adverse weather and ongoing softness in the residential construction market.
Uncertainty around future phases of the large unplanned NDA project, with no definitive visibility on additional awards.
Steel costs continue to rise due to tariffs and supply constraints, potentially pressuring margins if not fully passed through.
Precast gross profit slightly decreased 1.7% year-over-year, directly related to slow shipping months in April and May.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NWPX.OQ - NWPX Infrastructure Inc
Q2 2026 NWPX Infrastructure Inc Earnings Call
Jul 30, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the NWPX Infrastructure second quarter 2026 earnings call.

At this time, all participants are in a listen-only mode.

A question-and-answer session will follow the formal presentation.

If anyone should require operator assistance.

Please press 0 on your telephone keypad.

As a reminder, this conference is being recorded.

It is now my pleasure to introduce Scott Montross, President and CEO.

Please go ahead.

Good morning and welcome to NWPX's second quarter 2026 earnings conference call.

My name is Scott Montross, and I'm President and CEO of the company.

I'm joined today by Aaron Wilkins, our Chief Financial

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