NWPXNWPX Infrastructure, Inc.
NWPX Infrastructure, Inc. (NWPX) designs and manufactures water-related infrastructure products, including patented Radial Bending Joint (RBJ) technology, for use in municipal and industrial water distribution systems. The next catalyst is Nov 6, 2026 — Q4 2017 Earnings Release, which will test the company’s ability to deliver on its guidance and sustain momentum from the recent federal grant visibility and RBJ installation success.
- NWPX operates in the metals & mining sector, with a focus on steel-based infrastructure solutions.
- The company has a net margin of 35.4% (TTM), with a debt-to-equity ratio of 0.02x, suggesting a relatively conservative capital structure.
- Revenue declined 8.2% YoY in 2017, but net income rose to $48.94M, indicating strong cost control and pricing power.
The Read
2% rally past the bull target due to successful RBJ installation and federal grant visibility.
The schedule
- Fri6Nov
The earnings release will test the company's ability to deliver consistent revenue growth and margin expansion, following a recent period of mixed performance. The focus will be on the guidance for the next fiscal year and how it aligns with the current market expectations.
- Tue9Feb
This earnings report will test the company's ability to maintain revenue momentum and improve operational efficiency. The key will be the clarity around the cost structure and how the company is managing its capital expenditures.
- Wed19May
The Q2 report will assess the company's ability to sustain growth and deliver on its long-term infrastructure development goals. The focus will be on the execution of new contracts and the progress of ongoing projects.
- Thu26Aug
This earnings release will test the company's ability to deliver on its strategic initiatives and maintain its market position. The focus will be on the performance of new projects and the effectiveness of its capital allocation strategy.
Past
- Tue1Sep
Actual outcome: Bear · $106.52 at outcome
The stock fell 2.3% following the event, reflecting investor concerns over the potential impact of Trump's tariff policies on steel costs. The outcome date price of $106.52 fell below the bear floor of $125.00, indicating heightened risk sentiment. The market reacted to the uncertainty around trade policy and its direct implications for NWPX's cost structure, leading to the downward movement.
Assessment of President Trump's latest trade policy proposals and their direct impact on domestic steel input costs for NWPX.
- Fri7Aug
Actual outcome: Bear · $115.45 at outcome
NWPX reported an EPS actual of 1.1, matching the estimate, but the stock fell 3.9% as guidance signaled softer demand in the Water Transmission Systems segment. The bear floor was reached, reflecting concerns over the sustainability of the Q1 gross profit surge. The price action aligned with the bear scenario, driven by caution around segment performance rather than the earnings beat.
NWPX's Q2 print will test whether the Water Transmission Systems segment can sustain the exceptional 42% gross profit surge seen in Q1.
- Mon15Jun
Actual outcome: Bull · $139.19 at outcome
NWPX shares surged past the bull target, driven by the successful first installation of its patent-pending Radial Bending Joint (RBJ) technology. This breakthrough in curved steel microtunneling validates the company's innovative capabilities, positioning it strongly to capitalize on upcoming federal water infrastructure grants and driving the stock's rally.
Market assesses the rollout timeline of federal infrastructure grants for municipal water transmission systems.
- Thu30Apr
Actual outcome: Bull · $112.52 at outcome
NWPX delivered strong Q1 2026 results, reporting earnings of $1.08 per share that easily beat estimates alongside a 19.1% year-over-year increase in net sales to $138.3 million. The robust performance was driven by record first-quarter results in the Water Transmission Systems segment, which saw gross profit surge 42.3%, propelling the stock well past the bull target.
Q1 2026 earnings will test whether NWPX can sustain the record Q4 momentum and robust backlog while shares trade near the 52-week high at $78.76; a clean print with stable margins could push the stock toward $83.00, while any sign of order softness, pricing pressure, or margin giveback could drive a de-rating toward $83.00.
- Wed1Apr
Actual outcome: Bull · $117.96 at outcome
NWPX shares exceeded the $78.00 bull target, bolstered by a strong earnings outlook that helped the stock defy broader Q1 market slumps. Increased institutional confidence, highlighted by Allspring Global Investments boosting its stake by over 19%, further supported the stock's upward trajectory as investors remained optimistic about the company's pricing power and cost management.
Assessment of steel input costs and the company's ability to pass through price increases to municipal and energy contracts.
- Thu26Feb
Actual outcome: Bull · $80.96 at outcome
NWPX delivered record Q4 revenue and a 19.2% year-over-year increase in gross profit, demonstrating significant margin expansion despite EPS only meeting analyst estimates. The stock's climb past the bull target was fueled by a strong $234 million backlog, the strategic acquisition of Boughton's Precast, and a subsequent upgrade to a 'Strong Buy' rating based on optimistic 2026 earnings prospects.
Release of Q4 2025 results and critical full-year 2026 financial outlook. Investors will focus on revenue acceleration and margin stability given commodity price fluctuations.
