Analysts Offer Predictions for NWPX FY2026 Earnings

Key Points

• Northland Securities raised its FY2026 EPS forecast for NWPX Infrastructure to $5.65 from $5.36, above the $5.52 consensus estimate.
• NWPX’s latest quarter beat expectations, with EPS of $1.86 versus $1.65 expected and revenue of $179.39 million versus $167.74 million.
• Despite strong results and institutional ownership of 80.63%, analyst sentiment remains cautious: the consensus rating is Hold, with a $110 target price, while shares recently traded near $97.81.

NWPX Infrastructure, Inc. (NASDAQ:NWPX - Free Report) - Investment analysts at Northland Securities increased their FY2026 earnings per share (EPS) estimates for shares of NWPX Infrastructure in a report issued on Friday, October 30th. Northland Securities analyst T. Jackson now expects that the industrial products company will post earnings per share of $5.65 for the year, up from their previous forecast of $5.36. The consensus estimate for NWPX Infrastructure's current full-year earnings is $5.52 per share. Northland Securities also issued estimates for NWPX Infrastructure's Q4 2026 earnings at $1.09 EPS, Q1 2027 earnings at $0.87 EPS, Q2 2027 earnings at $1.64 EPS, Q3 2027 earnings at $1.32 EPS, Q4 2027 earnings at $0.66 EPS and FY2027 earnings at $4.49 EPS.

NWPX Infrastructure (NASDAQ:NWPX - Get Free Report) last released its quarterly earnings results on Wednesday, October 28th. The industrial products company reported $1.86 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $1.65 by $0.21. The company had revenue of $179.39 million during the quarter, compared to the consensus estimate of $167.74 million. NWPX Infrastructure had a net margin of 8.87% and a return on equity of 12.99%.

Several other equities analysts have also recently weighed in on the company. Weiss Ratings cut NWPX Infrastructure from a "buy (b-)" rating to a "hold (c+)" rating in a report on Friday, October 16th. Wall Street Zen downgraded NWPX Infrastructure from a "buy" rating to a "hold" rating in a report on Saturday. One investment analyst has rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Hold" and a consensus target price of $110.00.

NWPX Infrastructure Price Performance

NWPX stock opened at $97.81 on Monday. NWPX Infrastructure has a 1 year low of $53.15 and a 1 year high of $152.03. The firm has a market cap of $941.91 million, a P/E ratio of 17.88, a price-to-earnings-growth ratio of 1.61 and a beta of 1.14. The stock has a 50-day simple moving average of $103.33 and a 200-day simple moving average of $101.34. The company has a debt-to-equity ratio of 0.06, a quick ratio of 1.84 and a current ratio of 2.56.

Institutional Investors Weigh In On NWPX Infrastructure

A number of hedge funds have recently made changes to their positions in NWPX. BlackRock Inc. acquired a new position in shares of NWPX Infrastructure in the 2nd quarter valued at $135,365,000. Legal & General Group Plc bought a new position in NWPX Infrastructure during the second quarter worth $42,751,000. Heartland Advisors Inc. bought a new stake in shares of NWPX Infrastructure during the 2nd quarter valued at about $20,992,000. Barrow Hanley Mewhinney & Strauss LLC purchased a new position in shares of NWPX Infrastructure during the 2nd quarter valued at $16,659,000. Finally, Crown Advisors Management Inc. purchased a new stake in shares of NWPX Infrastructure in the 2nd quarter worth approximately $10,496,000. 80.63% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other NWPX Infrastructure news, SVP Eric Stokes sold 12,631 shares of the firm's stock in a transaction on Friday, October 2nd. The stock was sold at an average price of $105.86, for a total value of $1,337,117.66. Following the completion of the sale, the senior vice president directly owned 12,643 shares of the company's stock, valued at $1,338,387.98. This trade represents a 49.98% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Michael Wray sold 4,500 shares of the business's stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $110.94, for a total transaction of $499,230.00. Following the completion of the transaction, the executive vice president directly owned 23,886 shares of the company's stock, valued at approximately $2,649,912.84. This represents a 15.85% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 58,335 shares of company stock valued at $6,259,631. 3.30% of the stock is owned by company insiders.

NWPX Infrastructure News Roundup

Here are the key news stories impacting NWPX Infrastructure this week:

• Positive Sentiment: Quarterly results exceeded expectations. NWPX reported record third-quarter net sales of approximately $179.4 million, up 18.7% year over year and above the $167.7 million consensus estimate. Earnings of $1.86 per share surpassed expectations of $1.65 and increased from $1.38 a year earlier. NWPX Infrastructure Q3 Net Sales Rise 18.7% to Record $179.4 Million
• Positive Sentiment: Cash flow and backlog support future growth. Management expects 2026 free cash flow of $62 million to $72 million, while the company’s Water Transmission Systems backlog reached $435 million. The backlog provides visibility into future demand and may support revenue growth. NWPX Anticipates 2026 Free Cash Flow and Backlog Update
• Positive Sentiment: Profitability remained solid. NWPX posted an 8.87% net margin and 13.24% return on equity, while its quarterly earnings beat reinforces the company’s recent operating momentum. NWPX Q3 Earnings and Revenues Surpass Estimates
• Neutral Sentiment: Market reaction has been muted. The shares remain below their 50-day moving average of $103.57 and well below the 52-week high of $152.03, suggesting investors may want additional evidence that the strong results and backlog will translate into sustained growth before bidding the stock higher. NWPX Infrastructure Q3 2026 Earnings Call Transcript

NWPX Infrastructure Company Profile

NWPX Infrastructure NASDAQ: NWPX, formerly known as Northwest Pipe Company, is an infrastructure manufacturer focused on products used to transport, store and manage water. The company supplies engineered steel pressure pipe and related systems for municipal water transmission, water treatment, wastewater and other utility applications.

Its product offerings also include precast concrete structures and components used in stormwater management, sanitary sewer systems and other civil infrastructure projects.

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