Sidoti Equities Analysts Lower Earnings Estimates for NWPX

Key Points

• Sidoti lowered its FY2026 EPS estimate for NWPX Infrastructure to $5.46 from $5.48, below the $5.52 consensus forecast. Analysts have a consensus “Hold” rating and an average price target of $110.
• NWPX reported a strong quarter, with revenue of $179.4 million and EPS of $1.86, surpassing estimates of $167.7 million and $1.65, respectively.
• Despite solid results and an $435 million Water Transmission Systems backlog, the stock remains below its 50-day moving average and well below its 52-week high; institutional investors own 80.63% of shares, while insiders have recently sold stock.

NWPX Infrastructure, Inc. (NASDAQ:NWPX - Free Report) - Investment analysts at Sidoti lowered their FY2026 EPS estimates for shares of NWPX Infrastructure in a research note issued on Friday, October 30th. Sidoti analyst J. Romero now expects that the industrial products company will earn $5.46 per share for the year, down from their previous forecast of $5.48. The consensus estimate for NWPX Infrastructure's current full-year earnings is $5.52 per share. Sidoti also issued estimates for NWPX Infrastructure's Q1 2027 earnings at $1.01 EPS, Q2 2027 earnings at $1.48 EPS, Q3 2027 earnings at $1.58 EPS, Q4 2027 earnings at $1.11 EPS, FY2027 earnings at $5.18 EPS, Q1 2028 earnings at $0.99 EPS, Q2 2028 earnings at $1.63 EPS, Q3 2028 earnings at $1.75 EPS and FY2028 earnings at $5.65 EPS.

A number of other analysts have also recently weighed in on the company. Wall Street Zen cut NWPX Infrastructure from a "buy" rating to a "hold" rating in a research report on Saturday. Weiss Ratings cut shares of NWPX Infrastructure from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Friday, October 16th. 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 data from MarketBeat.com, the company currently has a consensus rating of "Hold" and an average price target of $110.00.

NWPX Infrastructure Stock Performance

Shares of NWPX Infrastructure stock opened at $97.81 on Monday. NWPX Infrastructure has a 12-month low of $53.15 and a 12-month high of $152.03. The company has a current ratio of 2.56, a quick ratio of 1.84 and a debt-to-equity ratio of 0.06. The company has a market capitalization 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 fifty day simple moving average of $103.33 and a 200 day simple moving average of $101.34.

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

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. State of Wyoming grew its position in NWPX Infrastructure by 4.2% in the 1st quarter. State of Wyoming now owns 4,879 shares of the industrial products company's stock valued at $380,000 after acquiring an additional 197 shares in the last quarter. Meeder Asset Management Inc. acquired a new position in NWPX Infrastructure during the 2nd quarter worth $41,000. Covestor Ltd raised its stake in NWPX Infrastructure by 107.5% during the 3rd quarter. Covestor Ltd now owns 583 shares of the industrial products company's stock valued at $60,000 after purchasing an additional 302 shares during the period. First Trust Advisors LP lifted its stake in shares of NWPX Infrastructure by 1.1% in the first quarter. First Trust Advisors LP now owns 30,728 shares of the industrial products company's stock worth $2,392,000 after buying an additional 338 shares during the last quarter. Finally, Central Pacific Bank Trust Division acquired a new stake in shares of NWPX Infrastructure during the 2nd quarter worth about $156,000. 80.63% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at NWPX Infrastructure

In related news, Director Richard Roman sold 4,000 shares of the company's stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $105.72, for a total value of $422,880.00. Following the completion of the sale, the director owned 30,340 shares of the company's stock, valued at $3,207,544.80. This represents a 11.65% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Scott Montross sold 2,500 shares of the stock in a transaction on Monday, August 10th. The stock was sold at an average price of $118.74, for a total value of $296,850.00. Following the transaction, the chief executive officer owned 76,129 shares of the company's stock, valued at $9,039,557.46. This represents a 3.18% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 58,335 shares of company stock valued at $6,259,631 over the last 90 days. Corporate insiders own 3.30% of the company's stock.

Key Stories Impacting NWPX Infrastructure

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

About NWPX Infrastructure

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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