Northland Securities Brokers Cut Earnings Estimates for NWPX

Key Points

• Northland Securities cut Q2 2026 EPS for NWPX, lowering its estimate from $1.47 to $1.36 and publishing updated forward estimates (e.g., FY2026 $4.78, FY2029 $4.88).
• Q1 materially beat expectations—EPS $1.08 vs. $0.68 consensus and revenue $138.3M—while management flagged a record WTS backlog ($373M), strong operating cash (~$29.3M) and a $2.2M share repurchase.
• Analyst sentiment is mostly bullish (consensus "Buy" with an average target ~ $90), but a Zacks downgrade and notable insider selling introduce short‑term sentiment risk.

NWPX Infrastructure, Inc. (NASDAQ:NWPX - Free Report) - Analysts at Northland Securities lowered their Q2 2026 earnings per share estimates for NWPX Infrastructure in a research report issued to clients and investors on Friday, May 1st. Northland Securities analyst E. Jackson now expects that the industrial products company will post earnings per share of $1.36 for the quarter, down from their previous estimate of $1.47. The consensus estimate for NWPX Infrastructure's current full-year earnings is $4.45 per share. Northland Securities also issued estimates for NWPX Infrastructure's Q3 2026 earnings at $1.41 EPS, Q4 2026 earnings at $0.94 EPS, FY2026 earnings at $4.78 EPS, Q2 2027 earnings at $1.43 EPS, FY2027 earnings at $4.50 EPS, FY2028 earnings at $4.79 EPS and FY2029 earnings at $4.88 EPS.

NWPX Infrastructure (NASDAQ:NWPX - Get Free Report) last announced its earnings results on Wednesday, April 29th. The industrial products company reported $1.08 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.68 by $0.40. The firm had revenue of $138.25 million during the quarter, compared to analysts' expectations of $125.10 million. NWPX Infrastructure had a return on equity of 10.80% and a net margin of 7.66%.

Other equities analysts have also recently issued reports about the stock. DA Davidson lifted their target price on shares of NWPX Infrastructure from $70.00 to $90.00 and gave the company a "buy" rating in a report on Monday, March 2nd. Wall Street Zen raised shares of NWPX Infrastructure from a "hold" rating to a "buy" rating in a research report on Saturday. Weiss Ratings upgraded shares of NWPX Infrastructure from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday, April 24th. Finally, Zacks Research cut shares of NWPX Infrastructure from a "strong-buy" rating to a "hold" rating in a report on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and one has assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the stock currently has a consensus rating of "Buy" and an average target price of $90.00.

NWPX Infrastructure Price Performance

Shares of NASDAQ NWPX opened at $107.00 on Monday. The stock has a market cap of $1.03 billion, a P/E ratio of 25.00, a P/E/G ratio of 2.19 and a beta of 1.06. NWPX Infrastructure has a twelve month low of $36.97 and a twelve month high of $107.07. The stock has a 50 day moving average of $79.18 and a two-hundred day moving average of $68.64. The company has a current ratio of 2.68, a quick ratio of 2.06 and a debt-to-equity ratio of 0.02.

Institutional Investors Weigh In On NWPX Infrastructure

Institutional investors and hedge funds have recently bought and sold shares of the business. State of Alaska Department of Revenue acquired a new stake in NWPX Infrastructure in the 3rd quarter valued at about $28,000. Wexford Capital LP acquired a new stake in NWPX Infrastructure during the 3rd quarter worth about $29,000. Simplex Trading LLC lifted its stake in NWPX Infrastructure by 193.9% during the fourth quarter. Simplex Trading LLC now owns 485 shares of the industrial products company's stock valued at $30,000 after buying an additional 320 shares in the last quarter. CWM LLC lifted its stake in NWPX Infrastructure by 75.8% during the third quarter. CWM LLC now owns 582 shares of the industrial products company's stock valued at $31,000 after buying an additional 251 shares in the last quarter. Finally, Kemnay Advisory Services Inc. purchased a new stake in NWPX Infrastructure during the fourth quarter valued at about $71,000. 80.63% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at NWPX Infrastructure

In other NWPX Infrastructure news, CEO Scott J. Montross sold 2,500 shares of the company's stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $71.44, for a total value of $178,600.00. Following the completion of the sale, the chief executive officer directly owned 65,977 shares of the company's stock, valued at approximately $4,713,396.88. This represents a 3.65% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Miles Brittain sold 3,300 shares of the company's stock in a transaction dated Friday, March 20th. The shares were sold at an average price of $70.89, for a total transaction of $233,937.00. Following the completion of the sale, the executive vice president directly owned 20,006 shares of the company's stock, valued at $1,418,225.34. The trade was a 14.16% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 20,273 shares of company stock valued at $1,490,019 over the last 90 days. Insiders own 3.20% of the company's stock.

Key Headlines Impacting NWPX Infrastructure

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

• Positive Sentiment: Q1 results materially beat expectations — EPS $1.08 vs. consensus ~$0.68 and revenue $138.3M (≈+19% YoY); gross profit and operating profit were record/strong, and net income rose sharply. These beats are the primary driver of the stock move. PR Newswire
• Positive Sentiment: Management highlighted record WTS backlog ($373M) and confirmed orders ($430M), strong cash from operations (~$29.3M) and a $2.2M share repurchase — signals of durable demand and shareholder returns that support a higher valuation. Quiver Quant
• Positive Sentiment: Company and analyst commentary from the earnings call reinforced an upbeat outlook and management raised cash expectations — adding confidence to near‑term guidance and liquidity expectations. TipRanks
• Neutral Sentiment: Analyst model updates — Northland Securities published quarterly/annual EPS estimates (Q1 $0.80, Q2 $1.47, FY ~$4.24). These raise expectations for upcoming quarters but are forward estimates to monitor. MarketBeat / Northland note
• Neutral Sentiment: Earnings-call transcripts and summaries are available (management tone and Q&A provide additional context on backlog, pricing and margins) — useful for investors deciding whether the beat is sustainable. Yahoo Finance transcript
• Negative Sentiment: Zacks downgraded NWPX from "strong‑buy" to "hold", which could pressure momentum traders or sentiment in the short term. Zacks
• Negative Sentiment: Significant insider selling activity reported over recent months (multiple senior executives sold shares), which may concern some investors even though insiders can sell for many reasons. Quiver Quant (insider activity)

NWPX Infrastructure Company Profile

Northwest Pipe Company, together with its subsidiaries, engages in the manufacture and supply of water-related infrastructure products in North America. It operates in two segments, Engineered Steel Pressure Pipe (SPP) and Precast Infrastructure and Engineered Systems (Precast). The SPP segment offers large-diameter and high-pressure steel pipeline systems for use in water infrastructure applications, which are primarily related to drinking water systems. Its products are also used for hydroelectric power systems, wastewater systems, seismic resiliency, and other applications.

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