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what it is
It sends specialized trucks and crews to place concrete faster, then cleans up the leftover mess for a fee.
how it gets paid
Last year Concrete Pumping made $356M in revenue. U.S. concrete pumping was the main engine at $218M, or 61% of sales.
why growth slowed
Revenue fell 9.0% last year. The number that mattered was $82M in revenue.
what just happened
Latest quarter revenue hit $82M and rose 5% vs. prior year, but EPS still came in at a loss.
At a glance
C++ balance sheet — some cracks in the foundation
35/100 earnings predictability — expect surprises
74.4x trailing p/e — you're paying up for this one
3.1% return on capital — nothing to write home about
$0.09 fy2025 eps est
xvary composite: 41/100 — below average
What they do
It sends specialized trucks and crews to place concrete faster, then cleans up the leftover mess for a fee.
This business wins because concrete jobs are local, messy, and time-sensitive. BBCP runs 95 pumping branches in 23 U.S. states and 35 more in the U.K., so your contractor can get a truck and operator fast. Scale matters here because idle equipment burns money, and 1530 employees plus a large fleet give BBCP more ways to keep trucks working.
How they make money
$356M
annual revenue · their business grew -9.0% last year
U.S. concrete pumping
$218M
U.K. concrete pumping
$80M
U.S. waste management
$52M
U.K. waste management
$6M
The products that matter
concrete pumping services
Brundage-Bone Concrete Pumping
$~250M · about 70% of shown segment mix
This is the core U.S. business. On the current segment mix it represents roughly $250M of revenue. It gives you the scale story investors want to hear, but the 3.1% return on capital tells you scale has not shown up as high-quality earnings.
core operator
concrete pumping services
Camfaud Concrete Pumping
$~71M · about 20% of shown segment mix
The U.K. unit adds roughly $71M in revenue on this page. That broadens the footprint, but it does not diversify you away from construction demand. It gives you another market with the same basic economic sensitivity.
u.k. exposure
concrete waste management
Eco-Pan
$~35M · about 10% of shown segment mix
Eco-Pan is the smaller piece at roughly $35M, but it gives the company another service to sell into the same job site. That helps. It just is not big enough yet to change the margin math on its own.
adjacent service
Key numbers
74.4x
trailing p/e
P/E → how many dollars you pay for $1 of profit → so what: you are paying a premium price for a company with just $0.09 in trailing EPS.
3.1%
return on capital
Return on capital → profit earned on the money running the business → so what: 3.1% is weak for a company carrying $437M of long-term debt.
$437M
long-term debt
Debt → money owed to lenders → so what: debt exceeds the roughly $345M market cap, which leaves equity holders with less room for mistakes.
11.7%
operating margin
Operating margin → profit after running the business but before interest and taxes → so what: the business can make money, but not enough to make the valuation feel cheap.
Financial health
C++
strength
- balance sheet grade C++ — below average — limited financial resources
- risk rank 3 — safer than 50% of stocks
- price stability 40 / 100
- long-term debt $437M (56% of capital)
C++ — balance sheet grade and long-term debt are flagged. this stock carries more risk than average.
Total return vs. market
Return history isn't available for BBCP right now.
source: institutional data · return history unavailable
What just happened
beat estimates
Latest quarter revenue hit $82M and rose 5% vs. prior year, but EPS still came in at a loss.
EDGAR shows quarterly revenue of $82M, up 5% vs. prior year, while EPS was -$0.06. That is the whole BBCP puzzle: sales are moving up again, but profits are still thin enough to disappear on contact.
$82M
revenue
$0.06
eps
39.1%
gross margin
the number that mattered
The number that mattered was $82M in revenue, because a 5% sales gain only produced a -$0.06 EPS result. More jobs are showing up. Profit still is not.
source: company earnings report, 2026
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What could go wrong
The main risk is simple: BBCP has $437M of long-term debt, only 3.1% return on capital, and a business model that depends on construction activity staying decent. That combination does not give you much forgiveness.
high
balance-sheet pressure
Long-term debt is $437M, or 56% of capital. Put next to a ~$345M market cap, the capital structure looks upside down. If operating results soften, debt does not.
a normal slowdown can turn into a refinancing and flexibility story fast
med
construction-cycle exposure
Most of the revenue base still comes from pumping work tied to commercial and infrastructure activity. If projects get delayed, utilization drops. Idle equipment is expensive equipment.
this risk reaches across most of the $390M–$410M fy2026 sales outlook
med
margin erosion
Gross margin fell to 35.3%, down 80 basis points from last year, because insurance and repair costs moved higher. That is not a bookkeeping quirk. It is the operating model getting less forgiving.
if costs stay sticky, even stable revenue can still produce disappointing equity returns
med
valuation without much cushion
A 74.4x trailing P/E asks you to believe the current earnings base is temporarily depressed and about to improve. That is a demanding bet when earnings predictability sits at 35/100.
if earnings stay thin, the multiple can shrink even without a recession
A construction slowdown, another step down in margin, or debt that does not move lower would all pressure a stock already priced for improvement.
source: institutional data · regulatory filings · risk analysis
Pay attention to
margin
gross margin needs to stop slipping
35.3% is manageable. Another drop after the 80-basis-point decline would matter a lot more than one upbeat revenue headline. For this stock, margin is the tell.
debt
$437M in debt versus ~ $350M of liquidity
Watch whether debt actually trends down and whether management starts talking more about financing terms. When debt exceeds market cap, you do not ignore the fine print.
next report
Q2 FY26 needs to support the guide
Management kept fy2026 revenue guidance at $390M–$410M after Q1. The next report needs to show that range still looks realistic as the year moves along.
mix
Eco-Pan is useful, but still small
The segment rows still show a company dominated by pumping activity. If Eco-Pan stays near 10% of the shown mix, it helps customer stickiness but does not yet stabilize the whole business.
Analyst rankings
earnings predictability
35 / 100
Earnings predictability: 35/100. In human-speak, analysts do not expect smooth, repeatable quarters here. You should not either.
risk rank
3
Risk rank: 3. That looks middle-of-the-road on the surface. The quiet part is that debt can make an average-looking risk score feel very stock-specific when business conditions worsen.
price stability
40 / 100
Price stability: 40/100. This is not a bunker stock. Small caps with cyclical revenue and thin coverage tend to move harder than the underlying business does in any single quarter.
source: institutional data
Institutional activity
institutional ownership data for BBCP is being compiled.
source: institutional data
Price targets
3-5 year target range
n/a
n/a
$7
current price
n/a
target midpoint · n/a from current
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