Sidoti Cuts Earnings Estimates for NWPX Infrastructure

NWPX Infrastructure, Inc. (NASDAQ:NWPX) – Stock analysts at Sidoti reduced their Q1 2026 EPS estimates for shares of NWPX Infrastructure in a research report issued on Friday, February 27th. Sidoti analyst J. Romero now expects that the industrial products company will post earnings per share of $0.56 for the quarter, down from their previous estimate of $0.59. The consensus estimate for NWPX Infrastructure’s current full-year earnings is $3.32 per share. Sidoti also issued estimates for NWPX Infrastructure’s Q2 2026 earnings at $1.24 EPS, Q3 2026 earnings at $1.28 EPS, Q4 2026 earnings at $1.04 EPS, FY2026 earnings at $4.12 EPS, Q3 2027 earnings at $1.53 EPS and Q4 2027 earnings at $1.23 EPS.

NWPX Infrastructure (NASDAQ:NWPX) last released its earnings results on Wednesday, February 25th. The industrial products company reported $0.93 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.62 by $0.31. NWPX Infrastructure had a return on equity of 9.35% and a net margin of 6.73%.The company had revenue of $125.64 million during the quarter, compared to analyst estimates of $122.00 million.

Several other analysts have also issued reports on the stock. Weiss Ratings lowered shares of NWPX Infrastructure from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, February 19th. Wall Street Zen upgraded NWPX Infrastructure from a “buy” rating to a “strong-buy” rating in a research report on Saturday. One equities research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating and one has issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average price target of $70.00.

NWPX Infrastructure Stock Performance

Shares of NWPX opened at $77.60 on Monday. NWPX Infrastructure has a 1 year low of $36.97 and a 1 year high of $82.76. The stock’s fifty day moving average price is $69.01 and its two-hundred day moving average price is $60.06. The firm has a market cap of $742.63 million, a PE ratio of 21.62, a PEG ratio of 1.82 and a beta of 0.92. The company has a debt-to-equity ratio of 0.10, a current ratio of 3.60 and a quick ratio of 2.62.

Hedge Funds Weigh In On NWPX Infrastructure

Several hedge funds and other institutional investors have recently modified their holdings of NWPX. Aristides Capital LLC purchased a new position in shares of NWPX Infrastructure during the 4th quarter worth approximately $211,000. Zacks Investment Management raised its holdings in NWPX Infrastructure by 9.0% in the 4th quarter. Zacks Investment Management now owns 47,379 shares of the industrial products company’s stock worth $2,961,000 after acquiring an additional 3,918 shares during the last quarter. Uniplan Investment Counsel Inc. lifted its holdings in shares of NWPX Infrastructure by 15.1% during the fourth quarter. Uniplan Investment Counsel Inc. now owns 64,320 shares of the industrial products company’s stock valued at $4,019,000 after purchasing an additional 8,414 shares in the last quarter. Susquehanna Portfolio Strategies LLC bought a new position in NWPX Infrastructure during the 4th quarter valued at about $231,000. Finally, Susquehanna Fundamental Investments LLC bought a new position in NWPX Infrastructure during the fourth quarter valued at approximately $362,000. Hedge funds and other institutional investors own 80.63% of the company’s stock.

Insider Activity at NWPX Infrastructure

In other news, Director Michael C. Franson sold 5,506 shares of the stock in a transaction dated Tuesday, December 9th. The shares were sold at an average price of $60.17, for a total transaction of $331,296.02. Following the completion of the sale, the director directly owned 18,525 shares in the company, valued at approximately $1,114,649.25. This represents a 22.91% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Aaron Wilkins sold 1,241 shares of NWPX Infrastructure stock in a transaction that occurred on Tuesday, December 9th. The stock was sold at an average price of $60.10, for a total value of $74,584.10. Following the completion of the sale, the chief financial officer owned 18,512 shares in the company, valued at approximately $1,112,571.20. This represents a 6.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 11,791 shares of company stock valued at $708,142 in the last quarter. Corporate 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: Company beat consensus on revenue and EPS for Q4 — revenue ~$125.6M and EPS of $0.93 topped estimates, showing improving margins and operating performance. Vancouver-based NWPX Infrastructure reports fourth-quarter profit
• Positive Sentiment: Company signals strong 2026 momentum driven by a robust backlog, margin expansion and a strategic Colorado acquisition — these items support revenue growth and margin leverage expectations. NWPX signals strong 2026 momentum with robust backlog, margin expansion, and Colorado acquisition
• Positive Sentiment: Market commentary points to the quarter and growth outlook as the reason for an intraday rally earlier this week (shares had risen notably); investor interest was also helped by a meaningful drop in short interest in February. Why NWPX Infrastructure, Inc.’s (NWPX) Stock Is Up 6.03%
• Neutral Sentiment: Earnings call transcript and presentation provide more color on backlog composition, pricing and capital allocation — useful for modeling 2026, but no explicit long-term guidance change was highlighted. NWPX Infrastructure, Inc. (NWPX) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Operational cash generation weakened (cash from operations down materially year-over-year) and cash balances fell sharply while capex rose — these liquidity pressures temper the positive operating cadence. Northwest Pipe Company (NWPX) Releases Q4 2025 Earnings: Stronger Margins but EPS and Cash Decline
• Negative Sentiment: Insider selling activity was flagged in recent reports, which can create near-term selling pressure despite the operational beat. Northwest Pipe Company (NWPX) Releases Q4 2025 Earnings: Stronger Margins but EPS and Cash Decline

About NWPX Infrastructure

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.