NWPX Infrastructure, Inc. (NWPX)

NWPX Infrastructure beat expectations on both the top and bottom line, with the second fiscal quarter of 2026 (reported July 29, 2026) posting EPS of $1.62 that topped the $1.33 estimate (+21.8%) and revenue of $159.5 million that topped the $154.7 million estimate (+3.1%). Revenue rose 19.7% to roughly $159.5 million from about $133.2 million a year ago, driven by Transferred over Time revenue, which climbed 33.8% to about $113.2 million, while Transferred at Point in Time revenue slipped 4.8% to roughly $46.3 million. Profitability stayed elevated, with gross margin at roughly 22% and operating margin near 13%, alongside operating income of about $21.2 million. Net income increased 74.7% to roughly $15.8 million (up from about $9.1 million a year ago), and EPS rose 78.0% from $0.91. The company generated operating cash flow of about $14.1 million and repurchased roughly $0.3 million of stock during the quarter. Consensus for the next period calls for EPS of $1.65 on revenue of $167.7 million.