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Tuesday, September 22, 2026

1 company from our universe reports on this day.

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Earnings Preview
Construction · Q1
Consensus EPS$0.75Revenue est$331MMkt cap$3B
Beat 5 of last 7 quarters. Consensus: $331M rev / $0.75 EPS. YoY growth (latest Q): +17% revenue, -8% EPS.
Price: $58 — YTD +13.3% — 52-wk $45 to $63 — Mkt cap $3B
Multiples: EV/EBITDA 22.7x — P/E 18x — Fwd P/E 14x

The bar looks clearable on FY2026 momentum: $1.4 billion net sales (+20%, +9% organic), $296 million adjusted EBITDA (+12%), $3.37 adjusted EPS (+9%), and $170 million FCF at 102% conversion. The real story likely hinges on whether LSI/Elgen integration restores gross margin and whether data-center-linked demand scales beyond less than 10% of each Building Products business. A good quarter should show steady organic growth and JV recovery; a great one might pair that with clean acquisition margin accretion and evidence that the fastest-growing data-center piece is becoming a larger, durable contributor.

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These previews are generated from our company intelligence files, evidence packs, and supply chain data. All claims are sourced from company filings and earnings transcripts. This is not investment advice.