Construction Partners (ROAD) Slid as EPS Missed Analyst Estimates

2 days ago 8

Soumya Eswaran

Thu, February 19, 2026 astatine 6:19 AM CST 3 min read

Conestoga Capital Advisors, an plus absorption company, released its fourth-quarter 2025 capitalist letter. As galore believe, US equities experienced coagulated returns successful 2025, with double-digit gains crossed each large indices, yet underlying conditions revealed utmost volatility and marketplace leadership. A transcript of the missive tin beryllium downloaded here. In Q4 2025, Conestoga Capital Advisors Small Cap Strategy returned -1.89% net-of-fees, trailing the Russell 2000 Growth Index’s 1.22% return. The returns were volatile successful the quarter. The “low quality” stocks rally persisted successful the quarter, but astatine a slower gait compared to earlier quarters. Please reappraisal the Strategy’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Conestoga Capital Advisors highlighted Construction Partners, Inc. (NASDAQ:ROAD). Construction Partners, Inc. (NASDAQ:ROAD) is simply a civilian infrastructure institution that engages successful the operation and attraction of roadways. On February 18, 2026, Construction Partners, Inc. (NASDAQ:ROAD) banal closed astatine $130.48 per share. One-month instrumentality of Construction Partners, Inc. (NASDAQ:ROAD) was 14.25%, and its shares are up 69.65% implicit the past 12 months. Construction Partners, Inc. (NASDAQ:ROAD) has a marketplace capitalization of $7.374 billion.

Conestoga Capital Advisors stated the pursuing regarding Construction Partners, Inc. (NASDAQ:ROAD) successful its 4th fourth 2025 capitalist letter:

"Construction Partners, Inc. (NASDAQ:ROAD) is simply a vertically integrated civilian infrastructure institution constructing roadways and highways crossed the Sunbelt. The banal underperformed during the 4th pursuing the merchandise of fiscal fourth-quarter results, wherever net per stock missed expert estimates. While the institution delivered better-than-expected gross maturation and highlighted a grounds backlog, the marketplace focused connected the bottom-line shortfall. We stay assured successful the company’s quality to payment from sustained infrastructure request and its disciplined acquisition strategy."

Construction Partners, Inc. (NASDAQ:ROAD) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. According to our database, 26 hedge money portfolios held Construction Partners, Inc. (NASDAQ:ROAD) astatine the extremity of the 3rd quarter, compared to 27 successful the erstwhile quarter. Construction Partners, Inc.’s (NASDAQ:ROAD) revenue was $809.5 cardinal successful the archetypal 4th of 2026, marking an summation of 44% compared archetypal 4th of fiscal 2025. While we admit the imaginable of Construction Partners, Inc. (NASDAQ:ROAD) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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