Concrete Pumping Holdings has a 3-of-3 beat record, strong growth and a Piotroski score of 8/9, but only 8.7% upside to the analyst target, a 27.2x forward P/E and a 66% segment concentration limit the case.
Thesis pillars
- Earnings Beat Streak→Stable
- Strong Financial Health→Stable
- Valuation Vs Growth↓Deteriorating
- +2 more pillars — see the Why tab for full reasoning
Pillars as of Oct 24, 2026, based on the 10-K filed Jan 13, 2026
Concrete Pumping Holdings, Inc. (BBCP) Stock Analysis
Breakout setup
Industrials · Engineering & Construction
Sell if holding. Analyst target reached at $9.95 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: U.S. Concrete Pumping segment (66.0%).
Concrete Pumping Holdings is the only nationally-scaled provider of concrete pumping services in the U.S. and U.K., operating under the Brundage-Bone and Camfaud brands alongside its Eco-Pan concrete waste management business. The company holds an estimated 17% share of the U.S.... Read more
Sell if holding. Analyst target reached at $9.95 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: U.S. Concrete Pumping segment (66.0%). Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Score 5.4/10, high confidence.
Passes 7/8 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 76d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About Concrete Pumping Holdings, Inc.
About Concrete Pumping Holdings, Inc.
Concrete Pumping Holdings generated 66% of fiscal 2025 revenue from its U.S. Concrete Pumping segment, 19% from U.S. Concrete Waste Management (Eco-Pan), and 15% from U.K. Operations, running a fleet of approximately 1,520 equipment units from about 150 locations across the U.S. and U.K. as of October 31, 2025. The company estimates its fleet-based market share at approximately 17% in the U.S. and 30% in the U.K., operating under the Brundage-Bone and Camfaud pumping brands alongside its national Eco-Pan waste-management brand.
Concrete Pumping bills its core U.S. and U.K. pumping services on a negotiated time-and-volume basis tied to the duration of the job and yards of concrete pumped, plus fuel surcharges and travel costs, without taking ownership of the concrete itself, which limits inventory and product-liability risk. Its Eco-Pan waste-management business instead charges a fixed fee covering pan delivery, pickup, and environmental disposal, with incremental charges for extended job-site use. The company serves more than 16,000 customers across the U.S. and U.K. with a roughly 90% retention rate among its top 500 customers, and its top ten customers represent less than 10% of total revenue, reducing customer-concentration risk. On the supply side, Concrete Pumping owns 100% of its approximately 1,520-unit fleet but sources that pumping equipment primarily from three manufacturers, Schwing, Putzmeister, and Alliance, while roughly 100 of its 1,530 employees are unionized under three collective bargaining agreements with the International Union of Operating Engineers in California, Oregon, and Washington.
Show full overview
Concrete Pumping's results track the construction cycle directly: the 10-K states that substantially all of its customer base comes from commercial, infrastructure, and residential construction markets, and that inflation, elevated interest rates, and tariff uncertainty have already pressured gross margins where cost increases could not be passed through, while some customer projects have been delayed or cancelled. The company's 15% U.K. revenue share adds a second variable outside its control: results are also exposed to fluctuations in the exchange rate between the U.S. dollar and British pound, on top of the seasonal pattern in which construction activity, and therefore revenue, is typically lowest in winter and spring.
See also: Industrials · Engineering & Construction
From Concrete Pumping Holdings, Inc.'s most recent 10-K filing, extracted July 6, 2026.
Recent developments
updated 2026-10-29Recent Developments — Concrete Pumping Holdings, Inc.
Latest news
- NEWS Concrete Pumping Holdings: Don’t Hold Your Breath For Something That May Never Come (BBCP) - Seeking Alpha — Seeking Alpha negative
- NEWS Concrete Pumping Holdings: Don’t Hold Your Breath For Something That May Never Come (BBCP) - seekingalpha.com — seekingalpha.com negative
- NEWS Texas Capital Securities Maintains Concrete Pumping Holdings(BBCP.US) With Buy Rating, Maintains Target Price $15 - Moom — Moomoo positive
- NEWS Texas Capital Securities Maintains Concrete Pumping Holdings(BBCP.US) With Buy Rating, Maintains Target Price $15 - moom — moomoo.com positive
- NEWS BBCP Q3'26 Earnings: revenue estimate is 110.19M USD - TradingView — TradingView neutral
Generated 2026-10-29T11:08:50Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- HIGHProductU.S. Concrete Pumping segment66%10-K Item 1: 'Our U.S. concrete pumping services segment represented 66% of our total revenue for the year ended October 31, 2025'
- MEDIUMSupplierSchwing, Putzmeister, and Alliance10-K Item 1: 'Concrete pumping equipment is primarily sourced from three suppliers – Schwing, Putzmeister, and Alliance.'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
2 floor-breakers
Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static
Technicals below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Analyst target reached at $9.95 — A.R:R 0.2:1 is below the 1.5:1 minimum. Reward from here is too thin for a buy — the engine flags exit. Additional concerns: Concentration risk — Product: U.S. Concrete Pumping segment (66.0%). Chart setup: Golden cross, above all MAs, RSI 67, MACD bullish. Prior stop was $9.35. Score 5.4/10, high confidence.
Analyst target: $10.20 (+2.5% upside). Prior stop was $9.35. Stop-loss: $9.35.
Concentration risk — Product: U.S. Concrete Pumping segment (66.0%); Analyst target reached - limited upside remaining; V7 low-quality RISK_OFF penalty: -0.5 (Q=4.6).
Concrete Pumping Holdings, Inc. trades at a P/E of 62.2 (forward 28.8). TrendMatrix value score: 6.6/10. Verdict: Sell.
9 analysts cover BBCP with a consensus score of 3.9/5. Average price target: $12.
What does Concrete Pumping Holdings, Inc. do?Concrete Pumping Holdings is the only nationally-scaled provider of concrete pumping services in the U.S. and U.K.,...
Concrete Pumping Holdings is the only nationally-scaled provider of concrete pumping services in the U.S. and U.K., operating under the Brundage-Bone and Camfaud brands alongside its Eco-Pan concrete waste management business. The company holds an estimated 17% share of the U.S. concrete pumping market and 30% in the U.K. based on fleet size, running approximately 1,520 equipment units from about 150 locations, with U.S. Concrete Pumping generating 66% of fiscal 2025 revenue, U.S. Concrete Waste Management 19%, and U.K. Operations 15%.