NWPX Infrastructure, Inc. - Common Stock (NWPX)

Whether you see them or not, industrials businesses play a crucial part in our daily activities. But their prominence also brings high exposure to the ups and downs of economic cycles. Luckily, the tide is turning in their favor as the industry’s 36.3% return over the past six months has topped the S&P 500 by 13.1 percentage points.

Whether you see them or not, industrials businesses play a crucial part in our daily activities. Their momentum is also rising as lower interest rates have incentivized higher capital spending. As a result, the industry has posted a 33.9% gain over the past six months, beating the S&P 500 by 11.1 percentage points.

Over the past six months, Northwest Pipe has been a great trade, beating the S&P 500 by 8.1%. Its stock price has climbed to $52.93, representing a healthy 26.8% increase. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

Looking back on hvac and water systems stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Northwest Pipe (NASDAQ:NWPX) and its peers.

The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how hvac and water systems stocks fared in Q2, starting with Trane Technologies (NYSE:TT).

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Trane Technologies (NYSE:TT) and its peers.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Lennox (NYSE:LII) and its peers.

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at hvac and water systems stocks, starting with Carrier Global (NYSE:CARR).

Wrapping up Q2 earnings, we look at the numbers and key takeaways for the hvac and water systems stocks, including A. O. Smith (NYSE:AOS) and its peers.

Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor confidence when the ride gets bumpy.

A number of stocks fell in the afternoon session after concerns about the health of the U.S. economy grew following a significant downward revision of job market data. 

When Wall Street turns bearish on a stock, it’s worth paying attention. These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.

The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However, these companies often come with higher volatility and risk, as their smaller size makes them more vulnerable to economic downturns.

The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how CSW (NASDAQ:CSW) and the rest of the hvac and water systems stocks fared in Q2.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at AAON (NASDAQ:AAON) and the best and worst performers in the hvac and water systems industry.

Earnings results often indicate what direction a company will take in the months ahead. With Q2 behind us, let’s have a look at Advanced Drainage (NYSE:WMS) and its peers.

Water management company Northwest Pipe (NASDAQ:NWPX) beat Wall Street’s revenue expectations in Q2 CY2025, with sales up 2.8% year on year to $133.2 million. Its non-GAAP profit of $0.91 per share was 27% above analysts’ consensus estimates.

Shares of water management company Northwest Pipe (NASDAQ:NWPX) jumped 11.4% in the afternoon session after the company reported second-quarter 2025 financial results that surpassed Wall Street's expectations for both earnings and revenue. The company reported strong second-quarter 2025 results, posting earnings per share (EPS) of $0.91, which significantly surpassed the consensus analyst estimate of $0.72. This represents a notable 26.39% earnings surprise. Revenue also outperformed, coming in at $133.2 million against an expected $120.93 million. This performance was driven by record net sales, marking a 2.8% increase from the same period last year. A key contributor was the Precast segment, which saw its revenue grow 21.5% year-over-year. Adding to investor confidence, Northwest Pipe also announced it had completed a $15.0 million stock repurchase program between April and July 2025, buying back 3.6% of its outstanding shares.

Water management company Northwest Pipe (NASDAQ:NWPX) reported revenue ahead of Wall Street’s expectations in Q2 CY2025, with sales up 2.8% year on year to $133.2 million. Its GAAP profit of $0.91 per share was 27% above analysts’ consensus estimates.

Water management company Northwest Pipe (NASDAQ:NWPX) will be reporting results this Thursday after market hours. Here’s what investors should know.

The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

Many small-cap stocks have limited Wall Street coverage, giving savvy investors the chance to act before everyone else catches on. But the flip side is that these businesses have increased downside risk because they lack the scale and staying power of their larger competitors.

Whether you see them or not, industrials businesses play a crucial part in our daily activities. But they are at the whim of volatile macroeconomic factors that influence capital spending (like interest rates), and the market seems convinced that demand will slow. Due to this bearish outlook, the industry has tumbled by 6.1% over the past six months. This performance was discouraging since the S&P 500 stood firm.

Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Northwest Pipe (NASDAQ:NWPX) and the best and worst performers in the hvac and water systems industry.