Data as of early August 2026. All information sourced from public filings, analyst reports, and company disclosures.
Fact: Annual total returns based on closing prices (source: Macrotrends historical data).
| Year | Return | Notes |
|---|---|---|
| 2025 | +22.71% | Strong gains amid revenue growth |
| 2024 | +103.26% | Exceptional performance |
| 2023 | +63.06% | |
| 2022 | -9.25% | |
| 2021 | +1.03% | |
| 2020 | +72.55% | |
| 2019 | +91.05% | Post-IPO period |
Interpretation: ROAD has significantly outperformed the broader market over multi-year periods (e.g., ~195% 3-year return vs. S&P 500 ~72%).
Fiscal 2025 Revenue: $2.81 billion +54.2% YoY
TTM Revenue (as of Mar 2026): ~$3.26 billion
TTM EPS: $2.29
TTM Net Income: $127 million
Profit Margin: 3.90%
Project Backlog (record levels):
FY2026 Guidance (raised post-Q3): Revenue $3.64B–$3.68B; Net Income $165M–$168M
| Quarter | Revenue | YoY Growth | Net Income |
|---|---|---|---|
| Q3 FY2026 (ended Jun 30) | $999.4 million | +28.2% | $59.6 million |
| Q2 FY2026 | $769.2 million | +34.5% | $9.2 million |
| Q1 FY2026 | $809.5 million | +44.1% | $17.2 million |
Interpretation: Strong organic and acquisition-driven growth; vertically integrated model (asphalt plants, aggregates, paving) supports margins and execution.
Investor Relations Site | Yahoo Finance Profile | Historical Performance
Consensus (as of early Aug 2026, ~5-8 analysts): Predominantly Buy/Strong Buy with average 12-month price targets ranging $134–$147.50 (high $165, low $130–$145).
| Firm | Rating | Recent Price Target | Date / Action |
|---|---|---|---|
| Raymond James | Strong Buy | $150 (lowered from $161) | Jul 15, 2026 |
| Baird | Outperform | $145 (lowered from $169) | Jul 1, 2026 |
| Truist | Hold | Initiated | Jun 3, 2026 |
| Others (aggregated) | Mostly Buy | Avg. ~$134–$147.50 | Various 2026 |
Fact: Company added to S&P SmallCap 600 on July 22, 2026 (replacing Molina Healthcare).
Interpretation: Analysts remain constructive on growth outlook and backlog despite some target reductions amid market volatility and higher interest rates.
Uncertainty: Ratings and targets are subject to frequent revision based on quarterly results, macroeconomic conditions, and acquisition integration.
Fact: Serves public and private sector infrastructure projects including highways, roads, bridges, airports, commercial/residential developments, data centers, and event-related infrastructure (e.g., FIFA World Cup preparations in Houston).
Interpretation: Diversified across public infrastructure spending and private development in high-growth Sunbelt markets.
Fact: Operates in a fragmented, locally competitive industry; direct competitors are often regional private firms due to limited asphalt plant haul radii.
| Public Peer | Focus / Differentiation | Market Cap (approx.) |
|---|---|---|
| Granite Construction (GVA) | Heavy civil, transportation; more national scope | ~$5.4B |
| Primoris Services (PRIM) | Infrastructure, energy, utilities | ~$4.5B |
| Sterling Infrastructure (STRL) | Infrastructure construction | ~$16.7B |
| Jacobs Solutions (J) | Engineering & construction services | Larger diversified |
Interpretation: ROAD's vertical integration and regional density provide competitive advantages in its core Sunbelt footprint vs. broader peers.
This analysis aggregates publicly available information as of August 2026. Not investment advice. Always verify with primary sources. Financial data subject to revision in official filings.