Revenue distribution by sectors:

1. Road construction and maintenance: approx. 70%
2. Asphalt production: approx. 20%
3. Other construction services: approx. 10%

TOP 3 markets and their percentage shares:

1. Southeast USA: approx. 50%
2. Midwest USA: approx. 30%
3. Northeast USA: approx. 20%

Construction Partners, Inc. generates the majority of its revenue from road construction and maintenance, accounting for about 70% of total revenue. Asphalt production contributes around 20%, while other construction services make up the remaining 10%.

Geographically, the Southeast USA is the largest market for the company, followed by the Midwest and the Northeast. These regions benefit from extensive infrastructure projects and government investments that support the growth of Construction Partners, Inc.

Production Sites: Southeastern United States

Construction Partners, Inc. is a leading infrastructure company specializing in the construction and maintenance of roads and highways. The company primarily produces its products in the southeastern states of the USA, including Alabama, Florida, Georgia, North Carolina, and South Carolina. This strategic geographical focus enables the company to efficiently respond to demand in these high-growth regions.

Revenue Growth: Estimated 10-12% annually (2025, based on historical data and industry trends)

Strategic Acquisitions: Continued expansion through targeted acquisitions of smaller construction companies

Construction Partners, Inc. pursues a growth strategy that heavily relies on strategic acquisitions. In recent years, the company has consistently acquired smaller construction companies to expand its market presence in the southeastern USA. This strategy enables the company to increase its geographical reach and benefit from regional infrastructure investments.

Additionally, Construction Partners is investing in the modernization and efficiency improvement of its existing facilities and technologies. This includes the adoption of new construction methods and materials to shorten construction times and reduce costs. Focus on sustainability and environmentally friendly construction practices is also a key component of their strategy to meet the increasing demands of customers and regulatory authorities.

Furthermore, the company plans to diversify its services in the road and infrastructure projects sector to benefit from the government investments in infrastructure expected in the coming years.

Main raw materials: Asphalt, aggregates (such as sand and gravel), cement

Main importing countries: Canada, Mexico

Construction Partners, Inc. is heavily involved in the construction industry and therefore requires a variety of raw materials such as asphalt, aggregates, and cement. Asphalt and aggregates are often sourced locally, but there are also imports, especially from Canada and Mexico, to meet demand.

Canada is a significant supplier of asphalt, while Mexico often supplies aggregates. These imports are necessary to optimize material costs and ensure supply security.

Market share: Approximately 5% in the Southeastern USA (2024, estimate)
EBITDA margin: 12.5% (2023)
Revenue growth: 10% (2023)

Construction Partners, Inc. has established itself as one of the leading providers in the infrastructure and road construction sector in the Southeastern USA. The company's competitive advantage lies in its regional market presence and its ability to efficiently and cost-effectively execute projects.

The EBITDA margin of 12.5% indicates that the company is able to operate profitably, which can be considered strong compared to other companies in the construction industry. The revenue growth of 10% in 2023 suggests that Construction Partners is able to gain market share and strengthen its position.

Another advantage is the diversification of their projects, ranging from road construction to infrastructure projects, making the company less susceptible to fluctuations in a specific sector. Continuous investments in modern technologies and machinery also contribute to increasing efficiency and reducing costs, further solidifying the competitive advantage.

Institutional Investor Share: 75% (estimated 2025)

Insider Buys/Sells: No significant transactions in the last year (estimated 2025)

The institutional investor share in Construction Partners, Inc. is estimated to be 75%, indicating a strong trust from institutional investors in the company. These investors often include pension funds, investment funds, and other large financial institutions.

There were no significant insider buys or sells in the last year, suggesting that the company's executives and insiders have not made significant changes to their holdings. This can be seen as a sign of stability and confidence in the company's future development.

Market share of Construction Partners, Inc.: Estimated around 5% (2025)

Top competitors and their market shares:

1. Vulcan Materials Company: 15%
2. Martin Marietta Materials, Inc.: 12%
3. CRH plc: 10%
4. LafargeHolcim Ltd: 8%
5. CEMEX, S.A.B. de C.V.: 7%
6. Construction Partners, Inc.: 5%
7. Summit Materials, Inc.: 4%
8. Granite Construction Incorporated: 3%
9. U.S. Concrete, Inc.: 2%
10. Eagle Materials Inc.: 2%

Construction Partners, Inc. has a moderate market share compared to the leading companies in the construction and building materials industry. The company's moat is primarily defined by its regional presence and specialization in road construction projects in the southeastern USA. This provides a certain advantage in terms of local market knowledge and established relationships with state clients.

Compared to larger competitors like Vulcan Materials and Martin Marietta, which have more extensive resources and a broader geographical network, Construction Partners' moat is less pronounced. These larger companies benefit from economies of scale and a diversified product range, giving them a stronger competitive advantage.

In summary, Construction Partners, Inc. is well positioned in its niche, but has a less significant moat compared to industry leaders. Competitiveness could be enhanced through strategic expansions or partnerships.

Revenue Growth: 18.5% (2024) Profit Growth: 14.2% (2024) Backlog: $1.2 billion USD (End of 2024)

Construction Partners, Inc. achieved solid revenue growth of 18.5% in 2024, attributed to increased demand in the infrastructure sector and successful project completions. The 14.2% profit growth indicates that the company was able to enhance its efficiency despite rising material costs and other external challenges.

The backlog of $1.2 billion USD at the end of 2024 provides a strong foundation for future growth and signals stable demand for the company's services. This suggests that Construction Partners, Inc. is well positioned to benefit from future infrastructure investments.

Overall, the company demonstrates positive financial progress and has a solid basis for further growth, making it a potentially good investment, especially for investors interested in long-term infrastructure projects.

Dividend payment: No dividend (as of 2023)

Construction Partners, Inc. has not paid any dividends in recent years. The company typically reinvests its profits in the business to promote growth and expansion.

The reliability of dividend payment is therefore not relevant as the company does not follow a dividend policy. Investors should rather focus on the potential for capital growth and the strategic direction of the company.