Latest revenue
$769.2M
as of 2026-03-31
Latest net income
$9.2M
as of 2026-03-31
Net margin
1.2%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $6.28B
- Enterprise value
- $6.28B
- P/E (trailing)
- 61.7×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $151.00
- 52-wk low
- $93.22
- Beta
- —
- Shares out
- 55.7M
5-year trend
What this company does
Table of Contents Item 2. Management’s Discussion and Analysis of Financial Condition and Results of Operations. This discussion and analysis of our financial condition and results of operations is intended to assist in understanding and assessing the trends and significant changes in our results of operations and financial condition during the period covered by this report. Historical results may not be indicative of future performance. This discussion includes forward-looking statements that reflect our plans, estimates and beliefs. Such statements involve risks and uncertainties. Our actual results may differ materially from those contemplated by these forward-looking statements as a…
AI summary unavailable — showing raw filing excerpt
Generated from ROAD's filing dated 2026-05-08
Key risks
Item 1A. Risk Factors. In addition to the other financial information set forth in this report, you should carefully consider the factors discussed below and in Part I, Item 1A, “Risk Factors,” in the 2025 Form 10-K that could materially affect our business, financial condition or future operating results. The risks described below and in the 2025 Form 10-K are not the only risks that we face. Additional risks and uncertainties not currently known to us or that we currently deem to be immaterial also may materially adversely affect our business, financial condition and operating results. Geopolitical conflict involving Iran and potential disruptions to shipping through the Strait of Hormuz…
AI summary unavailable — showing raw filing excerpt
Generated from ROAD's filing dated 2026-05-08
Profitability
Gross margin
15.6%
10.3%Operating margin
8.0%
31.1%Net margin
3.6%
4.2%Return on equity
11.2%
16.4%Return on assets
3.1%
29.7%Leverage
Debt / equity
2.55×
28.5%Long-term debt / equity
1.73×
83.0%Debt / assets
71.8%
8.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $769.2M | +34.6% | $9.2M | +688.7% | 1.2% |
Q4 2025 2025-12-31 | $809.5M | +44.1% | $17.2M | +663.9% | 2.1% |
Q3 2025 2025-09-30 | $899.8M | +67.2% | $59.6M | +103.4% | 6.6% |
Q2 2025 2025-06-30 | $779.3M | +50.5% | $44.0M | +42.5% | 5.7% |
Q1 2025 2025-03-31 | $571.6M | +53.9% | $1.2M | +203.6% | 0.2% |
Q4 2024 2024-12-31 | $561.6M | +41.6% | $-3.1M | -131.0% | -0.5% |
Q3 2024 2024-09-30 | $538.2M | — | $29.3M | — | 5.4% |
Q2 2024 2024-06-30 | $517.8M | +22.7% | $30.9M | +70.9% | 6.0% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Heavy Construction Other Than Bldg Const - Contractors · SIC 1600
Your notes
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Insider activity
Insider buying
$230.0K
Insider selling
$0
Net activity
+$230.0K
Distinct insiders
1
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ROAD
Institutional value
$2.75B
Total shares held
25.4M
Distinct holders
218
-112 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 3.8M | $419.3M | -136.7K (-3.5%) | Trimmed |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 2.0M | $221.1M | — | New |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 1.9M | $212.5M | — | New |
| 4 | Conestoga Capital Advisors, LLC | 1.7M | $183.8M | -370.9K (-18.3%) | Trimmed |
| 5 | GENEVA CAPITAL MANAGEMENT LLC | 1.6M | $173.5M | -260.1K (-14.3%) | Trimmed |
| 6 | FIRST TRUST ADVISORS LP | 1.0M | $114.5M | +235.6K (+29.6%) | Added |
| 7 | Invesco Ltd. | 1.0M | $113.6M | -459.8K (-31.0%) | Trimmed |
| 8 | Allspring Global Investments Holdings, LLC | 967.4K | $109.2M | +156.5K (+19.3%) | Added |
| 9 | Capital World Investors | 856.7K | $95.2M | +0 (+0.0%) | No change |
| 10 | Clearbridge Investments, LLC | 842.7K | $93.6M | -3.4K (-0.4%) | Trimmed |
| 11 | WASATCH ADVISORS LP | 836.4K | $92.9M | +229.4K (+37.8%) | Added |
| 12 | JANE STREET GROUP, LLC | 617.5K | $68.6M | +569.8K (+1194.7%) | Added |
| 13 | DIMENSIONAL FUND ADVISORS LP | 587.5K | $65.3M | +58.9K (+11.1%) | Added |
| 14 | Bank of New York Mellon Corp | 579.8K | $64.4M | +17.9K (+3.2%) | Added |
| 15 | FRANKLIN RESOURCES INC | 579.2K | $64.4M | +29.6K (+5.4%) | Added |
| 16 | Artemis Investment Management LLP | 468.7K | $52.1M | -239.9K (-33.9%) | Trimmed |
| 17 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 402.4K | $44.7M | +10.7K (+2.7%) | Added |
| 18 | VANGUARD FIDUCIARY TRUST CO | 330.2K | $36.7M | — | New |
| 19 | Voya Investment Management LLC | 305.9K | $34.0M | +71.3K (+30.4%) | Added |
| 20 | SEI INVESTMENTS CO | 244.1K | $27.1M | +51.5K (+26.7%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ROAD's latest filing finishes processing.