Concrete Pumping Holdings (BBCP) Q2 FY26 earnings call

A US-led large-project cycle — data centers, chip plants and public infrastructure — is driving broad-based volume and pricing gains that more than offset a soft residential/light-commercial backdrop and a still-weak UK, prompting a raise to the full-year outlook. Management is leaning into the strength via fleet investment and bolt-on M&A (UK temporary power, Ireland) while signaling that tough H2 comparisons will temper the growth rate from here.