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Side-by-side financial comparison of Construction Partners, Inc. (ROAD) and WATTS WATER TECHNOLOGIES INC (WTS). Click either name above to swap in a different company.
Construction Partners, Inc. is the larger business by last-quarter revenue ($809.5M vs $625.1M, roughly 1.3× WATTS WATER TECHNOLOGIES INC). WATTS WATER TECHNOLOGIES INC runs the higher net margin — 13.4% vs 2.1%, a 11.3% gap on every dollar of revenue. On growth, Construction Partners, Inc. posted the faster year-over-year revenue change (44.1% vs 15.7%). WATTS WATER TECHNOLOGIES INC produced more free cash flow last quarter ($140.3M vs $47.1M). Over the past eight quarters, Construction Partners, Inc.'s revenue compounded faster (47.6% CAGR vs 4.6%).
Alexander Construction Company was a Palm Springs, California, residential development company that built over 2,200 houses in the Coachella Valley of Riverside County, California, between 1955 and 1965.
AERCO International, Inc. is a manufacturer and supplier of commercial condensing boilers, high efficiency water heating equipment and energy recovery systems in the HVAC/plumbing industry across a variety of markets including education, lodging, government, office buildings, healthcare, industrial and multifamily housing. In 1949, AERCO introduced the industry's first semi-instantaneous, tankless steam-to-water water heater. In 1988, AERCO introduced the first condensing and fully modulating...
ROAD vs WTS — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $809.5M | $625.1M |
| Net Profit | $17.2M | $83.7M |
| Gross Margin | 15.0% | 49.5% |
| Operating Margin | 6.2% | 18.2% |
| Net Margin | 2.1% | 13.4% |
| Revenue YoY | 44.1% | 15.7% |
| Net Profit YoY | 663.9% | 24.0% |
| EPS (diluted) | $0.31 | $2.50 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $809.5M | $625.1M | ||
| Q3 25 | $899.8M | $611.7M | ||
| Q2 25 | $779.3M | $643.7M | ||
| Q1 25 | $571.6M | $558.0M | ||
| Q4 24 | $561.6M | $540.4M | ||
| Q3 24 | $538.2M | $543.6M | ||
| Q2 24 | $517.8M | $597.3M | ||
| Q1 24 | $371.4M | $570.9M |
| Q4 25 | $17.2M | $83.7M | ||
| Q3 25 | $56.6M | $82.2M | ||
| Q2 25 | $44.0M | $100.9M | ||
| Q1 25 | $4.2M | $74.0M | ||
| Q4 24 | $-3.1M | $67.5M | ||
| Q3 24 | $29.3M | $69.1M | ||
| Q2 24 | $30.9M | $82.0M | ||
| Q1 24 | $-1.1M | $72.6M |
| Q4 25 | 15.0% | 49.5% | ||
| Q3 25 | 17.7% | 48.8% | ||
| Q2 25 | 16.9% | 50.6% | ||
| Q1 25 | 12.5% | 48.8% | ||
| Q4 24 | 13.6% | 46.7% | ||
| Q3 24 | 15.6% | 47.3% | ||
| Q2 24 | 16.1% | 47.7% | ||
| Q1 24 | 10.4% | 46.9% |
| Q4 25 | 6.2% | 18.2% | ||
| Q3 25 | 11.2% | 18.2% | ||
| Q2 25 | 10.6% | 21.0% | ||
| Q1 25 | 4.8% | 15.7% | ||
| Q4 24 | 2.5% | 16.5% | ||
| Q3 24 | 8.5% | 17.1% | ||
| Q2 24 | 8.8% | 18.7% | ||
| Q1 24 | 0.8% | 16.9% |
| Q4 25 | 2.1% | 13.4% | ||
| Q3 25 | 6.3% | 13.4% | ||
| Q2 25 | 5.7% | 15.7% | ||
| Q1 25 | 0.7% | 13.3% | ||
| Q4 24 | -0.5% | 12.5% | ||
| Q3 24 | 5.4% | 12.7% | ||
| Q2 24 | 6.0% | 13.7% | ||
| Q1 24 | -0.3% | 12.7% |
| Q4 25 | $0.31 | $2.50 | ||
| Q3 25 | $1.03 | $2.45 | ||
| Q2 25 | $0.79 | $3.01 | ||
| Q1 25 | $0.08 | $2.21 | ||
| Q4 24 | $-0.06 | $2.02 | ||
| Q3 24 | $0.55 | $2.06 | ||
| Q2 24 | $0.59 | $2.44 | ||
| Q1 24 | $-0.02 | $2.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $104.1M | $405.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $969.1M | $2.0B |
| Total Assets | $3.4B | $2.9B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $104.1M | $405.5M | ||
| Q3 25 | $156.1M | $457.7M | ||
| Q2 25 | $114.3M | $369.3M | ||
| Q1 25 | $101.9M | $336.8M | ||
| Q4 24 | $132.5M | $386.9M | ||
| Q3 24 | $74.7M | $303.9M | ||
| Q2 24 | $56.3M | $279.4M | ||
| Q1 24 | $48.0M | $237.1M |
| Q4 25 | — | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | $515.0M | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $969.1M | $2.0B | ||
| Q3 25 | $912.0M | $2.0B | ||
| Q2 25 | $853.3M | $1.9B | ||
| Q1 25 | $807.9M | $1.8B | ||
| Q4 24 | $811.1M | $1.7B | ||
| Q3 24 | $573.7M | $1.7B | ||
| Q2 24 | $552.9M | $1.6B | ||
| Q1 24 | $525.0M | $1.6B |
| Q4 25 | $3.4B | $2.9B | ||
| Q3 25 | $3.2B | $2.7B | ||
| Q2 25 | $2.9B | $2.6B | ||
| Q1 25 | $2.8B | $2.5B | ||
| Q4 24 | $2.6B | $2.4B | ||
| Q3 24 | $1.5B | $2.4B | ||
| Q2 24 | $1.4B | $2.4B | ||
| Q1 24 | $1.3B | $2.3B |
| Q4 25 | — | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 0.90× | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $82.6M | $154.7M |
| Free Cash FlowOCF − Capex | $47.1M | $140.3M |
| FCF MarginFCF / Revenue | 5.8% | 22.4% |
| Capex IntensityCapex / Revenue | 4.4% | 2.3% |
| Cash ConversionOCF / Net Profit | 4.80× | 1.85× |
| TTM Free Cash FlowTrailing 4 quarters | $186.6M | $356.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $82.6M | $154.7M | ||
| Q3 25 | $112.0M | $122.4M | ||
| Q2 25 | $83.0M | $69.7M | ||
| Q1 25 | $55.6M | $55.2M | ||
| Q4 24 | $40.7M | $139.5M | ||
| Q3 24 | $95.9M | $90.7M | ||
| Q2 24 | $34.6M | $85.3M | ||
| Q1 24 | $18.2M | $45.6M |
| Q4 25 | $47.1M | $140.3M | ||
| Q3 25 | $78.9M | $110.9M | ||
| Q2 25 | $46.4M | $59.5M | ||
| Q1 25 | $14.2M | $45.6M | ||
| Q4 24 | $13.8M | $127.5M | ||
| Q3 24 | $78.4M | $84.3M | ||
| Q2 24 | $19.7M | $78.5M | ||
| Q1 24 | $-10.6M | $35.5M |
| Q4 25 | 5.8% | 22.4% | ||
| Q3 25 | 8.8% | 18.1% | ||
| Q2 25 | 5.9% | 9.2% | ||
| Q1 25 | 2.5% | 8.2% | ||
| Q4 24 | 2.5% | 23.6% | ||
| Q3 24 | 14.6% | 15.5% | ||
| Q2 24 | 3.8% | 13.1% | ||
| Q1 24 | -2.8% | 6.2% |
| Q4 25 | 4.4% | 2.3% | ||
| Q3 25 | 3.7% | 1.9% | ||
| Q2 25 | 4.7% | 1.6% | ||
| Q1 25 | 7.2% | 1.7% | ||
| Q4 24 | 4.8% | 2.2% | ||
| Q3 24 | 3.3% | 1.2% | ||
| Q2 24 | 2.9% | 1.1% | ||
| Q1 24 | 7.7% | 1.8% |
| Q4 25 | 4.80× | 1.85× | ||
| Q3 25 | 1.98× | 1.49× | ||
| Q2 25 | 1.88× | 0.69× | ||
| Q1 25 | 13.20× | 0.75× | ||
| Q4 24 | — | 2.07× | ||
| Q3 24 | 3.27× | 1.31× | ||
| Q2 24 | 1.12× | 1.04× | ||
| Q1 24 | — | 0.63× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
