财务数据和关键指标变化 - 第一季度收入为9.91亿美元,同比下降9.4% [4] - 钢压力管业务收入为6.35亿美元,同比下降14.9%,主要由于客户推迟项目生产以及恶劣天气导致多个工厂停产 [5] - 预制混凝土业务收入为3.56亿美元,同比增长2.7%,主要由于产品价格上涨和原材料成本上升 [7] - 第一季度综合毛利增加12.1%至1.66亿美元,毛利率从13.5%提升至16.7% [9] - 钢压力管业务毛利率从9.6%提升至12.2%,主要由于项目定价改善 [10][43] - 预制混凝土业务毛利率从21.9%提升至24.7%,主要由于价格上涨 [11] 各条业务线数据和关键指标变化 - 钢压力管业务产量同比下降4% [41] - 钢压力管业务销售价格同比下降11%,主要由于原材料成本下降 [41] - 预制混凝土业务需求保持强劲,但受住房市场放缓和利率上升的影响有所下降 [36] 各个市场数据和关键指标变化 - 公司在犹他州和德克萨斯州的预制混凝土业务受益于这些地区的快速增长 [8] - 公司在加利福尼亚、德克萨斯和新墨西哥等地的水管道项目需求强劲 [22]-[33] 公司战略和发展方向 - 公司将继续推进预制混凝土业务的有机增长,包括提高德克萨斯工厂产能利用率,以及在其他工厂生产Park产品 [15]-[18] - 公司将专注于提高钢压力管业务的效率和利润率,而非追求销量 [20][21] - 公司将继续整合收购的ParkUSA公司,并投资改善预制混凝土业务的生产能力 [12][19] 管理层对经营环境和未来前景的评论 - 公司对2023年前景保持乐观,第二季度钢压力管业务产量和毛利有望改善 [34][35] - 预制混凝土业务需求预计将保持相对强劲,尽管受到宏观经济因素的影响有所下降 [36] - 公司将专注于完成ParkUSA整合、提高利润率、降低成本和寻找战略增长机会 [37][38] 问答环节重要的提问和回答 问题1 **David Wright 提问** 第二季度和第三季度钢压力管业务表现是否可能接近去年同期的强劲水平 [60] **Scott Montross 回答** 公司一季度业绩较弱,但目前手持订单量比去年同期高12%,有望在余下季度实现与去年相当的收入,并且毛利率有望进一步提升 [61][62] 问题2 **David Wright 提问** 未来几个季度的同比变化,是否主要取决于预制混凝土业务的表现 [63] **Scott Montross 回答** 是的,预制混凝土业务在犹他州和德克萨斯州市场仍然较为强劲,尽管受到住房市场放缓的影响有所下降,但整体仍维持较高的利润率 [63]-[67] 问题3 **David Wright 提问** 加州Proposition 1项目是否存在足够的承包商产能 [68] **Scott Montross 回答** 公司认为主要承包商在加州和德克萨斯州等传统钢压力管强势市场都有多个分支机构,有足够的产能来承接这些大型项目 [69]

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended: March 31, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _______to _______ Commission File Number: 0-27140 NORTHWEST PIPE COMPANY (Exact name of registrant as specified in its charter) Oregon 93-0557988 (Sta ...

WWW.NWPIPE.COM MARCH 2023 ABOUT NORTHWEST PIPE COMPANY OPPORTUNITY Steel Pressure Pipe Concrete Pipe & Precast1 Total Addressable Market: $450 - $600 M ② Northwest Pipe Company 20-year water infrastructure investment need by state ② Northwest Pipe Company • Substantial non-revenue water loss: 1. American Society of Civil Engineers "2021 Infrastructure Report Card" Bluefield Research and American Water Works Association. 2. Chart source: Source: Dodge Construction Network as of November 2022 (Note: historica ...

Table of Contents Title of each class Trading Symbol(s) Name of each exchange on which registered Common Stock, par value $0.01 per share NWPX Nasdaq Global Select Market UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended: December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition per ...

Company Participants Operator Scott Montross Thank you all for joining us today. I'll begin with a review of our 2022 performance and outlook. Aaron will then walk you through our financials in greater detail. We generated annual revenue of $457.7 million in 2022, which was up 37.3% year-over-year and included $84.7 million contribution from our acquisition of ParkUSA. Hot-rolled band steel prices declined at a fairly rapid pace through the second half of the year, settling at just below $700 per ton in the ...

Northwest Pipe Company (NASDAQ:NWPX) Q3 2022 Earnings Conference Call November 9, 2022 10:00 AM ET Company Participants Scott Montross - President and CEO Aaron Wilkins - CFO Conference Call Participants Brent Thielman - D.A. Davidson David Wright - Henry Investment Trust Operator Greetings. Welcome to Northwest Pipe Company's Third Quarter 2022 Earnings Call. [Operator Instructions] Please note, this conference is being recorded. At this time, I will now turn the conference over to Scott Montross, CEO. Mr. ...

INVESTOR PRESENTATION WWW.NWPIPE.COM August 2022 FORWARD LOOKING STATEMENTS Statements in this presentation are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on current expectations, estimates, and projections about the Company's business, management's beliefs, and assumptions made by management. These statements are not guarantees of future performance and involve ris ...

Northwest Pipe Company (NASDAQ:NWPX) Q2 2022 Earnings Conference Call August 8, 2022 5:00 PM ET Company Participants Scott Montross - President & Chief Executive Officer Aaron Wilkins - Chief Financial Officer Conference Call Participants David Wright - Henry Investment Trust Jean Ramirez - D.A. Davidson Operator Thank you for standing by. This is the conference operator. Welcome to the Northwest Pipe Company Second Quarter 2022 Earnings Call. As a reminder, all participants are in a listen-only mode and th ...

Northwest Pipe Company (NASDAQ:NWPX) Q1 2022 Earnings Conference Call May 5, 2022 10:00 AM ET Company Participants Scott Montross - President & Chief Executive Officer Aaron Wilkins - Chief Financial Officer Conference Call Participants Brent Thielman - D.A. Davidson Auguste Richard - Northland Capital Markets David Wright - Henry Investment Trust Operator Greetings. Welcome to the Northwest Pipe Company First Quarter 2022 Earnings Call. [Operator Instructions] And please note that this conference is being ...

INVESTOR PRESENTATION WWW.NWPIPE.COM May 2022 FORWARD LOOKING STATEMENTS Statements in this presentation are "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995 and Section 21E of the Securities Exchange Act of 1934, as amended, that are based on current expectations, estimates, and projections about the Company's business, management's beliefs, and assumptions made by management. These statements are not guarantees of future performance and involve risks ...