Capstone Holding Corp. (NASDAQ:CAPS), a national building products distribution platform, today published its full third-quarter 2025 investor presentation and management transcript.
The new materials provide additional insight into the Company's performance following its previously announced record Q3 results.
"We received strong investor interest following our Q3 results, and we are pleased to provide a complete presentation and transcript to give shareholders a deeper look," said CEO Matthew Lipman. "With an expected $26 million in acquired revenue coming online, we enter the new quarter well-positioned for continued growth."
Key Highlights:
• Record Growth Across Core Metrics: Pro forma year-to-date revenue grew 19% year-over-year to $41.2 million. Gross profit increased 34%, and pro forma adjusted EBITDA rose 46%. These results reflect the successful execution of the Company's strategy of disciplined acquisitions and steady organic growth.
• Visible Path Toward $100M Run-Rate: Capstone's third-quarter results demonstrate its accelerated trajectory toward a $100 million pro forma revenue run-rate in early 2026, supported by organic growth, recently announced acquisitions, and a strong pipeline of additional targets.
• Strong Acquisition Momentum: Capstone's second acquisition, a multi-location stone distributor with $15 million in annual revenue, remains on track to close before December 15.
Together with Carolina Stone, recent acquisitions are expected to add approximately $26 million in annualized revenue. The Company continues to review a robust pipeline of additional targets and expects to complete three to four accretive acquisitions in the new year.
CAPS dipped 4.5 cents, or 5.1% to 85 cents.
