Capstone Holding Corp. Stock Price, News & Analysis

Capstone (NASDAQ:CAPS) published a 2026 outlook on December 15, 2025, reaffirming a $100 million run-rate revenue target for 2026 and a plan to reach 10% EBITDA margins through organic growth, operating leverage, and targeted acquisitions.

Key facts: Capstone added $26 million in revenue via recent acquisitions, operates nine warehouses with coast-to-coast coverage, completed same-day ERP and WMS onboarding for Canadian Stone Industries (CSI), and expects 3–4 targeted acquisitions in 2026 focused on route density and installation services.

Capstone Holding Corp (NASDAQ:CAPS) announced completion of the Canadian Stone Industries (CSI) acquisition integration on December 9, 2025, with CSI contributing $15 million of revenue to the platform. The combined team completed full ERP and WMS onboarding on day one, launched co-branded marketing, and began supplier and customer outreach. Capstone now operates seven warehouses covering 32+ states and Canada. Management cites near-term cost reductions, margin expansion from purchasing scale, and digital growth via an expanded online dealer portal. Capstone reaffirmed a $100 million run-rate revenue target entering 2026 and said the transaction is immediately accretive to the platform.

Capstone Holding Corp (NASDAQ:CAPS) closed the acquisition of Canadian Stone Industries on Dec 1, 2025, adding approximately $15 million of trailing annual revenue and immediate accretion to revenue and EBITDA. The deal was structured at Net Asset Value with roughly 50% of consideration in notes or contingent consideration. Capstone said the acquisition expands its North American footprint, strengthens its premium brand portfolio, and accelerates progress toward a $100 million run-rate revenue target for early 2026. In H2 2025 Capstone added $26 million of acquired revenue and now operates across a 32-state footprint; the company expects to close 3–4 additional acquisitions in 2026.

Capstone Holding Corp (NASDAQ:CAPS) highlighted industry research from Zonda and Bain showing a multi-year exterior and outdoor remodeling demand cycle entering 2026. Zonda projects +5.8% repair and remodeling growth in 2026 and +8.9% in 2027, led by large exterior and professional projects that align with Capstone's categories. The company said it has expanded across 32 states, strengthened margins, and improved operating leverage. Capstone expects its second-half acquisitions to add $26 million of revenue and reaffirmed a $100 million run-rate revenue target for early 2026, citing record year-over-year growth in revenue, gross profit, and adjusted EBITDA.

Capstone (NASDAQ:CAPS) published its Q3 2025 investor presentation and management transcript, highlighting record quarterly performance and acquisition momentum on November 19, 2025.

Key metrics: pro forma YTD revenue $41.2M (+19% YoY), gross profit +34%, and pro forma adjusted EBITDA +46%. Management expects an additional $26M of annualized revenue from recent deals and a $15M multi-location acquisition targeted to close before Dec 15, 2025. Capstone said these items support an accelerated path to a $100M pro forma revenue run-rate in early 2026 and noted completed integrations for Carolina Stone and non-cash GAAP items that affected reported EPS but not cash or operations.

Capstone Holding Corp (NASDAQ:CAPS) reported record Q3 2025 results with pro forma year-to-date revenue of $41.2M (+19% YoY), pro forma adjusted EBITDA up 46%, and gross profit up 34%. Management completed the Carolina Stone acquisition and announced a second multi-location stone distributor acquisition expected to close before Dec 15, 2025, together adding $26M in annualized revenue and accelerating the path to a $100M run-rate target by early 2026.

Capstone reported integration progress (ERP, logistics, marketing), an active pipeline targeting 4–6x EBITDA valuations with 20–45% non-cash deal consideration, and expects to complete three to four acquisitions in 2026. An investor presentation and Q3 10-Q will be posted on the company website.

Capstone Holding Corp (NASDAQ:CAPS) said accelerating global demand for natural stone and recent acquisitions have built a scaled stone distribution platform across 32 states.

Key metrics: management reaffirmed a $100 million 2026 run-rate revenue target and reported record gross-margin expansion to 24.4% in Q2 2025 from 21.4% a year earlier. The company cited a 4.1% CAGR industry projection for natural stone over the next five years and noted a recently signed LOI to further expand its platform.

Capstone Holding Corp (NASDAQ:CAPS) said it expects to close an acquisition of a multi-location stone distributor with $15 million in annual revenue by December 15, 2025, a deal the company says will be immediately accretive to revenue and EBITDA.

The transaction is described as a strategic fit that expands Capstone's footprint and premium brand portfolio and supports the company's reaffirmed $100 million run-rate revenue target for 2026. The release also reported record gross-margin expansion in Q2 2025 to 24.4% from 21.4% year-over-year.

Capstone Holding Corp (NASDAQ:CAPS) showcased two new outdoor hardscape and landscape products at Hardscape North America on November 4, 2025, with early dealer and contractor demand.

Key points: Capstone reported record revenue momentum and Q2 2025 gross-margin expansion to 24.4% from 21.4% a year earlier, and reaffirmed a $100 million annualized revenue run-rate target for 2026. The Aura Natural Landscapes brand is cited as a growth driver amid forecasts for a remodeling rebound in 2026.