Capstone Sees Improving Winter Conditions Supporting Stronger Seasonal Outlook
Carolina Stone enters its first fully integrated winter season after Capstone completed integration and optimized its operations.
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Warmer weather forecast across key operating regions and expanded exposure to high-growth Southeast construction markets position the Company for improved seasonal performance.
The winter of 2025–26 brought unusually cold temperatures across Capstone's operating markets, significantly disrupting construction and installation activity. Severe winter weather was particularly pronounced across the Northeast and Midwest, where prolonged periods of below-freezing temperatures and heavy snowfall constrained outdoor construction activity.1
The outlook for the coming winter is more favorable. The National Oceanic and Atmospheric Administration (NOAA) forecasts above-normal temperatures across much of the northern and eastern
Capstone also enters the winter with an expanded presence in the Southeast. Since acquiring Carolina Stone in 2025, the Company has fully integrated the business and optimized its operations, positioning Capstone to capitalize more effectively on the region's comparatively mild winter construction season and strong demand for new housing. Today, six of the nation's ten leading new-construction markets are located in North or
“Capstone enters this winter in a substantially stronger position than a year ago,” said Matthew Lipman, Chief Executive Officer of Capstone. “We've expanded our Southeast operations, continued delivering organic growth, and built a platform capable of performing through difficult market conditions. With the prospect of a milder winter across our key operating regions, we see meaningful opportunities to sustain our momentum into 2027.”
Key Highlights:
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Improved Winter Outlook: NOAA forecasts warmer-than-average temperatures across much of the northern and eastern
United States , potentially reducing seasonal disruptions to construction activity. - Favorable Year-Over-Year Comparison: The 2025–26 winter brought unusually severe weather that suppressed installation volumes across Capstone's operating regions.
- Expanded Southeast Exposure: Carolina Stone enters its first fully integrated winter season within Capstone's platform, providing greater participation in the region's comparatively favorable construction climate.
- Demonstrated Market Resilience: Capstone's organic distribution revenue grew year over year in the second quarter of 2026 despite contraction in the broader building-products market.
For more information, visit Capstone's Investor Relations website at www.capstoneholdingcorp.com.
About Capstone Holding Corp.
Capstone Holding Corp. (NASDAQ: CAPS) is a national, technology-enabled building products distribution platform optimizing supply chains across 38 U.S. states and Canada. Through its Instone operating platform and inventory portal, the Company aggregates and delivers proprietary stone veneer, hardscape materials, and modular masonry systems. Capstone’s model combines digital infrastructure, owned-inventory logistics, and disciplined acquisitions to drive scalable margin expansion and operating leverage across its growing platform.
Forward-Looking Statements
This press release contains forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. These statements relate to future events and performance, including weather conditions, seasonal performance and operating outlook. Actual results may differ materially from those projected due to a range of factors, including but not limited to the Company’s liquidity and access to capital; its ability to comply with, or obtain waivers of, financial covenants; the refinancing or repayment of indebtedness as it matures; conditions that may raise substantial doubt about the Company’s ability to continue as a going concern; acquisition timing and integration; weather and seasonal fluctuations in demand; macroeconomic conditions; and other execution risks. Please review the Company’s filings with the SEC, including the Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, for a full discussion of these and other risk factors. Capstone undertakes no obligation to revise forward-looking statements except as required by law.
1 https://www.accuweather.com/en/winter-weather/severe-winter-of-2025-26-to-continue-for-weeks-in-midwest-northeast/1857308
2 https://www.noaa.gov/news-release/el-nino-looms-large-over-us-winter-outlook
3 https://www.greenvilleonline.com/story/news/2026/10/08/south-north-carolina-metro-areas-make-top-areas-for-new-construction/92134566007/
View source version on businesswire.com: https://www.businesswire.com/news/home/20261102902337/en/
Investor Contact
Investor Relations
Capstone Holding Corp.
investors@capstoneholdingcorp.com
www.capstoneholdingcorp.com
Source: Capstone Holding Corp.