Business
Capstone Positioned to Lead Multi-Year Remodeling Cycle as Demand Improves
Strong market and industry tailwinds are forming around Capstone as the Company targets margin expansion and a positive EBITDA run-rate beginning in Q2 2026. NEW YORK CITY, NEW YORK / ACCESS Newswire / February 17, 2026 / Capstone Holding Corp. (NASDAQ:CAPS), ...
About this update from Capstone Holding Corp.
[{"type":"text","content":"Strong market and industry tailwinds are forming around Capstone as the Company targets margin expansion and a positive EBITDA run-rate beginning in Q2 2026.","length":157,"tagName":"p"},{"type":"text","content":"NEW YORK CITY, NEW YORK / ACCESS Newswire / February 17, 2026 / Capstone Holding Corp. (NASDAQ:CAPS), a tech-enabled building products distribution platform, highlighted new industry research from Zonda showing that deferred home-remodeling activity is accumulating into a multi-year demand cycle. Zonda forecasts 3.6% market growth in 2026, accelerating to 8.1% in 2027.","length":371,"tagName":"p"},{"type":"text","content":"This demand outlook aligns with Capstone's platform capabilities and is expected to drive margin expansion and operating leverage. The Company remains on track to reach a positive EBITDA run-rate beginning in the second quarter.","length":232,"tagName":"p"},{"type":"text","content":""We're emerging from a prolonged period of deferred construction and remodeling activity. While our peers pulled back, we invested-building a tech-enabled platform with significant scale and supply chain advantages," said Matthew Lipman, Chief Executive Officer of Capstone. "As we enter a new demand cycle, there is no company better positioned than Capstone to lead the market. We are very confident in the project-driven growth we expect to capture in the periods ahead."","length":498,"tagName":"p"},{"type":"text","content":"Key Highlights:","length":15,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"Improving Spend and Project Activity: Capstone enters the second half of 2026 with favorable year-over-year comparisons, improving premium customer spend, and projected growth across outdoor and exterior project categories.","length":223,"tagName":"p"}]},{"val":[{"type":"text","content":"Demand Cycle With Historical Precedent: The current deferral cycle closely mirrors conditions seen in the early 1980s, which preceded the largest expansions in U.S. mobility, remodeling, and DIY spending in history.","length":215,"tagName":"p"}]},{"val":[{"type":"text","content":"Growth Accretive to Margins: Capstone enters this demand cycle with established scale, technology, and supply chain advantages. As volumes recover, incremental growth is expected to be directly accretive to margins, ...