Capstone stock jumps after closing Carolina Stone acquisition early

Published 25/08/2025, 13:36
© Reuters.

Investing.com -- Capstone Holding Corp (NASDAQ:CAPS) stock surged 76.4% premarket Monday after announcing it has completed its acquisition of Carolina Stone Products ahead of schedule.

The national building products distribution platform closed the deal on August 22, 2025, purchasing the North Carolina-based company for between $3.9 million and $4.7 million, representing approximately 4.7 to 5.2 times Carolina Stone’s EBITDA.

Carolina Stone Products generated approximately $11 million in trailing revenue and $0.75 million in last twelve months EBITDA, with projected 2026 EBITDA of $1.001 million. Capstone indicated the acquisition is immediately accretive to both revenue and EBITDA.

"With Friday’s closing, we’re delivering exactly what we said we would: immediately accretive acquisitions at disciplined valuations," said Matthew Lipman, CEO of Capstone. "Carolina Stone strengthens our brand portfolio, gives us a foothold in one of the nation’s fastest-growing construction markets, and positions us for a ~$100 million revenue run-rate entering 2026."

The acquisition expands Capstone’s footprint in the Southeast region while adding premium brands to its portfolio. The company expects these strategic benefits to support its margin expansion efforts, which were already evident in its second quarter results where gross margins improved to 24.4% from 21.4% YoY.

Capstone is pursuing additional acquisitions with similar financial profiles, targeting companies at 4-6× EBITDA with 20-45% non-cash consideration. The company stated it expects to close at least one more acquisition by year-end 2025.

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