BGSI
A $1 billion quarter? Not bad
Boyd Group Services just pulled off a pretty big flex: second-quarter 2026 revenue climbed 30% year over year and crossed the $1 billion mark for the first time. That’s the kind of milestone that makes investors sit up a little straighter in their chair.
Growth isn’t just coming from one lane
The company said the jump came from expanding its footprint and folding in Joe Hudson’s Collision Center, which gives Boyd a bigger platform to keep stacking sales. In plain English: it’s not only driving more traffic through the business, it’s also adding more shops to the map.
The boring-sounding part that matters
Then there’s Project 360, Boyd’s cost-transformation program. It may sound like something a consultant names after too much cold brew, but it matters because margin expansion is where growth stories turn into real investor stories.
- Revenue: up 30% year over year
- First time above $1 billion in quarterly revenue
- Integration of Joe Hudson’s Collision Center still in motion
- Project 360 is aimed at making the whole machine run leaner
Big picture: Boyd looks like it’s growing and tightening up at the same time, which is the sweet spot investors usually want before they get too excited about the next leg higher.