Earnings summaries and quarterly performance for Arcosa.
Executive leadership at Arcosa.
Board of directors at Arcosa.
Research analysts who have asked questions during Arcosa earnings calls.
IZ
Ian Zaffino
Oppenheimer & Co. Inc.
4 questions for ACA
Also covers: ALSN, ARMK, BOWL +21 more
Brent Thielman
D.A. Davidson
3 questions for ACA
Also covers: AAON, APOG, BBCP +27 more
Garik Shmois
Loop Capital Markets
3 questions for ACA
Also covers: AMWD, AWI, BECN +13 more
Trey Grooms
Stephens Inc.
3 questions for ACA
Also covers: AMRZ, AZEK, BECN +15 more
Julio Romero
Sidoti & Company, LLC
2 questions for ACA
Also covers: AAON, APOG, BZH +14 more
Alex Hantman
Sidoti & Company
1 question for ACA
Also covers: AAON, ASTE, BODI +8 more
Ethan Roberts
Stephens Inc.
1 question for ACA
Also covers: IBP, POOL, WMS
JB
John Belize
D.A. Davidson & Co.
1 question for ACA
Recent press releases and 8-K filings for ACA.
Arcosa Reports Record FY 2025 Results and Announces Barge Business Divestiture
ACA
Earnings
M&A
Guidance Update
- Arcosa reported record full-year 2025 revenues of $2.9 billion, Adjusted EBITDA of $583 million, and an Adjusted EBITDA margin of 20.2%.
- The company entered into a definitive agreement to sell its Barge business for $450 million in cash, with the sale expected to close in the second quarter of 2026. This divestiture is intended to reduce portfolio complexity and cyclicality, raise the overall margin profile, and enhance long-term resiliency.
- For 2026, Arcosa anticipates revenues between $2.95 billion-$3.1 billion and Adjusted EBITDA in the range of $590 million-$640 million, excluding any impact from the barge divestiture.
- The 2026 outlook projects double-digit Adjusted EBITDA growth and margin uplift from construction materials and engineered structures, while wind tower revenues are expected to decrease by approximately 25% in 2026 before recovering in 2027.
- Proceeds from the barge sale are earmarked for short-term debt reduction, an active M&A pipeline focused on bolt-on acquisitions, and significant organic capital expenditures.
12 hours ago
Arcosa Reports Record 2025 Financials and Announces Barge Business Sale
ACA
Earnings
M&A
Guidance Update
- Arcosa achieved record full-year 2025 revenues of $2.9 billion, up 12%, and record Adjusted EBITDA of $583 million, up 30%, with an Adjusted EBITDA margin of 20.2%.
- The company entered into a definitive agreement to sell its barge business for $450 million in cash, with the sale expected to close in Q2 2026, which is anticipated to reduce portfolio complexity and enhance its overall margin profile.
- For 2026, Arcosa anticipates revenues between $2.95 billion and $3.1 billion and Adjusted EBITDA between $590 million and $640 million, excluding the impact of the barge divestiture.
- The 2026 outlook projects another record year for its growth businesses, Construction Materials and Engineered Structures, with combined double-digit Adjusted EBITDA growth and margin uplift, while wind towers are expected to experience a short-term step down before recovering in 2027.
- Following the barge divestiture, Arcosa plans to focus its capital allocation on debt reduction, bolt-on acquisitions, and organic capital expenditures, including the conversion of an idle wind tower facility to produce utility poles.
13 hours ago
Arcosa Reports Record Full Year 2025 Results and Announces Barge Business Divestiture
ACA
Earnings
M&A
Guidance Update
- Arcosa reported a strong full year 2025, achieving record revenues of $2.9 billion, up 12%, and record Adjusted EBITDA of $583 million, up 30%, with an Adjusted EBITDA margin of 20.2%.
- The company entered into a definitive agreement to sell its barge business for $450 million in cash, with the sale expected to close in the second quarter of 2026.
- For 2026, Arcosa anticipates revenues between $2.95 billion and $3.1 billion and Adjusted EBITDA between $590 million and $640 million, excluding any impact from the barge divestiture.
- The 2026 guidance projects another record year for construction materials and engineered structures, with combined double-digit Adjusted EBITDA growth, while wind towers are expected to see a short-term step down before recovering in 2027.
- Arcosa plans to deploy the barge sale proceeds for debt reduction and M&A, primarily bolt-on acquisitions, and has significant organic capital expenditures planned for 2026 totaling $220 million-$250 million.
13 hours ago
Arcosa reports Q4 2025 results and announces barge business divestiture
ACA
Earnings
Guidance Update
M&A
- Record financial performance in 2025 with full-year Adjusted EBITDA up 33% and margin improvement of 250 basis points; Q4 2025 Adjusted EBITDA was $145.0M with a margin of 20.2%.
- Entered a definitive agreement to sell the barge business for $450 million in cash, expected to close in Q2 2026; results for the barge business will be reported as discontinued operations starting Q1 2026.
- Q4 2025 consolidated revenues were $716.7M and adjusted net income was $56.7M, both showing strong year-over-year growth.
- 2026 guidance (excluding barge business) anticipates revenues up 4% and Adjusted EBITDA up 5% at the midpoint, with continued focus on construction materials and engineered structures.
14 hours ago
Arcosa, Inc. Announces Fourth Quarter and Full Year 2025 Results
ACA
Earnings
Guidance Update
M&A
- Arcosa, Inc. reported record full-year 2025 revenues of $2,883.4 million and Adjusted EBITDA of $583.3 million, marking increases of 12% and 30% respectively, compared to 2024.
- For the fourth quarter of 2025, revenues increased 8% to $716.7 million, and Adjusted EBITDA grew 13% to $145.0 million.
- On February 24, 2026, the company announced an agreement to sell its barge business for $450 million in cash, with the divestiture expected to close in the second quarter of 2026.
- Arcosa provided full-year 2026 guidance, excluding the potential impact of the barge divestiture, projecting consolidated revenues between $2.95 billion and $3.10 billion and Adjusted EBITDA between $590 million and $640 million.
- The company concluded the fourth quarter of 2025 with total liquidity of $914.6 million and a Net Debt to Adjusted EBITDA ratio of 2.3x.
1 day ago
Arcosa, Inc. Announces Fourth Quarter and Full Year 2025 Results and Barge Business Divestiture
ACA
Earnings
Guidance Update
M&A
- Arcosa, Inc. reported record full-year 2025 revenues of $2,883.4 million and Adjusted EBITDA of $583.3 million, representing increases of 12% and 30% respectively compared to 2024.
- For the fourth quarter of 2025, revenues grew 8% to $716.7 million, and Adjusted EBITDA expanded 13% to $145.0 million.
- The company announced an agreement to sell its barge business for $450 million in cash, with the divestiture expected to close in the second quarter of 2026, to focus on key growth businesses.
- Arcosa provided full-year 2026 guidance, excluding the barge divestiture, projecting consolidated revenues between $2.95 billion and $3.10 billion and Adjusted EBITDA between $590 million and $640 million.
1 day ago
Arcosa Announces Sale of Barge Business
ACA
M&A
New Projects/Investments
- Arcosa, Inc. has entered into a definitive agreement to sell Arcosa Marine Products, Inc. (its barge business) to Wynnchurch Capital, L.P. for $450 million in cash, subject to customary transaction adjustments.
- The sale is expected to close in the second quarter of 2026, pending regulatory approval and other customary closing conditions.
- In 2025, the divested barge business, reported within the Transportation Products segment, generated $383 million in revenues and $68 million in Adjusted Segment EBITDA.
- Arcosa plans to use the net after-tax proceeds to further invest in its core growth platforms (construction materials and engineered structures) and reduce outstanding debt.
3 days ago
Arcosa agrees to sell marine barge business for $450 million
ACA
M&A
New Projects/Investments
- Arcosa Inc. (ACA) has agreed to sell its Arcosa Marine barge business to Wynnchurch Capital for $450 million in cash.
- The transaction is expected to close in the second quarter of 2026, pending regulatory approvals.
- The divested unit generated approximately $383 million in revenue and $68 million in adjusted segment EBITDA in 2025.
- Arcosa plans to use the net after-tax proceeds to invest in core growth platforms, reduce debt, and focus on its higher-growth construction materials and engineered structures businesses.
- Analyst coverage is broadly positive, with a $115 price target and an Outperform/Buy view.
3 days ago
Arcosa Announces Agreement to Divest Barge Business
ACA
M&A
New Projects/Investments
- Arcosa, Inc. has entered into a definitive agreement to sell its Arcosa Marine Products, Inc. (barge business) to Wynnchurch Capital, L.P. for $450 million in cash.
- The sale is expected to close in the second quarter of 2026.
- In 2025, the divested barge business reported revenues of $383 million and Adjusted Segment EBITDA of $68 million.
- Arcosa intends to use the net after-tax proceeds to invest in core growth platforms and reduce outstanding debt.
- Upon completion of the divestiture, Arcosa will focus on its Construction Materials and Engineered Structures businesses, aiming to reduce complexity and cyclicality, raise its overall margin profile, and enhance long-term resiliency.
3 days ago
Arca and Giga Metals Sign Carbon Removal Agreement for Turnagain Project
ACA
New Projects/Investments
- Arca Climate Technologies Inc. and Giga Metals Corporation signed a 10-year exclusive agreement on January 9, 2026, granting Arca rights to evaluate and utilize ultramafic waste rock and mine tailings at Giga Metals' Turnagain Project for carbon dioxide removal.
- Arca estimates that deploying its technologies on site has the lifetime potential to remove up to 220 million tonnes of carbon dioxide from the atmosphere.
- This partnership aims to combine critical minerals development with permanent carbon dioxide removal, demonstrating a new mining paradigm with enhanced project economics and broader societal benefit.
Jan 14, 2026, 5:00 PM
Quarterly earnings call transcripts for Arcosa.
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