Arcosa (ACA) Company Report

Arcosa reported strong Q3 2025 consolidated results, with revenues increasing 27% to $797.8 million and Adjusted EBITDA rising 53% to $174.2 million compared to Q3 2024.
The company completed the $1.2 billion acquisition of Stavola on October 1, 2024, significantly expanding its Construction Products segment, and divested its Steel Components business on August 16, 2024.
Arcosa increased the mid-point of its 2025 Adjusted EBITDA guidance to a range of $575 million to $585 million and its revenue guidance to $2.86 billion to $2.91 billion.
The company achieved its target Net Debt to Adjusted EBITDA ratio of 2.0 - 2.5x two quarters ahead of guidance, reporting 2.4x as of September 30, 2025.

Nov 10, 2025, 9:26 PM

8-K

Arcosa Reports Record Q3 2025 Results and Raises Full-Year Guidance

ACA

Earnings

Guidance Update

Revenue Acceleration/Inflection

Arcosa reported a record third quarter 2025, with revenue increasing 27% and adjusted EBITDA growing 51% (excluding the divested steel components business), achieving a record adjusted EBITDA margin of 21.8%.
The company exceeded its leverage target, ending the quarter with a net debt to adjusted EBITDA ratio of 2.4 times, two quarters ahead of schedule, and generated $134 million in free cash flow.
Arcosa raised the midpoint of its full-year 2025 adjusted EBITDA guidance to a range of $575 million to $585 million, implying 32% year-over-year growth, and tightened its revenue guidance to $2.86 billion to $2.91 billion.
All three segments contributed to strong results, with Construction Products revenue up 46% and adjusted EBITDA up 62%, Engineered Structures adjusted EBITDA up 29%, and Transportation Products adjusted EBITDA up 36% (excluding the divested steel components business).

Oct 31, 2025, 12:30 PM

Transcript

Arcosa Reports Record Q3 2025 Results and Raises FY 2025 Adjusted EBITDA Guidance

ACA

Earnings

Guidance Update

Revenue Acceleration/Inflection

Arcosa reported record Q3 2025 results, with revenues of $797.8 million and Adjusted EBITDA of $174.2 million, reflecting year-over-year growth of 27% and 51% respectively.
The company raised the mid-point of its FY 2025 Adjusted EBITDA guidance to a range of $575 million to $585 million and tightened its revenue guidance to $2.86 billion to $2.91 billion.
Arcosa achieved its leverage reduction goal ahead of schedule, with the Net Debt to Adjusted EBITDA ratio reaching 2.4x in Q3 2025, down from 2.8x sequentially.
All three segments contributed to the strong performance, notably with Aggregates pricing up 9% and volume up 18%, and the Stavola acquisition proving highly accretive.

Oct 31, 2025, 12:30 PM

Presentation

Arcosa, Inc. Announces Record Third Quarter 2025 Results and Updates Full-Year Guidance

ACA

Earnings

Guidance Update

M&A

Arcosa, Inc. reported record third quarter 2025 results, with revenues increasing 25% to $797.8 million and Adjusted EBITDA growing 53% to $174.2 million compared to the prior year quarter.
Net income surged 340% to $73.0 million, resulting in Diluted EPS of $1.48, up 335% from Q3 2024.
The company achieved its Net Debt to Adjusted EBITDA target of 2.4x at the end of Q3 2025, within its long-term target range, two quarters ahead of schedule.
Arcosa updated its full-year 2025 guidance, narrowing the consolidated revenues range to $2.86 billion to $2.91 billion and raising the consolidated Adjusted EBITDA range to $575 million to $585 million.
Performance was driven by strong contributions across all segments, including a 46% increase in Construction Products revenues primarily due to the Stavola acquisition, and a 9% increase in aggregates pricing.

Oct 30, 2025, 9:15 PM

8-K

Arcosa, Inc. Announces Record Third Quarter 2025 Results

ACA

Earnings

Guidance Update

Revenue Acceleration/Inflection

Arcosa, Inc. announced record third quarter 2025 results, with revenues up 25% to $797.8 million and Adjusted EBITDA increasing 53% to $174.2 million compared to the prior year quarter.
The company achieved its long-term leverage target of 2.0 to 2.5 times, ending the third quarter with a Net Debt to Adjusted EBITDA of 2.4x, two quarters ahead of schedule.
Arcosa updated its full-year 2025 guidance, increasing the midpoint of its Consolidated Adjusted EBITDA range to $575 million to $585 million.
Growth was broad-based, with the Stavola acquisition contributing $102.6 million to Construction Products revenues and aggregates pricing rising 9%.

Oct 30, 2025, 9:03 PM

Press Release

Arcosa Reports Q2 2025 Results and Updates 2025 Guidance Following Strategic Portfolio Changes

ACA

Earnings

Guidance Update

M&A

Arcosa reported strong Q2 2025 consolidated results, with revenues increasing 18% to $736.9 million, Adjusted EBITDA rising 37% to $154.2 million, and Adjusted Net Income growing 39% to $62.2 million compared to Q2 2024.
On August 7, 2025, the company tightened its full-year 2025 guidance, now expecting revenues between $2.85 billion and $2.95 billion and Adjusted EBITDA between $555 million and $585 million, while maintaining the mid-points of previous guidance.
Significant strategic portfolio actions were completed in 2024, including the divestiture of its Steel Components business on August 16, 2024, and the acquisition of Stavola for $1.2 billion on October 1, 2024, and Ameron Pole Products for $180 million in April 2024.
As of June 30, 2025, the Net Debt to Adjusted EBITDA ratio was 2.8x, with a long-term target of 2.0x to 2.5x within 18 months of the Stavola acquisition.

Sep 12, 2025, 8:19 PM

8-K

Arcosa enters into Credit Facility Amendment

ACA

Debt Issuance

On June 17, 2025, Arcosa executed Amendment No. 2 to its Second Amended and Restated Credit Agreement, establishing a $698.25 million 2025 Refinancing Term Loan to repay in full the prior term loan.
The new term loan carries a variable rate of SOFR + 2.00% or an alternate base rate + 1.00%, with margins reduced by 0.25% versus the original facility.
Arcosa may prepay the loan without penalty at any time, except that a 1.0% premium applies to any repayment in connection with a repricing within six months of initial funding.

Jun 18, 2025, 12:00 AM

8-K

Arcosa provides strategic update and 2025 guidance

ACA

M&A

Guidance Update

LTM March revenues of $2.6 billion and adjusted EBITDA of $465 million, with three segments: construction products (43% of revenue, 59% of EBITDA, 25% margin), engineered structures (42% of revenue, 31% of EBITDA, 17% margin), and transportation products (15% of revenue, 10% of EBITDA, 16% margin).
2025 guidance at midpoint calls for 17% revenue growth and 30% adjusted EBITDA growth.
$1.2 billion Stivola acquisition closed October 1, 2024—integration is on track, full-year accretive; Q1 saw a $2 million EBITDA loss due to winter seasonality.
Engineered structures outperformed in Q1 with strong utility-structures volume growth driven by grid hardening and load-growth trends, plus wind-tower ramp completion boosting margins.
Minimal direct tariff impact thanks to USMCA compliance; indirect exposure monitored in barge demand amid agricultural and steel-price shifts.

Jun 12, 2025, 6:56 PM

Arcosa Inc Reports Strong Q1 2025 Earnings Results

ACA

Earnings

Guidance Update

Revenue Acceleration/Inflection

M&A

Strong Q1 performance: Adjusted EBITDA grew 26% versus revenue growth of 12%, with margin expansion of approximately 190–200 basis points
Reaffirmed full-year guidance: targeting $2.9 billion in revenues and 30% adjusted EBITDA growth, with mid-point guidance projecting revenues up 17%
Maintained robust balance sheet metrics with net debt to adjusted EBITDA at 2.9x and liquidity of $868M
Continued progress on the $1.2 billion Stavola acquisition integration
Mixed segment performance: Engineered Structures and Transportation Products delivered strong demand and volume growth, while Construction Products faced seasonal weather and pricing challenges

May 7, 2025, 12:31 PM

Transcript Presentation

Arcosa Q4 2024 Investor Presentation and 2025 Guidance Update

ACA

M&A

Guidance Update

Arcosa, Inc. provided its quarterly results and forward-looking guidance in its March 2025 investor presentation, expecting double-digit revenue and Adjusted EBITDA growth for 2025 with revenue guidance of $2.8B to $3.0B and Adjusted EBITDA guidance of $545M to $595M.
The presentation also highlighted key strategic moves, including the divestiture of its Steel Components business and the acquisitions of Ameron and Stavola, which are expected to enhance margin expansion and drive long-term growth.