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 +19 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: AZEK, BECN, BLD +13 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 +7 more
Ethan Roberts
Stephens Inc.
1 question for ACA
Also covers: IBP, WMS
JB
John Belize
D.A. Davidson & Co.
1 question for ACA
Recent press releases and 8-K filings for ACA.
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
Arcosa Reports Strong Q3 2025 Results, Raises 2025 Guidance, and Details Strategic Acquisitions
ACA
Earnings
Guidance Update
M&A
- 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
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
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
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
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
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
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
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
Quarterly earnings call transcripts for Arcosa.
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