ACA
Arcosa, Inc.109.82
+0.04+0.04%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
5.39BP/E (TTM)
36.36Basic EPS (TTM)
3.02Dividend Yield
0%Recent Filings
8-K
8-K
8-K
8-K
Arcosa refines portfolio for growth
Arcosa updated its investor presentation on September 12, 2025, highlighting strategic shifts that boost Construction Products to 57% of adjusted EBITDA through the $1.2B Stavola acquisition and Steel Components divestiture. This portfolio tweak cuts cyclicality while expanding into high-margin aggregates and asphalt in the Northeast. Guidance holds steady at $2.85B-$2.95B revenue and $555M-$585M adjusted EBITDA for 2025. Deleveraging remains key amid integration risks.
10-Q
Q2 FY2025 results
Arcosa's Q2 revenues climbed 10.9% year-over-year to $736.9 million, fueled by the Stavola acquisition in Construction Products and stronger wind tower deliveries in Engineered Structures, though Transportation Products dipped from the steel components divestiture. Operating profit surged 41.1% to $94.8 million, with gross margins expanding to 22.5% amid lower steel costs and volume gains; diluted EPS held steady at $1.22, reconciling to 49.0 million shares after minor restricted stock adjustments. Free cash flow stood at $(1.3) million (derived), yet cash balances edged up to $189.7 million, backed by $700 million revolver availability and total debt of $1,683.5 million including a refinanced term loan at SOFR plus 2.00%. The October 2024 Stavola close for $1.2 billion cash recognized $333.8 million goodwill and $41.0 million intangibles amortized over 5-34 years. Backlogs remain solid at $1.3 billion. Regulatory shifts in wind incentives pose a key risk.
IPO
Website
Employees
Sector
Industry
ACM
AECOM
98.35+0.39
AGX
Argan, Inc.
320.10+2.52
DY
Dycom Industries, Inc.
347.61-3.58
ESOA
Energy Services of America Corp
8.69-0.11
GVA
Granite Construction Incorporat
116.65+0.94
J
Jacobs Solutions Inc.
133.95-1.57
PWR
Quanta Services, Inc.
438.49+2.62
SLND
Southland Holdings, Inc.
3.70+0.12
STRL
Sterling Infrastructure, Inc.
319.13+0.01
TPC
Tutor Perini Corporation
69.46+1.65