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Arcosa (ACA) investor relations material
Arcosa Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
Executive summary
Achieved record Q2 2025 results with revenue up 18% and adjusted EBITDA up 42% year-over-year, driven by the Stavola acquisition, portfolio transformation, and strong execution in key businesses.
Adjusted EBITDA margin reached a record 20.9%, up 360 basis points, with organic margin expansion and strong cash generation.
Maintained robust liquidity at $890M and continued deleveraging, targeting net debt to adjusted EBITDA of 2.0–2.5x within three quarters.
Divested Steel Components business in August 2024, improving segment focus; all year-over-year comparisons exclude its impact.
Net income for Q2 2025 rose 31% to $59.7M; adjusted net income up 39% to $62.2M.
Financial highlights
Q2 2025 revenues were $736.9M, up 18% year-over-year; adjusted EBITDA grew 42% to $154.2M; adjusted EBITDA margin improved to 20.9%.
Construction Products segment revenues up 28% to $354.5M; adjusted segment EBITDA up 44% to $100.4M; margin at 28.3%.
Engineered Structures revenue up 7% to $293.0M; adjusted segment EBITDA up 31% to $54.8M; margin at 18.7%.
Transportation Products: Barge revenue up 18%; adjusted segment EBITDA (ex-divestiture) up 10% to $13.5M; margin at 15.1%.
Free cash flow for Q2 2025 was $39.2M, a turnaround from negative $6.1M in Q2 2024; total liquidity at quarter-end was $890M.
Outlook and guidance
2025 revenue guidance narrowed to $2.85B–$2.95B (up 17% year-over-year); adjusted EBITDA guidance at $555M–$585M (up 30%), with midpoint unchanged.
Adjusted EBITDA margin expected to expand by 200 basis points for the year; effective tax rate forecasted at 18–19%.
Construction Products expected to deliver high single-digit pricing and double-digit volume growth for the full year.
Engineered Structures to benefit from infrastructure investment, grid expansion, and strong utility CapEx trends; new facility conversion to utility structures operational in 2026.
Transportation Products supported by aging barge fleet and strong backlog visibility into 2026.
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