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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.
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Q2 2025 earnings summary8 Aug, 2025

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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Frequently asked questions

Arcosa, Inc., provides infrastructure-related products and solutions for the construction, energy, and transportation markets in the United States. The company offers temporary power, underground electrical locating and testing supplies and services; radiant heating cables for concrete slabs; high-voltage cable trays for subsurface conduit applications; cable bundling and raceway systems for electrical applications; precast concrete poles and structures; liquid containment systems for use in landfills and construction sites; steel structures for the energy industry; underground utility products for use in sewer construction projects; screw-in wood utility poles; wood utility poles made from recycled plastics; concrete manholes and chambers; chemical transfer racks for hydrocarbon storage facilities; embedded tanking products for petroleum companies; landscaping timbers to beautify urban sites, school grounds, golf course landing areas, driveways, and high traffic loading areas; transportation barriers to protect pedestrians on roadways and railways from vehicular traffic movements or obstructions like rocks or trees that fall on the roadway or railway.

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