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Arcosa (ACA) investor relations material
Arcosa Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary31 Oct, 2025
Executive summary
Achieved record Q3 2025 results with 27% revenue growth and 51% Adjusted EBITDA growth year-over-year, driven by all segments and the accretive $1.2B Stavola acquisition.
Net income rose to $73.0M for Q3, up from $16.6M a year ago, with Adjusted Net Income at $77.3M.
Diluted EPS grew to $1.48, and Adjusted Diluted EPS to $1.56.
All three business segments contributed to strong performance, with significant margin expansion and cash flow generation.
Ended the quarter with Net Debt to Adjusted EBITDA of 2.4x, two quarters ahead of plan.
Financial highlights
Q3 2025 revenues reached $797.8M, up 27% year-over-year; Adjusted EBITDA was $174.2M, up 53%, with margin expanding to 21.8%.
Net income for Q3 was $73.0M; Adjusted Net Income was $77.3M.
Free Cash Flow for Q3 was $134.0M, up 25% year-over-year; operating cash flow was $160.6M, up 19%.
Adjusted EBITDA margin improved to 21.8%, up 340–400 basis points year-over-year.
Effective tax rate for Q3 was 16.2%.
Outlook and guidance
Full-year 2025 revenue guidance set at $2.86–$2.91B; Adjusted EBITDA guidance raised to $575–$585M, up 32% year-over-year.
Capital expenditures for 2025 expected at $145–$155M.
Expect high single-digit pricing growth in aggregates for 2025; modest Q4 volume growth anticipated.
Optimistic about 2026, with infrastructure and non-residential trends supporting future growth.
Effective tax rate for 2025 projected at 17–18%.
Capital allocation priorities post-leverage target
Wind tower backlog acceleration rationale
Organic aggregates demand drivers for 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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