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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.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.
Assess Stavola's impact on future margins.
Utility structure backlog: drivers of growth?
Wind tower capacity: potential for order growth?
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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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