Arcosa Reports Record Second Quarter 2025 Results

Arcosa ( (ACA) ) has released its Q2 earnings. Here is a breakdown of the information Arcosa presented to its investors.

Arcosa, Inc., headquartered in Dallas, Texas, is a prominent provider of infrastructure-related products and solutions, operating primarily in the construction, engineered structures, and transportation markets. The company is known for its strategic growth initiatives and focus on enhancing its portfolio through acquisitions and divestitures.

Arcosa has reported record-breaking results for the second quarter of 2025, showcasing an 18% revenue growth and a 42% increase in Adjusted EBITDA, excluding divestitures. The company achieved a record Adjusted EBITDA margin of 20.9%, reflecting the success of its portfolio transformation efforts.

Key financial highlights include a significant rise in net income by 31% to $59.7 million and an impressive 40% increase in Adjusted Diluted EPS to $1.27. The acquisition of Stavola has notably boosted Arcosa’s construction materials platform, contributing to a 13% increase in gross profit for the aggregates business. The engineered structures segment also performed well, with record top-line growth and a robust backlog in utility structures.

Arcosa’s management remains optimistic about the company’s future, tightening its full-year 2025 guidance range for consolidated revenue and Adjusted EBITDA. The company is well-positioned to benefit from long-term infrastructure and power market trends, with strong demand in its growth businesses and solid backlog visibility in its cyclical segments.