Arcosa Reports Strong Start to 2025 with Robust Earnings

Arcosa ( (ACA) ) has released its Q1 earnings. Here is a breakdown of the information Arcosa presented to its investors.

Arcosa, Inc., headquartered in Dallas, Texas, is a leading provider of infrastructure-related products and solutions, operating primarily in the construction, engineered structures, and transportation sectors. The company is known for its strategic focus on infrastructure development and its diversified portfolio in the U.S. market.

Arcosa reported a strong start to 2025 with significant growth in its first-quarter earnings. The company achieved a 26% increase in Adjusted EBITDA, outpacing a 12% rise in revenue, excluding the impact of divested businesses. Despite a decline in net income, Arcosa’s strategic acquisitions and operational improvements have bolstered its financial performance.

Key financial highlights include a 19% increase in Adjusted EBITDA to $109.9 million and a 200 basis point expansion in Adjusted EBITDA margin. The Engineered Structures segment saw a 23% revenue increase, driven by higher wind tower volumes and the acquisition of Ameron. The Transportation Products segment also performed well, with a 6% revenue increase due to higher tank barge deliveries. However, the Construction Products segment faced challenges due to unfavorable weather conditions, impacting its performance.

Looking ahead, Arcosa reaffirms its full-year 2025 guidance, projecting consolidated revenues between $2.8 billion and $3.0 billion and Adjusted EBITDA between $545 million and $595 million. The company remains optimistic about its long-term growth prospects, supported by robust infrastructure investments and a strong backlog in its core markets.