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Arcosa Inc (ACA)
NYSE:ACA
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
1.11Last Year’s EPS
0.91Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:May 06, 2025
|% Change Since: 2.20%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Positive
Arcosa showed strong financial performance with significant EBITDA growth and successful integration of acquisitions, despite challenges from weather impacts and a temporary dilutive effect from the Stavola acquisition. Positive demand indicators and strong segment performances provide confidence moving forward.Company Guidance
During Arcosa Inc.'s first quarter 2025 earnings call, the company provided a strong outlook for the year, maintaining its revenue guidance at $2.9 billion, a 17% increase from the previous year, and adjusted EBITDA guidance at $570 million, up 30% excluding divested operations. The call highlighted a 26% growth in consolidated adjusted EBITDA, with a 190 basis point margin expansion, driven by robust performance in engineered structures and transportation products. The Stavola acquisition, though initially dilutive, is expected to contribute positively in Q2 as the construction season advances. Arcosa aims to achieve a leverage ratio between 2 to 2.5 times over the next 12 months, down from 2.9 times at quarter-end. Despite macroeconomic uncertainties, the company remains optimistic about infrastructure investments and the U.S. power market, projecting high single-digit organic growth in construction products and maintaining a positive outlook across its segments.Strong Adjusted EBITDA Growth
Arcosa delivered consolidated adjusted EBITDA growth of 26%, outpacing 12% revenue growth in the first quarter, and expanded their margin by 190 basis points.
Successful Integration of Stavola Acquisition
The $1.2 billion Stavola acquisition completed in October 2024 is progressing well, and operations are ramping up for the spring construction season.
Engineered Structures Segment Success
The engineered structures segment saw revenues increase 23% due to higher wind tower volumes and the impact of the Ameron acquisition. Adjusted segment EBITDA increased 90% and margin expanded 650 basis points.
Barge Business Performance and Backlog
The barge business performed better than expected with new orders extending the backlog to $334 million, up 19% from the start of the year.
Positive Demand Indicators
Strong demand in utility structures and good performance in engineered structures indicate a sustained period of demand growth.
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ACA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ACA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2025 | $85.97 | $82.05 | -4.56% |
Feb 27, 2025 | $91.52 | $83.83 | -8.40% |
Oct 30, 2024 | $95.05 | $93.53 | -1.60% |
Aug 01, 2024 | $90.77 | $78.99 | -12.98% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Arcosa Inc (ACA) report earnings?
Arcosa Inc (ACA) is schdueled to report earning on Jul 31, 2025, TBA Not Confirmed.
What is Arcosa Inc (ACA) earnings time?
Arcosa Inc (ACA) earnings time is at Jul 31, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ACA EPS forecast?
ACA EPS forecast for the fiscal quarter 2025 (Q2) is 1.11.
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