Arcosa Inc (ACA)
NYSE:ACA
US Market
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Arcosa (ACA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 25, 2026
TBA (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.93
Last Year’s EPS
0.46
Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Oct 30, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
Arcosa's third quarter results were strong, with record revenue and growth metrics driven by successful acquisitions and segment performance. While there were some challenges in organic volume growth and production downtime, the overall outlook remains positive with significant contributions from acquisitions and strategic expansions.
Company Guidance
During Arcosa's third quarter 2025 earnings call, the company reported significant financial achievements with a 27% increase in revenue and a 51% growth in adjusted EBITDA, leading to a record adjusted EBITDA margin of 21.8%. The company highlighted the impact of the $1.2 billion Stavola acquisition, contributing $105 million in adjusted EBITDA with a 35.2% margin over the past year. Arcosa also achieved a leverage ratio of 2.4x, ahead of schedule, and reported a backlog increase of 16% year-to-date in its barge business. For the full year 2025, Arcosa projected adjusted EBITDA growth of 32%, with anticipated revenues ranging from $2.86 billion to $2.91 billion.
Record-Breaking Revenue and Growth
Q3 was a record quarter for Arcosa with revenue increasing 27% and adjusted EBITDA growing 51%, excluding the impact of the divested steel components business. Adjusted EBITDA margin reached a record 21.8%, improving by 340 basis points over the previous year.
Successful Integration of Stavola Acquisition
The $1.2 billion Stavola acquisition significantly contributed to growth, delivering $105 million in adjusted EBITDA with a 35.2% margin for the 12 months ending September 30.
Strong Performance in Construction Products
Third quarter revenues in Construction Products increased 46% with adjusted segment EBITDA up 62%. Margin expanded by 300 basis points to 29.7%.
Engineered Structures Segment Growth
Engineered Structures delivered strong organic performance with adjusted EBITDA increasing by 29% and margins expanding by 240 basis points.
Positive Cash Flow and Debt Reduction
Arcosa achieved a leverage ratio of 2.4x, ahead of the plan, with a free cash flow of $134 million, a 25% increase year-over-year.
Inland Barge Business Improvement
Inland barge revenues were up 22% with adjusted segment EBITDA increasing 36%, driven by higher tank barge volumes.

Arcosa (ACA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

ACA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 25, 2026
2025 (Q4)
0.93 / -
0.46
Oct 30, 2025
2025 (Q3)
1.35 / 1.56
0.9171.43% (+0.65)
Aug 07, 2025
2025 (Q2)
1.05 / 1.27
0.9139.56% (+0.36)
May 06, 2025
2025 (Q1)
0.18 / 0.49
0.73-32.88% (-0.24)
Feb 27, 2025
2024 (Q4)
0.73 / 0.46
0.68-32.35% (-0.22)
Oct 30, 2024
2024 (Q3)
0.84 / 0.91
0.7324.66% (+0.18)
Aug 01, 2024
2024 (Q2)
0.83 / 0.91
0.7619.74% (+0.15)
May 02, 2024
2024 (Q1)
0.52 / 0.73
1.06-31.13% (-0.33)
Feb 22, 2024
2023 (Q4)
0.49 / 0.68
0.24183.33% (+0.44)
Nov 01, 2023
2023 (Q3)
0.68 / 0.73
0.74.29% (+0.03)
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

ACA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 30, 2025
$92.25$102.00+10.57%
Aug 07, 2025
$85.05$95.87+12.72%
May 06, 2025
$85.88$81.96-4.56%
Feb 27, 2025
$91.42$83.73-8.41%
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.

FAQ

When does Arcosa Inc (ACA) report earnings?
Arcosa Inc (ACA) is schdueled to report earning on Feb 25, 2026, TBA (Confirmed).
    What is Arcosa Inc (ACA) earnings time?
    Arcosa Inc (ACA) earnings time is at Feb 25, 2026, TBA (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 (Q4) is 0.93.
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