The earnings call reflected a strong performance with record revenue and EBITDA growth, successful integration of acquisitions, and a solid outlook in key segments. Despite some weather-related challenges and a decrease in Wind Towers backlog, the overall sentiment was positive, driven by strategic initiatives and strong market demand.

Company Guidance -

Q3 2025

During the Arcosa, Inc. Second Quarter 2025 earnings call, Antonio Carrillo, the President and CEO, highlighted several key metrics and strategic initiatives. Arcosa reported an 18% increase in revenue and a 42% growth in adjusted EBITDA year-over-year, excluding the divested steel components business, achieving a record adjusted EBITDA margin of 20.9%, up 360 basis points. The integration of the Stavola acquisition significantly contributed to this growth, boosting consolidated revenues by 14% and expanding adjusted EBITDA margin by 250 basis points. The Aggregates business saw a 15% increase in adjusted cash gross profit per ton, driven by strong pricing gains. The Engineered Structures segment also had a record quarter, supported by strong demand for utility and related structures and a fully operational wind tower facility in New Mexico. The company maintained its full-year guidance for 2025, projecting a 30% growth in EBITDA, and aims to achieve a leverage range of 2 to 2.5x within three quarters.

Record Revenue and EBITDA Growth

Arcosa reported a record quarter with revenue increasing by 18% and adjusted EBITDA growing by 42% year-over-year. The adjusted EBITDA margin reached a record 20.9%, up 360 basis points.

Successful Integration of Stavola

The acquisition of Stavola increased consolidated revenues by 14% and expanded the adjusted EBITDA margin by 250 basis points, demonstrating premium financial attributes with a 39% adjusted EBITDA margin.

Strong Performance in Engineered Structures

The Engineered Structures segment reported a 31% increase in adjusted segment EBITDA, with a record margin of 18.7%. The segment's utility and related structures backlog reached a record $450 million, up 9% from the start of the year.

Positive Outlook for Construction Products

Despite weather-related challenges, the Construction Products segment reported record revenues with a 28% increase, and adjusted segment EBITDA increased by 44%.

Improved Cash Flow and Deleveraging

Free cash flow for the quarter was $39 million, and Arcosa is on track to reach its target leverage range of 2 to 2.5x within the next 3 quarters.

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

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ACA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 29, 2025	2025 (Q3)	1.33 / -	0.91	―	―	―
Aug 07, 2025	2025 (Q2)	1.05 / 1.27	0.91	39.56% (+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	0.73	24.66% (+0.18)
Aug 01, 2024	2024 (Q2)	0.83 / 0.91	0.76	19.74% (+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	0.24	183.33% (+0.44)
Nov 01, 2023	2023 (Q3)	0.68 / 0.73	0.7	4.29% (+0.03)
Aug 03, 2023	2023 (Q2)	0.59 / 0.76	0.83	-8.43% (-0.07)

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
Aug 07, 2025	$85.10	$95.92	+12.71%
May 06, 2025	$85.92	$82.00	-4.56%
Feb 27, 2025	$91.47	$83.78	-8.41%
Oct 30, 2024	$95.00	$93.48	-1.60%

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 Oct 29, 2025, TBA (Confirmed).

What is Arcosa Inc (ACA) earnings time?

Arcosa Inc (ACA) earnings time is at Oct 29, 2025, 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 (Q3) is 1.33.

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