Symbols

ACA

Arcosa·NYSE

--(--)

ACA fundamentals

ACA Q4 2025 Earnings

Arcosa (ACA) released its earnings on Feb 26, 2026: revenue was 716.70M (YoY +7.58%), missed estimates; EPS was 1.15 (YoY +150.00%), beat estimates.

Revenue / YoY

716.70M

+7.58%

EPS / YoY

1.15

+150.00%

Report date

Feb 26, 2026

ACA Earnings Call Summary for Q4,2025

$450M Barge Sale: Strategic exit to focus on high-margin construction and engineered structures, with proceeds to reduce debt and pursue M&A.
Record 2025 Performance: $2.9B revenue (+12%), $583M EBITDA (+30%), driven by aggregates pricing gains and utility structures growth.
2026 Growth Drivers: Construction Materials (mid-single-digit EBITDA growth), Engineered Structures (double-digit EBITDA growth), offsetting 25% wind tower revenue decline.
Utilization Shift: Transitioning 2 wind tower facilities to utility poles to capitalize on constrained industry capacity and higher margins.
Liquidity Strength: $915M post-close, with net debt/EBITDA at 2.3x, enabling disciplined capital allocation.

Earnings

EPS

Revenue

Revenue & Expenses

ACA has released its 2025 Q4 earnings report, with revenue of 716.70M, reflecting a YoY change of 7.58%, and net profit of 52.10M, showing a YoY change of 776.62%. The Sankey diagram below clearly presents ACA's revenue sources and cost distribution.

Key Indicators

Arcosa (ACA) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Arcosa (ACA)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

Trend

Breakdown

Balance Sheet

Arcosa (ACA)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

Trend

Breakdown

Cash Flow

Arcosa (ACA)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

Trend

Breakdown