Arcosa

ACA

Market cap $5.27B

Arcosa, Inc. (ACA) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for Arcosa (ACA) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Arcosa (ACA) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $0.95 per share. This compares to earnings of $0.46 per share a year ago.

DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa,” the “Company,” “We,” or “Our”), a provider of infrastructure-related products and solutions, today announced results for the fourth quarter and full year ended December 31, 2025. Fourth Quarter 2025 Highlights   Three Months Ended December 31,     2025       2024     % Change               ($ in millions, except per share amounts)     Revenues $ 716.7     $ 666.2     8 % Net income $ 52.1     $ (7.7 )   N.M. Adjusted Net Income(1) $ 5.

ROSEMONT, Ill.--(BUSINESS WIRE)--Wynnchurch Capital, L.P. (“Wynnchurch”), a leading middle-market private equity firm, today announced that it has signed a definitive agreement to acquire Arcosa Marine Products, Inc. (“Arcosa Marine” or the “Company”) from Arcosa, Inc. (NYSE: ACA). The transaction represents a corporate carve-out of Arcosa, Inc.'s marine products business and will establish Arcosa Marine as an independent, standalone platform under Wynnchurch ownership. Headquartered in Covingt.

DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that it has entered into a definitive agreement to sell Arcosa Marine Products, Inc. (“Arcosa Marine”) to Wynnchurch Capital, L.P. for $450 million in cash, subject to customary transaction adjustments. The sale is expected to close in the second quarter of 2026, after regulatory approval and satisfying other customary closing conditions. Tr.

DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable on April 30, 2026, to stockholders of record as of April 15, 2026. About Arcosa Arcosa, Inc. (NYSE:ACA), headquartered in Dallas, Texas, is a provider of infrastructure-rela.

Beyond analysts' top-and-bottom-line estimates for Arcosa (ACA), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.

DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that it will release results for the fourth quarter and full year ended December 31, 2025 after markets close on Thursday, February 26, 2026. The Company will host an earnings call to discuss the results at 8:30 a.m. Eastern Time on Friday, February 27, 2026. The call can be accessed as follows: Webcast and slide presentation: https://ir.arc.

Arcosa has outperformed the S&P 500, driven by robust revenue, profit, and cash flow growth across all segments. ACA's Construction Products segment surged 45.7% YoY, boosted by the $1.2 billion Stavola acquisition, with segment revenue now 56% of total. Management guides for 2025 revenue of $2.86–$2.91 billion and EBITDA of $575–$585 million, reflecting continued organic and acquisition-driven growth.