secwatch.observer — SEC 8-K summary
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Issuer:     Arcosa, Inc. (ACA)
CIK:        0001739445
Form:       8-K
Filed at:   2023-04-27T23:59:59+00:00
Accession:  0001739445-23-000061
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arcosa Q1 Adj EBITDA $108.1M (+47% YoY); raises FY 2023 Adj EBITDA guidance to $345-370M
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- Revenue $549.2M (+15% ex-divested); Diluted EPS $1.14 vs $0.41; Adj Diluted EPS $1.06 vs $0.42.
- Construction Products Adj EBITDA $76.4M (+85%) driven by pricing and $21.8M land gain; margin up 600bps to 19.7%.
- Wind tower orders of ~$800M received in Q1, backlog $1.53B; IRA tax credit $3.2M recognized, full-year benefit est. $17-22M.
- Barge orders $122M (book-to-bill 1.8); backlog $279M, ~68% deliverable in 2023.
- FY 2023 revenue guidance raised to $2.2-2.3B from $2.15-2.25B; Adj EBITDA guidance raised to $345-370M.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1739445/000173944523000061/0001739445-23-000061-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1739445/000173944523000061/aca-20230427.htm
  HTML page:      https://secwatch.observer/filing/0001739445-23-000061

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer