secwatch.observer — SEC 8-K summary
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Issuer:     Arcosa, Inc. (ACA)
CIK:        0001739445
Form:       8-K
Filed at:   2025-03-06T23:59:59+00:00
Accession:  0001739445-25-000030
Event type: other_material
Sentiment:  positive
Materiality: 0.75
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arcosa issues 2025 guidance: Revenue $2.8-3.0B, Adj. EBITDA $545-595M
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- 2025 guidance: Revenue $2.8-3.0B, Adj. EBITDA $545-595M, growth of 17-34% vs 2024 excluding divested Steel Components.
- Completed $1.2B Stavola and $180M Ameron acquisitions, divested Steel Components in 2024; Construction Products now 62% of EBITDA.
- Construction Products pro forma margin ~27%; overall margin excl. Steel Components improved to 17.7% in 2024 from 15.1%.
- Net debt to Adj. EBITDA at 2.5x at year-end 2024; targeting 2.0-2.5x within 18 months. 2025 capex $145-165M.
- Market outlook: aggregates pricing mid-single-digit growth; utility transmission and wind upcycle; barge fleet replacement demand.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1739445/000173944525000030/0001739445-25-000030-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1739445/000173944525000030/aca-20250306.htm
  HTML page:      https://secwatch.observer/filing/0001739445-25-000030

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