earnings
confidence high
sentiment neutral
materiality 0.70
Arcosa Q1 adjusted EBITDA up 26% ex-divestiture, net income down 40%, reaffirms FY guidance
Arcosa, Inc.
2025-Q1 EPS reported
$0.48
revenue$632,000,000
- Revenue $632M (+12% ex-divestiture); Adj EBITDA $109.9M (+26% ex-divestiture); margin 17.4% (+190bps).
- Net income $23.6M (diluted EPS $0.48) down 40% YoY; adjusted EPS $0.49 down 33%.
- Engineered Structures led: revenue +23%, Adj Segment EBITDA +90% to $51.7M; margin 18.2% (+650bps).
- Barge book-to-bill 1.7; backlog $333.6M, extending into 2026.
- FY2025 guidance reaffirmed: revenue $2.8-3.0B, Adj EBITDA $545-595M; tariffs expected immaterial.