secwatch.observer — SEC 8-K summary
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Issuer:     Arcosa, Inc. (ACA)
CIK:        0001739445
Form:       8-K
Filed at:   2025-05-06T23:59:59+00:00
Accession:  0001739445-25-000065
Event type: earnings
Sentiment:  neutral
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arcosa Q1 adjusted EBITDA up 26% ex-divestiture, net income down 40%, reaffirms FY guidance
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1739445/000173944525000065/0001739445-25-000065-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1739445/000173944525000065/aca-20250506.htm
  HTML page:      https://secwatch.observer/filing/0001739445-25-000065

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