secwatch.observer — SEC 8-K summary ====================================== Issuer: Arcosa, Inc. (ACA) CIK: 0001739445 Form: 8-K Filed at: 2025-08-07T23:59:59+00:00 Accession: 0001739445-25-000113 Event type: earnings Sentiment: positive Materiality: 0.85 Item codes: 2.02, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Arcosa reports record Q2 2025: revenue $736.9M, Adj. EBITDA $154.2M, up 37% YoY ------------------------------------------------------------------------------- - Revenue $736.9M (+11% reported, +18% ex-divestiture); diluted EPS $1.22, adj. EPS $1.27. - Adjusted EBITDA $154.2M (+37% YoY); margin 20.9% (+360 bps ex-divestiture). - Construction Products rev. +28% to $354.5M; Aggregates cash gross profit per ton +15%. - Engineered Structures rev. +7% to $293.0M; utility structures backlog record $450M (+9% YTD). - Guidance narrowed: FY revenue $2.85B-$2.95B, Adj. EBITDA $555M-$585M; mid-point unchanged. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1739445/000173944525000113/0001739445-25-000113-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1739445/000173944525000113/aca-20250807.htm HTML page: https://secwatch.observer/filing/0001739445-25-000113 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer