earnings
confidence high
sentiment positive
materiality 0.80
Arcosa Q3 revenue $797.8M (+27%), Adj EBITDA $174.2M (+51%), raised FY midpoint
Arcosa, Inc.
2025-Q3 EPS reported
$3.18
revenue$2,166,700,000
- Revenue $797.8M (+27% YoY); diluted EPS $1.48 vs $0.34; Adj diluted EPS $1.56 vs $0.91.
- Adjusted EBITDA record $174.2M (+51%), margin 21.8% (+340bps).
- Construction Products rev +46% to $387.5M, driven by Stavola; aggregates pricing +9%.
- Net debt/Adj EBITDA improved to 2.4x, within 2.0-2.5x target, two quarters ahead of schedule.
- Raised FY2025 Adj EBITDA guidance to $575-585M (midpoint $580M) from previous $555-585M.