Arcosa Q4 adj EPS $1.15 (+150% YoY); sells barge business for $450M; group president retiring

Arcosa, Inc.

Q4 revenue $716.7M (+8% YoY), net income $52.1M (vs. -$7.7M), adj. EPS $1.15 (+150%).
Full-year 2025 revenue $2.88B (+12%), adj. EBITDA $583.3M (+30%), margin 20.2% (280 bps expansion).
Barge business divested to Wynnchurch Capital for $450M cash; expected close Q2 2026.
Group President Jesse E. Collins Jr. retiring April 3, 2026; no disagreement cited.
FY 2026 guidance: revenues $2.95-3.10B, adj. EBITDA $590-640M; barge segment included at $70-75M EBITDA.

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