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Dec 31, 2025
Arcosa Q4 2025 Earnings Report
Arcosa reported fourth quarter 2025 results with double-digit Adjusted EBITDA growth and margin expansion, alongside significant earnings improvement.
Key Takeaways
Arcosa generated 716700000 in revenue and 52100000 in net income for Q4 2025, with Adjusted EBITDA increasing 13% year-over-year and margin expanding to 20.2%.
Revenue increased 8% year-over-year to 716700000.
Net income improved to 52100000 compared to a loss in the prior year.
Adjusted EBITDA rose 13% to 145000000 with margin expansion to 20.2%.
Utility and related structures backlog remained strong at 434900000.
Revenue by Segment
Forward Guidance
For full year 2026, Arcosa expects revenue between 2950000000 and 3100000000 and Adjusted EBITDA between 590000000 and 640000000, excluding the impact of the barge divestiture.
Positive Outlook
- Consolidated revenue guidance of 2950000000 to 3100000000.
- Adjusted EBITDA guidance of 590000000 to 640000000.
- Expected double-digit Adjusted EBITDA expansion in growth businesses.
- Strong demand in utility structures supported by robust backlog.
- Margin uplift anticipated across core segments.
Challenges Ahead
- Lower expected wind tower volume and profitability in 2026.
- Guidance excludes potential impact of barge divestiture.
- Dependence on infrastructure and construction market conditions.
- Potential variability in backlog conversion timing.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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