Overview

* Arcosa ( ACA ) Q3 revenue grows 27%, beating analyst expectations, per LSEG data

* Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

* Adjusted EBITDA for Q3 exceeds estimates, driven by segment contributions

Outlook

* Arcosa ( ACA ) sees 2025 revenue between $2.86 bln and $2.91 bln

* Arcosa ( ACA ) expects 2025 Adjusted EBITDA of $575 mln to $585 mln

* Company anticipates 32% Adjusted EBITDA growth in 2025

Result Drivers

* STAVOLA ACQUISITION - Stavola's contribution led to significant growth in Construction Products segment, boosting margins

* UTILITY STRUCTURES DEMAND - Increased demand in utility structures and higher wind tower volumes drove Engineered Structures growth

* BARGE BUSINESS GROWTH - Double-digit revenue growth in barge business with increased backlog providing production visibility into 2026

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Beat $797.80 $780.68

Revenue mln mln (5

Analysts

)

Q3 Beat $1.56 $1.33 (5

Adjusted Analysts

EPS )

Q3 EPS $1.48

Q3 Beat $77.30 $65.30

Adjusted mln mln (4

Net Analysts

Income )

Q3 Net $73 mln

Income

Q3 Beat $174.20 $166.90

Adjusted mln mln (5

EBITDA Analysts

)

Q3 21.80%

Adjusted

EBITDA

Margin

Analyst Coverage

* The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the construction & engineering peer group is "buy."

* Wall Street's median 12-month price target for Arcosa Inc ( ACA ) is $115.00, about 19.8% above its October 30 closing price of $92.25

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)