Q1 2025 Arcosa Inc Earnings Call Transcript

May 7, 2025 / 12:30 PM GMT

Release Date Price: MXN2010

Transcript 10-Q8-K

Key Points

Positve

Arcosa Inc (ACA) reported a 26% growth in adjusted EBITDA, outpacing a 12% revenue growth, with a margin expansion of 190 basis points.
The integration of the $1.2 billion Stabo acquisition is progressing well, with operations ramping up for the spring construction season.
Strong performance in engineered structures, particularly in utility structures and wind tower facilities, contributed to the company's growth.
The company maintained its leverage at 2.9 times net debt to adjusted EBITDA, with plans to reduce it further over the next 12 months.
Arcosa Inc (ACA) is well-positioned to benefit from continued investment in the US infrastructure and power markets.

Negative

The Stabo acquisition was dilutive to first-quarter results due to its seasonally slowest quarter.
Organic segment revenues in construction products declined by 6%, partly due to lower freight revenues and divestiture of underperforming operations.
Adjusted segment EBITDA in construction products decreased by 5%, impacted by the inorganic impact of Stabo.
Free cash flow for the quarter was negative $30 million, with expectations for improvement in the second half of the year.
The construction products segment faced challenges from unseasonably cold and wet weather, impacting volumes and fixed cost absorption.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

ACA.N - Arcosa Inc
Q1 2025 Arcosa Inc Earnings Call
May 07, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Yeah.

Please stand by. Your program is about to begin.

Good morning ladies and gentlemen, and welcome to the Arcosa Inc. First quarter 2025 earnings conference call.

My name is Nikki and I will be your conference call coordinator today.

As a reminder that this call is being recorded.

Now I would like to turn the call over to your host, Erin Drevik, Vice President of investor relations for ACOSA.

Ms. Drevik, you may begin.

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Unidentified_2 [2]
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Good morning everyone and thank you for joining our COSA's first quarter

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