Q4 2025 Arcosa Inc Earnings Call Transcript
Key Points
- Arcosa Inc (ACA) achieved record revenues of $2.9 billion in 2025, marking a 12% increase year-over-year.
- The company reported a record Adjusted EBITDA of $583 million, up 30%, with a margin expansion to 20.2%.
- Arcosa Inc (ACA) recorded the lowest annual safety incident rate in its history, highlighting its commitment to safety.
- The sale of the barge business for $450 million is expected to reduce portfolio complexity and enhance long-term resiliency.
- Strong performance in utility structures with backlog levels at or near record highs, driven by robust end market demand.
- The wind tower business is expected to experience a short-term step down in 2026 before recovering in 2027.
- Lower unit profitability was reported in the Gulf region due to less favorable product mix.
- The West region faced lower cost absorption on declining production volumes, impacting profitability.
- Specialty materials and asphalt revenues decreased by 5%, primarily due to lower freight revenue for asphalt.
- The Northeast region experienced cold and snowy weather, likely impacting the first quarter's EBITDA contribution.
Please stand by. Your meeting is about to begin.
Good morning, ladies and gentlemen, and welcome to the Arcosa, Inc. fourth quarter and full year 2025 earnings conference call. My name is Chloe, and I will be your conference call coordinator today. As a reminder, todayâs call is being recorded. I would like to turn the call over to your host, Erin Drabek, Vice President of Investor Relations for Arcosa. Ms. Drabek, you may begin.
Good morning, everyone, and thank you for joining Arcosaâs fourth quarter and full year 2025 earnings call. With me today are Antonio Carrillo, President and CEO, and Gail Peck, CFO. A question and answer session will follow their prepared remarks. A copy of the press release issued yesterday and the slide presentation for this morningâs call are posted on our investor relations website, ir.arcosa.com. A replay of todayâs call will be available for the next two weeks.
Instructions for accessing the replay number are included in the press release. A
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