Company: ACA
Filing Date: 2025-10-31
Form Type: 10-Q
Source: 0001739445-25-000135
Chunk: 4

Company: Arcosa, Inc.
Filing Date: 2025-10-31
Form: 10-Q
Item: Part I, Item 2
Chunk 4
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 the remainder are expected to be recognized during 2026. 

Results of Operations  

Overall Summary

Revenues Three Months Ended September 30,Nine Months Ended September 30, 20252024Percent Change20252024Percent Change (in millions)(in millions)Construction Products$387.5 $265.9 45.7 %$1,004.8 $793.2 26.7 %Engineered Structures311.0 279.4 11.3 888.8 785.8 13.1 Transportation Products99.3 95.1 4.4 273.1 324.7 (15.9)Consolidated Total$797.8 $640.4 24.6 $2,166.7 $1,903.7 13.8 

2025 versus 2024

•Revenues increased by 24.6% and 13.8% during the three and nine months ended September 30, 2025, respectively.

•Revenues from Construction Products increased primarily due to the contribution from the Stavola acquisition, which closed in October 2024. 

•Revenues from Engineered Structures increased primarily due to higher volumes in our utility structures and wind towers businesses. For the nine months ended September 30, 2025, revenues also increased due to the contribution from the acquired Ameron business, which closed in April 2024.

•Revenues from Transportation Products were impacted by the divestiture of the steel components business, which was completed in August 2024. Excluding the divested business, revenues increased 21.8% and 15.3%, for the three and nine months ended September 30, 2025, respectively, primarily due to higher tank barge deliveries.

26

Operating Costs  Three Months Ended September 30,Nine Months Ended September 30, 20252024Percent Change20252024Percent Change (in millions)(in millions)Construction Products$316.1 $225.5 40.2 %$856.5 $684.6 25.1 %Engineered Structures266.1 246.8 7.8 762.1 691.8 10.2 Transportation Products87.2 109.3 (20.2)238.3 311.7 (23.5)Segment Totals before Corporate Expenses