Company: ACA
Filing Date: 2025-08-08
Form Type: 10-Q
Source: 0001739445-25-000115
Chunk: 52

Company: Arcosa, Inc.
Filing Date: 2025-08-08
Form: 10-Q
Item: Part I, Item 1
Chunk 52
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 performance obligations are expected to be delivered during 2025, 24% are expected to be delivered during 2026, and the remainder are expected to be delivered through 2028. 

For inland barges in our Transportation Products segment, 57% of the unsatisfied performance obligations  are expected to be delivered during 2025, and the remainder are expected to be delivered during 2026. 

Results of Operations  

Overall Summary

Revenues Three Months Ended June 30,Six Months Ended June 30, 20252024Percent Change20252024Percent Change (in millions)(in millions)Construction Products$354.5 $276.1 28.4 %$617.3 $527.3 17.1 %Engineered Structures293.0 274.8 6.6 577.8 506.4 14.1 Transportation Products89.4 113.8 (21.4)173.8 229.6 (24.3)Consolidated Total$736.9 $664.7 10.9 $1,368.9 $1,263.3 8.4 

2025 versus 2024

•Revenues increased by 10.9% and 8.4% during the three and six months ended June 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 wind towers business. For the six months ended June 30, 2025, revenues also increased due to the contribution from the acquired Ameron business, which closed in April 2024.

•Revenues from Transportation Products decreased due to the divestiture of the steel components business, which was completed in August 2024, partially offset by higher barge revenues.

26

Operating Costs  Three Months Ended June 30,Six Months Ended June 30, 20252024Percent Change20252024Percent Change (in millions)(in millions)Construction Products$295.9 $236.7 25.0 %$540.4 $459.1 17.7 %Engineered Structures250.2 239.7 4.4 496.0 445.0 11.5 Transportation Products80.6