Company: ACA
Filing Date: 2025-10-31
Form Type: 10-Q
Source: 0001739445-25-000135
Chunk: 53

Company: Arcosa, Inc.
Filing Date: 2025-10-31
Form: 10-Q
Item: Part I, Item 1
Chunk 53
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 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 Expenses669.4 581.6 15.1 1,856.9 1,688.1 10.0 Corporate16.1 25.0 (35.6)46.9 61.2 (23.4)Consolidated Total$685.5 $606.6 13.0 $1,903.8 $1,749.3 8.8 Depreciation, depletion, and amortization(1)$56.2 $45.2 24.3 $165.9 $134.6 23.3 

(1) Depreciation, depletion, and amortization are included within operating profit and allocated between cost of revenues and selling, general, and administrative expenses depending on whether the underlying assets contribute to the production of revenue.

2025 versus 2024

•Operating costs increased by 13.0% and 8.8% during the three and nine months ended September 30, 2025, respectively.

•Operating costs for Construction Products increased primarily due to additional costs from the acquired Stavola business. 

•Operating costs for Engineered Structures increased primarily due to higher volumes in utility structures and wind towers, partially offset by lower steel costs for