Company: ACA
Filing Date: 2025-05-07
Form Type: 10-Q
Source: 0001739445-25-000067
Chunk: 42

Company: Arcosa, Inc.
Filing Date: 2025-05-07
Form: 10-Q
Item: Part I, Item 1
Chunk 42
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, 2024, our unsatisfied performance obligations, or backlog, were as follows:

March 31,2025December 31,2024March 31,2024 (in millions)Engineered Structures:Utility, wind, and related structures$1,094.1 $1,190.8 $1,366.7 Transportation Products:Inland barges$333.6 $280.1 $294.4 

Approximately 59% of the unsatisfied performance obligations for utility, wind, and related structures in our Engineered Structures segment are expected to be delivered during 2025, approximately 15% are expected to be delivered during 2026, and the remainder are expected to be delivered through 2028. Approximately 63% of the unsatisfied performance obligations for inland barges in our Transportation Products segment 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 March 31, 20252024Percent Change (in millions)Construction Products$262.8 $251.2 4.6 %Engineered Structures284.8 231.6 23.0 Transportation Products84.4 115.8 (27.1)Consolidated Total$632.0 $598.6 5.6 

Three Months Ended March 31, 2025 versus Three Months Ended March 31, 2024

•Revenues increased 5.6%.

•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 and 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.

24

Operating Costs  Three Months Ended March 31, 20252024Percent Change (in millions)Construction Products$244.5 $222.4 9.9 %Engineered Structures245.8 205.3 19.7 Transportation Products70.5 101.2 (30.3)Segment Totals before Corporate Expenses560.8 528.9 6