Company: ACA
Filing Date: 2025-10-31
Form Type: 10-Q
Source: 0001739445-25-000135
Chunk: 60

Company: Arcosa, Inc.
Filing Date: 2025-10-31
Form: 10-Q
Item: Part I, Item 1
Chunk 60
---
. We expect to recognize 18% of the unsatisfied performance obligations for wind towers during 2025, with the remainder expected to be recognized through 2027.

Transportation Products Three Months Ended September 30,Nine Months Ended September 30, 20252024Percent20252024Percent ($ in millions)Change($ in millions)ChangeRevenues:Inland barges$99.3 $81.5 21.8 %$273.1 $236.9 15.3 %Steel components— 13.6 (100.0)— 87.8 (100.0)Total revenues99.3 95.1 4.4 273.1 324.7 (15.9)Cost of revenues79.0 81.0 (2.5)219.6 270.4 (18.8)Gross profit20.3 14.1 44.0 53.5 54.3 (1.5)Selling, general, and administrative expenses4.6 5.3 (13.2)12.6 18.3 (31.1)Other operating (income) expense3.6 23.0 6.1 23.0 Operating profit$12.1 $(14.2)N.M.$34.8 $13.0 167.7 Depreciation and amortization (1)$1.9 $2.8 (32.1)$5.7 $10.9 (47.7)

(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.

N.M. - not meaningful

Three Months Ended September 30, 2025 versus Three Months Ended September 30, 2024

•Revenues increased 4.4%. Revenues for inland barges increased 21.8%, driven by higher tank barge deliveries. This was partially offset by sale of the steel components business completed in the prior period.

31

•Cost of revenues decreased 2.5% driven by the steel components divestiture, partially offset by higher cost of revenues for the barge business due to increased volumes.

•Selling, general, and administrative expenses decreased 13.2%, driven by the