Company: ACA
Filing Date: 2025-10-31
Form Type: 10-Q
Source: 0001739445-25-000135
Chunk: 52

Company: Arcosa, Inc.
Filing Date: 2025-10-31
Form: 10-Q
Item: Part I, Item 1
Chunk 52
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igations (Backlog)

As of September 30, 2025, December 31, 2024, and September 30, 2024, our unsatisfied performance obligations, or backlog, were as follows:

September 30,2025December 31,2024September 30,2024 (in millions)Engineered Structures:Utility and related structures$461.5 $414.0 $418.3 Wind towers$526.3 $776.8 $846.3 Transportation Products:Inland barges$325.9 $280.1 $244.7 

In our Engineered Structures segment, 43% of the unsatisfied performance obligations for our utility and related structures are expected to be recognized during 2025, and substantially all of the remaining performance obligations are expected to be recognized in 2026. For our wind towers business, 18% of the unsatisfied performance obligations are expected to be recognized during 2025, with the remainder expected to be recognized through 2027.

For inland barges in our Transportation Products segment, 30% of the unsatisfied performance obligations are expected to be recognized during 2025, and 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