Arcosa Q3 profit beats estimates on utility structures demand

Arcosa

30/10/2025 21:11

Overview

Arcosa Q3 revenue grows 27%, beating analyst expectations, per LSEG data

Adjusted EPS for Q3 beats consensus, reflecting strong operational performance

Adjusted EBITDA for Q3 exceeds estimates, driven by segment contributions

Outlook

Arcosa sees 2025 revenue between $2.86 bln and $2.91 bln

Arcosa expects 2025 Adjusted EBITDA of $575 mln to $585 mln

Company anticipates 32% Adjusted EBITDA growth in 2025

Result Drivers

STAVOLA ACQUISITION - Stavola's contribution led to significant growth in Construction Products segment, boosting margins

UTILITY STRUCTURES DEMAND - Increased demand in utility structures and higher wind tower volumes drove Engineered Structures growth

BARGE BUSINESS GROWTH - Double-digit revenue growth in barge business with increased backlog providing production visibility into 2026

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$797.80 mln
$780.68 mln (5 Analysts)
Q3 Adjusted EPS
Beat
$1.56
$1.33 (5 Analysts)
Q3 EPS
$1.48
Q3 Adjusted Net Income
Beat
$77.30 mln
$65.30 mln (4 Analysts)
Q3 Net Income
$73 mln
Q3 Adjusted EBITDA
Beat
$174.20 mln
$166.90 mln (5 Analysts)
Q3 Adjusted EBITDA Margin
21.80%


Analyst Coverage

The current average analyst rating on the shares is "strong buy" and the breakdown of recommendations is 6 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction & engineering peer group is "buy."

Wall Street's median 12-month price target for Arcosa Inc is $115.00, about 19.8% above its October 30 closing price of $92.25

Press Release: ID:nBwbMZ5Hda

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)