Brief: Arcosa Q2 Adjusted EPS USD 1.27 Vs. IBES Estimate USD 1.07

Arcosa

07/08/2025 21:22

Overview

Arcosa Q2 revenue grows 18% excluding divestitures, misses analyst expectations

Adjusted EPS for Q2 beats consensus, reflecting successful strategic actions

Adjusted EBITDA for Q2 exceeds analyst estimates, driven by portfolio transformation

Outlook

Arcosa forecasts 2025 revenue between $2.85 bln and $2.95 bln

Company expects 2025 Adjusted EBITDA between $555 mln and $585 mln

Guidance includes immaterial impact of tariffs

Result Drivers

STAVOLA ACQUISITION - Acquisition of Stavola boosted construction materials revenue by $90.3 mln, enhancing EBITDA margin by 360 bps

GRID EXPANSION - Strong demand for utility structures driven by U.S. grid expansion, resulting in record backlog

BARGE DELIVERIES - Increased tank barge deliveries contributed to 18% revenue growth in transportation products

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Miss
$736.90 mln
$757.80 mln (5 Analysts)
Q2 Adjusted EPS
Beat
$1.27
$1.07 (6 Analysts)
Q2 EPS
$1.22
Q2 Adjusted Net Income
Beat
$62.20 mln
$53.10 mln (4 Analysts)
Q2 Net Income
$59.70 mln
Q2 Adjusted EBITDA
Beat
$154.20 mln
$153.70 mln (5 Analysts)
Q2 Adjusted EBITDA Margin
20.9%


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 $110.00, about 23% above its August 6 closing price of $84.70

The stock recently traded at 20 times the next 12-month earnings vs. a P/E of 20 three months ago

Press Release: ID:nBw4YPK1sa

(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.)