NYSE$ACA
Arcosa Inc · Q2 2025 earnings
Q2 2025 earnings · · After market close · Investor relations
Briefing
Arcosa Inc reported second quarter 2025 results with consolidated revenue of $736.9 million and net income of $59.7 million.
Arcosa delivered revenue growth of 10.9% year-over-year in Q2 2025, driven by the Stavola acquisition in Construction Products and higher wind tower volumes in Engineered Structures. Operating profit rose 41.1% to $94.8 million, supported by improved margins in utility structures and wind towers despite the divestiture of the steel components business. Net income increased to $59.7 million with diluted EPS of $1.22.
- Q2 revenue reached $736.9 million, up 10.9% from prior year, led by Construction Products contribution from Stavola acquisition.
- Operating profit increased 41.1% to $94.8 million with margin expansion in Engineered Structures.
- Inland barge backlog stood at $277.0 million and wind tower backlog at $598.6 million as of June 30, 2025.
- Cash and cash equivalents ended the quarter at $189.7 million with total assets of $5.01 billion.
Headline financials
Revenue & EPS history
Arcosa · Revenue · Quarterly
$737M
Revenue by segment
Arcosa · $737M total across 3 segments · Q2 2025
- Construction Products$355M—48.1%
- Engineered Structures$293M—39.8%
- Inland Barges$89.4M—12.1%
Forward guidance
Market demand remains healthy in Construction Products supported by infrastructure spending; utility structures order activity continues to be healthy; wind tower demand may be impacted by policy changes under OBBBA.
Tailwinds
- Healthy inquiry activity in utility structures for grid hardening.
- Barge backlog supports production visibility into 2026.
Headwinds
- Single-family residential housing outlook impacted by higher interest rates.
- Potential roll-back of IRA tax incentives for wind projects after 2027.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
+1.5%
Avg return
Earnings day
+3.5%
Avg return
5 days after
+1.3%
Avg return
30 days after
50%
18 / 36 earnings
Positive
+24.2%
Q1 2018
Best reaction
-16.3%
Q4 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| Q1 2026 | -1.4% | +3.9% | +0.2% | |
| Q4 2025 | -16.3% | -11.7% | -19.3% | |
| Q3 2025 | -1.1% | +7.6% | +14.3% | |
| Q1 2025 | -4.5% | +5.3% | +4.2% | |
| Q4 2024 | -8.4% | -10.1% | -12.7% | |
| Q3 2024 | -0.7% | +1.5% | +15.2% | |
| Q2 2024 | -14.8% | -16.4% | -1.5% | |
| Q1 2024 | +11.7% | +15.0% | +15.1% | |
| Q4 2023 | -0.0% | +0.9% | +4.0% | |
| Q3 2023 | -5.7% | -1.6% | +9.1% | |
| Q2 2023 | +2.5% | +0.2% | +3.6% | |
| Q1 2023 | +15.8% | +18.8% | +15.3% | |
| Q4 2022 | +10.3% | +6.2% | +6.3% | |
| Q3 2022 | -2.7% | -8.5% | -2.8% | |
| Q2 2022 | +13.8% | +19.5% | +8.9% | |
| Q1 2022 | +1.8% | +4.3% | +3.6% | |
| Q4 2021 | +5.4% | +12.8% | +24.5% | |
| Q3 2021 | -3.0% | +3.7% | -0.7% | |
| Q2 2021 | -4.5% | -6.6% | -6.0% | |
| Q1 2021 | -5.0% | +1.6% | +0.1% | |
| Q4 2020 | -12.1% | +5.6% | +3.1% | |
| Q3 2020 | -1.1% | +1.9% | +18.2% | |
| Q2 2020 | -1.8% | -0.1% | +8.1% | |
| Q1 2020 | -3.3% | -10.5% | -2.7% | |
| Q4 2019 | +3.7% | +7.0% | -11.3% | |
| Q3 2019 | +3.8% | +6.0% | +6.0% | |
| Q2 2019 | -6.2% | -8.1% | -13.4% | |
| Q1 2018 | +24.2% | +19.8% | +11.9% | |
| Q1 2019 | +20.7% | +18.0% | +9.3% | |
| Q4 2016 | +6.4% | +8.7% | -4.2% | |
| Q2 2018 | +6.4% | +8.7% | -4.2% | |
| Q2 2017 | +6.4% | +8.7% | -4.2% | |
| Q1 2017 | +6.4% | +8.7% | -4.2% | |
| Q4 2018 | +6.1% | +10.6% | -3.2% | |
| Q3 2017 | +1.5% | -1.9% | -21.1% | |
| Q3 2018 | +1.5% | -1.9% | -21.1% |
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