NYSE$ACA

Arcosa Inc · Q3 2025 earnings

Q3 2025 earnings · · After market close · Investor relations

Briefing

Arcosa reported Q3 2025, revenue of $797.8M, net income of $73M, diluted EPS of $1.48.

For Q3 2025, Arcosa reported revenue of $797.8M, net income of $73M, diluted EPS was $1.48. The filing discusses segment trends, liquidity, and management outlook for upcoming periods.

  • Revenue $797.8M.
  • Net income $73M.
  • Diluted EPS $1.48.

Headline financials

Total Revenue

$798M

Previous: $640M+24.6%
EPS (adj)

$1.48

Previous: $0.34+335.3%
Capital Expenditures

-$101M

Previous: -$136M+25.7%
Free Cash Flow

-$28.4M

Previous: -$120M+76.3%
Net Income

$73M

Previous: $16.6M+339.8%
Operating Income

$112M

Previous: $33.8M+232.2%
Gross Profit

$192M

Previous: $137M+40.4%

Revenue & EPS history

Arcosa · Revenue · Quarterly

$798M

Q3 2025+24.6%vs Q3 2024
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Arcosa · $290M total across 2 segments · Q3 2023

  • Engineered Structures
    $223M+5.4%
  • Inland Barges
    $67.3M+32.2%

Forward guidance

The release discusses Arcosa's outlook, capital allocation, and key risks for upcoming quarters, including guidance ranges or operating priorities where disclosed.

Tailwinds

  • Portfolio yield and credit quality support income-oriented investors.
  • Arcosa cites demand and execution supporting the near-term outlook.
  • Liquidity and balance-sheet capacity support operations and shareholder returns.

Headwinds

  • Macro, input costs, and FX may pressure margins quarter to quarter.
  • Segment mix and one-time items can affect comparability versus prior periods.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+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

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
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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