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Arcosa (ACA)
:ACA
Earnings Data
Report Date
Apr 24, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.26Last Year’s EPS
0.73Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Feb 27, 2025
|% Change Since: -8.41%
|Next Earnings Date:Apr 24, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance in 2024, driven by successful acquisitions, strategic growth initiatives, and robust cash flow. However, challenges such as steel price impacts, organic revenue declines, and seasonal weather effects were noted. The outlook for 2025 remains positive, with expectations for revenue and EBITDA growth.Company Guidance
During the Arcosa, Inc. conference call discussing the fourth quarter and full year 2024 results, several key metrics and guidance for 2025 were highlighted. The company achieved double-digit organic growth in 2024 and significant margin expansion, with construction products accounting for 62% of adjusted EBITDA. The acquisition of STAVOLA contributed 25% of segment revenues and 34% of adjusted segment EBITDA in Q4, with an overall 370 basis points of margin expansion in the construction products segment. The engineered structures segment saw a 41% increase in adjusted segment EBITDA, with margins expanding by 380 basis points. The transportation products segment experienced a 28% revenue increase, and adjusted segment EBITDA doubled, excluding steel components. For 2025, Arcosa forecasts revenues between $2.8 billion and $3 billion, with adjusted EBITDA expected to grow 30% at the midpoint, driven by double-digit organic and inorganic growth. The company plans to prioritize debt reduction, with a CapEx guidance range of $145 million to $165 million, down from $190 million in 2024.Record Full-Year Revenues and Growth
Arcosa, Inc. reported record full-year revenues, adjusted EBITDA, and margin in 2024, with significant contributions from organic and inorganic growth.
Successful Acquisitions and Strategic Initiatives
Acquisition of STAVOLA and Ameren contributed positively to margin expansion and growth. STAVOLA expanded the construction materials business, while Ameren boosted the engineered structures segment.
Strong Cash Flow and Debt Reduction
Arcosa generated $330 million of free cash flow for the full year, enabling full repayment of the revolver and reducing net leverage to 2.9 times.
Construction Products Segment Performance
Fourth-quarter segment revenues increased 31%, and adjusted segment EBITDA grew 52% with 370 basis points of margin expansion, driven by the impacts of STAVOLA.
Positive 2025 Outlook
Arcosa anticipates 2025 revenues to be in the range of $2.8 billion to $3 billion, with adjusted EBITDA growth of 30% at the midpoint, supported by strong demand fundamentals and strategic initiatives.
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ACA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ACA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Feb 27, 2025 | $91.58 | $83.88 | -8.41% |
| Oct 30, 2024 | $95.11 | $93.59 | -1.60% |
| Aug 01, 2024 | $90.82 | $79.04 | -12.97% |
| May 02, 2024 | $77.47 | $85.19 | +9.97% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Arcosa (ACA) report earnings?
Arcosa (ACA) is schdueled to report earning on Apr 24, 2025, TBA Not Confirmed.
What is Arcosa (ACA) earnings time?
Arcosa (ACA) earnings time is at Apr 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ACA EPS forecast?
ACA EPS forecast for the fiscal quarter 2025 (Q1) is 0.26.
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