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Arcosa Inc (ACA)
NYSE:ACA
Holding ACA?
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Earnings Data
Report Date
Feb 19, 2025TBA Not Confirmed
Period Ending
2024 (Q4)Consensus EPS Forecast
$0.81Last Year’s EPS
$0.68Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Oct 30, 2024
|% Change Since: 4.40%
|Next Earnings Date:Feb 19, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong financial performance with significant growth in adjusted EBITDA and free cash flow, driven by strategic acquisitions and margin expansion. However, challenges such as weather impacts, election-related uncertainties, and increased interest expenses were noted. Overall, the company's outlook remains optimistic with positive momentum expected in 2025.Company Guidance
During the third quarter earnings call for Arcosa (ACA), the company reported significant financial metrics, highlighting strong performance and strategic progress. Antonio Carrillo, an executive at Arcosa, noted that the company's adjusted EBITDA grew 39% year-over-year, surpassing revenue growth, which increased by 14%. The adjusted EBITDA margin expanded by 330 basis points to 18.4%. Arcosa generated $107 million in free cash flow, prioritizing working capital management, and reduced net leverage to a target range of 2 to 2.5x within the next 18 months. The acquisition of Stavola, a transformative purchase, is expected to enhance the company's construction products segment, which now represents two-thirds of its EBITDA. Gail Peck further detailed that the construction products segment saw a 21% increase in adjusted EBITDA, with margins rising by 380 basis points, aided by recent bolt-on acquisitions and higher unit profitability in the aggregates business. The company's revised 2024 guidance projects revenues between $2.56 billion and $2.63 billion, with adjusted EBITDA ranging from $435 million to $450 million.Strong Third Quarter Performance
Adjusted EBITDA grew 39%, significantly faster than the 14% top line growth, with a margin expansion of 330 basis points to 18.4%.
Record Free Cash Flow
The company generated $107 million in free cash flow, prioritizing working capital management and reducing net leverage.
Strategic Transformation Progress
Completed the divestiture of steel components and acquired Stavola, the largest purchase in Arcosa's history, contributing to a 34% year-over-year increase in adjusted EBITDA guidance.
Construction Products Margin Expansion
Adjusted segment EBITDA increased 21%, with a margin increase of 380 basis points year-over-year.
Positive Outlook for 2025
Optimism for increased demand in construction products and engineered structures, with strong pricing momentum and grid hardening 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 |
|---|---|---|---|
| Oct 30, 2024 | $95.16 | $93.64 | -1.60% |
| Aug 01, 2024 | $90.87 | $79.08 | -12.97% |
| May 02, 2024 | $77.51 | $85.24 | +9.97% |
| Feb 22, 2024 | $82.46 | $81.17 | -1.56% |
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 Inc (ACA) report earnings?
Arcosa Inc (ACA) is schdueled to report earning on Feb 19, 2025, TBA Not Confirmed.
What is Arcosa Inc (ACA) earnings time?
Arcosa Inc (ACA) earnings time is at Feb 19, 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 2024 (Q4) is $0.81.
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