Arcosa (ACA) Q4 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, February 27, 2026 astatine 9:07 AM CST 31 min read

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Friday, Feb. 27, 2026 astatine 8:30 a.m. ET

• President and CEO — Antonio Carrillo

• Chief Financial Officer — Gail Peck

Antonio Carrillo, President and CEO, and Gail Peck, CFO. A question-and-answer league volition travel their prepared remarks. A transcript of the property merchandise issued yesterday and the descent presumption for this morning's telephone are posted connected our Investor Relations website, ir.arcosa.com. A replay of today's telephone volition beryllium disposable for the adjacent 2 weeks. Instructions for accessing the replay fig are included successful the property release. A replay of the webcast volition beryllium disposable for 1 twelvemonth connected our website nether the News and Events tab. Today's comments and presumption slides incorporate fiscal measures that person not been prepared successful accordance with GAAP.

Reconciliations of the non-GAAP fiscal measures to the closest GAAP measurement are included successful the appendix of the descent presentation. In addition, today's league telephone contains forward-looking statements arsenic defined by the Private Securities Litigation Reform Act of 1995. Forward-looking statements are taxable to risks and uncertainties that could origin existent results to disagree materially from specified forward-looking statements. Please notation to the company's SEC filings for much accusation connected these risks and uncertainties, including the property merchandise we filed yesterday and our Form 10-K expected to beryllium filed aboriginal today. I volition present crook the telephone implicit to Antonio.

Antonio Carrillo: Thank you, Erin. Good morning, everyone, and convey you for joining america for a treatment of our 4th fourth and afloat twelvemonth 2025 results and 2026 outlook. 2025 was an outstanding twelvemonth for Arcosa, Inc., demonstrated by our exceptional fiscal show and important advancement of our strategical transformation. Our cardinal maturation businesses, Construction Materials and Engineered Structures, grew year-over-year, supported by cyclical enlargement successful some barge and upwind towers. For the afloat year, we achieved grounds revenues of $2.9 billion, up 12%, grounds adjusted EBITDA of $583 million, up 30%, and grounds adjusted EBITDA borderline of 20.2%, up 280 ground points. Importantly, we accomplished these results safely, signaling the lowest yearly information incidental complaint successful Arcosa, Inc.’s history.

Our expanded disclosures further item the momentum underpinning our cardinal maturation businesses. Within Construction Products, we began separately disclosing revenues and portion statistic for the aggregates business. Representing astir 60% of our Construction Materials revenues, aggregates achieved 10% maturation successful currency portion profitability successful 2025, led by beardown pricing gains and the accretive interaction of Stavola. Within Engineered Structures, we separated the gross and backlog disclosures for inferior and related structures and upwind towers. This amended highlights the underlying spot wrong inferior structures wherever backlog levels remained astatine oregon adjacent grounds highs passim the year, supported by robust extremity marketplace demand. We exited 2025 with large momentum.