Arcosa Inc. reported record third‑quarter 2025 results, with revenue of $797.8 million, up 25% year‑over‑year, and net income of $73.0 million, or $1.48 per share.
Adjusted EBITDA reached $174.2 million, a 53% increase from the same period last year, and the adjusted EBITDA margin expanded to 21.8%, up 400 basis points from the 17.8% margin reported in the second quarter.
The company reduced its net debt to adjusted EBITDA ratio to 2.4×, ahead of its target range of 2.0–2.5×, after repaying $100 million of the acquisition term loan.
Management raised the mid‑point of its full‑year 2025 adjusted EBITDA guidance, now anticipating 32% growth, citing continued accretion from the Stavola acquisition and robust demand in infrastructure‑related markets.
Arcosa’s backlog reached record levels, with significant orders in construction aggregates, utility and wind structures, and tank barges, positioning the company for sustained revenue and margin growth.
Management noted that supply‑chain constraints and inflationary pressures could weigh on margins in the near term, but the company remains confident in its pricing power and cost‑control initiatives.
The company highlighted that the integration of Stavola has contributed significantly to revenue and EBITDA growth, and that the portfolio transformation strategy continues to reduce cyclicality and improve margins.
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