Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States. The company operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and construction site support equipment, including trench shields and shoring products for residential and non-residential construction, and specialty and other products, as well as for infrastructure construction. The Engineered Structures segment offers utility structures, wind towers, traffic and lighting structures, and telecommunication structures for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets. This segment also sells its products to contractors and distributors serving state Departments of Transportation and state and municipality agencies. The Transportation Products segment offers inland barges, fiberglass barge covers, winches, marine hardware, and other transportation and industrial equipment to the commercial marine transportation companies, lessors, and industrial shippers. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.
5-year financial trends. Figures in USD millions.
Latest fiscal year: 2025
Year-by-year revenue, profitability, and cash flow (USD millions, last 10 years)
| Year | Revenue | EBITDA | Net Profit | FCF | ROE | Rev Growth 1Y | NP Growth 1Y |
|---|---|---|---|---|---|---|---|
| 2025 | $2.9B | $573M | $208M | $176M | 7.9% | 12.2% | 122.4% |
| 2024 | $2.6B | $396M | $94M | $312M | 3.9% | 11.4% | -41.1% |
| 2023 | $2.3B | $384M | $159M | $58M | 6.8% | 2.9% | -35.2% |
| 2022 | $2.2B | $501M | $246M | $36M | 11.3% | - | - |
| 2021 | - | - | - |
Income statement, balance sheet, and cash flow as reported
Consolidated Figures in USD Millions.
| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Total Revenue | - | 2,242.80 | 2,307.90 | 2,569.90 | 2,883.40 |
| Cost Of Revenue | - | 1,831.70 | 1,864.10 | 2,054.70 | 2,236.20 |
| Gross Profit | - | 411.10 | 443.80 | 515.20 | 647.20 |
| Operating Expense | - | 262.80 | 226.50 | 317.60 | 305.30 |
| Operating Income | - | 148.30 | 217.30 | 197.60 | 341.90 |
| EBITDA | - | 501.30 | 383.50 | 395.90 | 573.10 |
| EBIT | - | 347.20 | 224 | 200.90 | 350.10 |
| Pretax Income | - | 316.20 | 195.90 | 130 | 241.30 |
| Tax Provision | - | 70.40 | 36.70 | 36.30 | 32.90 |
| Net Income | - | 245.80 | 159.20 | 93.70 | 208.40 |
| Net Income Common Stockholders | - | 244.80 | 158.60 | 93.40 | 208 |
| Total Expenses | - | 2,094.50 | 2,090.60 | 2,372.30 | 2,541.50 |
| Interest Expense | - | 31 | 28.10 | 70.90 | 108.80 |
| Interest Income | - | 1.10 | 4.70 | 7.50 | 6.60 |
| Selling General And Administration | - | 262.80 | 261.10 | 320 | 307.10 |
| Normalized EBITDA | - | 303.90 | 383.50 | 395.90 | 573.10 |
| Normalized Income | - | 92.42 | 159.20 | 93.70 | 208.40 |
| Market Cap | 5,864.33 | 5,864.33 | 5,864.33 | 5,864.33 | 5,864.33 |
Industrials sector peers, ranked by market cap
| Company | Ticker | Market Cap | P/E | P/B | ROE | EV/EBITDA |
|---|---|---|---|---|---|---|
| Arcosa, Inc.this co. | ACA | $5.9B | 28.14β discount | 2.22 | 7.9% | 12.52 |
| Gates Industrial Corporation plc | GTES | $6.6B | 25.85 | 1.95 | 7.5% | 11.97 |
| Amentum Holdings, Inc. | AMTM | $6.3B | 95.54 | 1.40 | 1.5% | 10.17 |
| Enpro Inc. | NPO | $6.2B | 154.50 | 4.05 | 2.6% | 35.03 |
| ADT Inc. | ADT | $6.0B | 9.82 | 1.55 |
| - |
| - |
| - |
| - |
| 15.8% |
| 5.06 |
| Matson, Inc. | MATX | $5.5B | 11.78 | 1.90 | 16.1% | 6.93 |
| Granite Construction Incorporated | GVA | $5.4B | 27.96 | 4.58 | 16.4% | 12.77 |
| MYR Group Inc. | MYRG | $5.3B | 44.52 | 7.98 | 17.9% | 22.39 |
| CSW Industrials, Inc. | CSW | $4.8B | 36.17 | 4.61 | 12.7% | 21.42 |
| Peer Median | - | 32.07 | 3.00 | 14.3% | 12.37 | |