Arcosa Q1 revenue rises 6% to $632.0 million; net income falls 40%
Arcosa reported first quarter 2025 revenue of $632.0 million, up 6% from a year earlier, and Adjusted EBITDA of $109.9 million, up 19%. GAAP net income fell 40% to $23.6 million, or $0.48 per diluted share, and free cash flow was negative $29.7 million. The company reaffirmed its full-year 2025 revenue guidance of $2.8 billion to $3.0 billion and Adjusted EBITDA guidance of $545 million to $595 million, so the outlook is unchanged even though GAAP earnings and cash flow weakened.
Key points
- Revenue was $632.0 million, up 6% from $598.6 million, or 12% excluding the divested steel components business.
- Adjusted EBITDA was $109.9 million, up 19% from $92.0 million; net income was $23.6 million versus $39.2 million.
- Diluted EPS was $0.48 versus $0.80; adjusted diluted EPS was $0.49 versus $0.73.
- Full-year 2025 guidance reaffirmed: revenue of $2.8 billion to $3.0 billion and Adjusted EBITDA of $545 million to $595 million.
The filing
Written by AI on Nov 8, 2026, 2:07 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on May 06, 2025.
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.