Arcosa Q2 revenue up 11% to $736.9 million; full-year guidance range narrowed
Arcosa reported second-quarter 2025 revenue of $736.9 million, up 11% from $664.7 million, with net income of $59.7 million and diluted EPS of $1.22 versus $0.93 a year earlier. The company narrowed its full-year 2025 revenue and Adjusted EBITDA guidance ranges while keeping the midpoints unchanged, which signals management's increased confidence without changing its expected midpoint.
Key points
- Q2 revenue was $736.9 million, up 11% from $664.7 million; excluding the divested steel components business, revenue rose 18%.
- Net income was $59.7 million and diluted EPS was $1.22, compared with $0.93 in the prior-year quarter; Adjusted EBITDA was $154.2 million, up 37%.
- Full-year 2025 consolidated revenue guidance narrowed to $2.85 billion to $2.95 billion from $2.8 billion to $3.0 billion; Adjusted EBITDA guidance narrowed to $555 million to $585 million from $545 million to $595 million.
- Net Debt to Adjusted EBITDA was 2.8 times; management said it is on track to reach a 2.0 to 2.5 times target within the next three quarters. A conference call is set for 8:30 a.m. Eastern Time on August 8, 2025.
The filing
Written by AI (Anthropic Claude, claude-haiku-5-5) on Nov 8, 2026, 2:07 AM ET, from the text of the filing and its press-release exhibits 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 August 07, 2025.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.