Every material Form 8-K Arcosa filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Arcosa reported record third-quarter 2025 results, with revenue up 25% to $797.8 million and net income of $73.0 million, compared with $640.4 million and $16.6 million a year earlier. The company raised the midpoint of its full-year 2025 Adjusted EBITDA guidance to $575 million to $585 million, from $555 million to $585 million, and narrowed its revenue guidance to $2.86 billion to $2.91 billion.
Q3 Adjusted EBITDA was $174.2 million, up 53% from $114.0 million; diluted EPS was $1.48 versus $0.34.
Full-year 2025 Adjusted EBITDA guidance range is $575 million to $585 million, versus the prior $555 million to $585 million.
Full-year revenue guidance is $2.86 billion to $2.91 billion, versus the prior $2.85 billion to $2.95 billion.
Net Debt to Adjusted EBITDA was 2.4 times at September 30, 2025, down from 2.8 times at the end of the second quarter.
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.
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.
Arcosa, Inc. entered into Amendment No. 2 to its credit agreement on June 17, 2025, creating a new $698.25 million term loan. Proceeds and cash on hand were used to fully prepay the original term loan, with the new loan priced 0.25% per annum below the original rate. The filing discloses no change to earnings or guidance.
New 2025 Refinancing Term Loan of $698,250,000 entered June 17, 2025, with JPMorgan Chase Bank, N.A. as administrative agent
Variable rate of SOFR plus 2.00% per annum, or alternate base rate plus 1.00%, which is 0.25% per annum below the original term loan
A 1.0% premium applies to repricing transactions within six months of initial funding; otherwise prepayable without premium
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.
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.
Arcosa reported fourth quarter 2024 revenue up 14% to $666.2 million, helped by the $1.2 billion Stavola acquisition completed October 1, 2024, but posted a net loss of $7.7 million versus net income of $27.1 million a year earlier. Acquisition-related expenses of $15.6 million and higher interest expense weighed on results, while Adjusted EBITDA rose 52% to $128.3 million. The company guided to 2025 revenues of $2.8 billion to $3.0 billion and Adjusted EBITDA of $545 million to $595 million, with GAAP profit trends and guidance pointing in different directions for shareholders.
Q4 2024 revenue was $666.2 million, up 14% from $582.2 million; net loss was $7.7 million, or $0.16 per diluted share, versus net income of $27.1 million, or $0.56 per share, in Q4 2023.
Q4 Adjusted EBITDA rose 52% to $128.3 million; Adjusted Diluted EPS fell 32% to $0.46 from $0.68.
Full year 2025 guidance: consolidated revenues of $2.8 billion to $3.0 billion and Adjusted EBITDA of $545 million to $595 million.
Q4 free cash flow was $199.2 million; year-end net debt to Adjusted EBITDA was 2.9x, down from 3.4x at the end of the third quarter.
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Arcosa filing is on SEC EDGAR ↗. 8-K briefs of other companies →