ACA Arcosa (ACA) Q4 FY25 earnings call
Arcosa concluded Q4 and FY25 with record financial performance, driven by strong execution in Construction Materials and Engineered Structures. The company announced the strategic divestiture of its barge business for $450 million, a move designed to streamline its portfolio and intensify focus on infrastructure and power market tailwinds. This transformation positions Arcosa for sustained growth in its core segments, despite near-term headwinds in wind towers and residential construction.
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ACA operating KPIs by quarter
| KPI | This call Dec 2025 Q4 FY25 | Mar 2026 Q1 FY26 | Change vs prior quarter |
|---|---|---|---|
| Backlog Utility and Related Structures | $435MWe ended the year with backlog for utility and related structures of $435 million, up 5% from the start of the year, providing solid visibility for 2026.Source: earnings call transcript | $558MWe ended the quarter with record backlog for utility and related structures of $558 million, up 28% from the start of the year.Source: earnings call transcript | +28.3% |
| Orders Wind Towers | $190MFor wind towers, we received orders of $190 million during the quarter, primarily for 2027 delivery.Source: earnings call transcript | $43MFor wind towers, we received orders of $43 million during the quarter for delivery in 2026 and 2027.Source: earnings call transcript | -77.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.