Arcosa (ACA) Q2 EPS Jumps 40%

(NYSE:ACA), a diversified infrastructure products provider focused on construction materials, engineered structures, and transportation products, released its second-quarter 2025 results on August 7, 2025. The notable headlines included a record non-GAAP earnings per share (EPS) of $1.27, surpassing analyst expectations of $1.05 (non-GAAP) by a significant margin. Revenue (GAAP) was $736.9 million but falling short of the $754.2 million GAAP consensus estimate. Despite the revenue miss, profitability and margin expansion stood out as highlights, with non-GAAP Adjusted EBITDA margin reaching 20.9%, reflecting recent portfolio changes and successful integration of the Stavola acquisition. Overall, the quarter demonstrated strong earnings growth and improved operating metrics, tempered by softer organic sales growth in certain areas.

Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q1 2025 earnings report.

Arcosa is a U.S.-based company that supplies construction materials, engineered structures including utility and wind towers, and transportation products such as barges. It holds significant positions in natural and recycled aggregates and engineered steel structures for power delivery and renewable energy markets. The company is also known for its focus on infrastructure markets, including public highways, power grid, renewable energy, and communications sectors.

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Source Fool.com