ACA News & Events

Reports Q4 revenue $716.7M, consensus $719.46M. Antonio Carrillo, President and Chief Executive Officer, commented, "2025 was a year of tremendous growth for Arcosa, resulting from the strategic actions we have taken over the past several years to transform the Company. Across our portfolio, we delivered double-digit revenue growth and significant margin expansion highlighting the strength of our operating model."

Sees FY26 adjusted EBITDA $590M-$640M.

Arcosa announced that it has entered into a definitive agreement to sell Arcosa Marine Products to Wynnchurch Capital, L.P. for $450M in cash, subject to customary transaction adjustments. The sale is expected to close in the second quarter of 2026, after regulatory approval and satisfying other customary closing conditions. Antonio Carrillo, President and CEO of Arcosa commented, "With a strong backlog that provides production visibility deep into 2026 and market fundamentals supporting a healthy replacement cycle, we believe this is the right time to transition the barge business to an owner aligned with its long-term growth plans. I am confident in its continued success under the focused ownership of Wynnchurch. I want to thank our talented leadership team, dedicated employees and longstanding customers for their significant contributions to Arcosa Marine. We look forward to Arcosa Marine building on its strong reputation for providing best-in-class products in this next chapter." Wells Fargo served as financial advisor to Arcosa and Gibson, Dunn & Crutcher LLP served as legal advisor for the sale of the barge business. Paul Hastings served as legal advisor to Wynnchurch in connection with the transaction.