Description

Arcosa: Inside the $326M Backlog Story—Is Transportation Products Entering a Powerful Replacement Supercycle?

Arcosa Inc. recently reported a robust performance for the third quarter of 2025, showcasing significant advancement across its business segments. The quarter was marked by record-breaking revenue and adjusted EBITDA growth, with revenue increasing by 27% and adjusted EBITDA by 51%, setting new profitability benchmarks for the company. This performance reflects the strategic success of Arcosa’s portfolio optimization, particularly highlighted by the $1.2 billion acquisition of Stavola, attesting to the strength of its recent business decisions. The Construction Products segment led the way, with its adjusted segment EBITDA reaching a record $150 million, aided by a 300 basis point margin expansion. The Stavola acquisition was notably beneficial, demonstrating strong financial attributes and contributing to a 35.2% margin over the past year.