Quarterly ResultApr 30, 2026, 04:37 PM
ACA Q1 Adj. EBITDA +10%; Raises Full-Year 2026 Guidance
AI Summary
Arcosa, Inc. reported strong first-quarter 2026 results, with Adjusted EBITDA from continuing operations growing 10% to $102.9 million, outpacing a 4% revenue increase. The company raised its full-year 2026 guidance for both revenues and Adjusted EBITDA from continuing operations, driven by robust performance in utility structures. This follows the recent $450 million divestiture of its barge business, which strengthened financial flexibility and allowed for debt prepayment.
Key Highlights
- Completed $450M barge business divestiture, using $83M to prepay debt.
- Q1 2026 Adjusted EBITDA from continuing operations rose 10% to $102.9M.
- Q1 2026 Revenues from continuing operations increased 4% to $571.7M.
- Raised full-year 2026 Adjusted EBITDA guidance to $545M-$585M.
- Engineered Structures Adjusted Segment EBITDA grew 21% to $62.4M.
- Utility structures backlog reached a record $557.6M, up 28%.
- Repurchased $17.5M in shares during the quarter.
- Net Debt to Adjusted EBITDA pro forma for divestiture was 1.9x.