Arcosa, Inc. reported a notable increase in financial performance for the second quarter of 2025, with revenues reaching $736.9 million, a 10.9% rise from $664.7 million in the same period of 2024. For the first half of 2025, revenues totaled $1.368 billion, up 8.4% from $1.263 billion year-over-year. The company's operating profit also saw significant growth, climbing to $94.8 million for the quarter, compared to $67.2 million in the prior year, and $150.6 million for the six months, up from $120.6 million. Net income for the second quarter was $59.7 million, an increase from $45.6 million, while net income for the first half was $83.3 million, slightly down from $84.8 million in 2024.
The increase in revenue was primarily driven by the Construction Products and Engineered Structures segments, which benefited from the acquisition of Stavola Holding Corporation in October 2024. This acquisition contributed $90.3 million to revenues in the second quarter. However, the Transportation Products segment experienced a decline in revenue due to the divestiture of its steel components business, which was completed in August 2024. The company reported a loss of $2.8 million related to this divestiture in the second quarter.
Operationally, Arcosa's total current assets increased to $1.117 billion as of June 30, 2025, up from $954 million at the end of 2024. The company’s cash and cash equivalents remained stable at $189.7 million. The workforce also expanded slightly, with a total employee headcount of 49.1 million shares outstanding, reflecting a modest increase from the previous year. The company’s backlog as of June 30, 2025, included $450 million in utility and related structures and $598.6 million in wind towers, indicating strong future demand.
Looking ahead, Arcosa remains optimistic about its growth trajectory, particularly in the Engineered Structures segment, where demand for utility structures and wind towers is expected to remain robust. The company anticipates that 84% of its unsatisfied performance obligations for utility structures will be delivered in 2025. However, potential changes in energy policy and the expiration of certain tax incentives could impact future orders. The company is also focused on managing inflationary pressures and maintaining operational efficiencies to support its growth strategy.
About Arcosa, Inc.
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