ACA Arcosa, Inc.
FY2025 10-K
Arcosa, Inc. (ACA) filed its fiscal year 2025 10-K annual report with the SEC on Feb 27, 2026. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2025 10-K
Business Overview
- • Core business: Infrastructure-related products and solutions serving construction, engineered structures, and transportation markets in North America
- • New divestitures: Sold steel components business with $87.8M revenue in 2024; agreed to sell inland barge and marine components business in 2026
Management Discussion & Analysis
- • Revenue $2.9B, up 12.2% YoY ($2.57B in 2024) led by Construction Products ($1.31B, +18.6%) and Engineered Structures ($1.19B, +13.6%); Transportation Products down 8.2%
- • Operating margin 11.9% in 2025 ($341.9M op profit on $2.88B revenue) vs 7.7% in 2024 ($197.6M op profit on $2.57B) driven by all segments
Risk Factors
- • Environmental permitting risk from federal, state, and local regulations on air/water quality and wildlife protection impacting mining operations
- • Geographical concentration with 62 surface mines and 1 underground mine, mostly in Texas and "All Other" US regions, vulnerable to regional disruptions
Financial SummaryXBRL
Revenue
$2.9B
Net Income
$208M
Gross Margin
22.4%
Operating Margin
11.9%
Net Margin
7.2%
ROE
7.9%
Total Assets
$5.0B
EPS (Diluted)
$4.24
Operating Cash Flow
$341M
Source: XBRL data from Arcosa, Inc. FY2025 10-K filing on SEC EDGAR. All figures in USD.
Get deeper insights on Arcosa, Inc.
Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.