Arcosa projects full year 2026 consolidated revenues between $2.95B and $3.1B, and Adjusted EBITDA from $590M to $640M, excluding barge divestiture impact. Arcosa anticipates lower wind tower profitability in 2026.
Bullish
Arcosa achieved double-digit Adjusted EBITDA expansion and record full-year margins, driven by strong Engineered Structures performance and backlog. Arcosa also strengthened its balance sheet and strategically divested its barge business.
Bearish
Arcosa experienced a 71% decline in Free Cash Flow to $58.6M and working capital became a $20.9M net use of cash. Arcosa anticipates lower wind tower profitability in 2026.