Arcosa reported largely positive results in its construction products business upon releasing its fourth-quarter financial report.

According to Arcosa, revenues in construction products were down 2 percent to $305.4 million. The company attributes the dip primarily to lower freight revenues, largely for Stavola. Excluding freight revenue, revenues increased 4 percent, driven by solid aggregate product revenue expansion and a 15 percent increase in shoring products.

In aggregates, Arcosa’s total volumes increased 2.3 percent in the fourth quarter to 8.6 million tons. Aggregate freight-adjusted average sales price increased 5.2 percent to $18.29 per ton and resulted in aggregate adjusted cash gross profit per ton growth of 3.5 percent ($8.34 per ton).

Companywide, Arcosa’s revenues were up 7.6 percent in the fourth quarter to $716.7 million. Net income was up 776.6 percent compared to the fourth quarter of 2024 to $52.1 million. Adjusted EBITDA was up 13 percent to $145 million.

Full-year 2025 and 2026 look ahead

Arcosa’s full-year performance was also largely positive compared to full-year 2024.

Construction products revenue increased 18.5 percent over the 12 months ending Dec. 31, 2025, to $1.31 billion.

In aggregates, the company’s volumes increased 6 percent to 35.1 million. Aggregate freight-adjusted average sales price increased 8.2 percent to $18.09 per ton, leading to a 9.7 percent increase in aggregate adjusted cash gross profit per ton ($8.21).

Companywide, Arcosa’s revenues were up 12 percent over the year to $2.88 billion. Net income was up 122 percent compared to the 12 months ending Dec. 31, 2024, to $208.4 million. Adjusted EBITDA was up 33 percent to $583.3 million.

“2025 was a year of tremendous growth for Arcosa, resulting from the strategic actions we have taken over the past several years to transform the company,” says Antonio Carrillo, president and CEO of Arcosa. “Across our portfolio, we delivered double-digit revenue growth and significant margin expansion, highlighting the strength of our operating model.

“Within construction products, the successful integration of Stavola accelerated growth and was highly accretive to segment margin, reflecting its premier financial attributes and exposure to lower volatility infrastructure-led end-markets in the nation’s largest MSA,” Carrillo adds. “We have continued to streamline our portfolio and strengthen our balance sheet, through earnings growth, margin expansion and disciplined capital management, achieving our target leverage ratio two quarters ahead of plan. We will continue to take a balanced approach toward capital allocation, investing in our businesses, both organically and inorganically, to further position our portfolio for sustainable long-term growth.”

Carrillo is optimistic about what 2026 has in store for the company.

“We enter 2026 in our most resilient position to date, supported by the attractive fundamentals underlying our infrastructure-led businesses and the success of the strategic actions we have executed to transform our portfolio,” Carrillo says. “Our consolidated guidance for 2026 reflects double-digit combined adjusted EBITDA expansion for our growth businesses and additional margin uplift, led by robust demand in utility structures and positive construction market activity.”