Major U.S. stock indices witnessed an uptick on Jan 22, with the S&P 500 and the Dow Jones industrial average each making an upward move. This was most likely driven by investors’ optimism surrounding Fed rate cuts expected this year, backed by easing inflation.Against this backdrop, stock market players might be in the mood for some good investments. However, since the share market has lately been on edge, we recommend stocks like Insight Enterprise (NSIT) , Arcosa (ACA) , Cardinal Health (CAH) , Photronic ...

Arcosa, Inc. (NYSE:ACA) Q3 2023 Earnings Conference Call November 2, 2023 8:30 AM ET Company Participants Erin Drabek - Director, IR Antonio Carrillo - President and CEO Gail Peck - CFO Conference Call Participants Garik Shmois - Loop Capital Trey Grooms - Stephens Brent Thielman - D.A. Davidson Alex Hantman - Sidoti & Company Operator Good morning, ladies and gentlemen, and welcome to the Arcosa, Inc. Third Quarter 2023 Earnings Conference Call. My name is Shelby, and I will be your conference call coordin ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED SEPTEMBER 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ . Commission File Number 1-38494 Arcosa, Inc. (Exact name of registrant as specified in its charter) Delaware 82-5339416 (State or ...

Arcosa, Inc. (NYSE:ACA) Q2 2023 Earnings Conference Call August 4, 2023 8:30 AM ET Company Participants Erin Drabek - Director, IR Antonio Carrillo - President, CEO & Director Gail Peck - CFO Conference Call Participants Noah Merkousko - Stephens Inc. Ian Zaffino - Oppenheimer Garik Shmois - Loop Capital Markets Jean Ramirez - D.A. Davidson & Co. Operator Good morning, ladies and gentlemen, and welcome to the Arcosa, Inc. Second Quarter 2023 Earnings Conference Call. My name is Shelby, and I will be your co ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED JUNE 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ . Commission File Number 1-38494 Arcosa, Inc. (Exact name of registrant as specified in its charter) Delaware 82-5339416 (State or Other ...

Arcosa, Inc. (NYSE:ACA) Q1 2023 Earnings Conference Call April 28, 2023 8:30 AM ET Company Participants Erin Drabek - Director of Investor Relations Antonio Carrillo - President & Chief Executive Officer Gail Peck - Chief Financial Officer Conference Call Participants Julio Romero - Sidoti & Company Garik Shmois - Loop Capital Markets Noah Merkousko - Stephens Inc Brent Thielman - D.A. Davidson Ian Zaffino - Oppenheimer Operator Good morning, ladies and gentlemen, and welcome to the Arcosa Inc. First Quarte ...

Financial Performance & Guidance - Arcosa reported record quarterly Adjusted EBITDA, driven by strong performance across all segments and a strategic land sale gain[26] - The company increased its full-year 2023 revenue guidance to a range of $2200 million to $2300 million[44], reflecting a potential increase of approximately 10% from the $2054 million in FY22 (excluding storage tanks)[44] - Adjusted EBITDA guidance for 2023 was also increased to a range of $345 million to $370 million[44], which, normalizing for the sale of storage tanks, represents a 29% growth from the $278 million in 2022[43, 44] - The updated Adjusted EBITDA guidance includes an estimated $17 million to $22 million of AMP tax credits for wind towers[44] Segment Results (Q1 2023) - Construction Products saw revenues of $236.1 million[31], a 12% increase from Q1 2022's $211.5 million[31], with Adjusted Segment EBITDA increasing by 85% to $76.4 million[31] - Engineered Structures reported Adjusted Segment EBITDA growth of 24%, normalizing for the storage tanks divestiture, driven by higher volumes in utility structures and inclusion of AMP tax credits for wind towers[32] - Transportation Products experienced Adjusted Segment EBITDA growth due to higher volumes in both barge and steel components[35] Strategic Initiatives & Outlook - Arcosa divested its storage tanks business for $275 million in October 2022[11] - The company has invested approximately $1.4 billion in 5 large acquisitions and several bolt-on acquisitions to expand its Construction Products platform[12] - Since the passage of the Inflation Reduction Act (IRA), Arcosa has received wind tower orders exceeding $1.1 billion for delivery through 2028[54]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE QUARTERLY PERIOD ENDED MARCH 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ . Commission File Number 1-38494 Arcosa, Inc. (Exact name of registrant as specified in its charter) Delaware 82-5339416 (State or Othe ...

Financial Performance & Strategic Transformation - Arcosa's FY 2022 revenue was $2.2428 billion, a 10% increase compared to FY 2021[31] - Excluding the storage tanks business, FY 2022 revenue increased by 14% to $2.2415 billion[31] - Adjusted EBITDA for FY 2022 was $325.1 million, a 15% increase from FY 2021[31] - Excluding the storage tanks business, Adjusted EBITDA increased by 19% to $324.7 million[31] - The company divested its Storage Tanks business on October 3, 2022, for $275 million in cash[19, 21] - The divestiture resulted in a gain on sale of $189 million ($147 million after-tax) in the fourth quarter[21] Segment Performance (FY 2022) - Construction Products revenue was $924 million with an Adjusted Segment EBITDA of $199 million and a margin of 22%[12] - Engineered Structures revenue was $1.002 billion with an Adjusted Segment EBITDA of $149 million and a margin of 15%[12] - Transportation Products revenue was $317 million with an Adjusted Segment EBITDA of $27 million and a margin of 9%[12] 2023 Outlook - The company expects full year 2023 revenue to be in the range of $2.15 billion to $2.25 billion[66] - Adjusted EBITDA is projected to be between $310 million and $340 million for full year 2023, including ~$22 million gain from expected first quarter land sale in Construction Products[66]

Financial Performance Highlights - Full year 2022 revenue increased by 10% to $2.24 billion[20], excluding the storage tanks business, revenue increased by 14%[20] - Full year 2022 Adjusted EBITDA increased by 15% to $325.1 million[20]; excluding the storage tanks business, Adjusted EBITDA increased by 19% to $271.8 million[20] - Q4 2022 Adjusted EBITDA was $61.7 million[17], a decrease of 6%[17]; excluding the storage tanks business, Adjusted EBITDA increased by 13% to $61.3 million[17] - The sale of the storage tanks business resulted in a gain of $189 million ($147 million after-tax)[5] Segment Results (FY 2022) - Construction Products revenue increased by 16% to $923.5 million, with Adjusted Segment EBITDA of $199.2 million[33] - Engineered Structures revenue increased by 7% to $1.002 billion, with Adjusted Segment EBITDA of $149.1 million[33] - Transportation Products revenue increased by 4% to $317.3 million, with Adjusted Segment EBITDA of $27.3 million[33] Strategic Initiatives and Outlook - The company divested its storage tanks business for $275 million in October 2022[12] - The company invested approximately $1.4 billion on acquisitions to expand the Construction Products platform[12] - The company expects solid revenue and Adjusted EBITDA growth for 2023, normalizing for the sale of storage tanks[5, 38] - Wind tower orders in Q4 2022 reached $371 million for delivery from 2023-2025[56] ESG Accomplishments - Scope 1 and 2 GHG emissions intensity declined by 9% compared to 2020 and 20% compared to 2019[57] - Municipal water intensity reduced by 23% compared to 2020 and 35% compared to 2019[57]