DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable April 30, 2024 to stockholders of record as of April 15, 2024. About Arcosa Arcosa, Inc. (NYSE: ACA), headquartered in Dallas, Texas, is a provider of infrastructure-related products an ...

Increased government infrastructure spending is bolstering companies in the Zacks Building Products - Miscellaneous industry. Although potential challenges like macroeconomic uncertainties, new product investments, and rising raw material costs could squeeze margins, firms such as Masco Corporation (MAS) , TopBuild Corp. (BLD) , Advanced Drainage Systems, Inc. (WMS) , Knife River Corporation (KNF) and Arcosa, Inc. (ACA) stand to gain from increased repair and remodeling (R&R) projects, improved residential ...

Shares of Arcosa (ACA) have been strong performers lately, with the stock up 3.6% over the past month. The stock hit a new 52-week high of $89.07 in the previous session. Arcosa has gained -1.6% since the start of the year compared to the 6.1% move for the Zacks Construction sector and the 9.7% return for the Zacks Building Products - Miscellaneous industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings consensus estimate in a ...

Arcosa, Inc. (NYSE:ACA) Q4 2023 Earnings Conference Call February 23, 2024 8:00 AM ET Company Participants Antonio Carrillo - President and CEO Gail Peck - CFO Erin Drabek - Director, IR Conference Call Participants Trey Grooms - Stephens, Inc. Alex Hantman - Sidoti & Company Jean Ramirez - D.A. Davidson Garik Shmois - Loop Capital Markets Operator Good morning, ladies and gentlemen, and welcome to the Arcosa Fourth Quarter and Full-Year 2023 Earnings Conference Call. My name is Todd, and I will be your con ...

DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa,” the “Company,” “We,” or “Our”), a provider of infrastructure-related products and solutions, today announced results for the fourth quarter and full year ended December 31, 2023. On October 3, 2022, the Company completed the divestiture of its storage tanks business. Financial results for the storage tanks business were historically included in the Engineered Structures segment as part of continuing operations until the date of sale. The table ...

Exhibit 99.1 News Release FOR IMMEDIATE RELEASE Arcosa, Inc. Announces Fourth Quarter and Full Year 2023 Results – Fourth Quarter Adjusted EBITDA Growth of 38%, Normalized for Storage Tanks Divestiture, with All Three Segments Contributing to the Increase – 220 Basis Points of Fourth Quarter Adjusted EBITDA Margin Expansion – Full Year Free Cash Flow of $94 Million, Up 37% DALLAS, Texas - ARCOSA, Inc. - February 22, 2024: Arcosa, Inc. (NYSE: ACA) (“Arcosa,” the “Company,” “We,” or “Our”), a provider of infr ...

Exhibit 99.1 News Release FOR IMMEDIATE RELEASE Arcosa, Inc. Announces Fourth Quarter and Full Year 2023 Results – Fourth Quarter Adjusted EBITDA Growth of 38%, Normalized for Storage Tanks Divestiture, with All Three Segments Contributing to the Increase – 220 Basis Points of Fourth Quarter Adjusted EBITDA Margin Expansion – Full Year Free Cash Flow of $94 Million, Up 37% DALLAS, Texas - ARCOSA, Inc. - February 22, 2024: Arcosa, Inc. (NYSE: ACA) (“Arcosa,” the “Company,” “We,” or “Our”), a provider of infr ...

Core Viewpoint - Major U.S. stock indices experienced an uptick driven by investor optimism regarding expected Fed rate cuts and easing inflation, suggesting a favorable environment for investments in low-leverage stocks [1] Group 1: Leverage and Investment Strategy - Leverage refers to the practice of borrowing capital for operations and expansion, typically through debt financing, which can be risky if it does not generate returns exceeding interest rates [2] - Companies with high debt levels can pose significant risks during economic downturns, making low-leverage stocks a safer investment choice [2][4] - The debt-to-equity ratio is a common metric used to assess a company's financial risk, with lower ratios indicating better solvency [3][4] Group 2: Stock Selection Criteria - Stocks should have a debt-to-equity ratio lower than the industry median, a current price of at least $10, and an average 20-day trading volume of 50,000 or more to ensure liquidity [6] - Additional criteria include earnings per share (EPS) growth greater than the industry median, a VGM Score of A or B, and a Zacks Rank of 1 (Strong Buy) or 2 (Buy) to identify stocks with strong upside potential [7] Group 3: Featured Stocks - **Insight Enterprises (NSIT)**: Recently acquired SADA, enhancing its position in multi-cloud solutions; reported a 20.2% expected earnings improvement year-over-year for Q4 2023 [8] - **Arcosa (ACA)**: Achieved a 7% year-over-year increase in adjusted net income; expected earnings growth of 8.9% for Q4 2023 [9] - **Cardinal Health (CAH)**: Announced a new distribution center to support its at-Home Solutions business; updated fiscal year 2024 EPS guidance to the high end of $6.75 to $7.00 [10] - **Photronics (PLAB)**: Reported an 8% increase in Q4 revenues and a 22.9% rise in adjusted net income; expected earnings growth of 27.5% for fiscal 2024 [11] - **Wingstop (WING)**: Achieved a 26.5% increase in system-wide sales; expected sales growth of 26.4% for fiscal 2024 [12]

Financial Data and Key Metrics Changes - Arcosa reported double-digit growth in revenue and adjusted EBITDA, normalizing for the divestiture of the storage tank business [5][19] - Adjusted segment EBITDA for Construction Products increased by 9% year-over-year, reflecting strong pricing gains and reduced inflationary cost pressures [10] - Operating cash flow for the quarter was $44 million, down year-over-year due to a $29 million increase in working capital [16] Business Line Data and Key Metrics Changes - Construction Products revenue increased by 7%, driven by higher pricing and recovery in natural aggregates volumes [10] - Engineered Structures revenue grew at a solid double-digit pace, but adjusted segment EBITDA declined by 6% due to operational challenges and a shift in production mix [13][48] - Transportation Products segment revenues were up 30%, with adjusted segment EBITDA more than tripling, reaching a three-year high [15] Market Data and Key Metrics Changes - Natural aggregates volumes increased by high single digits, particularly in the Gulf Coast and Texas regions [11] - The backlog for utility wind and related structures was $1.5 billion, approximately in line with the second quarter [14] - Barge backlog at the end of the quarter was up 87% year-over-year, indicating strong demand [23] Company Strategy and Development Direction - The company is focused on expanding its growth business through M&A and organic projects, with three bolt-on acquisitions in Construction Products [6][9] - Arcosa is preparing for a multiyear up cycle in the wind industry, optimizing production capacity across its footprint [22] - The company aims to prioritize pricing over volume to maximize margins, especially in the Construction Products segment [38] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving double-digit growth in both revenue and adjusted EBITDA for 2023, with a forecast of 11% revenue growth and 30% adjusted EBITDA growth [19] - The company noted that while higher interest rates impact housing demand, other segments like utilities and wind towers remain insulated [58] - Management acknowledged operational challenges in Engineered Structures but expects margin improvements in the fourth quarter and into 2024 [49] Other Important Information - The company amended its credit facility to increase its revolver from $500 million to $600 million and extended the maturity date to 2028 [17] - Arcosa celebrated its fifth anniversary as an independent public company, highlighting significant changes and growth over the years [25] Q&A Session Summary Question: Can you provide more detail on volume growth in Construction Products by end markets? - Management noted that volumes for natural aggregates were up high single digits, particularly in Texas and the Gulf region, driven by positive project work [27][29] Question: What is the outlook for pricing in the Construction Products segment? - Management indicated that they are implementing pricing increases and prioritizing margins over volume, with expectations for continued strong pricing [38] Question: Can you elaborate on the issues in the Engineered Structures segment? - Management explained that operational challenges and a shift in production mix impacted profitability, but they expect margins to improve as they ramp up facilities [48][49] Question: How is the demand climate for wind towers outside of the large order tied to the New Mexico investment? - Management expressed confidence in the growth outlook for the wind tower business, supported by a good backlog and preparations for increased production [51][52] Question: What impact do higher interest rates have on the business? - Management stated that while higher interest rates affect housing demand, other segments like utilities and wind towers are less impacted due to strong fundamentals [58] Question: How do you see orders trending in the Transportation Products segment for the fourth quarter? - Management indicated that while river levels affected orders in the third quarter, they expect demand to improve in the fourth quarter with a strong backlog [62]

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 ...