Arcosa (ACA) Investor Presentation - Slideshow

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]