Arcosa(ACA) - 2021 Q1 - Earnings Call Presentation

Financial Performance - Q1 2021 results exceeded expectations due to strong Construction Products performance[8] - Winter Storm Uri negatively impacted Adjusted EBITDA by $4-5 million in Q1 2021[15] - The company is raising Full Year Adjusted EBITDA guidance to $270 million - $290 million to incorporate StonePoint[8] - Q1 2021 Adjusted EBITDA was $56.5 million, with an Adjusted EBITDA Margin of 12.8%[72] - Net debt / Adjusted EBITDA ratio was 1.9x after issuing $400 million of senior notes at 4.375% to fund the StonePoint acquisition[8, 30] Segment Performance - Construction Products Adjusted Segment EBITDA was roughly flat compared to Q1 2020, with a margin of 21.5%[18, 21] - Engineered Structures revenues declined, and Adjusted Segment EBITDA margin was 12.8%[22, 25] - Transportation Products maintained margins above 10% despite operating well below capacity[26] Strategic Initiatives - StonePoint Materials acquisition was completed on April 9, expected to generate ~$125 million in revenues and ~$30 million in Adjusted EBITDA in 2021[36, 37] - The company published its inaugural full year Sustainability Report in April 2021, highlighting a 12% reduction in GHG Emissions Intensity and a 16% reduction in municipal water intensity in 2020[8, 53, 54]