Arcosa Inc SEC Filings

Arcosa, Inc. disclosed that Stevenson Bryan, listed as CLO & Assistant Corporate Secretary and an officer/director, reported two common stock dispositions on 08/12/2025. A transaction coded S shows disposition of 4,000 shares at $99.02, leaving 38,089 shares beneficially owned. A second line coded G shows disposition of 500 shares at $0, leaving 37,589 shares.

Arcosa, Inc. (ACA) submitted a Form 144 proposing the sale of 4,000 common shares through Merrill Lynch on the NYSE, with an aggregate market value of $394,080 and an approximate sale date of 08/12/2025. The filing shows the shares were acquired on 05/15/2024 as the vesting of performance stock units issued under an effective Form S-8, with 7,342 units noted as acquired that date. The document lists 49,044,906 shares outstanding and reports no sales by the seller in the past three months. The broker is identified as Merrill Lynch, Pierce, Fenner & Smith, Inc., 5910 N Central Expressway, Suite 2000, Dallas, TX 75206. Several administrative fields in the extracted content, such as filer CIK, issuer address details, and the signature/date of notice, are not provided in the supplied text. The filer makes the standard representation that they are not aware of any undisclosed material adverse information.

Cole Kerry S. Cole, Group President of Arcosa, Inc. (ACA) reported a sale of common stock on 08/11/2025. The Form 4 shows a disposition of 7,966 shares at a price of $95.77 and a post-transaction direct ownership of 19,769 shares. The filing documents an insider sale while confirming continued meaningful direct ownership by the reporting officer.

Arcosa, Inc. (ACA) submitted a Form 144 reporting a proposed sale of 7,966 common shares through Morgan Stanley Smith Barney LLC on the NYSE, with an aggregate market value of $762,903.82 and an approximate sale date of 08/11/2025. The filing shows these shares were acquired as restricted stock from the issuer on 05/15/2024 and that payment was not applicable at acquisition.

The filer indicates nothing to report for securities sold in the past three months and includes the standard representation that they are not aware of any undisclosed material adverse information about the issuer. Several filer identification fields are blank or not shown in the visible content.

Arcosa (ACA) posted solid Q2 2025 results. Revenue rose 11% YoY to $736.9 M and diluted EPS jumped 31% to $1.22, driven by higher gross margin (22.5% vs. 20.8%) and a 41% increase in operating profit to $94.8 M. Construction Products led growth, up 28% after the $1.2 B Stavola acquisition, while Engineered Structures revenue added 7% on stronger wind-tower shipments. Transportation Products fell 21% following the 2024 divestiture of the steel-components unit.

Six-month revenue reached $1.37 B (+8%), but higher debt from Stavola pushed interest expense to $56.8 M (+189%), keeping YTD EPS nearly flat at $1.70. Cash flow from operations slid to $60.5 M (vs. $118.8 M) as receivables and inventory expanded. Arcosa closed the quarter with $189.7 M in cash, no revolver borrowings, and $1.68 B total debt (net leverage ≈3.6× EBITDA). Backlog remains healthy: $450 M utility structures, $599 M wind towers, and $277 M inland barges, with 57-84% scheduled for delivery in 2025. Management sees continued infrastructure demand but notes potential headwinds from the OBBBA’s phase-out of wind-related tax credits after 2027.