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Jun 30, 2022

Arcosa Q2 2022 Earnings Report

Arcosa's Q2 2022 results were announced, featuring record revenues and Adjusted EBITDA, driven by strong performance in Engineered Structures and Construction Products, along with year-over-year growth in Transportation Products.

Key Takeaways

Arcosa, Inc. reported a strong second quarter with a 17% increase in revenues to $602.8 million and a 26% increase in Adjusted EBITDA to $99.2 million. The company raised its full-year Adjusted EBITDA guidance to a range of $325 million to $345 million. Strategic acquisitions, such as RAMCO, and organic growth projects are expected to contribute positively in 2023 and beyond.

Revenues increased by 17% to $602.8 million.

Net income increased by 41% to $39.0 million.

Adjusted EBITDA increased by 26% to $99.2 million.

Full year 2022 Adjusted EBITDA guidance increased to $325 million to $345 million.

Total Revenue
$603M
Previous year: $515M
+17.0%
EPS
$0.83
Previous year: $0.6
+38.3%
Wind/Utility Backlog
$410M
Previous year: $349M
+17.7%
Inland Barges Backlog
$132M
Previous year: $139M
-5.5%
Gross Profit
$124M
Previous year: $97.7M
+26.4%
Cash and Equivalents
$77M
Previous year: $100M
-23.2%
Free Cash Flow
$59.7M
Previous year: $29.1M
+105.2%
Total Assets
$3.34B
Previous year: $3.09B
+8.0%

Arcosa

Arcosa

Arcosa Revenue by Segment

Forward Guidance

Arcosa has adjusted its full year guidance, expecting revenues between $2.2 billion and $2.3 billion, and Adjusted EBITDA between $325 million and $345 million. This includes full year revenues of approximately $245 million to $255 million and Adjusted EBITDA of $52 million to $55 million from the storage tanks business.

Positive Outlook

  • Strong year-to-date results.
  • Increased confidence in the outlook for the second half of the year.
  • Expect full-year Adjusted EBITDA growth of 18% at the mid-point of the range.
  • Advancing growth objectives.
  • Simplifying portfolio of leading businesses serving key infrastructure markets.

Revenue & Expenses

Visualization of income flow from segment revenue to net income