Filing Flows › Arcosa (ACA) › Q3 2025
Arcosa (ACA) Q3 2025 earnings results (third quarter 2025)
10-Q filed Oct 31, 2025
Arcosa (ACA) reported revenue of $798M for the third quarter 2025 (Q3 2025), +25% from a year earlier and +8% from the quarter before. Operating margin was 14.1%, net earnings $73.0M (9.2% of revenue).
Arcosa, Q3 2025: revenue $798M (+25% year over year), operating margin 14.1%, net earnings $73.0M, operating cash flow $161M. The chart follows the revenue to costs, profit and cash.
| Q3 2025 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $798M | +8% | +25% |
| Gross profit | $192M | +16% | +40% |
| Operating profit | $112M | +18% | +232% |
| Net earnings | $73.0M | +22% | +340% |
| Operating cash flow | $161M | +162% | +19% |
| Free cash flow | $134M | — | +25% |
What changed
Revenue was $797.8M in Q3 2025, up 25% year over year and up 8% from the previous quarter.
Gross margin was 24.1%, up 2.7 points from a year earlier. Operating profit was $112.3M, a 14.1% margin (up 8.8 points year over year). Of the extra revenue versus a year earlier, 50% reached operating profit, above the 5% margin then. Operating expenses fell 23% while revenue rose 25%. Net earnings were $73.0M, up 340% year over year. The effective tax rate was 16.2%.
Operating cash flow was $160.6M (up 19% year over year), 220% of net earnings. Non-cash charges added back $56.2M of depreciation and amortization and $7.0M of share-based compensation. Working capital and other items added $24.4M. After capital expenditures, net ($26.6M), free cash flow as the company reports it was $134.0M.
Questions
What was Arcosa's revenue in the third quarter 2025?
Arcosa (ACA) reported revenue of $798M for the third quarter 2025 (Q3 2025), +25% from a year earlier and +8% from the quarter before.
Was Arcosa profitable in the third quarter 2025?
Operating profit was $112M (14.1% of revenue) and net earnings $73.0M.
Source: Arcosa 10-Q on SEC EDGAR.