Arcosa Q4 Revenue Rises 7.6%, EPS Jumps to $1.15 with 21% Surprise
Arcosa reported Q4 revenue of $716.7 million, up 7.6% year-over-year, beating consensus by 0.38%, and EPS of $1.15, rising from $0.46 a year ago to deliver a 21% surprise. Transportation segment revenue climbed 18.6%, engineered structures rose 15.1%, while construction revenue declined 2.1%.
1. Q4 Financial Results
Arcosa delivered $716.7 million in Q4 revenue, a 7.6% increase year-over-year that exceeded consensus by 0.38%. Adjusted EPS rose to $1.15 from $0.46 a year ago, representing a 21% surprise versus estimates.
2. Segment Results
Construction Products generated $305.4 million in revenue (down 2.1% YoY) with operating profit of $41.4 million. Transportation Products posted $110.2 million (up 18.6%) and $11.3 million in operating profit. Engineered Structures achieved $301.1 million (up 15.1%) and operating profit of $43.5 million.
3. Market Reaction and Outlook
Arcosa shares have gained 12.1% over the past month against a modest broader market rise. With a current Zacks Rank #4, investors will focus on upcoming earnings-call commentary and analyst estimate revisions for future guidance.