Arcosa to Sell Barge Business for $450M, 2026 EBITDA Guidance $590–640M
Arcosa agreed to sell its Barge business for $450M in cash, to close Q2 2026, eliminating segment reporting and directing proceeds toward debt reduction. 2025 revenue reached a record $2.9B (+12%) with Adjusted EBITDA up 30% to $583M, and 2026 guidance projects $2.95–3.1B revenue and $590–640M EBITDA ex-barge.
1. Barge Business Divestiture
Arcosa entered a definitive agreement to sell its Barge business for $450 million in cash, expected to close in Q2 2026 pending regulatory approval. The transaction will reclassify the barge segment as discontinued operations and allocate proceeds to reduce debt, simplify the portfolio and fund targeted bolt-on acquisitions.
2. 2025 Record Performance
The company delivered record full-year 2025 results with revenue of $2.9 billion, up 12%, and Adjusted EBITDA of $583 million, up 30%, driving a margin expansion of 280 basis points to 20.2%. Positive cash flow and earnings strength improved the balance sheet, maintaining leverage comfortably within long-term target levels.
3. 2026 Outlook and Segment Dynamics
Management guided 2026 revenue of $2.95–3.1 billion and Adjusted EBITDA of $590–640 million ex-barge, forecasting another record year for Construction Products. Engineered Structures expects utility structures growth to offset a 25% step-down in wind tower revenue, supported by $435 million utility backlog and a facility conversion to utility pole production in H2 2026.