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Form 8-K - Current report - Item 5.02 Item 5.07 Item 9.01

Arcosa Inc

Announcement: ACA 8-K Special Filing

Form 8-K - Current report - Item 7.01 Item 9.01

Part 1: Analysis of the Company's Performance during the Period

Arcosa, Inc. reported a strong performance during the fiscal year ended December 31, 2020. The company's revenue increased by 11.6% to $1.81 billion, compared to $1.62 billion in the previous year. The increase in revenue was primarily driven by growth in the Construction Products and Energy Equipment segments. The Construction Products segment posted a revenue growth of 20.4% to $521.4 million, while the Energy Equipment segment grew by 10.5% to $1.23 billion.

Arcosa's net income also improved significantly, reaching $77.6 million compared to a net loss of $57.9 million in the previous year. The increase in net income was driven by a combination of revenue growth, margin improvement, and cost reduction initiatives. The company's adjusted EBITDA margin improved to 11.8%, up from 10.2% in the previous year.

The company's cash flow from operations also improved, reaching $175.8 million compared to $161.7 million in the previous year. This strong cash flow generation allowed the company to pay down debt, reduce leverage, and invest in growth opportunities.

Part 2: Forward Looking Analysis

Looking ahead, Arcosa's management is optimistic about the company's growth prospects. The company's CEO, Antonio Carrillo, stated, "We believe that the investments we made in 2020 to expand our businesses and grow our presence in key markets have positioned us well to capitalize on future opportunities." The company plans to continue investing in growth initiatives, such as expanding its product offerings, pursuing strategic acquisitions, and improving operational efficiency.

The Construction Products segment is expected to continue to benefit from strong demand for infrastructure spending and housing starts. The Energy Equipment segment is also poised for growth, with customers expected to resume capital spending on oil and gas infrastructure.

Arcosa faces competition from other companies in its industry, such as Cornerstone Building Brands and Valmont Industries. However, Arcosa's diversified portfolio of businesses and focus on operational excellence give it a competitive advantage.

In conclusion, Arcosa, Inc. has demonstrated strong performance during the fiscal year ended December 31, 2020, with significant growth in revenue, net income, and cash flow from operations. Looking ahead, the company's management is optimistic about its growth prospects, driven by its continued investments in strategic initiatives and favorable market conditions in its key segments.

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Form 10-Q - Quarterly report [Sections 13 or 15(d)]

Arcosa Inc.'s Revenue Soars 11.6%, Propels Net Income Up

Form 8-K - Current report - Item 2.02 Item 9.01