Arcosa, a provider of infrastructure-related products and solutions, announced a definitive agreement to sell its Arcosa Marine Products, Inc. barge business to Wynnchurch Capital, L.P. for $450 million in cash, subject to customary adjustments. The sale is expected to finalize in the second quarter of 2026, pending regulatory approval and other closing conditions. In 2025, the barge business, which manufactures hopper, tank, and deck barges under the Arcosa Marine, Nabrico, and Wintech brands, generated $383 million in revenues and $68 million in Adjusted Segment EBITDA. Arcosa intends to use the net after-tax proceeds from this sale to invest in its core growth platforms and reduce outstanding debt.
Antonio Carrillo, President and CEO of Arcosa, stated that the divestiture is a pivotal step in the company's strategic transformation, allowing Arcosa to fully concentrate on its key growth businesses: construction materials and engineered structures. These segments are well-aligned with long-term infrastructure and power market tailwinds in the U.S. Carrillo emphasized that this move reduces complexity and cyclicality, raises Arcosa's overall margin profile, and enhances its long-term resiliency. He also mentioned that the company has an active pipeline of investment opportunities, both organic and inorganic, and plans to prioritize capital allocation toward high-growth, high-margin businesses.
Following the sale of the barge business, Arcosa reiterated its focus on construction materials. The company had previously completed the acquisition of a Central Florida-based aggregate operation for $60 million in March. This strategic shift aims to leverage growth in attractive markets, reduce business complexity and cyclicality, improve long-term returns on invested capital, and integrate sustainability initiatives. Arcosa's updated 2026 guidance for continuing operations projects a 6% year-over-year revenue increase and an 11% year-over-year Adjusted EBITDA increase, reflecting strong performance in utility structures and increased confidence for the year.
