Arcosa saw a $1.1 billion increase in new wind tower orders following the passage of the Inflation Reduction Act (IRA) in the United States.
Headquartered in Dallas, Texas, the company provides infrastructure-related products and solutions. It also owns leading brands serving the construction, engineering structures, and transportation markets in North America.
Wind Tower Orders
Shortly after the IRA’s passage, Arcosa received new orders for wind towers worth $1.1 billion for delivery between 2023 and 2028. With the outlook favorable, the company opened a new plant in New Mexico. This plant began delivering towers in the second quarter of 2024.
In 2025, the company’s revenue totaled $2.8834 billion, a year-over-year increase of 12.2%. This growth was driven by the integration of Stavola into Construction Products, offsetting the impact of the sale of the steel components business in Transportation Products.
At the same time, Arcosa’s net income saw a year-over-year increase of 122.4%, reaching $208.4 million. This rise is partly explained by robust operating leverage in Engineering Structures and lower integration expenses. This mitigated the increase in financial costs from new debt.
Over the past six years, the company’s debt peaked in 2024 at $1.7071 billion, before falling to $1.5384 billion in 2025.
Mexican Manufacturing Operations
Arcosa operates critical facilities in Mexico to manufacture electrical transmission structures and wind towers for the North American market. These operations benefit from the United States-Mexico-Canada Agreement (USMCA).
Arcosa has established itself as one of the leading manufacturers of structural wind towers in North America, with three manufacturing plants strategically located in regions with high wind potential across North America, including a new wind tower plant in New Mexico that began delivering towers in late second quarter 2024 to support growing investment in wind energy in the country’s Southwest.
As of December 31, 2025, the company had approximately 5,145 employees in the United States, 1,225 in Mexico, and 20 in Canada.
Arcosa manufactures certain products at its production facilities in Mexico and relies on cross-border supply chains.