Arcosa, Inc. (ACA), founded in 2018 and headquartered in Dallas, Texas, is a leading North American supplier of essential infrastructure products and ...
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Est. EPS $1.55 · Revenue $727.98M · 3 analysts
$0.20 per share
$0.20 per share
Est. EPS $1.01 · Revenue $643.92M · 3 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.9B | +12.2% | +15.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $208.4M | +122.4% | +769.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +22.4% | +12.0% | +11.8% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +11.8% | +53.4% | +62.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +7.2% | +98.2% | +654.3% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $175.5M | -43.8% | -346.5% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +6.1% | -49.9% | -313.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 58.1% | -19.5% | -16.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.20x | +18.8% | +34.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $4.9B | -0.9% | +8.4% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 4.24 vs 4.21 | +0.6% | 6.67 vs 1.19 | +459.2% |
| Revenue Surprise | $2.9B vs $2.9B | -0.1% | $658.7M vs $687.5M | -4.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 26, 2026 | Carrillo Antonio | director, officer: President & CEO | Common Stock | D | 26,666 | — |
| Aug 26, 2026 | Trent Melanie Montague | director | Common Stock | D | 2,000 | — |
| Aug 25, 2026 | Hurst Eric D | officer: VP Controller (PAO) | Common Stock | D | 2,382 | — |
| Aug 25, 2026 | Stevenson Bryan | officer: CLO & Asst Corp Sec. | Common Stock | D | 6,900 | — |
| Aug 25, 2026 | Essl Reid S | officer: Group President | Common Stock | D | 5,950 | — |
Operator: Good morning, ladies and gentlemen, and welcome to the Arcosa, Inc. First Quarter 2026 Earnings Conference Call. My name is Chloe, and I will be your conference call coordinator today. As a reminder, today's call is being recorded. Now I would like to turn the call over to your host, Erin Drabek, Vice President of Investor Relations for Arcosa. Ms. Drabek, you may begin. Erin Drabek: Good morning, everyone, and thank you for joining Arcosa's First Quarter 2026 Earnings Call. With me today are Antonio Carrillo, President and CEO; and Gail Peck, CFO. A question-and-answer session will follow their prepared remarks. A copy of the press release issued yesterday and a slide presentation for this morning's call are posted on our Investor Relations website, ir.arcosa.com. A replay of today's call will be available for the next 2 weeks. Instructions for accessing the replay number are included in the press release. A replay of the webcast will be available for 1 year on our website under the News and Events tab. Today's comments and presentation slides contain financial measures that have not been prepared in accordance with GAAP. Reconciliations of non-GAAP financial measures to the closest GAAP measure are included in the appendix of the slide presentation. In addition, today's conference call contains forward-looking statements as defined by the Private Securities Litigation Reform Act of 1995. Forward-looking statements are subject to risks and uncertainties that could cause actual results to differ materially from such forward-looking statements. Please refer to the company's SEC filings for more information on these risks and uncertainties, including the press release we filed yesterday and our Form 10-Q expected to be filed later today. I would now like to turn the call over to Antonio. Antonio Carrillo: Thank you, Erin. Good morning, everyone, and thank you for joining us for a discussion of our first quarter results and 2026 outlook. I am very pleased with our performance. We kicked off the year with strong results, made meaningful progress on our strategic transformation, and increased our full year guidance for continuing operations. In the first quarter, we delivered adjusted EBITDA growth of 10% from continuing operations, double our revenue growth, and expanded margin by 100 basis points. The strong performance was driven by robust double-digit top line growth and strong margin uplift in utility structures. Despite typical seasonality and winter weather impacts, Construction Products contributed solid results, and we were pleased to see performance improved as the quarter progressed. Importantly, we recently reached a key milestone in our transformation. On April 1, we announced the completion of the $450 million barge divestiture, a pivotal step in simplifying our portfolio. Now with 2 segments, we're fully focused on Construction Products and Engineered Structures, both well positioned to benefit from infrastructure investment …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Antonio Carrillo | President, Chief Executive Officer & Director | USD 2,964,475 | Male | 1966 | Active |
Gail Peck | Chief Financial Officer | USD 1,318,500 | Female | 1968 | Active |
Kerry S. Cole | Group President | USD 1,255,294 | Male | 1969 | Active |
Reid S. Essl | Group President | USD 1,255,294 | Male | 1982 | Active |
Bryan Stevenson | Chief Legal Officer | USD 1,069,755 | Male | 1973 | Active |
Kevin Weber | Treasurer | — | — | — | Active |
Mark J. Elmore | Vice President, Associate General Counsel & Corporate Secretary | — | Male | — | Active |
Suzanne Myers | Chief Human Resources Officer | — | Female | — | Active |
Erin Drabek | Vice President of Investor Relations | — | Male | — | Active |
Eric D. Hurst | Principal Accounting Officer, Vice President & Corporate Controller | — | Male | 1984 | Active |
Robert Rosen | Chief Information Officer | — | Male | — | Active |
/PRNewswire/ -- Halper Sadeh LLC, an investor rights law firm, is investigating the following companies for potential violations of the federal securities laws
DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, will announce its results for the second quarter ended June 30, 2026 after markets close on Wednesday, August 5, 2026.As previously announced on June 22, 2026, the Company has entered into a merger agreement with CRH for CRH to acquire 100% of Arcosa in an all-cash transaction for $150 per share, subject to Arcosa stockholders' and regulatory approvals. Due.
Here is how Arcosa (ACA) and Emcor Group (EME) have performed compared to their sector so far this year.
Investors need to pay close attention to ACA stock based on the movements in the options market lately.
Insiders may stand to receive substantial financial benefits not available to ordinary shareholders. The proposed transactions may contain terms that could limit superior competing offers. Shareholders are encouraged to contact the firm to discuss their rights and options at no cost or obligation.
