ACA Arcosa (ACA) Q1 FY26 earnings call
Arcosa delivered a strong first quarter, marked by significant progress in its strategic transformation with the completion of the barge divestiture. The company raised its full-year guidance, driven by robust performance in Utility Structures and solid execution across its continuing operations. This positions Arcosa to capitalize on multi-year infrastructure and power market tailwinds, supported by disciplined capital deployment and ongoing capacity expansions.
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ACA operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | This call Mar 2026 Q1 FY26 | Change vs prior quarter |
|---|---|---|---|
| Backlog Utility and Related Structures | $435MWe ended the year with backlog for utility and related structures of $435 million, up 5% from the start of the year, providing solid visibility for 2026.Source: earnings call transcript | $558MWe ended the quarter with record backlog for utility and related structures of $558 million, up 28% from the start of the year.Source: earnings call transcript | +28.3% |
| Orders Wind Towers | $190MFor wind towers, we received orders of $190 million during the quarter, primarily for 2027 delivery.Source: earnings call transcript | $43MFor wind towers, we received orders of $43 million during the quarter for delivery in 2026 and 2027.Source: earnings call transcript | -77.4% |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.