Mar 2026 (Q1 FY26) — May 1, 2026
Arcosa Q1 FY26 — Strong Start, Raised Guidance, and Strategic Transformation
Read the full callArcosa (ACA) earnings
- Jun 2026
- Mar 2026 (Q1 FY26)
- Dec 2025
Arcosa earnings: last reported Fri, 1 May 2026, for the quarter ended Mar 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 659 | +1.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 12.8 | +0.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 329 | +450.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
11 of 21 judged targets kept · 26 open · verdicts reflect calls analysed to Mar 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Barge business sale closing | Close | Dec 2025 | On April 1, we announced the completion of the $450 million barge divestiture, a pivotal step in simplifying our portfolio. | Achieved |
| Galvanizing facility in Mexico completion | complete its first dip | Sep 2025 | Our new galvanizing facility in Mexico completed its first dip in April, and we should be commercially operational in the second quarter as well. | Missed |
| Adjusted EBITDA | $590 million to $640 million | Dec 2025 | At the midpoint of our guidance range, we anticipate revenues of $2.65 billion, up 6% year-over-year and adjusted EBITDA of $565 million, up 11% year-over-year. | Revised Down |
10 of Arcosa, Inc.'s 47 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 44 more targets are in the full ledger.
Claimed
- Adjusted EBITDA from continuing operations grew 10% YoY.
- Segment margin expanded by 100 basis points.
- Utility Structures achieved a record segment margin of 21.1%, up 300 bps YoY.
- Pro forma net debt to adjusted EBITDA decreased to 1.9x, below target range.
- Full-year 2026 Adjusted EBITDA guidance raised to $565 million, representing 11% YoY growth.
Qualified
- Geopolitical volatility and rising oil prices create new uncertainty, though not yet impacting demand.
- Residential volume recovery is pushed out to 2027, with flat to slightly down volumes anticipated for 2026.
- New 10% steel tariffs on utility structures from Mexico, effective April 6, are being mitigated by contractual protection.
- Start-up costs for the Clinton plant conversion and Mexico galvanizing facility are expected to peak in Q2.
Price
$147.33 +0.18% · +$0.27
Performance +58.0% 1Y
1Y: $93.24 on 17 Oct 2025 → $147.33. High $147.33 (19 Oct 2026), low $92.25 (30 Oct 2025).
- Previous close
- $147.06
- 52-week range
- $92.25 – $147.33
- One year
- +57.30%
Overview
- Symbol
- ACA
- Sector
- Materials
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
11 of 21 judged targets kept · 26 open · verdicts reflect calls analysed to Mar 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Barge business sale closing | Close | Dec 2025 | On April 1, we announced the completion of the $450 million barge divestiture, a pivotal step in simplifying our portfolio. | Achieved |
| Galvanizing facility in Mexico completion | complete its first dip | Sep 2025 | Our new galvanizing facility in Mexico completed its first dip in April, and we should be commercially operational in the second quarter as well. | Missed |
| Adjusted EBITDA | $590 million to $640 million | Dec 2025 | At the midpoint of our guidance range, we anticipate revenues of $2.65 billion, up 6% year-over-year and adjusted EBITDA of $565 million, up 11% year-over-year. | Revised Down |
Claimed
- Adjusted EBITDA from continuing operations grew 10% YoY.
- Segment margin expanded by 100 basis points.
- Utility Structures achieved a record segment margin of 21.1%, up 300 bps YoY.
- Pro forma net debt to adjusted EBITDA decreased to 1.9x, below target range.
- Full-year 2026 Adjusted EBITDA guidance raised to $565 million, representing 11% YoY growth.
Qualified
- Geopolitical volatility and rising oil prices create new uncertainty, though not yet impacting demand.
- Residential volume recovery is pushed out to 2027, with flat to slightly down volumes anticipated for 2026.
- New 10% steel tariffs on utility structures from Mexico, effective April 6, are being mitigated by contractual protection.
- Start-up costs for the Clinton plant conversion and Mexico galvanizing facility are expected to peak in Q2.
The full ledger
Open Arcosa, Inc.’s full ledger
A free account opens 5 company ledgers a month. All 47 tracked commitments, with each call’s wording and source.
Call summaries
Dec 2025 (Q4 FY25) — Feb 27, 2026
Arcosa Q4 FY25 — Record Performance and Strategic Divestiture
Read the full callEvery analysed call
Arcosa earnings calls (ACA)
Financials
What the filings say
Net profit, year on year: +450% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 640 | 666 | 548 | 648 | 798 | 717 | 572 | 659 |
| Expenses | 607 | 623 | 576 | — | — | — | — | — |
| Operating profit | 34 | 43 | 41 | 82 | 112 | 79 | 47 | 84 |
| Operating margin | 5.3% | 6.5% | 7.5% | 12.7% | 14.1% | 11.0% | 8.2% | 12.8% |
| Interest | 16 | 35 | 28 | 29 | 27 | 25 | 24 | 23 |
| Profit before tax | 19 | 10 | 14 | 57 | 87 | 55 | 25 | 62 |
| Tax rate | 13.1% | 174.0% | 19.4% | 11.4% | 16.2% | 5.6% | 5.3% | 18.3% |
| Net profit | 17 | -8 | 24 | 60 | 73 | 52 | 38 | 329 |
| EPS ($ per share) | 0.34 | — | 0.48 | 1.22 | 1.49 | — | 0.77 | 6.68 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 1 | 1 | 1 | 1 | 1 | 1 | 1 | 1 |
| Reserves | 20 | 123 | 220 | 280 | 516 | 665 | 749 | 947 |
| Total liabilities | 488 | 512 | 755 | 1,235 | 1,156 | 1,246 | 2,487 | 2,344 |
| Fixed assets | 803 | 816 | 913 | 1,202 | 1,200 | 1,336 | 2,129 | 2,045 |
| Total assets | 2,172 | 2,303 | 2,647 | 3,188 | 3,341 | 3,578 | 4,916 | 4,985 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 119 | 359 | 260 | 167 | 174 | 261 | 502 | 341 |
| Cash from investing | -364 | -109 | -528 | -570 | 91 | -286 | -1,509 | -121 |
| Cash from financing | 339 | -108 | 124 | 381 | -177 | -31 | 1,089 | -192 |
| Net cash flow | 93 | 141 | -145 | -23 | 88 | -56 | 83 | 27 |
| Capital expenditure | -45 | -85 | -82 | -85 | -138 | -203 | -190 | -166 |
| Free cash flow | 74 | 273 | 178 | 81 | 36 | 58 | 312 | 176 |
ACA revenue by segment
Construction Products grew from 42% to 54% of revenue over the last two years.
| Segment | Q3 FY2024 | Q4 FY2024 | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Construction Products | 42% | 47% | 42% | 48% | 49% | 43% | 48% | 54% | +0.7% |
| Engineered Structures | 44% | — | 45% | 40% | 39% | 42% | 52% | 46% | +3.0% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
ACA operating KPIs by quarter
| KPI | Dec 2025 Q4 FY25 | 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.
Insider filings
40 filings between Feb 23, 2026 and Sep 29, 2026.
Open market
decisions to buy or sellNobody bought or sold ACA on the open market in this window. The filings below are 21 awards, 12 tax withholdings, 6 gifts and 1 other.
Compensation
not trading decisions- 21
- Award — granted as compensation
- 12
- Tax withheld — shares kept back by the company to cover tax
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 29, 2026 | Lubel Kimberly S Director | Other | 2,398 | $0 |
| Sep 25, 2026 | Lubel Kimberly S Director | Gift | 683 | $0 |
| Aug 26, 2026 | Trent Melanie Montague Director | Gift | 2,000 | $0 |
| Aug 26, 2026 | Carrillo Antonio President & CEO | Gift | 26,666 | $0 |
| Aug 25, 2026 | Stevenson Bryan CLO & Asst Corp Sec. | Gift | 6,900 | $0 |
| Aug 25, 2026 | Essl Reid S Group President | Gift | 5,950 | $0 |
| Aug 25, 2026 | Hurst Eric D VP Controller (PAO) | Gift | 2,382 | $0 |
| May 15, 2026 | Hurst Eric D VP Controller (PAO) | Tax withheld | 17 | $2.1K |
| May 15, 2026 | Essl Reid S Group President | Tax withheld | 2,206 | $273.9K |
| May 15, 2026 | Cole Kerry S Group President | Tax withheld | 262 | $32.5K |
| May 15, 2026 | Peck Gail M Chief Financial Officer | Tax withheld | 2,600 | $322.8K |
| May 13, 2026 | Lubel Kimberly S Director | Award | 1,087 | $0 |
| May 13, 2026 | Craig Jeffrey A Director | Award | 1,087 | $0 |
| May 13, 2026 | LINDSAY JOHN W Director | Award | 1,087 | $0 |
| May 13, 2026 | BEST RHYS J Director | Award | 1,087 | $0 |
| May 13, 2026 | ALVARADO JOSEPH Director | Award | 1,087 | $0 |
| May 13, 2026 | DEMETRIOU STEVEN J. Director | Award | 1,087 | $0 |
| May 13, 2026 | Trent Melanie Montague Director | Award | 1,087 | $0 |
| May 13, 2026 | PIGGOTT JULIE A Director | Award | 1,087 | $0 |
| Apr 3, 2026 | Collins Jesse E. Jr. Group President | Tax withheld | 50 | $5.4K |
| Mar 15, 2026 | Cole Kerry S Group President | Award | 11,260 | $0 |
| Mar 15, 2026 | Cole Kerry S Group President | Tax withheld | 5,750 | $607.7K |
| Mar 15, 2026 | Hurst Eric D VP Controller (PAO) | Award | 1,797 | $0 |
| Mar 15, 2026 | Hurst Eric D VP Controller (PAO) | Tax withheld | 975 | $103.0K |
| Mar 15, 2026 | Stevenson Bryan CLO & Asst Corp Sec. | Award | 9,179 | $0 |
| Mar 15, 2026 | Stevenson Bryan CLO & Asst Corp Sec. | Tax withheld | 4,773 | $504.4K |
| Mar 15, 2026 | Carrillo Antonio President & CEO | Award | 72,142 | $0 |
| Mar 15, 2026 | Carrillo Antonio President & CEO | Tax withheld | 37,157 | $3.93M |
| Mar 15, 2026 | Essl Reid S Group President | Award | 12,940 | $0 |
| Mar 15, 2026 | Essl Reid S Group President | Tax withheld | 6,668 | $704.7K |
| Mar 15, 2026 | Peck Gail M Chief Financial Officer | Award | 15,075 | $0 |
| Mar 15, 2026 | Peck Gail M Chief Financial Officer | Tax withheld | 7,744 | $818.4K |
| Mar 15, 2026 | Collins Jesse E. Jr. Group President | Tax withheld | 5,083 | $537.2K |
| Mar 15, 2026 | Collins Jesse E. Jr. Group President | Award | 9,915 | $0 |
| Feb 24, 2026 | Carrillo Antonio President & CEO | Award | 16,907 | $0 |
| Feb 23, 2026 | Cole Kerry S Group President | Award | 2,470 | $0 |
| Feb 23, 2026 | Essl Reid S Group President | Award | 3,091 | $0 |
| Feb 23, 2026 | Stevenson Bryan CLO & Asst Corp Sec. | Award | 2,381 | $0 |
| Feb 23, 2026 | Hurst Eric D VP Controller (PAO) | Award | 584 | $0 |
| Feb 23, 2026 | Peck Gail M Chief Financial Officer | Award | 3,550 | $0 |
| Aug 12, 2025 | Stevenson Bryan CLO & Asst Corp Sec. | Gift | 500 | $0 |
| Aug 12, 2025 | Stevenson Bryan CLO & Asst Corp Sec. | Sale | 4,000 | $396.1K |
| Aug 11, 2025 | Cole Kerry S Group President | Sale | 7,966 | $762.9K |
| Jun 17, 2025 | Collins Jesse E. Jr. Group President | Sale | 4,150 | $360.2K |
| Jun 17, 2025 | Collins Jesse E. Jr. Group President | Sale | 4,466 | $384.2K |
| Mar 15, 2025 | Peck Gail M Chief Financial Officer | Tax withheld | 1,251 | $100.9K |
| Mar 15, 2025 | Collins Jesse E. Jr. Group President | Tax withheld | 829 | $66.9K |
| Mar 15, 2025 | Stevenson Bryan CLO & Asst Corp Sec. | Tax withheld | 791 | $63.8K |
| Mar 15, 2025 | Hurst Eric D VP Controller (PAO) | Tax withheld | 174 | $14.0K |
| Mar 15, 2025 | Essl Reid S Group President | Tax withheld | 664 | $53.6K |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
Your own record
Start an Inve Case for Arcosa, Inc.
Free account. Everything above stays public.
Write why you follow Arcosa, Inc. and the condition you want checked. Inve compares your numeric conditions with available results and management guidance; your own conditions remain yours to review.
Keep reading