ACA — Arcosa, Inc.
NYSE · Industrials · Engineering & Construction
About Arcosa, Inc.
Arcosa, Inc. (ACA), founded in 2018 and headquartered in Dallas, Texas, is a leading North American supplier of essential infrastructure products and solutions. The company primarily serves the construction, energy, and transportation industries, operating through three distinct business segments. The Construction Products division provides natural and recycled aggregates, specialized materials, and protective equipment like trench shields and shoring, supporting a wide range of residential, commercial, agricultural, and general infrastructure projects. Its Engineered Structures segment manufactures diverse components, including utility poles, wind turbine towers, traffic and lighting structures, and telecommunication infrastructure, alongside tanks for storing and distributing gas and liquids. These products are crucial for electricity transmission, wind power generation, highway construction, wireless communications, and various residential, commercial, energy, agricultural, and industrial storage and transport needs. Lastly, the Transportation Products segment produces inland barges and related accessories such as fiberglass covers and winches. It also supplies cast components for industrial and mining applications, as well as specialized parts like axles, circular forgings, and coupling devices, which are vital for freight, tank, locomotive, and passenger rail equipment, in addition to other industrial uses.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-08-05 | Q2 2026 | 1.19 | 6.77 | +473.73% | $658.7M | ✅ Beat | -0.30% | -0.19% | +0.11% |
| 2026-04-30 | Q1 2026 | 0.31 | 0.81 | +161.29% | $663.3M | ✅ Beat | -1.35% | +1.24% | -1.45% |
| 2026-02-26 | Q4 2025 | 0.93 | 1.15 | +23.66% | $716.7M | ✅ Beat | -15.71% | -12.72% | -19.33% |
| 2025-10-30 | Q3 2025 | 1.33 | 1.56 | +17.29% | $797.8M | ✅ Beat | +10.56% | +6.99% | +14.66% |
| 2025-08-07 | Q2 2025 | 1.05 | 1.27 | +20.95% | $736.9M | ✅ Beat | +12.71% | +14.13% | +14.01% |
| 2025-02-27 | Q4 2024 | 0.76 | 0.46 | -39.47% | $666.2M | ❌ Miss | -8.41% | -11.08% | -12.68% |
| 2024-10-30 | Q3 2024 | 0.86 | 0.91 | +5.81% | $640.4M | ✅ Beat | -1.60% | +8.40% | +14.16% |
| 2024-08-01 | Q2 2024 | 0.83 | 0.91 | +9.64% | $664.7M | ✅ Beat | -12.98% | -9.70% | +0.63% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q2 FY26 · $1.01B total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 |
|---|---|---|---|---|---|---|---|
| Engineered Structures | 64.5% | $648.1M | +8.3% | — | $1.09B | $598.6M | $526.3M |
| Construction Products | 35.5% | $357.0M | +0.7% | $311.9M | $262.8M | $354.5M | $387.5M |
By region
FY2025 · $3.08B total · annual
| Segment | Share | Revenue | YoY | FY2019 | FY2020 | FY2021 | FY2022 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 97.1% | $2.99B | +14.8% | — | — | — | — |
| Non-US | 2.9% | $90.0M | -1.6% | — | — | — | — |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.