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Stock research / United States / ACA · Fabricated Structural Metal Products · NYSE

Arcosa, Inc. (ACA)

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Arcosa, Inc. (ACA) reported revenue of $659 million for Q2 FY2026, the quarter ended 30 June 2026, down 10.6% on the same quarter a year earlier. Net income was $328 million, up 450.3% on the year, and diluted earnings per share $6.67. The figures are the company's own, from the 10-Q it filed with the SEC on 5 August 2026.

Revenue$659 milliondown 10.6%
Net income$328 millionup 450.3%
Diluted EPS$6.67
QuarterQ2 FY2026ended 30 June 2026

Arcosa (ACA) in brief

Arcosa (ACA) reported revenue of $2.9 billion for fiscal 2025, the year ended 31 December 2025, up 12.2% on the year before.
Read moreNet income was $208 million and diluted earnings per share $4.24. Revenue was $2.6 billion in fiscal 2024, $2.3 billion in fiscal 2023, $2.2 billion in fiscal 2022 and $2.0 billion in fiscal 2021. Net income in the same years was $94 million, $159 million, $246 million and $70 million. Over the twelve months to 30 June 2026, Arcosa reported revenue of $2.7 billion and net income of $491 million. Revenue grew 8.3% a year, compounded, over the five years to fiscal 2025. Arcosa declared $0.20 a share in dividends over the last four quarters and had 49 million shares outstanding at the latest filed count. At 30 June 2026 it carried $1.4 billion of debt and $432 million of cash. At the close of 9 October 2026 the market cap of Arcosa was $7.2 billion, 14.7 times its earnings over the last twelve months.

Ratios

From the filings

ROE16.5%
ROCE7.3%
Operating margin11.8%
Net margin17.9%
FCF margin4.9%
Interest cover3.26
Debt to equity0.48
Cash conversion0.69
Share count, 1 year0.1%
Sales CAGR, 3 years8.7%
Profit CAGR, 3 years-5.4%
EPS, TTM$9.98

At the close of 9 October 2026

Price$147.18
Market cap$7.2 billion
Stock P/E14.75
Price to book2.42
EV / EBITDA15.02
Dividend yield0.1%
Market cap / sales2.63
52-week high$147.18
52-week low$89.15
Price, 1 year61.5%
Price CAGR, 3 years27.4%
Price CAGR, 5 years23.2%
Worked from the filed figures; hover a name for the formula.
Read moreThe priced ones use the latest price, the last regular-hours trade on IEX. Debt to equity here stands on the one borrowings figure Arcosa, Inc. files, which has finance leases inside it; operating leases are a separate line. Nothing here is a valuation or a view.
ACAgreeksoup.ai
Daily prices to 9 October 2026, adjusted for splits; from 28 September 2026 each day's price is the last regular-hours trade on IEX.
Read moreData provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Day by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.

The public record on ACA

Filings29 in twelve months: 13 current reports (8-K), about 5 results of operations; 5 regulation FD disclosure; 2 shareholder vote; 2 mine safety; 2 material agreement
Planned insider sales2 Form 144 notices in twelve months, $1.7 million; latest 18 May 2026
Options tapeput/call 0.99 by open interest at the 9 October 2026 close; the straddle prices a 6.7% move to 16 October 2026
13F holders8 of the followed funds hold it; largest Geode Capital Management; 4 Schedule 13D or 13G filings in twelve months
Insider trading0 sales and 0 purchases on Form 4 in twelve months
Congress0 House trades disclosed in six months
Short interest1.5 million shares short, 1.82 days to cover at 30 September 2026
Documentsthe 10-K, the 10-Qs, the proxy and 5 earnings press releases, each linked

Quarterly results, the last 12 quarters

Q3 FY2023Q4 FY2023 *Q1 FY2024Q2 FY2024Q3 FY2024Q4 FY2024 *Q1 FY2025 †Q2 FY2025 †Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026
Revenue592582599665640666632737798717572659
Cost of revenue485475487527504537507571606553451503
Gross profit107107112138137129108166192181121156
Gross margin18%18%19%21%21%19%17%23%24%25%21%24%
SG&A61.3n/a69.179.582.489.071.070.082.278.275.889.1
Operating income48.442.853.467.233.843.255.894.811279.047.184.3
Operating margin8%7%9%10%5%6%9%13%14%11%8%13%
Interest expense6.77.28.311.415.835.428.328.527.124.924.023.1
Pre-tax income43.036.547.353.219.110.429.269.887.155.224.662.3
Tax rate17%26%17%14%13%174%19%14%16%6%5%18%
Net income35.527.139.245.616.6-7.723.659.773.052.137.8328
Net margin6%5%7%7%3%-1%4%8%9%7%7%50%
Diluted EPS$0.72$0.56$0.80$0.93$0.34-$0.16$0.48$1.22$1.48$1.06$0.77$6.67
Operating cash flow43.962.280.538.3135248-0.761.216112071.9-11.2
Capital expenditure47.958.754.447.634.453.333.027.839.664.243.558.8
Free cash flow-4.03.526.1-9.3101195-33.733.412155.828.4-70.0
Buybacks0.0n/an/an/an/an/a0.00.0n/an/a17.50.0
Dividends paid2.52.52.42.52.42.42.52.52.52.52.42.5
Shares outstanding49m49m49m49m49m49m49m49m49m49m49m49m
Filing10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS and diluted share count are from the company's results press release for that quarter, used where the release gives the same revenue and net income as the table. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Income statement (profit and loss), 10 fiscal years and the trailing twelve months

FY2016FY2017FY2018 †FY2019FY2020FY2021 †FY2022 †FY2023 †FY2024 †FY2025TTM
Revenue1,7041,4621,4601,7371,9362,0362,2432,3082,5702,8832,745
Cost of revenue1,3561,1681,1881,4041,5541,6801,8321,8642,0552,2362,113
Gross profit348295272332382356411444515647650
Gross margin20.4%20.2%18.6%19.1%19.7%17.5%18.3%19.2%20.0%22.4%23.7%
Selling, general and administrative147163154180223256263261320307325
Operating income20113294.9153152107349217198342323
Operating margin11.8%9.0%6.5%8.8%7.8%5.3%15.6%9.4%7.7%11.9%11.8%
Interest expense0.00.00.96.810.623.431.028.170.910999.1
Pre-tax income19713095.014713883.6316196130241229
Income tax74.240.419.333.531.614.070.436.736.332.929.9
Effective tax rate37.6%31.1%20.3%22.8%22.9%16.7%22.3%18.7%27.9%13.6%13.0%
Net income12389.775.711310769.624615993.7208491
Net margin7.2%6.1%5.2%6.5%5.5%3.4%11.0%6.9%3.6%7.2%17.9%
Diluted EPS$2.52$1.84$1.54$2.32$2.18$1.42$5.05$3.26$1.91$4.24$9.98
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
From each year's 10-K, linked; TTM is the last four quarters.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.

Revenue by segment

FY2023FY2024FY2025Share
latest year
Construction Products1,0011,1051,31045.4%
Engineered Structures8741,0471,19041.3%
Transportation Products43441838313.3%
Construction ProductsEngineered StructuresTransportation Products
2,308FY20232,570FY20242,883FY2025

$ million; hover a block for its figure and share

From the latest 10-K, in the company's own words.
Read moreA year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Cash flow and capital returned

FY2016FY2017FY2018 †FY2019FY2020FY2021 †FY2022 †FY2023 †FY2024 †FY2025TTM
Operating cash flow228162118359260166174261502341341
Capital expenditure84.882.444.885.482.185.1138204190166206
Free cash flow14379.673.727317881.436.357.5312176135
Free cash flow margin8.4%5.4%5.0%15.7%9.2%4.0%1.6%2.5%12.2%6.1%4.9%
Cash from investing-79.8-126-364-109-528-57090.7-286-1,509-121193
Cash from financing-144-42.8339-108124381-178-30.81,089-192-292
Depreciation and amortisation65.665.767.685.8114144154160195223225
Share-based compensation10.59.09.914.620.018.019.123.924.326.425.3
Buybacks0.00.03.011.08.09.415.013.80.00.0n/a
Dividends paidn/an/a2.49.99.89.89.89.89.710.09.9
Dividend per share$0.00$0.00$0.05$0.20$0.20$0.20$0.20$0.20$0.20$0.20n/a
Diluted shares, weighted49m49m49m48m48m49m48m49m49m49m49m
Shares outstanding at period endn/a048m48m48m48m48m49m49m49m49m
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
Cash paid in the year, from the cash flow statement.
Read moreThe dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet at year end

FY2016FY2017FY2018 †FY2019FY2020FY2021 †FY2022 †FY2023 †FY2024 †FY2025TTM
Funded by
Shareholders' equity1,3421,4081,6841,7901,8921,9532,1842,3322,4282,6412,983
Debtn/a0.41841042486655365621,6771,5141,429
Operating lease liabilitiesn/an/an/an/a16.419.129.929.754.751.863.9
Finance lease liabilitiesn/an/an/an/a4.010.012.86.31.90.40.1
Other liabilitiesn/a194304408486541578648754777826
Total liabilities and equityn/a1,6022,1722,3022,6473,1883,3413,5784,9164,9855,302
Owned
Fixed assetsn/a5838038169131,2021,2001,3362,1292,0982,098
Goodwilln/a4946156227949359589911,3611,3491,348
Intangible assetsn/a64.455.251.7213220256271338311312
Cash and equivalents14.06.899.424095.872.9160105187215432
Receivablesn/a165291200260311334357350418559
Inventoryn/a247252283277324316402360424364
Other assets1,51241.855.589.093.7123116116189171188
Total assets1,5261,6022,1722,3022,6473,1883,3413,5784,9164,9855,302
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
At the fiscal year end; the TTM column is the latest quarter end.
Read moreBoth totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.

Compounded growth

10 years5 years3 yearsTTM
Sales growth, compoundedn/a8.3%8.7%2.6%
Profit growth, compoundedn/a14.3%-5.4%433.0%
Return on equity, average6.5%6.7%6.2%7.9%
Yearly growth, compounded; TTM is the last four quarters against the four before.
Read moreReturn on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Questions

What was Arcosa's revenue in fiscal 2025?

Arcosa (ACA) reported revenue of $2.9 billion for fiscal 2025, the year ended 31 December 2025, up 12.2% on the year before.

How much did Arcosa earn in fiscal 2025?

Net income was $208 million for fiscal 2025, and diluted earnings per share $4.24.

What is Arcosa's P/E ratio?

At the close of 9 October 2026, Arcosa traded at 14.7 times its earnings over the twelve months to 30 June 2026.

What is Arcosa's market cap?

The market cap of Arcosa was $7.2 billion at the close of 9 October 2026.

Does Arcosa pay a dividend?

Yes. Arcosa declared $0.20 a share in dividends over the four quarters to 30 June 2026.

Peers: Construction Materials

CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Crane Co. CR$11.8 billion35.7715.4%17.9%16.3%0.500.4%
Watts Water Technologies Inc. WTS$11.8 billion30.8217.5%19.1%17.1%0.050.6%
Valmont Industries Inc. VMI$9.0 billion18.2528.7%13.7%3.8%0.420.6%
Owens Corning OC$9.0 billionn/an/an/an/a1.362.5%
Arcosa, Inc. ACA$7.2 billion14.7516.5%11.8%2.6%0.480.1%
Simpson Manufacturing Co., Inc. SSD$7.0 billion18.7017.9%20.6%6.5%0.140.7%
Eagle Materials Inc. EXP$5.1 billion13.0227.1%n/a1.7%1.170.6%
Fortune Brands Innovations, Inc. FBIN$4.7 billion31.726.4%6.8%-2.3%1.112.6%
Louisiana-Pacific Corp. LPX$4.6 billion83.183.1%3.0%-14.4%0.200.4%
Trex Co. Inc. TREX$4.6 billionn/an/an/a7.0%0.25n/a
Champion Homes, Inc. SKY$4.3 billion23.3012.2%8.7%4.5%0.02n/a
Proto Labs Inc. PRLB$2.2 billion74.984.4%6.6%10.2%0.00n/a
All 23 in Construction Materials
CompanyMarket capP/EROEOp. marginSales growth
TTM
Debt to equityDiv. yield
Parker-Hannifin Corp. PH$121.3 billion33.7923.7%23.6%8.3%0.490.8%
CRH Public Ltd. Co. CRH$54.3 billion14.3816.0%14.3%6.3%0.741.8%
Snap-on Inc. SNA$18.6 billion18.3717.1%25.4%4.0%0.202.5%
Masco Corp. MAS$13.6 billion15.80n/a17.5%-0.6%n/a1.8%
Stanley Black & Decker, Inc. SWK$13.4 billion21.606.9%5.6%0.6%0.533.7%
Crane Co. CR$11.8 billion35.7715.4%17.9%16.3%0.500.4%
Watts Water Technologies Inc. WTS$11.8 billion30.8217.5%19.1%17.1%0.050.6%
Valmont Industries Inc. VMI$9.0 billion18.2528.7%13.7%3.8%0.420.6%
Owens Corning OC$9.0 billionn/an/an/an/a1.362.5%
Arcosa, Inc. ACA$7.2 billion14.7516.5%11.8%2.6%0.480.1%
Simpson Manufacturing Co., Inc. SSD$7.0 billion18.7017.9%20.6%6.5%0.140.7%
Eagle Materials Inc. EXP$5.1 billion13.0227.1%n/a1.7%1.170.6%
Fortune Brands Innovations, Inc. FBIN$4.7 billion31.726.4%6.8%-2.3%1.112.6%
Louisiana-Pacific Corp. LPX$4.6 billion83.183.1%3.0%-14.4%0.200.4%
Trex Co. Inc. TREX$4.6 billionn/an/an/a7.0%0.25n/a
Champion Homes, Inc. SKY$4.3 billion23.3012.2%8.7%4.5%0.02n/a
Griffon Corp. GFF$4.1 billion23.10138.6%19.7%-12.0%9.750.8%
Cavco Industries, Inc. CVCO$4.1 billion23.1416.3%9.6%9.7%n/an/a
UFP Industries Inc. UFPI$4.1 billion17.018.2%5.1%-4.7%0.081.9%
Mueller Water Products, Inc. MWA$3.4 billion15.3819.8%19.4%5.9%0.401.2%
Crane Nxt, Co. CXT$2.9 billion20.8511.1%14.0%17.3%0.991.3%
Proto Labs Inc. PRLB$2.2 billion74.984.4%6.6%10.2%0.00n/a
Koppers Holdings Inc. KOP$820 millionn/a-22.5%-2.2%-5.0%2.340.7%
2 companies share its SEC industry code (Fabricated Structural Metal Products); the rest are the names nearest in size in its wider industry, Construction Materials, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
Read moreBy market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.

Filings

FilingPeriodFiledWhere
10-Q30 June 20265 August 2026EDGAR
10-Q31 March 20261 May 2026EDGAR
10-K31 December 202527 February 2026EDGAR
10-Q30 September 202531 October 2025EDGAR
10-Q30 June 20258 August 2025EDGAR
10-Q31 March 20257 May 2025EDGAR
10-K31 December 202428 February 2025EDGAR
10-Q30 September 202431 October 2024EDGAR
10-Q30 June 20242 August 2024EDGAR
10-Q31 March 20243 May 2024EDGAR

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