Arcosa's Q2 2026 results reveal a company at an inflection point: revenue contracted 10.6% YoY to $658.7M, yet gross margin expanded 110 bps to 23.6%, suggesting pricing power amid softer demand.
Price trend, volume and key moving averages
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Revenue declined 10.6% YoY to $658.7M in Q2 2026, but gross margin expanded to 23.6% from 22.5% a year earlier, while net income surged to $328.5M due to a likely one-time tax benefit, masking an operating income drop of 9.5% YoY.
Arcosa is shifting from a cyclical industrial play to a higher-quality infrastructure operator through deliberate portfolio resets, such as divesting its barge business to reduce cyclicality.
The company reported a significant net income in 2025, reversing from a net loss the previous year, with guidance projecting further revenue and profit growth in 2026.
Lower input costs and stronger infrastructure volumes could drive margin recovery, potentially pushing the stock toward the upper analyst range.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $1.13-5.0% vs $1.19 | $659M-4.2% vs $688M |
Q2 2026 Apr 30, 2026 | $0.51+292.3% vs $0.13 | $572M-11.0% vs $642M |
Q1 2026 Feb 26, 2026 | $1.15+21.1% vs $0.95 | $717M-0.4% vs $719M |
Q4 2025 Oct 30, 2025 | $1.56+17.3% vs $1.33 | $798M+10.9% vs $719M |
NEW YORK, Oct. 23, 2026 /PRNewswire/ -- Howard Hughes Holdings Inc. (NYSE: HHH) will replace Arcosa Inc. (NYSE: ACA) in the S&P SmallCap 600 effective prior to the opening of trading on Wednesday, October 28. S&P 500 constituent CRH plc (NYSE: CRH) has acquired Arcosa in a deal that closed today, October 23.
State of Alaska Department of Revenue lowered its position in Arcosa, Inc. (NYSE: ACA) by 46.1% in the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,303 shares of the company's stock after selling 8,798 shares during
Arcosa (NYSE: ACA - Get Free Report) and Vulcan Materials (NYSE: VMC - Get Free Report) are both materials companies, but which is the superior stock? We will contrast the two companies based on the strength of their valuation, analyst recommendations, earnings, institutional ownership, profitability, risk and dividends. Profitability This table compares Arcosa and Vulcan Materials' net
Oscar Health's ACA marketplace expansion fuels growth prospects, but subsidy uncertainty, rising medical costs and pricing risks could challenge lasting profits.
Benchmark ACA against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Arcosa, Inc. (ACA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $149.15 | $7.32B | 35.18 | 12.2% | 7.23% | 8.25% | 0.14% | |
| $518.15 | $31.11B | 27.56 | 0.12% | 36.81% | 23.11% | 0.63% | |
| $282.72 | $36.68B | 34.82 | 6.94% | 13.77% | 13% | 0.7% | |
| $94.81 | $63.35B | 17.21 | 9.01% | 7.85% | 20.21% | 1.55% | |
| $29.43 | $2.34B | 9.65 | -29.95% | 15.57% | 28.94% | 4.05% | |
| $1.40 | $63.53M | -3.49 | 69.76% | -10.86% | -435.06% | — |
Arcosa, Inc. (ACA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Arcosa, Inc. (ACA) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jul 15, 2026·SEC
Jun 22, 2026·SEC
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Arcosa, Inc. (ACA) stock FAQ — growth, dividends, profitability & financials explained
Arcosa, Inc. (ACA) reported $2.74B in revenue over the trailing twelve months. Revenue was $2.88B in fiscal year 2025. That is 69% more than the $1.70B of fiscal year 2016.
Arcosa, Inc. (ACA) grew revenue by 12.2% in fiscal year 2025, compared with the prior fiscal year.
Yes. Arcosa, Inc. (ACA) earned $491.4M in net income over the trailing twelve months (a 17.9% net margin).
Yes. Arcosa, Inc. (ACA) pays a dividend that yields 0.14% at the current price, a small yield.
Arcosa, Inc. (ACA) had a return on equity (ROE) of 8.3% in fiscal year 2025. That is below the market's typical 10-15%.
Arcosa, Inc. (ACA) generated $135.2M in free cash flow over the trailing twelve months.
