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. The balance sheet has strengthened materially, with D/E improvin...
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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 10/3/2026, 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 |
Corient Private Wealth LP grew its holdings in Arcosa, Inc. (NYSE: ACA) by 284.9% in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 11,111 shares of the company's stock after acquiring an additional 8,224 shares during the quarter. Corient Private Wealth
Shares of Arcosa, Inc. (NYSE: ACA - Get Free Report) have been assigned a consensus recommendation of "Hold" from the seven research firms that are currently covering the company, Marketbeat reports. Four investment analysts have rated the stock with a hold rating and three have issued a buy rating on the company. The average 1-year price
DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that the Company's stockholders approved the acquisition by CRH (NYSE: CRH) at its special meeting on September 4, 2026. Arcosa will disclose the final, certified voting results on a Form 8-K with the U.S. Securities and Exchange Commission. As previously announced, Arcosa and CRH have entered into a merger agreement for CRH to acquire 100%.
Arcosa (NYSE: ACA - Get Free Report) and Lafarge (OTCMKTS:LFRGY - Get Free Report) are both materials companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, institutional ownership, valuation, dividends, earnings and profitability. Profitability This table compares Arcosa and Lafarge's net margins, return
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 |
|---|---|---|---|---|---|---|---|
| $146.50 | $7.19B | 34.55 | 12.2% | 7.23% | 8.25% | 0.14% | |
| $479.17 | $28.77B | 25.49 | 0.12% | 36.81% | 23.11% | — | |
| $243.98 | $31.66B | 30.05 | 6.94% | 13.82% | 13.07% | — | |
| $81.70 | $54.59B | 14.83 | 9.01% | 9.35% | 22.44% | — | |
| $25.80 | $2.05B | 8.46 | -29.95% | 16.81% | 29.28% | — | |
| $1.42 | $64.67M | -3.55 | 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 for fiscal year 2025. This represents a 61% increase from $1.70B in 2016.
Arcosa, Inc. (ACA) grew revenue by 12.2% over the past year. This is steady growth.
Yes, Arcosa, Inc. (ACA) is profitable, generating $491.4M in net income for fiscal year 2025 (7.2% net margin).
Yes, Arcosa, Inc. (ACA) pays a dividend with a yield of 0.14%. This makes it attractive for income-focused investors.
Arcosa, Inc. (ACA) has a return on equity (ROE) of 8.3%. This is below average, suggesting room for improvement.
Arcosa, Inc. (ACA) generated $135.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
