10-K · February 27, 2026
Arcosa reported record 2025 top-line and margin expansion driven by broad-based strength across Construction Products and Engineered Structures; full-year revenue rose to approximately $2.884 billion (from $2.570…
Earnings analysis · 10-Q
ACA earnings analysis
Filed May 1, 2026 · Our reading of the company's report
The latest report
Arcosa, Inc. reported strong Q1 2026 results with revenues of $663.3 million and EPS of $0.81, both surpassing estimates. Key growth was driven by utility structures and construction products, allowing the company to…
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Arcosa, Inc. reported strong Q1 2026 results with revenues of $663.3 million and EPS of $0.81, both surpassing estimates. Key growth was driven by utility structures and construction products, allowing the company to increase its full-year revenue guidance to between $2.6 billion and $2.7 billion. Despite some challenges in the wind towers segment, overall performance remains robust, indicating a positive outlook for the company.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.81
- Segment
- Construction Products: $276.3M, Engineered Structures: $295.4M
What stood out
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Strong Q1 Revenue Surpass
Q1 2026 revenue reached $663.3 million, up 4.4% from $632 million in Q1 2025.
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Significant EPS Growth
EPS for Q1 2026 was $0.81, compared to $0.48 for Q1 2025, marking a 68.75% increase.
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Increased Full-Year Revenue Guidance
Company raised 2026 revenue guidance to $2.6B-$2.7B from prior estimate of $2.54B-$2.67B.
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Engineered Structures Growth
Revenues from Engineered Structures grew 3.7% with utility structures up 15.1%.
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Cash Flow Turnaround
Operating cash flow was $58.1 million in Q1 2026, a turnaround from cash used in operations of $21.1 million in Q1 2025.
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Significant Backlog Increase
Backlog for utility structures increased 35% YoY to $557.6 million, enhancing production visibility.
What to watch
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Volatility in Wind Tower Demand
Wind towers segment revenues declined by 21.3% to $70 million, emphasizing market fluctuations.
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Interest Rate and Cost Pressures
Potential impact of rising interest rates and inflation could affect margins and demand.
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Regulatory Changes Impacting Renewable Projects
The termination of tax credits under the OBBBA may negatively influence future wind tower orders.
Management's outlook
Full-year guidance updated: revenue $2.6B-$2.7B and EBITDA $545M-$585M.
Earlier filings 4
10-Q · August 8, 2025
Arcosa reported Q2 revenue of $736.9M (up $72.2M, +10.9% vs Q2 2024) with gross profit of $166.1M and operating profit of $94.8M, driving diluted EPS of $1.22. Margins expanded materially versus the year-ago quarter and…
10-K · February 28, 2025
Arcosa positions itself as a North American infrastructure-products platform focused on organic growth and disciplined acquisitions (added a fifth strategic pillar in 2024 focused on financial leverage). In 2024 the…
10-Q · October 31, 2024
Arcosa reported Q3 revenue of $640.4 million (up from $591.7 million year-over-year) and diluted EPS of $0.34 (down from $0.72 a year ago). Engineered Structures and Construction Products drove revenue and segment…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.