ACA earnings analysis
What we found in ACA's 10-Q: the parts that mattered, the offsets in the same document, and what the company said about what comes next.
Our reading of the filing · Free to read, no account needed
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.
The parts that mattered.
Pulled out of the filing itself, with the figures the company reported.
- Strong Q1 Revenue Surpass
- Q1 2026 revenue reached $663.3 million, up 4.4% from $632 million in Q1 2025.
- Significant EPS Growth
- EPS for Q1 2026 was $0.81, compared to $0.48 for Q1 2025, marking a 68.75% increase.
- Increased Full-Year Revenue Guidance
- Company raised 2026 revenue guidance to $2.6B-$2.7B from prior estimate of $2.54B-$2.67B.
- Engineered Structures Growth
- Revenues from Engineered Structures grew 3.7% with utility structures up 15.1%.
- 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.
- Significant Backlog Increase
- Backlog for utility structures increased 35% YoY to $557.6 million, enhancing production visibility.
And the other side of it.
The offsets in the same document — the things a summary that only listed the good news would have left out.
- Volatility in Wind Tower Demand
- Wind towers segment revenues declined by 21.3% to $70 million, emphasizing market fluctuations.
- Interest Rate and Cost Pressures
- Potential impact of rising interest rates and inflation could affect margins and demand.
- Regulatory Changes Impacting Renewable Projects
- The termination of tax credits under the OBBBA may negatively influence future wind tower orders.
What they reported.
What the company itself reported, taken out of the document.
- Earnings per share
- $0.81
- Segment
- Construction Products: $276.3M, Engineered Structures: $295.4M
What they said about what is next.
Full-year guidance updated: revenue $2.6B-$2.7B and EBITDA $545M-$585M.
The filing reads better than the one before it.
What came before.
- 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…
- 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. Read the original on SEC.gov · Educational only. Nothing here is investment advice.
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