# Arcosa, Inc.: overview

ACA · NYSE · CIK 1739445 · [Industrials](/sectors/industrials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/aca.md) · [Financials](/companies/aca/financials.md) · [Filings](/companies/aca/filings.md) · [Insiders](/companies/aca/insiders.md)

Latest reported revenue: [$658.7m](/filings/0001739445-26-000126.md) for Q2 FY2026, three months to 2026-06-30, from the 10-Q filed Aug 5, 2026 (XBRL us-gaap:Revenues, accession 0001739445-26-000126).

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [640](/filings/0001739445-25-000135.md) | [666 d](/filings/0001739445-26-000029.md) | [548](/filings/0001739445-26-000067.md) | [648](/filings/0001739445-26-000126.md) | [798](/filings/0001739445-25-000135.md) | [717 d](/filings/0001739445-26-000029.md) | [572](/filings/0001739445-26-000067.md) | [659](/filings/0001739445-26-000126.md) |
| Gross margin | % | [21.3%](/filings/0001739445-25-000135.md) | [19.3% d](/filings/0001739445-26-000029.md) | [19.7%](/filings/0001739445-26-000067.md) | [23.2%](/filings/0001739445-26-000126.md) | [24.1%](/filings/0001739445-25-000135.md) | [22.9% d](/filings/0001739445-26-000029.md) | [21.1%](/filings/0001739445-26-000067.md) | [23.6%](/filings/0001739445-26-000126.md) |
| Operating margin | % | [5.3%](/filings/0001739445-25-000135.md) | [6.5% d](/filings/0001739445-26-000029.md) | [7.5%](/filings/0001739445-26-000067.md) | [12.7%](/filings/0001739445-26-000126.md) | [14.1%](/filings/0001739445-25-000135.md) | [11.0% d](/filings/0001739445-26-000029.md) | [8.2%](/filings/0001739445-26-000067.md) | [12.8%](/filings/0001739445-26-000126.md) |
| Net margin | % | [2.6%](/filings/0001739445-25-000135.md) | [(1.2%) d](/filings/0001739445-26-000029.md) | [4.3%](/filings/0001739445-26-000067.md) | [9.2%](/filings/0001739445-26-000126.md) | [9.2%](/filings/0001739445-25-000135.md) | [7.3% d](/filings/0001739445-26-000029.md) | [6.6%](/filings/0001739445-26-000067.md) | [49.9%](/filings/0001739445-26-000126.md) |
| Diluted EPS | $ per share | [0.34](/filings/0001739445-25-000135.md) | not reported | [0.48](/filings/0001739445-26-000067.md) | [1.22](/filings/0001739445-26-000126.md) | [1.48](/filings/0001739445-25-000135.md) | not reported | [0.77](/filings/0001739445-26-000067.md) | [6.67](/filings/0001739445-26-000126.md) |
| Free cash flow | $m | [101 d](/filings/0001739445-25-000135.md) | [195 d](/filings/0001739445-26-000029.md) | [(33.7)](/filings/0001739445-26-000067.md) | [33.4 d](/filings/0001739445-26-000126.md) | [121 d](/filings/0001739445-25-000135.md) | [55.8 d](/filings/0001739445-26-000029.md) | [28.4](/filings/0001739445-26-000067.md) | [(70.0) d](/filings/0001739445-26-000126.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Gross margin (gross profit / revenue). XBRL Gross profit: us-gaap:GrossProfit; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquireProductiveAssets; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | [2,036](/filings/0001739445-24-000012.md) | [2,243](/filings/0001739445-25-000026.md) | [2,308](/filings/0001739445-26-000029.md) | [2,570](/filings/0001739445-26-000029.md) | [2,883](/filings/0001739445-26-000029.md) |
| Gross margin | % | not reported | not reported | [19.2%](/filings/0001739445-26-000029.md) | [20.0%](/filings/0001739445-26-000029.md) | [22.4%](/filings/0001739445-26-000029.md) |
| Operating margin | % | [5.3%](/filings/0001739445-24-000012.md) | [15.6%](/filings/0001739445-25-000026.md) | [9.4%](/filings/0001739445-26-000029.md) | [7.7%](/filings/0001739445-26-000029.md) | [11.9%](/filings/0001739445-26-000029.md) |
| Net margin | % | [3.4%](/filings/0001739445-24-000012.md) | [11.0%](/filings/0001739445-25-000026.md) | [6.9%](/filings/0001739445-26-000029.md) | [3.6%](/filings/0001739445-26-000029.md) | [7.2%](/filings/0001739445-26-000029.md) |
| Diluted EPS | $ per share | [1.42](/filings/0001739445-24-000012.md) | [5.05](/filings/0001739445-25-000026.md) | [3.26](/filings/0001739445-26-000029.md) | [1.91](/filings/0001739445-26-000029.md) | [4.24](/filings/0001739445-26-000029.md) |
| Free cash flow | $m | [81.4](/filings/0001739445-24-000012.md) | [36.3](/filings/0001739445-25-000026.md) | [57.5](/filings/0001739445-26-000029.md) | [312](/filings/0001739445-26-000029.md) | [176](/filings/0001739445-26-000029.md) |

- Revenue. XBRL Revenue: us-gaap:Revenues.
- Gross margin (gross profit / revenue). XBRL Revenue: us-gaap:Revenues; Gross profit: us-gaap:GrossProfit.
- Operating margin (operating income / revenue). XBRL Operating income: us-gaap:OperatingIncomeLoss; Revenue: us-gaap:Revenues.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss; Revenue: us-gaap:Revenues.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/aca/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $1.22bn | 8,414,107 |  | Added +794,547 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $409.3m | 2,817,292 |  | Reduced −40,531 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $341.6m | 2,351,171 |  | Added +34,484 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $321.1m | 2,210,245 |  | Added +11,921 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $302.0m | 2,078,928 |  | Added +98,283 |
| [NEUBERGER BERMAN GROUP LLC](/funds/1465109.md) | 2026-06-30 | $229.4m | 1,579,472 |  | Reduced −1,094,373 |
| [Capital International Investors](/funds/1562230.md) | 2026-06-30 | $197.6m | 1,360,133 |  | Reduced −592,693 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $186.8m | 1,285,641 |  | Added +75,734 |
| [NOMURA ASSET MANAGEMENT INTERNATIONAL INC.](/funds/921739.md) | 2026-06-30 | $146.5m | 1,008,554 |  | Reduced −61,519 |
| [ROYCE & ASSOCIATES LP](/funds/906304.md) | 2026-06-30 | $144.4m | 993,710 |  | Reduced −258,600 |

## Recent filings

[All 677 filings](/companies/aca/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-23 | 09:02 ET | [8-K](/filings/0001140361-26-040596.md) | 1.02 Termination of a material agreement; 2.01 Completion of an acquisition or disposition; 3.01 Delisting notice; 3.03 Change to security holders’ rights; 5.01 Change in control; 5.02 Departure or appointment of officers or directors; 5.03 Amendment to articles or bylaws; 9.01 Financial statements and exhibits | 0001140361-26-040596 |
| 2026-09-04 | 16:31 ET | [8-K](/filings/0001140361-26-035795.md) | 5.07 Shareholder vote results | 0001140361-26-035795 |
| 2026-08-05 | 16:23 ET | [10-Q](/filings/0001739445-26-000126.md) | Quarterly report, period 2026-06-30 | 0001739445-26-000126 |
| 2026-08-05 | 16:19 ET | [8-K](/filings/0001739445-26-000124.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001739445-26-000124 |
| 2026-07-15 | 16:25 ET | [8-K](/filings/0001739445-26-000120.md) | 1.04 Item not in the standard list | 0001739445-26-000120 |
| 2026-06-22 | 07:21 ET | [8-K](/filings/0001739445-26-000112.md) | 1.01 Entry into a material agreement; 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001739445-26-000112 |
| 2026-06-05 | 16:47 ET | [8-K](/filings/0001739445-26-000107.md) | 7.01 Regulation FD disclosure; 9.01 Financial statements and exhibits | 0001739445-26-000107 |
| 2026-05-15 | 17:27 ET | [8-K](/filings/0001739445-26-000093.md) | 5.07 Shareholder vote results; 9.01 Financial statements and exhibits | 0001739445-26-000093 |
| 2026-05-01 | 13:11 ET | [10-Q](/filings/0001739445-26-000067.md) | Quarterly report, period 2026-03-31 | 0001739445-26-000067 |
| 2026-04-30 | 16:22 ET | [8-K](/filings/0001739445-26-000064.md) | 2.02 Results of operations; 9.01 Financial statements and exhibits | 0001739445-26-000064 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001739445-26-000029.md), filed Feb 27, 2026.

## Forecast league

Q3 FY2026, the quarter ended 2026-09-30, is open for forecasts until the first results filing for it is accepted by EDGAR. Results are due by \[object Promise\]. [Forecast this quarter](/leagues/2026q3/targets/2df40c42-3b85-4814-add3-474df7faae19)

## About the filer

- CIK: 1739445
- Tickers: ACA
- Exchange: NYSE
- SIC code: 3440 Fabricated Structural Metal Products
- State of incorporation: DE
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:47 ET. No prices; not investment advice.