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Arcosa Inc (ACA)
NYSE:ACA
Earnings Data
Report Date
Apr 23, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.49Last Year’s EPS
0.49Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive picture: record full‑year results (revenues, adjusted EBITDA, margin), improved leverage and liquidity, a strategic divestiture for $450M that simplifies the portfolio, and a clear growth emphasis on Construction Materials and Engineered Structures with strong backlog and planned capacity investments. Offsetting risks include a near‑term step‑down in wind tower volumes (~25% fewer wind revenues in 2026), modest full‑year free cash flow in 2025 ($22M), higher near‑term CapEx, regional profitability headwinds in parts of aggregates, and seasonal/weather impacts to Q1. Taken together, the magnitude and number of positive items (record metrics, debt reduction, strategic sale, clear 2026 guidance and growth initiatives) outweigh the identified lowlights.Company Guidance
Record Full-Year Financial Performance
Full year 2025 record revenues of $2.9B (up 12% year‑over‑year), record adjusted EBITDA of $583M (up 30%), and record adjusted EBITDA margin of 20.2% (up 280 basis points).
Quarterly Earnings Momentum
Fourth quarter adjusted EBITDA increased 13% year‑over‑year and margin expanded 90 basis points, with all segments contributing to the improvement.
Improved Balance Sheet and Liquidity
Generated $120M of operating cash flow in Q4; ended the year with net debt to adjusted EBITDA of 2.3x (improved from 2.9x at the start of the year), repaid $164M of term loan debt, and liquidity of $915M including full availability under the $700M revolver.
Barge Business Divestiture
Entered into definitive agreement to sell the barge business for $450M in cash; sale expected to close in 2026 and will reduce portfolio cyclicality and raise overall margin profile. For modeling, barge guidance implies full‑year revenues of $410M–$430M and adjusted EBITDA of $70M–$75M.
Construction Materials Strength and Disclosures
Began separate disclosure for aggregates (≈60% of Construction Materials); aggregates freight‑adjusted revenues rose ~8% in Q4 (5% pricing, 2% volume). Full year freight‑adjusted sales price up 8% and adjusted cash gross profit per ton up 10%, with unit profitability improvements led by Stavola (inorganic contributor).
Engineered Structures Growth and Backlog
Engineered Structures revenues up 15% in 2025; utility and related structures up 20%. Segment adjusted EBITDA increased 22% and margin expanded 100 bps to 18.5%. Utility & related structures backlog ended the year at $435M (up 5% year‑over‑year).
Transportation Products Performance
Transportation Products revenues up 19% and adjusted segment EBITDA up 24%, driven by higher tank barge volumes and favorable mix resulting in 90 basis points of margin expansion.
Strategic Capacity & Cost Initiatives
Investing in converting Illinois wind tower plant to utility poles (expected operational H2 2026), adding a galvanizing facility in Mexico (first dip this quarter) to improve cost structure, and preparing Tulsa facility transition to utility structures — positioning for long‑term utility demand.
Safety and Transformation Progress
Recorded the lowest annual safety incident rate in company history and completed strategic transformation steps (portfolio simplification and expanded disclosures) to sharpen focus on growth businesses.
2026 Guidance and Capital Allocation
Provided 2026 guidance: revenues $2.95B–$3.10B and adjusted EBITDA $590M–$640M (excluding barge), CapEx guidance $220M–$250M (growth $70M–$80M; maintenance $150M–$170M). Management expects combined double‑digit adjusted EBITDA growth and margin uplift from Construction Materials and Engineered Structures.
ACA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ACA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $127.50 | $107.48 | -15.70% |
Oct 30, 2025 | $92.21 | $101.95 | +10.57% |
Aug 07, 2025 | $85.02 | $95.83 | +12.71% |
May 06, 2025 | $85.84 | $81.92 | -4.56% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Arcosa Inc (ACA) report earnings?
Arcosa Inc (ACA) is schdueled to report earning on Apr 23, 2026, TBA (Confirmed).
What is Arcosa Inc (ACA) earnings time?
Arcosa Inc (ACA) earnings time is at Apr 23, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ACA EPS forecast?
ACA EPS forecast for the fiscal quarter 2026 (Q1) is 0.49.