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Arcosa, Inc.

ACA · Industrials

Last earnings Apr 1, 2026

AI analysis

Q1 2026 · reported Apr 1, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

No extracted figures held

The event-summary record for this company carries no extracted figures, so the brief and charts cannot be drawn yet. The summary below and the held documents are the record for this event.

Guidance · company-stated

revenues$410 million
Adjusted EBITDA

“of $70 million to $75 million”

Guidance stated in the release for first quarter 2026; figures as stated.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

The Company intends to use the net after-tax proceeds to invest in the expansion of its core growth platforms and reduce outstanding debt.

Pursuant to the Merger Agreement, at the Effective Time, outstanding restricted stock and restricted stock unit awards granted prior to the date of the Merger Agreement will become vested and be settled for cash, without interest, in an amount equal to the Merger Consideration, payable per share, plus any accrued and unpaid dividend equivalents, less applicable withholding taxes.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

As a result of the completion of the barge sale, the Company will update its full year 2026 revenue guidance and Adjusted EBITDA guidance in conjunction with its first quarter 2026 earnings

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

revenues: “revenues of $410 million to $430 million”

Adjusted EBITDA: “Adjusted EBITDA of $70 million to $75 million”

revenues (“first quarter 2026”)
“As previously disclosed, the Company s 2026 guidance included full year revenues of $410 million to $430 million and full year Adjusted EBITDA of $70 million to $75 million from the inland barge business.”

Adjusted EBITDA (“first quarter 2026”)
“As previously disclosed, the Company s 2026 guidance included full year revenues of $410 million to $430 million and full year Adjusted EBITDA of $70 million to $75 million from the inland barge business.”

Guidance stated in the release for first quarter 2026; figures as stated.

Capital allocation

The Company intends to use the net after-tax proceeds to invest in the expansion of its core growth platforms and reduce outstanding debt.

SEC original ↗Arcosa, Inc. — Earnings release (8-K exhibit)EX-99Apr 1, 2026

Pursuant to the Merger Agreement, at the Effective Time, outstanding restricted stock and restricted stock unit awards granted prior to the date of the Merger Agreement will become vested and be settled for cash, without interest, in an amount equal to the Merger Consideration, payable per share, plus any accrued and unpaid dividend equivalents, less applicable withholding taxes.

SEC original ↗Arcosa, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Stockholders' Equity In December 2024, the Board authorized a $ 50.0 million share repurchase program effective January 1, 2025 through December 31, 2026 to replace an expiring program of the same amount.

SEC original ↗Arcosa, Inc. — 10-Q Quarterly report10-QAug 5, 2026

During the three months ended June 30, 2026, the Company did not repurchase any shares.

SEC original ↗Arcosa, Inc. — 10-Q Quarterly report10-QAug 5, 2026

During the six months ended June 30, 2026, the Company repurchased 159,595 shares at a cost of $ 17.5 million.

SEC original ↗Arcosa, Inc. — 10-Q Quarterly report10-QAug 5, 2026

As of June 30, 2026, the Company has approximately $ 32.5 million available for share repurchases under the current program.

SEC original ↗Arcosa, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Strategy & priorities

Completes Sale of Barge Business Advances Portfolio Simplification and Streamlines Strategic Focus on Core Growth Platforms DALLAS, Texas - ARCOSA, Inc.

SEC original ↗Arcosa, Inc. — Earnings release (8-K exhibit)EX-99Apr 1, 2026

The Company intends to use the net after-tax proceeds to invest in the expansion of its core growth platforms and reduce outstanding debt.

SEC original ↗Arcosa, Inc. — Earnings release (8-K exhibit)EX-99Apr 1, 2026

We will now be fully focused on construction materials and engineered structures, which are both well positioned to benefit from infrastructure and power market tailwinds in the U.

SEC original ↗Arcosa, Inc. — Earnings release (8-K exhibit)EX-99Apr 1, 2026

Carrillo concluded, We remain positive about our re-investment opportunities and expect to continue prioritizing the allocation of capital toward our high growth, high margin businesses.

SEC original ↗Arcosa, Inc. — Earnings release (8-K exhibit)EX-99Apr 1, 2026

Forward-looking statements include statements about Arcosa s estimates, expectations, beliefs, intentions or strategies for the future.

SEC original ↗Arcosa, Inc. — Earnings release (8-K exhibit)EX-99Apr 1, 2026

Risks & headwinds

For further discussion of such risks and uncertainties, see Risk Factors and the Forward-Looking Statements section of Management's Discussion and Analysis of Financial Condition and Results of Operations in Arcosa's Form 10-K for the year ended December 31, 2025 and as may be revised and updated by Arcosa's Quarterly Reports on Form 10-Q and Current Reports on Form 8-K.

SEC original ↗Arcosa, Inc. — Earnings release (8-K exhibit)EX-99Apr 1, 2026

Legal Proceedings 35 Item 1A.

SEC original ↗Arcosa, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Commitments and Contingencies The Company is involved in claims and lawsuits incidental to our business arising from various matters including commercial disputes, alleged product defect and/or warranty claims, intellectual property matters, personal injury claims, environmental issues, employment and/or workplace-related matters, and various governmental regulations.

SEC original ↗Arcosa, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Accordingly, there can be no assurance that we will not become involved in future litigation or other proceedings, including those related to the environment or, if we are found to be responsible or liable in any such litigation or proceeding, that such costs would not be material to the Company.

SEC original ↗Arcosa, Inc. — 10-Q Quarterly report10-QAug 5, 2026

Documents

Earnings deck slides

0 decks with slide view

Arcosa, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arcosa, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arcosa, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arcosa, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arcosa, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arcosa, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arcosa, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Arcosa, Inc. — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

RELX (RELX) IndustrialsThomson Reuters (TRI) IndustrialsFedEx (FDX) IndustrialsVertiv (VRT) IndustrialsCanadian National Railway (CNI) IndustrialsAerCap Holdings (AER) IndustrialsCanadian Pacific Kansas City (CP) IndustrialsGeneral Dynamics (GD) Industrials

Filings

31 documents

Earnings releases

5 documents

Presentations

8 documents

Transcripts

0 documents

No transcripts for Arcosa, Inc. are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Arcosa, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.