The financials
Arcosa, Inc. by the numbers
Arcosa, Inc. (ACA) reported revenue of $572M in Q1 2026 (quarter ended March 31, 2026), up 4.4% from the same quarter a year earlier. That came with a gross margin of 21% and net income of $38M (6.6% of revenue). For the full year FY2025, revenue was $2.88B (+12% year on year) and net income $208M. Its largest product in 2026-Q1 was Utility And Related Structures at $225M, 39% of the disclosed total, just ahead of Aggregates at 30%.
| Income statement | Q1 2026 | Q1 2025 | Change |
|---|---|---|---|
| Revenue | $572M | $548M | +4.4% |
| Gross profit | $121M | $108M | +12% |
| Operating income | $47M | $41M | +15% |
| Net income | $38M | $24M | +60% |
| Diluted EPS | $0.77 | $0.48 | +60% |
| Product | Revenue | Share |
|---|---|---|
| Utility And Related Structures | $225M | 39% |
| Aggregates | $175M | 30% |
| Specialty Materials And Asphalt | $70M | 12% |
| Wind Towers | $70M | 12% |
| Construction Site Support | $36M | 6.2% |
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $576.2M (-29%)
Construction Site Support grew +26% year on yearWind Towers -21% year on year
Segment Latestquarter on quarteryear on year
- Utility And Related Structures$225.4M$225.4MQoQ +4.5%year on year +15%+4.5%+15%
- Aggregates$174.5M$174.5MQoQ -20%year on year +5.6%-20%+5.6%
- Specialty Materials And Asphalt$70.4M$70.4MQoQ -52%year on year -3.8%-52%-3.8%
- Wind Towers$70.0M$70.0MQoQ -27%year on year -21%-27%-21%
- Construction Site Support$35.9M$35.9MQoQ 0.00%year on year +26%0.00%+26%
- Inl and Barges--QoQ -year on year ---
- Steel Components--QoQ -year on year ---
- Utility Wind And Related Structures--QoQ -year on year ---
Engineering & Construction
Ranks #23 of 27 by Smart Score