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Arcosa ACA Q2 2026 earnings

Reported August 5, 2026 · After market close

Revenue$658.7MMiss by $28.8M
EPS$1.13Miss by $0.06
Revenue estimate$687.5M
EPS estimate$1.19
“Our second quarter results reflect solid operational execution by our teams, driving 5 percent Adjusted EBITDA growth and 60 basis points of margin expansion. Robust double-digit Adjusted EBITDA expansion in utility structures more than offset planned lower volumes in wind towers and heavy rainfall that impacted our construction materials businesses, particularly across our Texas operations. Our aggregates business continued to improve unit profitability, which grew 5 percent, through disciplined cost management despite disruptive weather and higher energy costs year-over-year.”
Antonio Carrillo

Next report

Oct 29, 2026 (in a month)
Revenue estimate$728.0M
EPS estimate$1.56

Financials

Q2 2026

Income statement

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Revenue$658.7M+1.7%
Gross profit$155.7M+3.6%
Operating income$84.3M+2.8%
Net income$328.5M+450%
EPS (diluted)$6.67+447%

Balance sheet

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Cash & equivalents$432.1M+128%
Total debt$1.5B-13.6%
Total equity$3.0B+18.9%
Total assets$5.3B+5.8%

Cash flow

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CapEx$58.8M+118%
Free cash flow-$70.0M-305%

Valuation & ratios

Valuation

as of 09/17/26
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Market cap$7.13B+55.3%
Enterprise value$8.21B+33.4%
P/E14.5×-31.5×
P/S2.6×+0.8×

Profitability

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Gross margin23%+2.1pp
Operating margin11.8%+3.8pp
Net margin17.9%+13.9pp
FCF margin4.9%-7.0pp

Returns & leverage

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Return on equity17.9%+13.8pp
Debt / equity0.5×-0.2×
Current ratio3.1×+1.0×

Segments

By product

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Total Construction Materials$312.9M-1.3%
Utility and related structures$230.6M+12.4%
Aggregates$191.5M-1.3%
Specialty materials and asphalt$134.2M+0.7%
Wind towers$71.1M-19.0%

By segment

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Construction Products$357.0M+0.7%
Engineered Structures$301.7M+3.0%

FAQ

When did Arcosa report Q2 2026 earnings?
Arcosa (ACA) reported Q2 2026 earnings on August 5, 2026 after market close.
What were Arcosa's Q2 2026 revenue and EPS?
Arcosa reported revenue of $658.7M and eps of $1.13 for Q2 2026.
Did Arcosa beat estimates in Q2 2026?
Revenue missed the consensus estimate of $687.5M by $28.8M. EPS missed the consensus estimate of $1.19 by $0.06.
How did Arcosa's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue declined 10.6% from $736.9M a year earlier and eps declined 11.0% from $1.27.
Where can I find Arcosa's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001739445-26-000124) and the 10-Q periodic report (0001739445-26-000126) directly on SEC EDGAR. The filing index links above go to sec.gov.