When did Arcosa report Q4 2025 earnings?

Arcosa (ACA) reported Q4 2025 earnings on February 26, 2026 after market close.

What were Arcosa's Q4 2025 revenue and EPS?

Arcosa reported revenue of $716.7M and eps of $1.15 for Q4 2025.

Did Arcosa beat estimates in Q4 2025?

Revenue missed the consensus estimate of $719.5M by $2.8M. EPS beat the consensus estimate of $0.95 by $0.20.

How did Arcosa's Q4 2025 results compare year-over-year?

Compared to the same quarter a year prior, revenue grew 7.6% from $666.2M a year earlier and eps grew 150.0% from $0.46.

Where can I find Arcosa's Q4 2025 SEC filings?

You can read the 8-K earnings release (0001739445-26-000007) and the 10-K periodic report (0001739445-26-000029) directly on SEC EDGAR. The filing index links above go to sec.gov.

Arcosa ACA Q4 2025 Annual earnings

Reported February 26, 2026 · After market close

Revenue$716.7MMiss by $2.8M

EPS$1.15Beat by $0.20

Revenue estimate$719.5M

EPS estimate$0.95

Next report

Aug 5, 2026 (In 5 days)

Revenue estimate$687.5M

EPS estimate$1.18

Financials

Q4 2025

Income statement

See full

Revenue$716.7M+7.6%

Gross profit$163.8M+27.1%

Operating income$79.0M+82.9%

Net income$52.1M—

EPS (diluted)$1.06—

Balance sheet

See full

Cash & equivalents$214.6M+14.6%

Total debt$1.6B-9.9%

Total equity$2.6B+8.8%

Total assets$5.0B+1.4%

Cash flow

See full

Operating cash flow$120.0M-51.7%

CapEx$64.2M+20.5%

Free cash flow$55.8M-71.4%

Valuation & ratios

Valuation

as of 12/31/25

See full

Market cap$5.21B+10.5%

Enterprise value$6.58B+4.7%

P/E25×-21.5×

P/S1.9×0.0×

Profitability

See full

Gross margin22.5%+2.4pp

Operating margin11.7%+4.0pp

Net margin7.4%+3.5pp

FCF margin6.3%-6.2pp

Returns & leverage

See full

Return on equity8.2%+4.0pp

Debt / equity0.6×-0.1×

Current ratio2.2×+0.3×

Segments

By product

See full

Total Construction Materials$276.8M—

Utility and related structures$218.1M—

Aggregates$184.1M—

Specialty materials and asphalt$110.2M—

Wind towers$83.0M—

By segment

See full

Construction Products$305.4M-2.1%

Engineered Structures$301.1M+15.1%

Versus estimates

Revenue

Q1 2026$571.7MMiss by $70.7M

Q4 2025$716.7MMiss by $2.8M

Q3 2025$797.8MBeat by $78.3M Q2 2025$736.9MMiss by $37.9M Q1 2025$632.0MMiss by $132.5M Q4 2024$666.2MMiss by $24.1M

Diluted EPS

Q1 2026$0.51Beat by $0.38

Q4 2025$1.15Beat by $0.20

Q3 2025$1.56Beat by $0.23 Q2 2025$1.27Beat by $0.22 Q1 2025$0.49Beat by $0.20 Q4 2024$0.46Miss by $0.33

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Questions, answered.

When did Arcosa report Q4 2025 earnings?: Arcosa (ACA) reported Q4 2025 earnings on February 26, 2026 after market close.
What were Arcosa's Q4 2025 revenue and EPS?: Arcosa reported revenue of $716.7M and eps of $1.15 for Q4 2025.
Did Arcosa beat estimates in Q4 2025?: Revenue missed the consensus estimate of $719.5M by $2.8M. EPS beat the consensus estimate of $0.95 by $0.20.
How did Arcosa's Q4 2025 results compare year-over-year?: Compared to the same quarter a year prior, revenue grew 7.6% from $666.2M a year earlier and eps grew 150.0% from $0.46.
Where can I find Arcosa's Q4 2025 SEC filings?: You can read the 8-K earnings release (0001739445-26-000007) and the 10-K periodic report (0001739445-26-000029) directly on SEC EDGAR. The filing index links above go to sec.gov.