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Arcosa ACA Specialty materials and asphalt — Revenue

Other product segments

Total Construction Materials
$312.9M-1.3%
Utility and related structures
$230.6M+12.4%
Aggregates
$191.5M-1.3%
Wind towers
$71.1M-19.0%
Construction Site Support
$44.1M+17.6%

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Other financials

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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Operating cash flow$71.9M+10,371%
CapEx$58.8M+118%
Free cash flow-$70.0M-305%

Valuation

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Market cap$7.14B+72.6%
Enterprise value$8.21B+44.3%
P/E14.5×-26.9×
P/S2.6×+0.9×

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×

Where this comes from

Reported directly by Arcosa in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The source filing: Arcosa’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:23 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001739445-26-000126
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
(in millions)
Aggregates$191.5$194.0$366.0$359.3
Specialty materials and asphalt134.2133.3204.6206.5
Aggregates intrasegment sales(12.8)(10.3)(17.3)(14.4)
Total Construction materials312.9317.0553.3551.4
Construction site support44.137.580.065.9
Construction Products357.0354.5633.3617.3
Utility and related structures230.6205.2456.0401.0

Item 1. Financial Statements

FAQ

What is Arcosa's specialty materials and asphalt — revenue?
Arcosa (ACA) reported specialty materials and asphalt — revenue of $134.2M in Q2 2026.
How has Arcosa's specialty materials and asphalt — revenue changed year-over-year?
Arcosa's specialty materials and asphalt — revenue increased by 0.7% year-over-year, from $133.3M to $134.2M.
What is the long-term trend for Arcosa's specialty materials and asphalt — revenue?
Over 2 years (2023 to 2025), Arcosa's specialty materials and asphalt — revenue has grown at a 30.1% compound annual growth rate (CAGR), from $273.7M to $463.6M.
What does specialty materials and asphalt — revenue mean?
This metric represents the total gross revenue generated from the sale of specialty materials and asphalt products within the company's construction-related business segment. It reflects the market demand for specialized infrastructure materials used in paving, road construction, and industrial applications. Tracking this revenue stream provides insight into the company's ability to capture market share in the materials supply chain and its sensitivity to infrastructure spending cycles.

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