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Arcosa ACA Specialty materials and asphalt — Revenue

Other product segments

Total Construction Materials
$240.4M+2.6%
Utility and related structures
$225.4M
Aggregates
$174.5M+5.6%
Wind towers
$70M
Construction Site Support
$35.9M+26.4%

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DINOAsphalt, fuel oil and other products — Sales and other revenues (Note 3)
$393M+23.2%

Other financials

Income statement

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Revenue$571.7M+4.4%
Gross profit$120.9M+12.0%
Operating income$47.1M+14.9%
Net income$37.8M+60.2%
EPS (diluted)$0.77+60.4%

Balance sheet

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Cash & equivalents$153.2M-8.8%
Total debt$1.6B-9.9%
Total equity$2.7B+8.1%
Total assets$5.0B+1.4%

Cash flow

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Operating cash flow$71.9M+10,371%
CapEx$43.5M+31.8%
Free cash flow$28.4M+184%

Valuation

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Market cap$6.67B+38.4%
Enterprise value$8.1B+24.0%
P/E30×-26.2×
P/S2.4×+0.4×

Profitability

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Gross margin22.8%+2.5pp
Operating margin11.8%+4.5pp
Net margin7.9%+4.5pp
FCF margin8.4%-2.0pp

Returns & leverage

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Return on equity8.7%+5.2pp
Debt / equity0.6×-0.1×
Current ratio2.3×+0.3×

Where this comes from

Reported directly by Arcosa in its filing.

Tagged under the XBRL concept us-gaap:Revenues.

The official record: Arcosa’s 10-Q, filed May 1, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Arcosa's specialty materials and asphalt — revenue?
Arcosa (ACA) reported specialty materials and asphalt — revenue of $70.4M in Q1 2026.
How has Arcosa's specialty materials and asphalt — revenue changed year-over-year?
Arcosa's specialty materials and asphalt — revenue decreased by 3.8% year-over-year, from $73.2M to $70.4M.
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.