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Arcosa ACA Wind towers — Revenue

Other product segments

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%
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
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
Wind towers71.187.8141.1176.8
Engineered Structures301.7293.0597.1577.8
Consolidated Total$658.7$647.5$1,230.4$1,195.1

Item 1. Financial Statements

FAQ

What is Arcosa's wind towers — revenue?
Arcosa (ACA) reported wind towers — revenue of $71.1M in Q2 2026.
How has Arcosa's wind towers — revenue changed year-over-year?
Arcosa's wind towers — revenue decreased by 19.0% year-over-year, from $87.8M to $71.1M.
What is the long-term trend for Arcosa's wind towers — revenue?
Over 2 years (2023 to 2025), Arcosa's wind towers — revenue has grown at a 38.0% compound annual growth rate (CAGR), from $186.4M to $355.2M.
What does wind towers — revenue mean?
This metric represents the total gross revenue generated from the sale and delivery of wind tower structures within the specified business segment. It serves as a primary indicator of market demand and the company's ability to scale production capacity for renewable energy infrastructure projects.

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