Arcosa ACA Wind towers — Unsatisfied performance obligations, Amount

Other product segments

Utility and related structures

$557.6M—

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CQPLNG — Unsatisfied Transaction Price

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$1.11B+5.7%

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$684.7M+23.3%

GEVWind — Contract with Customer, Liability

$3.28B—

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:RevenueRemainingPerformanceObligation.

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 wind towers — unsatisfied performance obligations, amount?: Arcosa (ACA) reported wind towers — unsatisfied performance obligations, amount of $600M in Q1 2026.
What does wind towers — unsatisfied performance obligations, amount mean?: This represents the total transaction price allocated to performance obligations that are partially or fully unsatisfied as of the reporting date. It serves as a measure of the company's backlog and future revenue visibility for wind tower contracts.