Arcosa ACA Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Business | ||||||
| Construction Products | $276.3M-9.5% | $305.4M-21.2% | $387.5M+9.3% | $354.5M+34.9% | $262.8M-15.7% | |
| Engineered Structures | $295.4M-1.9% | $301.1M-3.2% | $311M+6.1% | $293M+2.9% | $284.8M+8.9% | |
| Other Operating Income by Business | ||||||
| Construction Products | $2.5M+13.6% | $2.2M-53.2% | $4.7M+4.4% | $4.5M+18.4% | $3.8M+100% | |
| Engineered Structures | -$500K— | —— | $1.5M— | —— | $0— | |
| Operating Income (Loss) by Business | ||||||
| Construction Products | $14.9M-64.0% | $41.4M-42.0% | $71.4M+21.8% | $58.6M+220% | $18.3M-27.7% | |
| Engineered Structures | $49.8M+14.5% | $43.5M-3.1% | $44.9M+4.9% | $42.8M+10.3% | $38.8M+19.8% | |
| Cost of revenues by Business | ||||||
| Construction Products | $230.4M-1.6% | $234.2M-17.6% | $284.3M+5.3% | $270.1M+24.4% | $217.1M-15.7% | |
| Engineered Structures | $220.4M-5.4% | $233.1M-3.9% | $242.6M+6.9% | $227M+2.0% | $222.6M+7.5% | |
| Total Assets by Business | ||||||
| Construction Products | $3.36B+2.2% | $3.28B-1.6% | $3.34B+0.4% | $3.32B+1.1% | $3.29B-0.6% | |
| Engineered Structures | $1.26B+0.8% | $1.25B-0.6% | $1.25B-3.5% | $1.3B+3.7% | $1.25B+5.1% | |
| Selling, general, and administrative expenses by Business | ||||||
| Construction Products | $33.5M+4.7% | $32M-12.3% | $36.5M+20.5% | $30.3M-2.9% | $31.2M+0.3% | |
| Engineered Structures | $24.7M+1.6% | $24.3M-2.8% | $25M+7.8% | $23.2M-0.9% | $23.4M+6.4% | |
| Depreciation, depletion, and amortization by Business | ||||||
| Construction Products | $40.4M-4.9% | $42.5M+1.7% | $41.8M0.0% | $41.8M+8.3% | $38.6M-14.2% | |
| Engineered Structures | $12.6M+2.4% | $12.3M+1.7% | $12.1M+0.8% | $12M-5.5% | $12.7M-4.5% | |
| Capital Expenditures by Business | ||||||
| Construction Products | $31.9M-16.1% | $38M+18.8% | $32M+72.0% | $18.6M-23.8% | $24.4M-29.3% | |
| Engineered Structures | $11.1M-54.1% | $24.2M+284% | $6.3M-21.3% | $8M+5.3% | $7.6M-45.3% | |
| Goodwill by Business | ||||||
| Construction Products | $862.5M+1.6% | $848.8M0.0% | $848.9M+0.7% | $843.4M0.0% | $843.2M-2.1% | |
| Engineered Structures | $480.2M0.0% | $480.2M0.0% | $480.1M0.0% | $480.1M0.0% | $480.1M0.0% | |
| Revenue by Product | ||||||
| Aggregates | $174.5M-5.2% | $184.1M-15.6% | $218.1M+12.4% | $194M+17.4% | $165.3M-7.9% | |
| Construction Site Support | $35.9M+25.5% | $28.6M-20.3% | $35.9M-4.3% | $37.5M+32.0% | $28.4M+14.5% | |
| Specialty materials and asphalt | $70.4M-36.1% | $110.2M-25.0% | $146.9M+10.2% | $133.3M+82.1% | $73.2M-37.0% | |
| Total Construction Materials | $240.4M-13.2% | $276.8M-21.3% | $351.6M+10.9% | $317M+35.2% | $234.4M-18.4% | |
| Utility and related structures | $225.4M+3.3% | $218.1M+1.2% | $215.6M+5.1% | $205.2M+4.8% | $195.8M+8.1% | |
| Wind towers | $70M-15.7% | $83M-13.0% | $95.4M+8.7% | $87.8M-1.3% | $89M+10.7% | |
| Revenue, remaining performance obligation expected to be delivered in current year by Product | ||||||
| Utility and related structures | 73%— | —— | 43%-41.0pp | 84%— | —— | |
| Wind towers | 36%— | —— | 18%-12.0pp | 30%— | —— | |
| Revenue Remaining Performance Obligation Percentage Year 2 by Product | ||||||
| Utility and related structures | 17%— | —— | —— | —— | —— | |
| Wind towers | 59%+6.0pp | 53%— | —— | 24%— | —— | |
| Unsatisfied performance obligations, Amount by Product | ||||||
| Utility and related structures | $557.6M+28.2% | $434.9M-5.8% | $461.5M+2.6% | $450M— | —— | |
| Wind towers | $600M-4.4% | $627.8M+19.3% | $526.3M-12.1% | $598.6M— | —— |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Arcosa break its business down?
- Arcosa (ACA) reports revenue by business across 2 parts — Construction Products and Engineered Structures. Each is extracted from the segment footnotes and tracked over time.
- Where does Arcosa's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Arcosa's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
