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Segments

By segment

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Construction Products$33.1M+9.2%
Engineered Structures$25.4M+8.1%

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:SellingGeneralAndAdministrativeExpense.

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
Revenues$658.7$647.5$1,230.4$1,195.1
Cost of revenues503.0497.2953.8936.9
Gross profit155.7150.3276.6258.2
Selling, general, and administrative expenses89.170.0164.9141.0
Other operating income(17.7)(1.7)(19.7)(5.8)
Operating profit84.382.0131.4123.0
Interest expense23.128.547.156.8
Interest income(3.7)(1.3)(5.3)(3.1)

Item 1. Financial Statements

FAQ

What is Arcosa's SG&A?
Arcosa (ACA) reported SG&A of $89.1M in Q2 2026.
How has Arcosa's SG&A changed year-over-year?
Arcosa's SG&A increased by 27.3% year-over-year, from $70M to $89.1M.
What is the long-term trend for Arcosa's SG&A?
Over 4 years (2021 to 2025), Arcosa's SG&A has grown at a 4.2% compound annual growth rate (CAGR), from $256M to $301.4M.
What does SG&A mean?
Combined selling expenses (sales force, marketing, distribution) and general & administrative costs (management, legal, accounting, facilities) — the broadest opex category.

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