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Arcosa ACA Stock-Based Comp

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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:ShareBasedCompensation.

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 itemSix Months Ended June 30, 2026Six Months Ended June 30, 2025
Income from continuing operations74.262.1
Adjustments to reconcile net income to net cash provided by operating activities:
Depreciation, depletion, and amortization111.5105.9
Stock-based compensation expense12.312.8
Gain on disposition of assets and sale of businesses(19.7)(5.8)
Provision for deferred income taxes20.89.1
(Increase) decrease in other assets0.62.0
Increase (decrease) in other liabilities0.3(3.5)

Item 1. Financial Statements

FAQ

What is Arcosa's stock-based comp?
Arcosa (ACA) reported stock-based comp of $6M in Q2 2026.
How has Arcosa's stock-based comp changed year-over-year?
Arcosa's stock-based comp decreased by 6.3% year-over-year, from $6.4M to $6M.
What is the long-term trend for Arcosa's stock-based comp?
Over 4 years (2021 to 2025), Arcosa's stock-based comp has grown at a 10.0% compound annual growth rate (CAGR), from $18M to $26.4M.
What does stock-based comp mean?
Total non-cash stock-based compensation expense for equity awards (RSUs, options, ESPP), added back to net income in cash flow reconciliation.

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