Arcosa (NYSE:ACA) Releases Earnings Results, Beats Expectations By $0.20 EPS

Arcosa (NYSE:ACA) announced its earnings results on Thursday. The company reported $1.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.95 by $0.20, FiscalAI reports. The business had revenue of $716.70 million for the quarter, compared to analyst estimates of $719.46 million. Arcosa had a return on equity of 8.75% and a net margin of 7.23%.The company’s revenue for the quarter was up 7.6% compared to the same quarter last year. During the same period in the previous year, the company earned $0.46 earnings per share.

Arcosa Stock Down 16.0%

Shares of NYSE:ACA opened at $107.04 on Friday. The stock has a market capitalization of $5.25 billion, a price-to-earnings ratio of 25.25, a price-to-earnings-growth ratio of 1.72 and a beta of 1.00. Arcosa has a 1-year low of $68.11 and a 1-year high of $131.00. The company’s fifty day moving average is $116.34 and its two-hundred day moving average is $104.79. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.30 and a current ratio of 2.02.

Arcosa Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, April 30th. Shareholders of record on Wednesday, April 15th will be issued a $0.05 dividend. This represents a $0.20 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date of this dividend is Wednesday, April 15th. Arcosa’s payout ratio is currently 4.72%.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on ACA shares. Barclays increased their target price on Arcosa from $106.00 to $115.00 and gave the company an “overweight” rating in a research note on Monday, November 3rd. Wall Street Zen raised shares of Arcosa from a “hold” rating to a “buy” rating in a report on Saturday, February 21st. Finally, Weiss Ratings reissued a “buy (b-)” rating on shares of Arcosa in a report on Monday, December 29th. Three research analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $117.50.

Institutional Investors Weigh In On Arcosa

A number of institutional investors have recently modified their holdings of ACA. Dimensional Fund Advisors LP lifted its holdings in Arcosa by 0.6% in the fourth quarter. Dimensional Fund Advisors LP now owns 2,322,901 shares of the company’s stock worth $246,976,000 after acquiring an additional 13,059 shares during the last quarter. State Street Corp grew its holdings in shares of Arcosa by 1.9% during the fourth quarter. State Street Corp now owns 1,948,344 shares of the company’s stock valued at $207,148,000 after purchasing an additional 36,852 shares during the last quarter. T. Rowe Price Investment Management Inc. raised its position in shares of Arcosa by 25.1% during the 4th quarter. T. Rowe Price Investment Management Inc. now owns 1,707,884 shares of the company’s stock worth $181,583,000 after purchasing an additional 342,242 shares during the period. The Manufacturers Life Insurance Company lifted its holdings in shares of Arcosa by 25.3% in the 2nd quarter. The Manufacturers Life Insurance Company now owns 763,557 shares of the company’s stock worth $66,208,000 after purchasing an additional 154,172 shares during the last quarter. Finally, Franklin Resources Inc. lifted its holdings in shares of Arcosa by 2,770.5% in the 4th quarter. Franklin Resources Inc. now owns 736,018 shares of the company’s stock worth $78,253,000 after purchasing an additional 710,377 shares during the last quarter. Institutional investors own 90.66% of the company’s stock.

Key Headlines Impacting Arcosa

Here are the key news stories impacting Arcosa this week:

• Positive Sentiment: Q4 earnings beat expectations — Arcosa reported $1.15 EPS versus consensus ~$0.95 and swung to positive net income after a year-ago loss; adjusted metrics improved year-over-year. This beat helped show operating recovery. Read More.
• Positive Sentiment: Asset sale will generate cash — Arcosa agreed to sell its barge business to Wynnchurch Capital for $450M, which should boost liquidity and allow debt paydown or shareholder returns. Read More.
• Neutral Sentiment: Revenue performance mixed — Q4 revenue rose ~7.6% YoY to $716.7M but came in marginally below analysts’ ~$719.5M estimate, showing top-line growth but a slight miss versus expectations. Read More.
• Neutral Sentiment: FY2026 revenue guide roughly in line — management gave revenue guidance around $3.0–$3.1B (near Street estimates). The company said an EPS outlook was provided but the public release left limited detail, adding uncertainty to modeling. Read More.
• Negative Sentiment: Market reaction to guidance/metrics and trimmed clarity — despite the EPS beat, investors appear to have focused on the slight revenue miss, ambiguous/underwhelming FY26 outlook detail (EPS guidance not clearly spelled out in the release), and implication that growth will be modest — likely driving selling pressure. Read More.
• Negative Sentiment: Business mix change risk — selling the barge unit is cash-positive but removes a revenue stream; investors may discount near-term earnings stability or worry about organic demand in certain end markets despite strength in utilities. Read More.

Arcosa Company Profile

Arcosa, Inc (NYSE: ACA) is a Dallas‐based industrial company that was formed through the spin‐off of Trinity Industries’ construction products business in 2018. Since its inception, Arcosa has focused on the manufacture and sale of critical infrastructure components, serving a diverse set of end markets including transportation, construction and energy.

The company’s Construction Products segment produces a broad range of highway safety products, such as guardrail systems, sign supports and crash cushions, as well as aggregates and ready‐mix concrete.