Pulling SEC filings + quote and writing the call…

Arcosa, Inc.
Next earnings Aug 5, 2026 · consensus $1.20 EPS, $694M rev
Last earnings +8.6% on 2026-04-30
Infrastructure-products momentum: earnings doubled, grid/data-center demand is building, and a ~$450M barge sale sharpens the portfolio.
Sources: SEC EDGAR (CIK 0001739445, latest 10-Q filed 2026-05-01) · EODHD · analysis by claude-code · as of 6/21/2026, 8:57:51 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
Solid fundamentals at a roughly fair price — reasonable risk/reward at today's level.
Arcosa is a North American infrastructure-products company spanning Construction Products, Engineered Structures and Transportation. FY2025 was a strong inflection: revenue grew 12.2% to $2.88B, gross profit rose 25.6% to $647M (gross margin up to 22.4%), operating income jumped 73.0% to $342M, and net income more than doubled to $208M ($4.24 diluted EPS, +122%). The improvement reflects both the October 2024 construction-materials acquisition and disciplined pricing that offset inflation, with management describing construction-products demand as healthy and supported by increased infrastructure spending.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.04B | $2.24B | $2.31B | $2.57B | $2.88B |
| Gross profit | — | — | $444M | $515M | $647M |
| Operating income | $107M | $349M | $217M | $198M | $342M |
| Net income | $69.6M | $246M | $159M | $93.7M | $208M |
| Diluted EPS | $1.42 | $5.05 | $3.26 | $1.91 | $4.24 |
| Net margin | 3.4% | 11.0% | 6.9% | 3.6% | 7.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
1078 tracked peers · median
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
| 2026-05-15 | Cole Kerry S Group President | Tax | 262.00 @ $124.14 | $32.5K |
| 2026-05-15 | Essl Reid S Group President | Tax | 2.21K @ $124.14 | $274K |
| 2026-05-15 | Hurst Eric D VP Controller (PAO) | Tax | 17.00 @ $124.14 | $2.11K |
| 2026-05-15 | Peck Gail M Chief Financial Officer | Tax | 2.60K @ $124.14 | $323K |
| 2026-05-13 | BEST RHYS J Director | Award | 1.09K | |
| 2026-05-13 | LINDSAY JOHN W Director | Award | 1.09K | |
| 2026-05-13 | Craig Jeffrey A Director | Award | 1.09K | |
| 2026-05-13 | Lubel Kimberly S Director | Award | 1.09K |