Arcosa (NYSE:ACA) Announces Quarterly Earnings Results

Arcosa (NYSE:ACA) posted its earnings results on Thursday. The company reported $0.51 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.13 by $0.38, FiscalAI reports. Arcosa had a net margin of 7.23% and a return on equity of 8.64%. The business had revenue of $571.70 million for the quarter, compared to analysts’ expectations of $642.40 million. During the same period in the prior year, the company posted $0.49 EPS. The business’s revenue for the quarter was up 5.0% compared to the same quarter last year.

Arcosa Price Performance

Shares of NYSE:ACA traded down $2.38 during trading on Friday, reaching $124.09. The company had a trading volume of 269,994 shares, compared to its average volume of 288,461. The company has a fifty day moving average of $111.65 and a two-hundred day moving average of $109.26. The stock has a market capitalization of $6.09 billion, a P/E ratio of 29.11, a price-to-earnings-growth ratio of 2.14 and a beta of 0.96. Arcosa has a 12 month low of $81.59 and a 12 month high of $131.00. The company has a current ratio of 2.20, a quick ratio of 1.35 and a debt-to-equity ratio of 0.57.

Arcosa Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Stockholders of record on Wednesday, April 15th were issued a $0.05 dividend. The ex-dividend date of this dividend was Wednesday, April 15th. This represents a $0.20 dividend on an annualized basis and a dividend yield of 0.2%. Arcosa’s dividend payout ratio is presently 4.72%.

Hedge Funds Weigh In On Arcosa

Institutional investors and hedge funds have recently made changes to their positions in the business. Fieldview Capital Management LLC bought a new position in shares of Arcosa during the 4th quarter valued at $207,000. Landscape Capital Management L.L.C. bought a new position in shares of Arcosa during the 4th quarter valued at $215,000. Smartleaf Asset Management LLC grew its holdings in shares of Arcosa by 15.0% during the 4th quarter. Smartleaf Asset Management LLC now owns 2,087 shares of the company’s stock valued at $226,000 after purchasing an additional 273 shares during the last quarter. PharVision Advisers LLC bought a new position in shares of Arcosa during the 3rd quarter valued at $218,000. Finally, Vident Advisory LLC bought a new position in shares of Arcosa during the 2nd quarter valued at $222,000. Institutional investors own 90.66% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have issued reports on ACA. DA Davidson increased their target price on shares of Arcosa from $120.00 to $125.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. Wall Street Zen cut shares of Arcosa from a “buy” rating to a “hold” rating in a research note on Sunday, March 1st. Weiss Ratings upgraded shares of Arcosa from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Monday. Texas Capital upgraded shares of Arcosa to a “strong-buy” rating in a research note on Friday, March 27th. Finally, Zacks Research lowered shares of Arcosa from a “hold” rating to a “strong sell” rating in a report on Tuesday. One research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, Arcosa presently has an average rating of “Moderate Buy” and an average price target of $120.00.

More Arcosa News

Here are the key news stories impacting Arcosa this week:

• Positive Sentiment: Q1 EPS beat — Arcosa reported $0.51 EPS, comfortably above the prior consensus (~$0.13) and slightly above year‑ago EPS, which supports profitability metrics. Arcosa (ACA) Q1 Earnings and Revenues Top Estimates
• Neutral Sentiment: Earnings call transcript — Management discussed Q1 results and drivers; the call provides color on segment trends, margin performance and assumptions behind the updated outlook (useful for active traders and analysts). Arcosa, Inc. (ACA) Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Metric breakdown — Coverage comparing Q1 metrics to estimates and year‑ago results highlights where the beat came from (EPS) and where the business lagged (revenue shortfall and segment mix). Useful for modeling revisions. Compared to Estimates, Arcosa (ACA) Q1 Earnings: A Look at Key Metrics
• Neutral Sentiment: Company releases and materials — Press release and investor slide deck are available for detailed numbers and management guidance assumptions. Helpful for verifying revenue/margin drivers. Arcosa press release / slide deck
• Neutral Sentiment: Local earnings snapshot — Brief media recap of the quarter that reiterates headline results and year‑over‑year revenue growth (~5%). Arcosa: Q1 Earnings Snapshot
• Negative Sentiment: FY‑2026 revenue guidance trimmed — Arcosa updated FY‑2026 revenue guidance to roughly $2.6B–$2.7B, below the consensus (~$2.8B), signaling softer near‑term top‑line expectations. Company guidance update (4/30/2026)
• Negative Sentiment: Analyst downgrade — Zacks cut its rating from “hold” to “strong sell,” which likely amplified selling pressure after the mixed print and conservative guidance. Zacks downgrade

About Arcosa

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.