{"filings":[{"id":2079318,"accession_number":"0001739445-26-000124","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2026-08-05T20:19:02+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcosa Q2 2026 adjusted EBITDA up 5% to $145.9M; pending CRH acquisition for $150/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $658.7M (+2% YoY); adjusted diluted EPS $1.13 (+5%).","Adjusted EBITDA $145.9M (+5%); margin 22.1% (+60 bps).","Utility structures backlog record $648.1M (+49% YTD); wind tower backlog $537.4M.","Free cash flow from continuing ops -$51.0M vs +$16.8M prior year; operating cash flow -$24.7M.","Pending acquisition by CRH for $150/share all-cash; special meeting Sept 4, 2026; guidance suspended."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1665076,"accession_number":"0001739445-26-000120","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2026-07-15T20:25:30+00:00","items":["1.04"],"status":"ready","headline":"Arcosa receives MSHA 107(a) order at Stavola Bound Brook Quarry; terminated same day","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Order issued July 14, 2026, after material fell from highwall during drilling at Bridgewater, NJ quarry.","Track drill withdrawn for highwall integrity evaluation; order terminated shortly after inspection.","No injuries; operations resumed after relocating the track drill.","Third-party driller and blaster, Company personnel, and MSHA inspector consulted to resolve condition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1176957,"accession_number":"0001739445-26-000112","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2026-06-22T11:21:11+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Arcosa to be acquired by CRH for $150/share in all-cash deal valued at $8.5B enterprise value","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["$150 per share cash consideration, ~25% premium to Arcosa's 60-day VWAP as of June 18, 2026.","Enterprise value ~$8.5B; acquisition multiple 11.5x 2026E Adj. EBITDA including $175M run-rate cost synergies by year three.","Transaction expected to be accretive to earnings, margin and cash flow in first 12 months post-close.","Closing conditions include Arcosa stockholder approval, HSR and other regulatory clearances; target outside date June 21, 2027.","Termination fees: $260M payable by Arcosa if it accepts superior proposal; $372M payable by CRH if antitrust clearances fail."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.95,"calibrated_materiality_score":0.95,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":889877,"accession_number":"0001739445-26-000107","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2026-06-05T20:47:31+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa updates investor presentation; no material new facts disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["The updated investor deck dated June 2026 was furnished under Item 7.01.","No specific financial results, guidance, or M&A were announced in the filing.","The presentation is publicly available on the company's IR website."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":473196,"accession_number":"0001739445-26-000093","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2026-05-15T21:27:14+00:00","items":["5.07","9.01"],"status":"ready","headline":"Arcosa shareholders elect all 9 director nominees, approve say-on-pay, ratify EY as auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All nine director nominees elected at 2026 annual meeting; Steve Demetriou received 40.8M for (92%), Melanie Trent 42.0M for (95%).","Advisory say-on-pay passed with 43.7M for, 0.5M against, 0.1M abstentions.","Ratification of Ernst & Young as auditor for 2026 approved with 46.6M for, 0.3M against.","Broker non-votes of 2.6M on director election and say-on-pay due to non-routine items.","Meeting held May 13, 2026; results filed May 15."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95107,"accession_number":"0001739445-26-000064","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcosa Q1 continuing ops adj EBITDA +10% to $102.9M; raises FY2026 guidance; barge divestiture closed","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 continuing ops: Adj. EBITDA $102.9M (+10% YoY), Adj. diluted EPS $0.51 (+104%), Adj. EBITDA margin 18.0% (+100 bps).","Engineered Structures: utility structures record backlog $557.6M (+28% YTD); segment EBITDA margin 21.1% (+300 bps).","Construction Products: aggregates volumes +4%, unit profitability +7%, but segment EBITDA -2% due to asphalt maintenance.","Barge divestiture closed Apr 1 for ~$450M; $83M proceeds used to pay down term loan; Net debt/EBITDA pro forma 1.9x.","FY2026 guidance raised: continuing ops revenue $2.6-2.7B, Adj. EBITDA $545-585M (vs prior $520-565M)."],"consensus_eps_estimate":null,"consensus_eps_actual":0.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":571700000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":95106,"accession_number":"0001739445-26-000055","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2026-04-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa completes $450M sale of inland barge business to Wynnchurch Capital","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sale of Arcosa Marine Products to Wynnchurch Capital for $450M in cash.","Separately acquired a central Florida natural aggregates operation for $60M in March.","Net after-tax proceeds to fund core growth platform expansion and reduce debt.","Full year 2026 guidance to be updated with Q1 earnings; barge segment eliminated.","CEO says sale reduces complexity, cyclicality and improves margin profile."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107942,"accession_number":"0001739445-26-000027","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2026-02-26T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Arcosa Q4 adj EPS $1.15 (+150% YoY); sells barge business for $450M; group president retiring","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Q4 revenue $716.7M (+8% YoY), net income $52.1M (vs. -$7.7M), adj. EPS $1.15 (+150%).","Full-year 2025 revenue $2.88B (+12%), adj. EBITDA $583.3M (+30%), margin 20.2% (280 bps expansion).","Barge business divested to Wynnchurch Capital for $450M cash; expected close Q2 2026.","Group President Jesse E. Collins Jr. retiring April 3, 2026; no disagreement cited.","FY 2026 guidance: revenues $2.95-3.10B, adj. EBITDA $590-640M; barge segment included at $70-75M EBITDA."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":107941,"accession_number":"0001739445-26-000007","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2026-02-25T23:59:59+00:00","items":["1.01","2.02","7.01","9.01"],"status":"ready","headline":"Arcosa agrees to sell barge unit to Wynnchurch Capital for $450M cash","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Sale of Arcosa Marine Products to Wynnchurch Capital for $450M cash; expected close Q2 2026.","Barge business had 2025 revenue of $383M and Adjusted Segment EBITDA of $68M.","Net proceeds to be used for investment in construction materials and engineered structures, and debt reduction.","Divestiture sharpens focus on core growth platforms; reduces complexity and cyclicality."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124359,"accession_number":"0001739445-25-000140","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["1.04"],"status":"ready","headline":"Arcosa receives MSHA 107(a) order at DeRidder, LA aggregate site; terminated quickly, no injuries","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["MSHA issued section 107(a) order on Dec 11, 2025, at Arcosa Aggregates Gulf Coast in DeRidder, Louisiana.","Order concerned a third-party contractor observed walking on a fuel tank without fall protection.","Order terminated shortly after contractor was safely removed; no injuries occurred.","Company took immediate corrective action following the incident."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124358,"accession_number":"0001739445-25-000137","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2025-11-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa updates investor presentation; no material new disclosures evident","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filed updated investor presentation under Item 7.01 Regulation FD.","Presentation cover dated November 2025; no specific financial data or guidance changes provided.","Presentation available on company website; no new strategic or operational details extracted.","No earnings, M&A, leadership, or other material events announced in this filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":124357,"accession_number":"0001739445-25-000133","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2025-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcosa Q3 revenue $797.8M (+27%), Adj EBITDA $174.2M (+51%), raised FY midpoint","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $797.8M (+27% YoY); diluted EPS $1.48 vs $0.34; Adj diluted EPS $1.56 vs $0.91.","Adjusted EBITDA record $174.2M (+51%), margin 21.8% (+340bps).","Construction Products rev +46% to $387.5M, driven by Stavola; aggregates pricing +9%.","Net debt/Adj EBITDA improved to 2.4x, within 2.0-2.5x target, two quarters ahead of schedule.","Raised FY2025 Adj EBITDA guidance to $575-585M (midpoint $580M) from previous $555-585M."],"consensus_eps_estimate":null,"consensus_eps_actual":3.18,"consensus_revenue_estimate":null,"consensus_revenue_actual":2166700000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141028,"accession_number":"0001739445-25-000122","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2025-09-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa updates investor presentation; no financial details in exhibit excerpt","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filed updated investor presentation dated September 2025 under Item 7.01 Regulation FD.","Exhibit 99.1 provided is only a title slide; no specific financial data or guidance included.","Presentation made available on www.arcosa.com; content not reproduced in the filing.","No material changes or new business disclosures identified from the limited exhibit text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":141027,"accession_number":"0001739445-25-000113","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2025-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcosa reports record Q2 2025: revenue $736.9M, Adj. EBITDA $154.2M, up 37% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $736.9M (+11% reported, +18% ex-divestiture); diluted EPS $1.22, adj. EPS $1.27.","Adjusted EBITDA $154.2M (+37% YoY); margin 20.9% (+360 bps ex-divestiture).","Construction Products rev. +28% to $354.5M; Aggregates cash gross profit per ton +15%.","Engineered Structures rev. +7% to $293.0M; utility structures backlog record $450M (+9% YTD).","Guidance narrowed: FY revenue $2.85B-$2.95B, Adj. EBITDA $555M-$585M; mid-point unchanged."],"consensus_eps_estimate":null,"consensus_eps_actual":1.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":1368900000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158806,"accession_number":"0001739445-25-000106","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2025-06-18T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Arcosa refinances $698.25M term loan at lower interest rate","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Entered into Amendment No. 2 to credit agreement on June 17, 2025, establishing $698.25M 2025 Refinancing Term Loan.","New term loan bears interest at SOFR+2.00% (or ABR+1.00%), 0.25% lower than original term loan rate.","Proceeds used to prepay existing term loan in full; prepayment premium of 1.0% if repriced within 6 months.","All other terms remain unchanged; JPMorgan Chase acted as additional term lender for $101M of the facility."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158805,"accession_number":"0001739445-25-000069","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2025-05-14T23:59:59+00:00","items":["5.07","7.01","9.01"],"status":"ready","headline":"Arcosa shareholders elect all 9 director nominees, approve say-on-pay and auditor ratification at 2025 annual meeting","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["All nine director nominees elected with 39.9M-43.6M votes each; Steven Demetriou and Melanie Trent received ~3.7M and ~2.0M against respectively.","Advisory vote to approve named executive officer compensation passed with 43.2M for vs 414K against.","Shareholders recommended future say-on-pay votes every 1 year (41.1M votes for 1-year vs 2.5M for 3-year).","Ratification of Ernst & Young as independent auditor for FY2025 approved with 45.9M for vs 229K against.","Company furnished an updated investor presentation (May 2025) as Exhibit 99.1, but no specific changes disclosed in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":158804,"accession_number":"0001739445-25-000065","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2025-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcosa Q1 adjusted EBITDA up 26% ex-divestiture, net income down 40%, reaffirms FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $632M (+12% ex-divestiture); Adj EBITDA $109.9M (+26% ex-divestiture); margin 17.4% (+190bps).","Net income $23.6M (diluted EPS $0.48) down 40% YoY; adjusted EPS $0.49 down 33%.","Engineered Structures led: revenue +23%, Adj Segment EBITDA +90% to $51.7M; margin 18.2% (+650bps).","Barge book-to-bill 1.7; backlog $333.6M, extending into 2026.","FY2025 guidance reaffirmed: revenue $2.8-3.0B, Adj EBITDA $545-595M; tariffs expected immaterial."],"consensus_eps_estimate":null,"consensus_eps_actual":0.48,"consensus_revenue_estimate":null,"consensus_revenue_actual":632000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177210,"accession_number":"0001739445-25-000030","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2025-03-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa issues 2025 guidance: Revenue $2.8-3.0B, Adj. EBITDA $545-595M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["2025 guidance: Revenue $2.8-3.0B, Adj. EBITDA $545-595M, growth of 17-34% vs 2024 excluding divested Steel Components.","Completed $1.2B Stavola and $180M Ameron acquisitions, divested Steel Components in 2024; Construction Products now 62% of EBITDA.","Construction Products pro forma margin ~27%; overall margin excl. Steel Components improved to 17.7% in 2024 from 15.1%.","Net debt to Adj. EBITDA at 2.5x at year-end 2024; targeting 2.0-2.5x within 18 months. 2025 capex $145-165M.","Market outlook: aggregates pricing mid-single-digit growth; utility transmission and wind upcycle; barge fleet replacement demand."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":177209,"accession_number":"0001739445-25-000023","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2025-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcosa Q4 revenue up 14% to $666M; adjusted EBITDA +52%; guides 2025 EBITDA $545-595M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss $7.7M (diluted EPS -$0.16) on $666.2M revenue; adjusted EPS $0.46.","Full-year record revenue $2.57B; adjusted EBITDA $447M (+22% YoY); adjusted EPS $3.02.","Stavola acquisition (closed Oct 1, 2024) contributed $78.2M revenue and $27.1M adjusted segment EBITDA in Q4.","Q4 operating cash flow $248.2M; free cash flow $199.2M; leverage improved to 2.9x net debt/EBITDA.","2025 guidance: revenue $2.8-3.0B, adjusted EBITDA $545-595M (30% growth at midpoint)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.91,"consensus_revenue_estimate":null,"consensus_revenue_actual":2569900000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193979,"accession_number":"0001739445-24-000155","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K/A","filed_at":"2024-12-16T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Arcosa acquisition target Stavola reports FY2023 revenue $255M, net income $59M","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Stavola FY2023 total revenue $255.4M, net income $58.8M; $59.97M attributable to Stavola.","Gross profit $76.0M, operating income $58.3M; operating cash flow $77.4M.","Acquisition closed Oct 1, 2024 under Aug 1, 2024 agreement for all membership interests and assets.","Filed audited FY2023, unaudited 9-mo June 30, 2024 financials, and pro forma combined data.","Operations: asphalt (65% of revenue), crushed stone/sand (20%), road construction (15%) in New Jersey."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193982,"accession_number":"0001739445-24-000152","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-11-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa updates investor presentation for November 2024; no financial changes disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Company made available an updated investor presentation dated November 2024 on its website.","No new earnings, guidance, or specific operational data were provided in the filing.","Exhibit 99.1 contains only a cover slide; detailed presentation content not included in the filing text.","Routine update of investor materials; no material events or changes announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193981,"accession_number":"0001739445-24-000148","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-10-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcosa Q3 Adj EBITDA +28% to $114M, raises FY24 guidance post $1.2B Stavola deal","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 Adj EBITDA $114M (+28%), Adj EPS $0.91 (+25%), operating CF $135M, free CF $107M.","Construction Products Adj Segment EBITDA +21% to $71M; margin 26.7% (+430 bps).","Engineered Structures revenue +26% to $279M; Adj Segment EBITDA +74%; backlog $1.26B.","Closed $1.2B Stavola aggregates acquisition on Oct 1; issued $600M 6.875% notes.","Raised FY24 Adj EBITDA guidance to $435-450M from $420-440M; pro forma Net Debt/EBITDA 3.4x."],"consensus_eps_estimate":null,"consensus_eps_actual":2.07,"consensus_revenue_estimate":null,"consensus_revenue_actual":1903700000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":193980,"accession_number":"0001739445-24-000141","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-10-01T23:59:59+00:00","items":["2.01","2.03","7.01","9.01"],"status":"ready","headline":"Arcosa completes $1.2B Stavola acquisition; aggregates platform expands into NY-NJ MSA","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Stavola for $1.2B cash; LTM revenue $283M, Adjusted EBITDA $100M (35% margin).","Aggregates contributed 56% of Stavola's LTM EBITDA; tax benefits NPV ~$125M.","Financing: $600M 6.875% notes due 2032 and $700M Term Loan B due 2031.","Also sold steel components business (closed Aug 16); Q3 estimated EBITDA loss of $1M-$1.5M.","Proforma: Construction Products segment now ~2/3 of EBITDA; leverage target 2.0-2.5x within 18 months."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210314,"accession_number":"0001739445-24-000132","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-08-26T23:59:59+00:00","items":["1.01","2.03","7.01","9.01"],"status":"ready","headline":"Arcosa closes $600M 6.875% senior notes due 2032 for Stavola acquisition financing","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $600M aggregate principal of 6.875% senior notes due August 15, 2032 at 100% face value.","Proceeds will fund the Stavola acquisition together with a Term Loan B Facility due 2031; remainder to repay revolver.","Special mandatory redemption at 100% if Stavola acquisition not consummated by December 1, 2024.","Interest payable February 15 and August 15, beginning February 15, 2025; notes are senior unsecured."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210313,"accession_number":"0001739445-24-000126","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-08-19T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"Arcosa enters credit amendment for $1.2B Stavola acquisition; $700M Term Loan B, $600M notes at 6.875%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Amendment permits $1.2B cash acquisition of Stavola Holding Corporation's construction materials business.","Term Loan B facility up to $700M at SOFR+2.25%, maturing 2031, with 0.25% quarterly amortization.","$600M senior unsecured notes priced at 6.875% due 2032; proceeds used for acquisition and fees.","Revolving commitments increased from $600M to $700M; leverage ratio covenant modified to 5.00x near closing.","Amendment adds substantially all personal property as collateral; effective upon acquisition closing conditions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210312,"accession_number":"0001739445-24-000123","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-08-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa prices $600M 6.875% senior notes due 2032 to fund Stavola acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$600M aggregate principal, 6.875% coupon, due 2032; expected closing August 26, 2024.","Net proceeds plus Term Loan B to fund $1.2B Stavola construction materials acquisition; remainder repays revolver.","Notes are senior unsecured, guaranteed by domestic subsidiaries that guarantee senior credit facility.","Special mandatory redemption if Stavola transaction not consummated within indenture timeframe.","Offered privately to QIBs under Rule 144A and offshore under Regulation S; not registered."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210311,"accession_number":"0001739445-24-000121","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-08-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa proposes $600M senior notes due 2032 to fund Stavola acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Offering $600M aggregate principal of senior notes due 2032 in private placement.","Proceeds plus Term Loan B borrowings to fund $1.2B Stavola construction materials acquisition.","Notes are senior unsecured, guaranteed by domestic subsidiaries under senior credit facility.","Special mandatory redemption if acquisition not consummated within indenture timeframe.","Notes offered under Rule 144A and Regulation S, not registered under Securities Act."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210310,"accession_number":"0001739445-24-000116","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-08-06T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa launches up to $700M Term Loan B due 2031 to fund Stavola acquisition","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Proposed senior secured Term Loan B facility up to $700M due 2031; closing expected Q4 2024.","Proceeds along with available cash and other unsecured debt to fund $1.2B cash acquisition of Stavola Holding.","Target audited FY2023 revenue $255.4M, net income $58.3M; FY2022 revenue $285.7M, net income $75.4M.","No assurance Term Loan will be successful; subject to market conditions and definitive documentation.","Acquisition of Stavola previously announced; this filing provides financing details and target financials."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":210309,"accession_number":"0001739445-24-000111","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-08-01T23:59:59+00:00","items":["1.01","2.02","7.01","9.01"],"status":"ready","headline":"Arcosa to acquire Stavola for $1.2B; Q2 revenue record $664.7M, Adj EBITDA up 31%","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquisition of aggregates-led construction materials business in NY-NJ MSA for $1.2B cash; Stavola LTM revenue $283M, Adj EBITDA $100M.","Q2 2024 revenue $664.7M (+14% YoY), net income $45.6M, diluted EPS $0.93; Adj EBITDA $112.7M (+31%), margin 17.0%.","Raised low end of FY2024 Adj EBITDA guidance to $420M from $410M; range $420M-$440M.","Divested steel components business for $137M; proceeds to pay down debt; also sold other non-core assets.","Financing via bridge loan up to $1.2B; expected close Q4 2024; tax benefits NPV ~$125M."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228620,"accession_number":"0001739445-24-000086","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-05-13T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Arcosa shareholders elect all 9 director nominees, approve say-on-pay and auditor ratification","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All director nominees elected: highest vote was 42.6M for Jeffrey A. Craig; lowest was 40.2M for Steven J. Demetriou.","Advisory vote on executive compensation approved: 42.4M for, 272.7K against, 65.5K abstentions.","Ratification of Ernst & Young as auditor for FY2024 passed: 45.1M for, 287.3K against, 32.4K abstentions.","Broker non-votes of 2.7M shares on director election and say-on-pay proposals."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228619,"accession_number":"0001739445-24-000065","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-05-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcosa Q1 revenue up 9% to $598.6M; raises FY2024 Adjusted EBITDA guidance to $410M-$440M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 adjusted EPS $0.73 vs $1.06 prior year due to $21.8M land sale gain in 2023; normalized EBITDA grew 7%.","Operating cash flow $80.5M, up 195% YoY; free cash flow $30.3M vs $6.8M.","Full-year 2024 guidance raised: revenues $2.58B-$2.78B, Adjusted EBITDA $410M-$440M (prev $380M-$420M).","Construction Products rev +6.4%, Engineered Structures rev +11.5%, Transportation Products rev +10%.","Ameron acquisition closed April 9 for $180M, funded via debt; pro forma net debt/EBITDA 1.7x."],"consensus_eps_estimate":null,"consensus_eps_actual":0.8,"consensus_revenue_estimate":null,"consensus_revenue_actual":598600000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":228618,"accession_number":"0001739445-24-000063","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-04-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa closes $180M acquisition of Ameron Pole Products; expands into lighting poles","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Acquired Ameron Pole Products from NOV Inc. for $180 million.","Ameron generated ~$94M revenue and ~$20M Adjusted EBITDA in 2023.","Funded with cash on-hand and $160M from revolving credit facility.","Expands traffic/telecom structures; enters concrete and steel lighting pole market.","Full-year 2024 guidance to be updated with Q1 results release."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247268,"accession_number":"0001739445-24-000030","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-03-11T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Arcosa acquires Ameron Pole Products from NOV for $180M; accretive to margins","summary_kind":"llm","event_type":"m_and_a","confidence":"high","bullets":["Purchase price $180M cash; funded via cash on hand and revolving credit facility.","Expected close in Q2 2024; subject to HSR and customary conditions.","Ameron had 2023 revenue ~$94M and Adjusted EBITDA ~$20M (9.0x EBITDA multiple).","Adds concrete and steel lighting poles; expands traffic and telecom product lines.","Acquisition is accretive to overall Arcosa margins; bolsters Engineered Structures segment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247267,"accession_number":"0001739445-24-000014","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-03-01T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Arcosa director Ronald J. Gafford to retire at 2024 annual meeting, no disagreement","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Ronald J. Gafford notified Board he will not stand for re-election at 2024 Annual Meeting.","His Board service ends effective May 8, 2024, date of the Annual Meeting.","Decision to retire is not the result of any disagreement with the Board or Company.","Gafford will continue serving on Board and committees until term expiration.","Company expresses gratitude for his dedicated service."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":247266,"accession_number":"0001739445-24-000009","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2024-02-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcosa Q4 adj EBITDA +38% ex-divestiture; guides FY2024 rev $2.46-2.72B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 revenue $582.2M (+17% ex-divestiture); adj EBITDA $84.3M, +38% ex-divestiture, margin 14.5% (+220bps).","Full-year free cash flow $94.1M (+37%); liquidity $522.8M, net debt/EBITDA 1.3x.","FY2024 guidance: revenue $2.46-2.72B, adj EBITDA $380-420M (incl. prior-year $22M land gain).","Transportation Products rev +49%, adj EBITDA +67%; barge backlog $253.7M, book-to-bill 1.2 in Q4.","Deployed ~$120M in bolt-on acquisitions in Construction Products in 2023; $102M in Q4 alone."],"consensus_eps_estimate":null,"consensus_eps_actual":3.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":2307900000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264699,"accession_number":"0001739445-23-000149","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2023-11-07T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa updates investor presentation for November 2023; no specific financial disclosures in filing text","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Investor presentation dated November 2023 furnished as Exhibit 99.1 under Item 7.01.","Presentation will be available on www.arcosa.com; no new material details provided in the 8-K.","Typical update of operational and strategic overview; no earnings or guidance changes announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":264698,"accession_number":"0001739445-23-000145","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcosa reports Q3 revenue $591.7M, adjusted EBITDA up 24% ex-divestiture; maintains FY guidance","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.72, adjusted EPS $0.73; net income $35.5M vs $32.0M YoY.","Construction Products revenue +7% to $262.1M; segment EBITDA margin 22.4% (22.1% YoY).","Transportation Products revenue +30% to $107.1M; segment EBITDA margin 17.0% (5.9% YoY).","Completed three bolt-on acquisitions for $41M in September/October; maintains FY revenue guidance $2.25B-$2.3B, Adj. EBITDA $355M-$370M.","Free cash flow $1.7M (down from $40.7M) on higher capex and working capital; liquidity $633M."],"consensus_eps_estimate":null,"consensus_eps_actual":2.7,"consensus_revenue_estimate":null,"consensus_revenue_actual":1725700000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281936,"accession_number":"0001739445-23-000137","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2023-08-25T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"Arcosa increases revolver to $600M, extends maturity to 2028, repays $133M term loan","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Second Amended & Restated Credit Agreement ups revolving line from $500M to $600M, maturing August 23, 2028.","Remaining $133.1M term loan balance refinanced and repaid in full.","As of August 23, ~$100M revolver drawn and ~$22M in letters of credit, leaving ~$478M undrawn.","Interest on SOFR borrowings set at SOFR + 10 bps credit spread adjustment + margin of 1.50% (based on leverage).","Certain material domestic subsidiaries guaranteed the obligations under the new credit agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":281935,"accession_number":"0001739445-23-000126","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2023-08-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcosa raises FY23 guidance low end; Q2 diluted EPS $0.84, cash flow +47%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Diluted EPS $0.84, up 6% YoY; net income $40.9M, up 5%.","Revenue $584.8M (-3% reported; +8% ex-storage tanks); Construction +8%, Transportation +28%.","Operating cash flow $127.6M, up 47% YoY; free cash flow $75.6M, up 11%.","Adjusted EBITDA $85.8M (-14% reported; +3% ex-divestiture); margins down 70 bps ex-divestiture.","2023 guidance: revenue range raised to $2.25-2.30B; Adj. EBITDA range raised to $355-370M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.98,"consensus_revenue_estimate":null,"consensus_revenue_actual":1134000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300935,"accession_number":"0001739445-23-000079","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2023-05-11T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"Arcosa grants $1.5M retention RSUs to CFO and Group President; shareholders elect directors","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Retention grants of 21,985 TBRSUs each ($1.5M value) to CFO Gail M. Peck and Group President Reid S. Essl.","TBRSUs vest over 4 years: 25% at 2nd anniversary, 25% at 3rd, 50% at 4th.","Shareholders elected all 10 director nominees, approved say-on-pay, and ratified Ernst & Young as auditor.","All proposals passed with strong support; no material opposition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300934,"accession_number":"0001739445-23-000065","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2023-05-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa posts updated investor presentation; no material new data disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["The presentation is dated May 2023 and is available at www.arcosa.com.","The filing is a routine 8-K under Regulation FD with no earnings or guidance changes.","No financial figures or strategic updates are provided in the filing exhibit beyond the cover page."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":300933,"accession_number":"0001739445-23-000061","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Arcosa Q1 Adj EBITDA $108.1M (+47% YoY); raises FY 2023 Adj EBITDA guidance to $345-370M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $549.2M (+15% ex-divested); Diluted EPS $1.14 vs $0.41; Adj Diluted EPS $1.06 vs $0.42.","Construction Products Adj EBITDA $76.4M (+85%) driven by pricing and $21.8M land gain; margin up 600bps to 19.7%.","Wind tower orders of ~$800M received in Q1, backlog $1.53B; IRA tax credit $3.2M recognized, full-year benefit est. $17-22M.","Barge orders $122M (book-to-bill 1.8); backlog $279M, ~68% deliverable in 2023.","FY 2023 revenue guidance raised to $2.2-2.3B from $2.15-2.25B; Adj EBITDA guidance raised to $345-370M."],"consensus_eps_estimate":null,"consensus_eps_actual":1.14,"consensus_revenue_estimate":null,"consensus_revenue_actual":549200000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320825,"accession_number":"0001739445-23-000043","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2023-03-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa announces $750M in wind tower orders, plans new New Mexico facility","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Received ~$750M of wind tower orders for delivery 2024-2028, primarily for Southwest projects.","Plans new manufacturing facility in Belen, New Mexico with $55-60M investment; production start mid-2024.","Since Inflation Reduction Act passage, total wind tower orders exceed $1.1B.","New orders expected to qualify for Advanced Manufacturing Production tax credit.","Current orders provide backlog through 2028 at Belen facility, with extra capacity for further growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":6271814794.048841,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":320824,"accession_number":"0001739445-23-000041","cik":1739445,"company_name":"Arcosa, Inc.","ticker":"ACA","form_type":"8-K","filed_at":"2023-03-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Arcosa updates 2023 guidance: revenue $2.15B-$2.25B, adj. EBITDA $310M-$340M","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Revenue $2.24B in FY2022; adj. EBITDA $325M, up 15% YoY; adj. net income $106.8M.","2023 revenue guidance $2.15B-$2.25B; adj. EBITDA $310M-$340M; includes ~$22M Q1 land sale gain.","Completed sale of storage tanks for $275M in Oct 2022; proceeds to fund growth in Construction Products.","Growth businesses (Construction Products, Eng. Structures ex-wind) achieved 39% CAGR in adj. 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