{"filings":[{"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"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","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,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}