{"schema_version":"secwatch.filing_event.v1","accession":"0001739445-23-000014","form_type":"8-K","ticker":"ACA","cik":"0001739445","company_name":"Arcosa, Inc.","filed_at":"2023-02-23T23:59:59+00:00","discovered_at":"2026-05-14T18:03:46.364319+00:00","generated_at":"2026-06-19T03:01:33.314298+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"neutral","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Arcosa Q4 adjusted EBITDA +13% (ex-divestiture); FY23 revenue guidance $2.15-2.25B","bullets":["Q4 revenues $500.3M (-4% YoY); net income $154.6M includes $189M pretax gain on storage tanks sale.","Adjusted EBITDA (ex-divestiture) $61.3M (+13% YoY); adjusted diluted EPS $0.24 (-40%).","Full year 2022 revenues $2.24B (+10%); adjusted EBITDA $325.1M (+15%).","FY23 guidance: revenues $2.15-2.25B, adjusted EBITDA $310-340M; includes ~$22M Q1 land sale gain.","Booked $371M wind tower orders and $134M barge orders in Q4; net debt/EBITDA 1.2x."],"urls":{"canonical":"https://secwatch.observer/filing/0001739445-23-000014","json":"https://secwatch.observer/filing/0001739445-23-000014.json","markdown":"https://secwatch.observer/filing/0001739445-23-000014.md","text":"https://secwatch.observer/filing/0001739445-23-000014.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1739445/000173944523000014/0001739445-23-000014-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1739445/000173944523000014/aca-20230223.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-19T03:01:33.314298+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"9c7bfcac7c7213a241f70a53ab0408906d127954","claim":"Arcosa, Inc. reported Full Year 2023 results: revenue $2.15 billion to $2.25 billion. Guidance initiated.","evidence_excerpt":"Arcosa announced the following total Company guidance for full year 2023: • Consolidated revenues of $2.15 billion to $2.25 billion, compared to $2.05 billion in 2022, excluding $188.9 million from the storage tanks business • Consolidated Adjusted EBITDA of $310 million to $340 million, compared to $278.2 million in 2022, excluding $46.9 million from the storage tanks business • Adjusted EBITDA guidance includes an approximate $22 million gain on the sale of land with depleted reserves within our Construction Products segment that will be recognized in the first quarter","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1739445/000173944523000014/0001739445-23-000014-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Full Year 2023"},{"label":"Revenue","value":"$2.15 billion to $2.25 billion"},{"label":"Guidance","value":"initiated"},{"label":"Result","value":"guidance update"}],"fact_type":"earnings_release"},{"claim_id":"ba96f19585d203dea9dadd6a5262c11cef6ec7d3","claim":"Arcosa, Inc. reported Three Months Ended December 31, 2022 results: revenue $ 500.3, net income $ 154.6, EPS $ 3.18.","evidence_excerpt":"Three Months Ended December 31, 2022 2021 % Change ($ in millions, except per share amounts) Revenues $ 500.3 $ 521.8 (4) % Revenues, excluding impact from divested business (1) $ 499.0 $ 460.2 8 % Net income $ 154.6 $ 9.2 N.M. Adjusted Net Income (2) $ 11.4 $ 19.2 (41) % Diluted EPS $ 3.18 $ 0.19 N.M. Adjusted Diluted EPS (2) $ 0.24 $ 0.40 (40) % Adjusted EBITDA (2) $ 61.7 $ 65.9 (6) % Adjusted EBITDA Margin (2) 12.3 % 12.6 % (30 bps) Adjusted EBITDA, excluding impact from divested business (1)(2) $ 61.3 $ 54.4 13 % Adjusted EBITDA Margin, excluding impact from divested business (1)(2) 12.3 % 11.8 % 50 bps Net cash provided by operating activities $ (8.3) $ 89.7 N.M. Free Cash Flow (2) $ (60.4) $ 65.4 N.M.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1739445/000173944523000014/0001739445-23-000014-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Three Months Ended December 31, 2022"},{"label":"Revenue","value":"$ 500.3"},{"label":"Net income","value":"$ 154.6"},{"label":"EPS","value":"$ 3.18"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"},{"claim_id":"de344336617f065d75ba48fe850d27b9c40b9e0e","claim":"Arcosa, Inc. reported Year Ended December 31, 2022 results: revenue $ 2,242.8, net income $ 245.8, EPS $ 5.05.","evidence_excerpt":"Year Ended December 31, 2022 2021 % Change ($ in millions, except per share amounts) Revenues $ 2,242.8 $ 2,036.4 10 % Revenues, excluding impact from divested business (1) $ 2,241.5 $ 1,974.8 14 % Net income $ 245.8 $ 69.6 N.M. Adjusted Net Income (2) $ 106.8 $ 93.9 14 % Diluted EPS $ 5.05 $ 1.42 N.M. Adjusted Diluted EPS (2) $ 2.19 $ 1.93 13 % Adjusted EBITDA (2) $ 325.1 $ 283.3 15 % Adjusted EBITDA Margin (2) 14.5 % 13.9 % 60 bps Adjusted EBITDA, excluding impact from divested business (1)(2) $ 324.7 $ 271.8 19 % Adjusted EBITDA Margin, excluding impact from divested business (1)(2) 14.5 % 13.8 % 70 bps Net cash provided by operating activities $ 174.3 $ 166.5 5 % Free Cash Flow (2) $ 36.3 $ 81.4 (55) %","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1739445/000173944523000014/0001739445-23-000014-index.htm","confidence":1.0,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Year Ended December 31, 2022"},{"label":"Revenue","value":"$ 2,242.8"},{"label":"Net income","value":"$ 245.8"},{"label":"EPS","value":"$ 5.05"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}