{"schema_version":"secwatch.filing_event.v1","accession":"0001739445-23-000061","form_type":"8-K","ticker":"ACA","cik":"0001739445","company_name":"Arcosa, Inc.","filed_at":"2023-04-27T23:59:59+00:00","discovered_at":"2026-05-14T18:03:40.329836+00:00","generated_at":"2026-06-16T09:11:44.644094+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"Arcosa Q1 Adj EBITDA $108.1M (+47% YoY); raises FY 2023 Adj EBITDA guidance to $345-370M","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001739445-23-000061","json":"https://secwatch.observer/filing/0001739445-23-000061.json","markdown":"https://secwatch.observer/filing/0001739445-23-000061.md","text":"https://secwatch.observer/filing/0001739445-23-000061.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1739445/000173944523000061/0001739445-23-000061-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1739445/000173944523000061/aca-20230427.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-16T09:11:44.644094+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":"e680ec734ace9b3a377407baba36d45f498bd200","claim":"Arcosa, Inc. reported first quarter ended March 31, 2023 results: revenue $549.2, net income $55.7, EPS $1.14. Guidance raised.","evidence_excerpt":"facilitate the comparison to prior year's results. First Quarter Highlights Three Months Ended March 31, 2023 2022 % Change ($ in millions, except per share amounts) Revenues $ 549.2 $ 535.8 3 % Revenues, excluding impact from divested business (1) $ 549.2 $ 475.9 15 % Net income $ 55.7 $ 20.2 176 % Adjusted Net Income (2) $ 51.7 $ 20.9 147 % Diluted EPS $","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1739445/000173944523000061/0001739445-23-000061-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"first quarter ended March 31, 2023"},{"label":"Revenue","value":"$549.2"},{"label":"Net income","value":"$55.7"},{"label":"EPS","value":"$1.14"},{"label":"Guidance","value":"raised"},{"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"}