{"schema_version":"secwatch.filing_event.v1","accession":"0001739445-23-000145","form_type":"8-K","ticker":"ACA","cik":"0001739445","company_name":"Arcosa, Inc.","filed_at":"2023-11-01T23:59:59+00:00","discovered_at":"2026-05-14T18:03:30.272390+00:00","generated_at":"2026-06-09T02:59:28.727820+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"confidence":"high","headline":"Arcosa reports Q3 revenue $591.7M, adjusted EBITDA up 24% ex-divestiture; maintains FY guidance","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001739445-23-000145","json":"https://secwatch.observer/filing/0001739445-23-000145.json","markdown":"https://secwatch.observer/filing/0001739445-23-000145.md","text":"https://secwatch.observer/filing/0001739445-23-000145.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1739445/000173944523000145/0001739445-23-000145-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1739445/000173944523000145/aca-20231101.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-09T02:59:28.727820+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":"c9e77aa3c45c6cfe89541f4a81b06830f934e59a","claim":"Arcosa, Inc. reported third quarter ended September 30, 2023 results: revenue $591.7, net income $35.5, EPS $0.72. Guidance reaffirmed.","evidence_excerpt":"the comparison to prior year's results. Third Quarter Highlights Three Months Ended September 30, 2023 2022 % Change ($ in millions, except per share amounts) Revenues $ 591.7 $ 603.9 (2) % Revenues, excluding impact from divested business (1) $ 591.7 $ 538.1 10 % Net income $ 35.5 $ 32.0 11 % Adjusted Net Income (2) $ 35.9 $ 33.7 7 % Diluted EPS $ 0.72","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1739445/000173944523000145/0001739445-23-000145-index.htm","confidence":0.9,"family_label":"Earnings Releases","details":[{"label":"Period","value":"third quarter ended September 30, 2023"},{"label":"Revenue","value":"$591.7"},{"label":"Net income","value":"$35.5"},{"label":"EPS","value":"$0.72"},{"label":"Guidance","value":"reaffirmed"},{"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"}