{"schema_version":"secwatch.filing_event.v1","accession":"0001739445-26-000027","form_type":"8-K","ticker":"ACA","cik":"0001739445","company_name":"Arcosa, Inc.","filed_at":"2026-02-26T23:59:59+00:00","discovered_at":"2026-05-14T18:02:36.046433+00:00","generated_at":"2026-05-15T23:42:05.306186+00:00","sec_items":["2.02","5.02","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.8,"confidence":"high","headline":"Arcosa Q4 adj EPS $1.15 (+150% YoY); sells barge business for $450M; group president retiring","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."],"urls":{"canonical":"https://secwatch.observer/filing/0001739445-26-000027","json":"https://secwatch.observer/filing/0001739445-26-000027.json","markdown":"https://secwatch.observer/filing/0001739445-26-000027.md","text":"https://secwatch.observer/filing/0001739445-26-000027.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1739445/000173944526000027/0001739445-26-000027-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1739445/000173944526000027/aca-20260223.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T23:42:05.306186+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":[],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}