---
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"
generated_at: "2026-05-15T23:42:05.306186+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

# Arcosa Q4 adj EPS $1.15 (+150% YoY); sells barge business for $450M; group president retiring

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 5.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001739445-26-000027
- JSON: https://secwatch.observer/filing/0001739445-26-000027.json
- Plain text: https://secwatch.observer/filing/0001739445-26-000027.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.