secwatch.observer — SEC 8-K summary
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Issuer:     Arcosa, Inc. (ACA)
CIK:        0001739445
Form:       8-K
Filed at:   2026-02-26T23:59:59+00:00
Accession:  0001739445-26-000027
Event type: m_and_a
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 5.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1739445/000173944526000027/0001739445-26-000027-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1739445/000173944526000027/aca-20260223.htm
  HTML page:      https://secwatch.observer/filing/0001739445-26-000027

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer