earnings
confidence high
sentiment positive
materiality 0.75
Arcosa Q1 continuing ops adj EBITDA +10% to $102.9M; raises FY2026 guidance; barge divestiture closed
Arcosa, Inc.
2026-Q1 EPS reported
$0.77
revenue$571,700,000
- Q1 continuing ops: Adj. EBITDA $102.9M (+10% YoY), Adj. diluted EPS $0.51 (+104%), Adj. EBITDA margin 18.0% (+100 bps).
- Engineered Structures: utility structures record backlog $557.6M (+28% YTD); segment EBITDA margin 21.1% (+300 bps).
- Construction Products: aggregates volumes +4%, unit profitability +7%, but segment EBITDA -2% due to asphalt maintenance.
- Barge divestiture closed Apr 1 for ~$450M; $83M proceeds used to pay down term loan; Net debt/EBITDA pro forma 1.9x.
- FY2026 guidance raised: continuing ops revenue $2.6-2.7B, Adj. EBITDA $545-585M (vs prior $520-565M).