secwatch.observer — SEC 8-K summary
======================================

Issuer:     Arcosa, Inc. (ACA)
CIK:        0001739445
Form:       8-K
Filed at:   2026-04-30T23:59:59+00:00
Accession:  0001739445-26-000064
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arcosa Q1 continuing ops adj EBITDA +10% to $102.9M; raises FY2026 guidance; barge divestiture closed
--------------------------------------------------------------------------------

- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1739445/000173944526000064/0001739445-26-000064-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1739445/000173944526000064/aca-20260430.htm
  HTML page:      https://secwatch.observer/filing/0001739445-26-000064

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