secwatch.observer — SEC 8-K summary ====================================== Issuer: Arcosa, Inc. (ACA) CIK: 0001739445 Form: 8-K Filed at: 2026-06-22T11:21:11+00:00 Accession: 0001739445-26-000112 Event type: m_and_a Sentiment: positive Materiality: 0.95 Item codes: 1.01, 7.01, 9.01 LLM model: deepseek-v4-flash:cloud@v2 Arcosa to be acquired by CRH for $150/share in all-cash deal valued at $8.5B enterprise value -------------------------------------------------------------------------------- - $150 per share cash consideration, ~25% premium to Arcosa's 60-day VWAP as of June 18, 2026. - Enterprise value ~$8.5B; acquisition multiple 11.5x 2026E Adj. EBITDA including $175M run-rate cost synergies by year three. - Transaction expected to be accretive to earnings, margin and cash flow in first 12 months post-close. - Closing conditions include Arcosa stockholder approval, HSR and other regulatory clearances; target outside date June 21, 2027. - Termination fees: $260M payable by Arcosa if it accepts superior proposal; $372M payable by CRH if antitrust clearances fail. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1739445/000173944526000112/0001739445-26-000112-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1739445/000173944526000112/aca-20260621.htm HTML page: https://secwatch.observer/filing/0001739445-26-000112 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer