earnings
confidence high
sentiment positive
materiality 0.90
Arcosa Q2 2026 adjusted EBITDA up 5% to $145.9M; pending CRH acquisition for $150/share
Arcosa, Inc.
- Revenue $658.7M (+2% YoY); adjusted diluted EPS $1.13 (+5%).
- Adjusted EBITDA $145.9M (+5%); margin 22.1% (+60 bps).
- Utility structures backlog record $648.1M (+49% YTD); wind tower backlog $537.4M.
- Free cash flow from continuing ops -$51.0M vs +$16.8M prior year; operating cash flow -$24.7M.
- Pending acquisition by CRH for $150/share all-cash; special meeting Sept 4, 2026; guidance suspended.