Recent 8-K filings for ACA

• May 15, 2026 21:27 UTC other_material materiality 0.10 neutral item 5.07item 9.01

  Arcosa shareholders elect all 9 director nominees, approve say-on-pay, ratify EY as auditor

  All nine director nominees elected at 2026 annual meeting; Steve Demetriou received 40.8M for (92%), Melanie Trent 42.0M for (95%).

• Apr 30, 2026 23:59 UTC earnings materiality 0.75 positive item 2.02item 9.01

  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).

• Apr 01, 2026 23:59 UTC m_and_a materiality 0.75 positive item 7.01item 9.01

  Arcosa completes $450M sale of inland barge business to Wynnchurch Capital

  Sale of Arcosa Marine Products to Wynnchurch Capital for $450M in cash.

• Feb 26, 2026 23:59 UTC m_and_a materiality 0.80 positive item 2.02item 5.02item 9.01

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

  Q4 revenue $716.7M (+8% YoY), net income $52.1M (vs. -$7.7M), adj. EPS $1.15 (+150%).

• Feb 25, 2026 23:59 UTC m_and_a materiality 0.80 positive item 1.01item 2.02item 7.01item 9.01

  Arcosa agrees to sell barge unit to Wynnchurch Capital for $450M cash

  Sale of Arcosa Marine Products to Wynnchurch Capital for $450M cash; expected close Q2 2026.

• Dec 16, 2025 23:59 UTC regulatory materiality 0.25 negative item 1.04

  Arcosa receives MSHA 107(a) order at DeRidder, LA aggregate site; terminated quickly, no injuries

  MSHA issued section 107(a) order on Dec 11, 2025, at Arcosa Aggregates Gulf Coast in DeRidder, Louisiana.

• Nov 10, 2025 23:59 UTC other_material materiality 0.10 neutral item 7.01item 9.01

  Arcosa updates investor presentation; no material new disclosures evident

  Filed updated investor presentation under Item 7.01 Regulation FD.

• Oct 30, 2025 23:59 UTC earnings materiality 0.80 positive item 2.02item 9.01

  Arcosa Q3 revenue $797.8M (+27%), Adj EBITDA $174.2M (+51%), raised FY midpoint

  Revenue $797.8M (+27% YoY); diluted EPS $1.48 vs $0.34; Adj diluted EPS $1.56 vs $0.91.

• Sep 12, 2025 23:59 UTC other_material materiality 0.05 neutral item 7.01item 9.01

  Arcosa updates investor presentation; no financial details in exhibit excerpt

  Filed updated investor presentation dated September 2025 under Item 7.01 Regulation FD.

• Aug 07, 2025 23:59 UTC earnings materiality 0.85 positive item 2.02item 9.01

  Arcosa reports record Q2 2025: revenue $736.9M, Adj. EBITDA $154.2M, up 37% YoY

  Revenue $736.9M (+11% reported, +18% ex-divestiture); diluted EPS $1.22, adj. EPS $1.27.

• Jun 18, 2025 23:59 UTC debt materiality 0.50 positive item 1.01item 2.03item 9.01

  Arcosa refinances $698.25M term loan at lower interest rate

  Entered into Amendment No. 2 to credit agreement on June 17, 2025, establishing $698.25M 2025 Refinancing Term Loan.

• May 14, 2025 23:59 UTC other materiality 0.15 neutral item 5.07item 7.01item 9.01

  Arcosa shareholders elect all 9 director nominees, approve say-on-pay and auditor ratification at 2025 annual meeting

  All nine director nominees elected with 39.9M-43.6M votes each; Steven Demetriou and Melanie Trent received ~3.7M and ~2.0M against respectively.

• May 06, 2025 23:59 UTC earnings materiality 0.70 neutral item 2.02item 9.01

  Arcosa Q1 adjusted EBITDA up 26% ex-divestiture, net income down 40%, reaffirms FY guidance

  Revenue $632M (+12% ex-divestiture); Adj EBITDA $109.9M (+26% ex-divestiture); margin 17.4% (+190bps).

• Mar 06, 2025 23:59 UTC other_material materiality 0.75 positive item 7.01item 9.01

  Arcosa issues 2025 guidance: Revenue $2.8-3.0B, Adj. EBITDA $545-595M

  2025 guidance: Revenue $2.8-3.0B, Adj. EBITDA $545-595M, growth of 17-34% vs 2024 excluding divested Steel Components.

• Feb 27, 2025 23:59 UTC earnings materiality 0.75 positive item 2.02item 9.01

  Arcosa Q4 revenue up 14% to $666M; adjusted EBITDA +52%; guides 2025 EBITDA $545-595M

  Q4 net loss $7.7M (diluted EPS -$0.16) on $666.2M revenue; adjusted EPS $0.46.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.75 · Most common event earnings

9 positive 1 negative 5 neutral

source · ACA on sec.gov