secwatch / observer

Arcosa, Inc. — fact timeline

Source-grounded facts extracted from Arcosa, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.

ACA Arcosa, Inc. JSON
Material Agreements

Arcosa, Inc. entered into Agreement and Plan of Merger with CRH Americas, Inc., a Delaware corporation (“Parent”), and Neon Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent (“Merger Sub”) valued at $150.00 in cash per share (effective 2026-06-21).

“On June 21, 2026, Arcosa, Inc., a Delaware corporation (“Arcosa” or the “Company”), entered into an Agreement and Plan of Merger (the “Merger Agreement”) by and among the Company, CRH Americas, Inc., a Delaware corporation (“Parent”), and Neon Merger Sub, Inc., a Delaware corporation and a wholly owned subsidiary of Parent (“Merger Sub”).”
Shareholder Votes

Arcosa, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm for the Year Ending December 31, 2026 at the 2026-05-13 meeting.

“Proposal 3 – Ratification of Appointment of Independent Registered Public Accounting Firm for the Year Ending December 31, 2026 The shareholders ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2026, by the following vote: For Against Abstentions 46,578,461 264,353 31,157”
Shareholder Votes

Arcosa, Inc. shareholders approved Advisory Vote to Approve Named Executive Officer Compensation at the 2026-05-13 meeting.

“Proposal 2 – Advisory Vote to Approve Named Executive Officer Compensation The shareholders approved, on an advisory basis, the compensation of the Company’s named executive officers as disclosed in the proxy statement dated March 31, 2026, including the Compensation Discussion and Analysis, the compensation tables, and the narrative discussion related thereto, by the following vote: For Against Abstentions Broker Non-Votes 43,665,451 521,917 99,859 2,586,744”
Shareholder Votes

Arcosa, Inc. shareholders approved Election of Directors at the 2026-05-13 meeting.

“Proposal 1 – Election of Directors The shareholders elected the following Directors to serve a term expiring at the 2027 annual meeting of shareholders: Nominee For Against Abstentions Broker Non-Votes Joseph Alvarado 44,059,859 211,888 15,480 2,586,744 Rhys J. Best 44,091,957 179,937 15,333 2,586,744 Antonio Carrillo 44,003,636 269,020 14,571 2,586,744 Jeffrey A. Craig 44,130,284 141,788 15,155 2,586,744 Steven J. Demetriou 40,843,391 3,427,289 16,547 2,586,744 John W. Lindsay 44,158,115 114,493 14,619 2,586,744 Kimberly S. Lubel 44,074,968 191,544 20,715 2,586,744 Julie A. Piggott 44,077,761 185,877 23,589 2,586,744 Melanie M. Trent 41,980,438 2,290,040 16,749 2,586,744”
Earnings Releases

Arcosa, Inc. updated its first quarter ended March 31, 2026 guidance (raised).

“Attached as Exhibit 99.1 is the registrant’s earnings release for the first quarter of 2026, issued April 30, 2026.”
Material Agreements

Arcosa, Inc. entered into Stock Purchase Agreement with ACMP Buyer, LLC, an affiliate of Wynnchurch Capital, L.P. valued at approximately $450 million (effective 2026-02-24).

“On February 24, 2026, Arcosa, Inc. ("Arcosa") entered into a Stock Purchase Agreement (the "Purchase Agreement") with Arcosa Marine Products, Inc., a Delaware corporation (the "Company"), and ACMP Buyer, LLC, a Delaware limited liability company (the "Purchaser") and affiliate of Wynnchurch Capital, L.P.”
Debt Financings

Arcosa, Inc. incurred term loan of $698,250,000 with JPMorgan Chase Bank, N.A. at SOFR plus 2.00% per annum, or an alternate base rate, plus 1.00% per annum.

“The Credit Facility Amendment established a new class of term loans in an aggregate principal amount of $698,250,000 (the “2025 Refinancing Term Loan”), the net proceeds of which, together with cash on hand, were used to prepay in full the outstanding term loan under the Existing Credit Agreement (the “Original Term Loan”).”
M&A Transactions

Arcosa, Inc. completed a disposition (closed 2024-08-16).

“Additionally, the Company completed the previously announced sale of its steel components business on August 16, 2024.”
M&A Transactions

Arcosa, Inc. completed an acquisition involving Stavola Holding Corporation and affiliated entities for $1.2 billion in cash (closed 2024-10-01).

“natural aggregates quarries, twelve asphalt plants, and three recycled aggregates sites. The purchase price paid by Arcosa at the closing of the Transaction was approximately $1.2 billion in cash, subject to customary purchase price adjustments, upon the terms and subject to the conditions set forth in the Purchase Agreement. The purchase price was funded through”
Shareholder Votes

Arcosa, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm for the Year Ending December 31, 2024 at the 2024-05-08 meeting.

“The shareholders ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2024, by the following vote: For Against Abstentions 45,137,178 287,293 32,411”
Shareholder Votes

Arcosa, Inc. shareholders approved Advisory Vote to Approve Named Executive Officer Compensation at the 2024-05-08 meeting.

“The shareholders approved, on an advisory basis, the compensation of the Company’s named executive officers as disclosed in the proxy statement dated March 26, 2024, including the Compensation Discussion and Analysis, the compensation tables, and the narrative discussion related thereto, by the following vote: For Against Abstentions Broker Non-Votes 42,395,740 272,702 65,496 2,722,944”
Shareholder Votes

Arcosa, Inc. shareholders approved Election of Directors at the 2024-05-08 meeting.

“The shareholders elected the following Directors to serve a term expiring at the 2025 annual meeting of shareholders: Nominee For Against Abstentions Broker Non-Votes Joseph Alvarado 42,528,961 185,470 19,507 2,722,944 Rhys J. Best 42,614,571 99,931 19,436 2,722,944 Antonio Carrillo 42,627,588 87,435 18,915 2,722,944 Jeffrey A. Craig 42,627,772 87,361 18,805 2,722,944 Steven J. Demetriou 40,228,818 2,485,909 19,211 2,722,944 John W. Lindsay 42,627,849 86,648 19,441 2,722,944 Kimberly S. Lubel 42,605,411 110,441 18,086 2,722,944 Julie A. Piggott 42,608,398 107,628 17,912 2,722,944 Melanie M. Trent 42,477,299 238,500 18,139 2,722,944”
Earnings Releases

Arcosa, Inc. reported first quarter ended March 31, 2024 results: revenue $598.6, net income $39.2, EPS $0.80. Guidance raised.

“for the first quarter ended March 31, 2024. First Quarter 2024 Highlights Three Months Ended March 31, 2024 2023 % Change ($ in millions, except per share amounts) Revenues $ 598.6 $ 549.2 9 % Net income $ 39.2 $ 55.7 (30) % Adjusted Net Income (1)(2) $ 36.0 $ 51.7 (30) % Diluted EPS (2) $ 0.80 $ 1.14 (30) % Adjusted Diluted EPS (1)(2) $ 0.73 $ 1.06 (31) %”
Material Agreements

Arcosa, Inc. entered into Membership Interest Purchase Agreement with National Oilwell Varco, L.P. valued at approximately $180 million (effective 2024-03-08).

“On March 8, 2024, CEMC Services, LLC (“Purchaser”), a Delaware limited liability company and wholly owned subsidiary of Arcosa, Inc. (“Arcosa”), entered into a Membership Interest Purchase Agreement (the “Purchase Agreement”) with National Oilwell Varco, L.P., a Delaware limited partnership (the “Seller”) and, solely for the purposes of Section VI.3(c) (Confidentiality) and Section VI.12 (Buyer Guarantor), Arcosa.”

Ronald J. Gafford departed as Director at Arcosa, Inc..

“On February 29, 2024, Ronald J. Gafford notified the Board of Directors (the “Board”) of Arcosa, Inc. (the "Company") that he does not intend to stand for re-election at the Company’s 2024 Annual Meeting of Shareholders and will retire as a director and member of the Board.”
Earnings Releases

Arcosa, Inc. updated its the fourth quarter and full year ended December 31, 2023 guidance (reaffirmed).

“Attached as Exhibit 99.1 is the registrant’s earnings release for the fourth quarter and full year of 2023, issued February 22, 2024.”
Earnings Releases

Arcosa, Inc. reported third quarter ended September 30, 2023 results: revenue $591.7, net income $35.5, EPS $0.72. Guidance reaffirmed.

“the comparison to prior year's results. Third Quarter Highlights Three Months Ended September 30, 2023 2022 % Change ($ in millions, except per share amounts) Revenues $ 591.7 $ 603.9 (2) % Revenues, excluding impact from divested business (1) $ 591.7 $ 538.1 10 % Net income $ 35.5 $ 32.0 11 % Adjusted Net Income (2) $ 35.9 $ 33.7 7 % Diluted EPS $ 0.72”
Material Agreements

Arcosa, Inc. amended Second Amended and Restated Credit Agreement with JPMorgan Chase Bank, N.A. valued at $600 million revolving line of credit, interest rates based on SOFR plus 1.50% margin as of August 2 (effective 2023-08-23).

“On August 23, 2023, Arcosa, Inc. (“Arcosa”) entered into a Second Amended and Restated Credit Agreement (the “Second A/R Credit Agreement”), among Arcosa, as borrower, the lenders party thereto, JPMorgan Chase Bank, N.A. (“JPMorgan”), as administrative agent, and the other parties thereto.”
Earnings Releases

Arcosa, Inc. reported second quarter ended June 30, 2023 results: revenue $584.8, net income $40.9, EPS $0.84. Guidance raised.

“facilitate the comparison to prior year's results. Second Quarter Highlights Three Months Ended June 30, 2023 2022 % Change ($ in millions, except per share amounts) Revenues $ 584.8 $ 602.8 (3) % Revenues, excluding impact from divested business (1) $ 584.8 $ 540.9 8 % Net income $ 40.9 $ 39.0 5 % Adjusted Net Income (2) $ 37.3 $ 40.9 (9) % Diluted EPS $ 0.84”
Shareholder Votes

Arcosa, Inc. shareholders approved Ratification of Appointment of Independent Registered Public Accounting Firm for the Year Ending December 31, 2023 at the 2023-05-09 meeting.

“Proposal 3 – Ratification of Appointment of Independent Registered Public Accounting Firm for the Year Ending December 31, 2023 The shareholders ratified the appointment of Ernst & Young LLP as the Company’s independent registered public accounting firm for the year ending December 31, 2023, by the following vote: For Against Abstentions 44,774,046 287,595 25,022”
Shareholder Votes

Arcosa, Inc. shareholders approved Advisory Vote to Approve Named Executive Officer Compensation at the 2023-05-09 meeting.

“Proposal 2 – Advisory Vote to Approve Named Executive Officer Compensation The shareholders approved, on an advisory basis, the compensation of the Company’s named executive officers as disclosed in the proxy statement dated March 28, 2023, including the Compensation Discussion and Analysis, the compensation tables, and the narrative discussion related thereto, by the following vote: For Against Abstentions Broker Non-Votes 42,015,948 430,549 72,224 2,567,942”
Shareholder Votes

Arcosa, Inc. shareholders approved Election of Directors at the 2023-05-09 meeting.

“Proposal 1 – Election of Directors The shareholders elected the following Directors to serve a term expiring at the 2024 annual meeting of shareholders: Nominee For Against Abstentions Broker Non-Votes Joseph Alvarado 42,276,771 218,642 23,308 2,567,942 Rhys J. Best 42,286,849 207,070 24,802 2,567,942 Antonio Carrillo 42,396,303 98,696 23,722 2,567,942 Jeffrey A. Craig 42,392,826 102,319 23,576 2,567,942 Steven J. Demetriou 38,932,262 3,562,811 23,648 2,567,942 Ronald J. Gafford 42,268,360 226,813 23,548 2,567,942 John W. Lindsay 42,396,934 97,805 23,982 2,567,942 Kimberly S. Lubel 42,291,258 205,427 22,036 2,567,942 Julie A. Piggott 42,285,102 211,391 22,228 2,567,942 Melanie M. Trent 42,254,469 241,459 22,793 2,567,942”
Earnings Releases

Arcosa, Inc. reported first quarter ended March 31, 2023 results: revenue $549.2, net income $55.7, EPS $1.14. Guidance raised.

“facilitate the comparison to prior year's results. First Quarter Highlights Three Months Ended March 31, 2023 2022 % Change ($ in millions, except per share amounts) Revenues $ 549.2 $ 535.8 3 % Revenues, excluding impact from divested business (1) $ 549.2 $ 475.9 15 % Net income $ 55.7 $ 20.2 176 % Adjusted Net Income (2) $ 51.7 $ 20.9 147 % Diluted EPS $”

Eric Hurst was appointed as principal accounting officer at Arcosa, Inc..

“On March 2, 2023, Arcosa’s Board of Directors appointed Eric Hurst to serve as principal accounting officer of the Company, effective immediately.”

Mary Henderson departed as Chief Accounting Officer at Arcosa, Inc..

“On March 2, 2023, Mary Henderson resigned from the position as the Chief Accounting Officer of Arcosa, Inc. (“Arcosa” or the “Company”) and transitioned into a new role as Senior Vice President, Corporate Administration, effective March 2, 2023.”
Earnings Releases

Arcosa, Inc. reported Full Year 2023 results: revenue $2.15 billion to $2.25 billion. Guidance initiated.

“Arcosa announced the following total Company guidance for full year 2023: • Consolidated revenues of $2.15 billion to $2.25 billion, compared to $2.05 billion in 2022, excluding $188.9 million from the storage tanks business • Consolidated Adjusted EBITDA of $310 million to $340 million, compared to $278.2 million in 2022, excluding $46.9 million from the storage tanks business • Adjusted EBITDA guidance includes an approximate $22 million gain on the sale of land with depleted reserves within our Construction Products segment that will be recognized in the first quarter”
Earnings Releases

Arcosa, Inc. reported Year Ended December 31, 2022 results: revenue $ 2,242.8, net income $ 245.8, EPS $ 5.05.

“Year Ended December 31, 2022 2021 % Change ($ in millions, except per share amounts) Revenues $ 2,242.8 $ 2,036.4 10 % Revenues, excluding impact from divested business (1) $ 2,241.5 $ 1,974.8 14 % Net income $ 245.8 $ 69.6 N.M. Adjusted Net Income (2) $ 106.8 $ 93.9 14 % Diluted EPS $ 5.05 $ 1.42 N.M. Adjusted Diluted EPS (2) $ 2.19 $ 1.93 13 % Adjusted EBITDA (2) $ 325.1 $ 283.3 15 % Adjusted EBITDA Margin (2) 14.5 % 13.9 % 60 bps Adjusted EBITDA, excluding impact from divested business (1)(2) $ 324.7 $ 271.8 19 % Adjusted EBITDA Margin, excluding impact from divested business (1)(2) 14.5 % 13.8 % 70 bps Net cash provided by operating activities $ 174.3 $ 166.5 5 % Free Cash Flow (2) $ 36.3 $ 81.4 (55) %”
Earnings Releases

Arcosa, Inc. reported Three Months Ended December 31, 2022 results: revenue $ 500.3, net income $ 154.6, EPS $ 3.18.

“Three Months Ended December 31, 2022 2021 % Change ($ in millions, except per share amounts) Revenues $ 500.3 $ 521.8 (4) % Revenues, excluding impact from divested business (1) $ 499.0 $ 460.2 8 % Net income $ 154.6 $ 9.2 N.M. Adjusted Net Income (2) $ 11.4 $ 19.2 (41) % Diluted EPS $ 3.18 $ 0.19 N.M. Adjusted Diluted EPS (2) $ 0.24 $ 0.40 (40) % Adjusted EBITDA (2) $ 61.7 $ 65.9 (6) % Adjusted EBITDA Margin (2) 12.3 % 12.6 % (30 bps) Adjusted EBITDA, excluding impact from divested business (1)(2) $ 61.3 $ 54.4 13 % Adjusted EBITDA Margin, excluding impact from divested business (1)(2) 12.3 % 11.8 % 50 bps Net cash provided by operating activities $ (8.3) $ 89.7 N.M. Free Cash Flow (2) $ (60.4) $ 65.4 N.M.”

Steven J. Demetriou was elected as Director at Arcosa, Inc..

“On February 1, 2023, the Board of Directors (the “Board”) of Arcosa, Inc. (the "Company") elected Steven J. Demetriou as a member of the Board, effective immediately.”
Governance Changes

Arcosa, Inc.: Amended and restated bylaws to update universal proxy rules, stockholder proposal requirements, meeting procedures, and other administrative changes (effective 2022-12-08).

“On December 8, 2022, the Board of Directors of Arcosa, Inc. (the “Company”) amended and restated the Company’s existing bylaws (as so amended and restated, the “Amended and Restated Bylaws”), effective immediately.”

Douglas L. Rock retired as Director at Arcosa, Inc..

“On November 4, 2022, Douglas L. Rock notified Arcosa, Inc. (the "Company") of his retirement as a director and member of the Board of Directors (the "Board"), effective immediately.”
Earnings Releases

Arcosa, Inc. reported full year 2022 results: revenue $2.20 billion to $2.25 billion. Guidance lowered.

“Adjusted its Revenue guidance range to $2.20 billion to $2.25 billion, from its prior guidance range of $2.2 billion to $2.3 billion. • Revised its Adjusted EBITDA guidance range to $320 million to $330 million, from its prior guidance range of $325 million to $345 million.”
Earnings Releases

Arcosa, Inc. reported third quarter ended September 30, 2022 results: revenue $603.9 million, net income $32.0 million, EPS $0.66.

“Revenues of $603.9 million, up 8% • Net income of $32.0 million, up 35%, and Adjusted Net Income of $33.7 million, up 21% • Diluted EPS of $0.66, up 35%”

Julie Piggott was elected as member of the Board at Arcosa, Inc..

“On December 9, 2021, the Board of Directors (the “Board”) of Arcosa, Inc. (the "Company") elected Julie Piggott as a member of the Board, effective immediately.”

Kimberly Lubel was elected as Director at Arcosa, Inc..

“On November 1, 2021, the Board of Directors (the “Board”) of Arcosa, Inc. (the "Company") elected Kimberly Lubel as a member of the Board, effective immediately.”

David W. Biegler retired as Director at Arcosa, Inc..

“On September 21, 2021, David W. Biegler notified Arcosa, Inc. (the "Company") of his retirement as a director and member of the Board of Directors (the "Board").”

Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.