Recent 8-K filings for ACA

• 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&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&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&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.

• 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.

• 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.

• 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