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Arcosa (ACA) earnings and revenue breakdown
Latest: Q2 2026 · 10-Q filed Aug 5, 2026 · Arcosa (ACA) Q2 2026 earnings results →
Q2 2026 Revenue up 2% year over year to $659M · 50¢ of every $1 of revenue kept as net profit · operating margin 12.8%
Arcosa made $659M in Q2 2026 (+2% Y/Y). Operating margin 12.8%, net earnings $328M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Aug 5, 2026.
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What changed this quarter
Revenue was $658.7M in Q2 2026, up 2% year over year and up 15% from the previous quarter.
Gross margin was 23.6%, up 0.4 points from Q2 2025. Operating profit was $84.3M, a 12.8% margin (up 0.1 points year over year). Of the extra revenue versus Q2 2025, 21% reached operating profit, above the 13% margin then. Operating expenses grew 5% against revenue growth of 2%. Net earnings were $328.5M, up 450% year over year. The effective tax rate was 3.4%. Non-operating items added $255.6M, 75% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was −$11.2M. Non-cash charges added back $58.0M of depreciation and amortization and $6.0M of share-based compensation. Working capital and other items used $403.7M. Capital expenditures of $58.8M exceeded it, leaving free cash flow of −$70.0M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 10-Q | Aug 5, 2026 | $659M | +2% | 12.8% | $328M | −$11.2M |
| Q1 2026 | 10-Q | May 1, 2026 | $572M | +4% | 8.2% | $37.8M | $71.9M |
| Q4 2025 | 10-K | Feb 27, 2026 | $717M | +8% | 11.0% | $52.1M | $120M |
| Q3 2025 | 10-Q | Oct 31, 2025 | $798M | +25% | 14.1% | $73.0M | $161M |
| Q2 2025 | 10-Q | Aug 8, 2025 | $737M | +11% | 12.9% | $59.7M | $61.2M |
| Q1 2025 | 10-Q | May 7, 2025 | $632M | +6% | 8.8% | $23.6M | −$700K |
| Q4 2024 | 10-K | Feb 28, 2025 | $666M | +14% | 6.5% | −$7.7M | $248M |
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About Arcosa
General Description of Business. Arcosa, Inc. and its consolidated subsidiaries (“Arcosa,” “Company,” “we,” or “our”), headquartered in Dallas, Texas, is a provider of infrastructure-related products and solutions with leading brands serving construction, engineered structures, and transportation markets in North America. Arcosa is a Delaware corporation and was incorporated in 2018. Our individual businesses have built reputations for quality, service, and operational excellence over decades. Arcosa serves a broad spectrum of infrastructure-related markets and is strategically focused on driving organic and disciplined acquisition growth to capitalize on the fragmented nature of many of the industries in which we operate.
In its own words, from its 10-K, filed Feb 27, 2026.
Arcosa against its Fabricated Structural Metal Products peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +2% against the peers' median +14%. Operating margin: 12.8% against the peers' median 9.4%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| ACA Arcosa | Q2 2026 | $659M | +2% | 12.8% |
| VMI Valmont Industries | Q3 2026 | $1.1B | +6% | 15.7% |
| VATE Innovate | Q2 2026 | $422M | +74% | 8.2% |
| PRLB Proto Labs | Q3 2026 | $154M | +14% | 9.4% |
| TPCS Techprecision | Q1 FY27 | $9.1M | +23% | -0.5% |
Source: Arcosa 10-Q on SEC EDGAR · CIK 1739445 · Fabricated Structural Metal Products
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History
Every quarter: Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results · Q4 2024 results