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Filing Flows › Arcosa (ACA) › Q1 2026 › vs Q1 2025

Arcosa (ACA) Q1 2026 vs Q1 2025 (year over year)

Arcosa's revenue rose $24.1M (+4%) from $548M in Q1 2025 to $572M in Q1 2026. Gross margin 21.1% against 19.7% (+1.4 pts).

Arcosa, Q1 2026: revenue $572M (+4% year over year), operating margin 8.2%, net earnings $37.8M, operating cash flow $71.9M. The chart draws each line against Q1 2025, the increases inside each band.

Arcosa: what changed, Q1 2026 vs Q1 2025Arcosa: what changed, Q1 2026 vs Q1 2025Operating cash flow$72.6MFree cash flow (OCF − capex)$62.1MWorking capital & other−$56.7MNet earnings$14.2MGross profit$13.0MPre-tax earnings$12.7MCost of revenue$11.1MCapital expenditures$10.5MOperating expenses$6.9MOther expense, net−$6.6M

Margins

Q1 2026Q1 2025Change
Gross margin21.1%19.7%+1.4 pts
Operating margin8.2%7.5%+0.8 pts
Net margin6.6%4.3%+2.3 pts
Free cash flow margin5.0%-6.2%+11.1 pts

Every line

LineQ1 2026Q1 2025Change%
Revenue$572M$548M$24.1M+4%
Gross profit$121M$108M$13.0M+12%
Cost of revenue$451M$440M$11.1M+3%
Operating profit$47.1M$41.0M$6.1M+15%
Operating expenses$73.8M$66.9M$6.9M+10%
Pre-tax earnings$39.1M$26.4M$12.7M+48%
Other expense, net$8.0M$14.6M−$6.6M-45%
Net earnings$37.8M$23.6M$14.2M+60%
Income tax$1.3M$2.8M−$1.5M-54%
Depreciation & amortization$53.5M$51.7M$1.8M+3%
Share-based compensation$6.3M$6.4M−$100K-2%
Working capital & other$25.7M$82.4M−$56.7M-69%
Operating cash flow$71.9M−$700K$72.6M—
Free cash flow (OCF − capex)$28.4M−$33.7M$62.1M—
Capital expenditures$43.5M$33.0M$10.5M+32%

Questions

How much did Arcosa's revenue grow year over year in Q1 2026?

Arcosa's revenue rose $24.1M (+4%) from $548M in Q1 2025 to $572M in Q1 2026. Gross margin 21.1% against 19.7% (+1.4 pts).

Q1 2026 results → · Compare in the interactive Sankey →