Filing Flows › Arcosa (ACA) › Q1 2026 › vs Q4 2025
Arcosa (ACA) Q1 2026 vs Q4 2025 (quarter over quarter)
Arcosa's revenue fell $145M (-20%) from $717M in Q4 2025 to $572M in Q1 2026. Gross margin 21.1% against 22.9% (-1.7 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 Q4 2025, the increases inside each band.
Margins
| Q1 2026 | Q4 2025 | Change | |
|---|---|---|---|
| Gross margin | 21.1% | 22.9% | -1.7 pts |
| Operating margin | 8.2% | 11.0% | -2.8 pts |
| Net margin | 6.6% | 7.3% | -0.7 pts |
| Free cash flow margin | 5.0% | 7.8% | -2.8 pts |
Every line
| Line | Q1 2026 | Q4 2025 | Change | % |
|---|---|---|---|---|
| Revenue | $572M | $717M | −$145M | -20% |
| Gross profit | $121M | $164M | −$42.9M | -26% |
| Cost of revenue | $451M | $553M | −$102M | -18% |
| Operating profit | $47.1M | $79.0M | −$31.9M | -40% |
| Operating expenses | $73.8M | $84.8M | −$11.0M | -13% |
| Pre-tax earnings | $39.1M | $55.2M | −$16.1M | -29% |
| Other expense, net | $8.0M | $23.8M | −$15.8M | -66% |
| Net earnings | $37.8M | $52.1M | −$14.3M | -27% |
| Income tax | $1.3M | $3.1M | −$1.8M | -58% |
| Depreciation & amortization | $53.5M | $57.1M | −$3.6M | -6% |
| Share-based compensation | $6.3M | $6.6M | −$300K | -5% |
| Working capital & other | $25.7M | −$4.2M | $29.9M | — |
| Operating cash flow | $71.9M | $120M | −$48.1M | -40% |
| Free cash flow (OCF − capex) | $28.4M | $55.8M | −$27.4M | -49% |
| Capital expenditures | $43.5M | $64.2M | −$20.7M | -32% |
Questions
How much did Arcosa's revenue grow quarter over quarter in Q1 2026?
Arcosa's revenue fell $145M (-20%) from $717M in Q4 2025 to $572M in Q1 2026. Gross margin 21.1% against 22.9% (-1.7 pts).