Filing Flows › Arcosa (ACA) › Q1 2026
Arcosa (ACA) Q1 2026 earnings results (first quarter 2026)
10-Q filed May 1, 2026
Arcosa (ACA) reported revenue of $572M for the first quarter 2026 (Q1 2026), +4% from a year earlier and -20% from the quarter before. Operating margin was 8.2%, net earnings $37.8M (6.6% of revenue).
Arcosa, Q1 2026: revenue $572M (+4% year over year), operating margin 8.2%, net earnings $37.8M, operating cash flow $71.9M. The chart follows the revenue to costs, profit and cash.
| Q1 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $572M | -20% | +4% |
| Gross profit | $121M | -26% | +12% |
| Operating profit | $47.1M | -40% | +15% |
| Net earnings | $37.8M | -27% | +60% |
| Operating cash flow | $71.9M | -40% | — |
| Free cash flow | $28.4M | -49% | — |
What changed
Revenue was $571.7M in Q1 2026, up 4% year over year and down 20% from the previous quarter.
Gross margin was 21.1%, up 1.4 points from Q1 2025. Operating profit was $47.1M, a 8.2% margin (up 0.8 points year over year). Of the extra revenue versus Q1 2025, 25% reached operating profit, above the 7% margin then. Operating expenses grew 10% against revenue growth of 4%. Net earnings were $37.8M, up 60% year over year. The effective tax rate was 3.3%.
Operating cash flow was $71.9M, 190% of net earnings. Non-cash charges added back $53.5M of depreciation and amortization and $6.3M of share-based compensation. Working capital and other items used $25.7M. Capital expenditures of $43.5M left free cash flow of $28.4M.
Questions
What was Arcosa's revenue in the first quarter 2026?
Arcosa (ACA) reported revenue of $572M for the first quarter 2026 (Q1 2026), +4% from a year earlier and -20% from the quarter before.
Was Arcosa profitable in the first quarter 2026?
Operating profit was $47.1M (8.2% of revenue) and net earnings $37.8M.
Source: Arcosa 10-Q on SEC EDGAR.