Filing Flows › Arcosa (ACA) › Q2 2026
Arcosa (ACA) Q2 2026 earnings results (second quarter 2026)
10-Q filed Aug 5, 2026
Arcosa (ACA) reported revenue of $659M for the second quarter 2026 (Q2 2026), +2% from a year earlier and +15% from the quarter before. Operating margin was 12.8%, net earnings $328M (49.9% of revenue).
Arcosa, Q2 2026: revenue $659M (+2% year over year), operating margin 12.8%, net earnings $328M, operating cash flow −$11.2M. The chart follows the revenue to costs, profit and cash.
| Q2 2026 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $659M | +15% | +2% |
| Gross profit | $156M | +29% | +4% |
| Operating profit | $84.3M | +79% | +3% |
| Net earnings | $328M | +769% | +450% |
| Operating cash flow | −$11.2M | -116% | -118% |
What changed
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.
Questions
What was Arcosa's revenue in the second quarter 2026?
Arcosa (ACA) reported revenue of $659M for the second quarter 2026 (Q2 2026), +2% from a year earlier and +15% from the quarter before.
Was Arcosa profitable in the second quarter 2026?
Operating profit was $84.3M (12.8% of revenue) and net earnings $328M.
Source: Arcosa 10-Q on SEC EDGAR.