Filing Flows › Arcosa (ACA) › Q4 2025
Arcosa (ACA) Q4 2025 earnings results (fourth quarter 2025)
10-K filed Feb 27, 2026
Arcosa (ACA) reported revenue of $717M for the fourth quarter 2025 (Q4 2025), +8% from a year earlier and -10% from the quarter before. Operating margin was 11.0%, net earnings $52.1M (7.3% of revenue).
Arcosa, Q4 2025: revenue $717M (+8% year over year), operating margin 11.0%, net earnings $52.1M, operating cash flow $120M. The chart follows the revenue to costs, profit and cash.
| Q4 2025 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $717M | -10% | +8% |
| Gross profit | $164M | -15% | +27% |
| Operating profit | $79.0M | -30% | +83% |
| Net earnings | $52.1M | -29% | — |
| Operating cash flow | $120M | -25% | -52% |
| Free cash flow | $58.6M | — | -71% |
What changed
Revenue was $716.7M in Q4 2025, up 8% year over year and down 10% from the previous quarter.
Gross margin was 22.9%, up 3.5 points from Q4 2024. Operating profit was $79.0M, a 11.0% margin (up 4.5 points year over year). Of the extra revenue versus Q4 2024, 71% reached operating profit, above the 6% margin then. Operating expenses fell 1% while revenue rose 8%. Net earnings were $52.1M. The effective tax rate was 5.6%.
Operating cash flow was $120.0M (down 52% year over year), 230% of net earnings. Non-cash charges added back $57.1M of depreciation and amortization and $6.6M of share-based compensation. After capital expenditures, net ($61.4M), free cash flow as the company reports it was $58.6M.
Questions
What was Arcosa's revenue in the fourth quarter 2025?
Arcosa (ACA) reported revenue of $717M for the fourth quarter 2025 (Q4 2025), +8% from a year earlier and -10% from the quarter before.
Was Arcosa profitable in the fourth quarter 2025?
Operating profit was $79.0M (11.0% of revenue) and net earnings $52.1M.
Source: Arcosa 10-K on SEC EDGAR.