Arcosa (ACA) Releases Q1 2026 Earnings: EPS Surges Despite Revenue Decline

Arcosa Inc. (ACA) reported first-quarter 2026 results with total revenue of $571.7 million, down 9.5% year-over-year and below the revenue estimate of $629.6 million.

Total revenue: $571.7 million (down 9.5% year-over-year)

Gross profit: $120.9 million (down 3.6% year-over-year)

Operating profit: $47.1 million (down 15.6% year-over-year)

Net income attributable to common shareholders: $37.8 million (up 60.2% year-over-year)

Diluted earnings per share: $0.77 (up 60.4% year-over-year; estimate $0.37)

Balance-sheet and cash-flow highlights:

Net cash from operating activities: $71.9 million (down about 10,371% year-over-year)

Capital expenditures (purchases of property, plant and equipment): $43.5 million (up 27.9% year-over-year)

Cash and cash equivalents: $153.2 million (down 8.8% year-over-year)

Total liabilities: $2.35 billion (down 5.2% year-over-year)

Cost of sales: $450.8 million (down 11.0% year-over-year)

Overall, Arcosa (ACA) delivered a sizable improvement in per-share earnings despite weaker top-line performance: diluted EPS rose to $0.77, comfortably above the estimate of $0.37, while revenue declined and cash generation weakened sharply year-over-year.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Arcosa Inc. Hedge Fund Activity

We have seen 170 institutional investors add shares of Arcosa Inc. stock to their portfolio, and 178 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

MACQUARIE GROUP LTD removed 1,083,769 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $115,226,320
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 1,060,418 shares (-77.6%) from their portfolio in Q4 2025, for an estimated $112,743,641
FRANKLIN RESOURCES INC added 710,377 shares (+2770.5%) to their portfolio in Q4 2025, for an estimated $75,527,282
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 328,209 shares (-75.1%) from their portfolio in Q4 2025, for an estimated $34,895,180
JPMORGAN CHASE & CO removed 152,980 shares (-40.6%) from their portfolio in Q4 2025, for an estimated $16,264,833
FIRST TRUST ADVISORS LP removed 118,560 shares (-22.4%) from their portfolio in Q4 2025, for an estimated $12,605,299
NEUBERGER BERMAN GROUP LLC removed 115,154 shares (-4.2%) from their portfolio in Q4 2025, for an estimated $12,243,173

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.

Arcosa Inc. Price Targets

Multiple analysts have issued price targets for $ACA recently. We have seen 2 analysts offer price targets for $ACA in the last 6 months, with a median target of $120.0.

Here are some recent targets:

Brent Thielman from DA Davidson set a target price of $125.0 on 03/02/2026
Adam Seiden from Barclays set a target price of $115.0 on 11/03/2025