Arcosa Inc. (ACA) Releases Q1 2026 Earnings: EPS Beats Despite Revenue Decline

By: Quiver EarningsTracker

Posted: 5 days, 21 hours ago / April 30, 2026 9:30 p.m. UTC

ACA

Arcosa Inc. (ACA) reported first-quarter 2026 results. Revenue declined 9.54% year-over-year to $571.7 million, missing the consensus estimate of $629.6 million. Gross profit fell 3.59% to $120.9 million, while operating profit decreased 15.59% to $47.1 million.

Net income attributable to common shareholders rose 60.17% to $37.8 million.

Diluted earnings per share was $0.77, up 60.42% year-over-year and above the estimate of $0.37.

Cost of sales declined 11.01% to $450.8 million.

Balance-sheet and cash-flow highlights:

Cash from operating activities totaled $71.9 million, a sharp year-over-year decline.

Purchases of property, plant and equipment increased 27.94% to $43.5 million.

Cash and cash equivalents rose 27.81% to $214.6 million.

Total liabilities decreased 5.47% to $2.34 billion.

In summary, Arcosa Inc. (ACA) delivered an earnings-per-share beat despite lower revenue, with mixed profit results and notable movements in cash flow and the balance sheet that will be important to monitor in upcoming quarters.

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