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Arcosa, Inc.

ACA Industrials Metal Fabrications
$149.15
▲ +1.1% Today
as of Oct 22, 16:45 ET
Last 30 days +2.76% Sep 14 → Oct 22
$144.82 $145.98 $147.14 $148.31 $149.47 Sep 14 Sep 22 Sep 29 Oct 07 Oct 14 Oct 22
Open
$148.90
High
$149.21
Low
$148.92
Volume
$875,023
Avg Vol
$450,719
Mkt Cap
$7.2B
P/E (TTM)
16.49
Beta
—
52w High
$149.21
52w Low
$91.40
Div Yield
—
Shares Out
—

Recent Press Releases & News last 60 days · 6 items

Oct 2 · 20:15 PR Business Wire
Arcosa, Inc. Announces Commencement of Bondholder Calls
Sep 30 · 15:38 Insider Monkey
Why Arcosa Inc. (ACA) Offers a Merger Arbitrage Opportunity
Sep 10 · 17:40 Insider Monkey
Arcosa Shareholders Approve $8.5B CRH Deal. Does the Vote De-Risk a First-Quarter 2027 Closing?
▸ Show all 6 press releases & news Free account →

ACA earnings at a glance

Arcosa, Inc. (ACA) is scheduled to report earnings on Thursday, October 29, 2026 — in 6 days. Analysts expect earnings per share of $1.56, compared with $1.56 in the same quarter last year (+0%). The options market is pricing a move of about ±3.4% after the report, a range of roughly $144.11 to $154.19 from today's $149.15. Over its last 6 reports the stock rose the next day 2 times and fell 4, moving ±7.5% on average; after the most recent report on Aug 5, 2026 it moved -0.3%. That means options currently expect less movement than ACA has typically delivered. ACA beat the consensus EPS estimate in 5 of its last 6 reported quarters. Implied volatility is currently 29%. The share price of $149.15 sits near its 52-week high.

More Industrials stocks · All stocks · Earnings calendar

Overview

52-week range
$91
$149
100% of range
Avg surprise (last 6)
+69.4%
Avg reaction (last 6)
+0.2%
33% positive
Latest IV / EM
29%
EM ±3.4% · $145 · Oct 16

Earnings trends

EPS — actual vs estimate Actual Estimate
$0.13$0.49$0.85$1.20$1.56 Actual $1.14Actual $0.84Actual $0.72Actual $0.80Actual $0.93Actual $0.34Actual $0.49Est $0.29Actual $1.27Est $1.05Actual $1.56Est $1.33Actual $1.15Est $0.95Actual $0.51Est $0.13Actual $1.13Est $1.18 MarJunSepMarJunSepMar/2025Jun/2025Sep/20258K8KJun/2026
Revenue vs Net Income Revenue Net income
$0$209M$419M$628M$838M Sep 24Mar 25Jun 25Sep 25Mar 26Jun 26

Earnings history

DatePeriodActual EPSEstSurpriseYoY %ΔDay reactSource
Wed Aug 5, 2026Jun/2026 $1.13 $1.18 -4.2% -7.1% -0.3% earnings
Thu Apr 30, 20268K 2026-04-30 $0.51 $0.13 +292.3% — -1.4% earnings
Thu Feb 26, 20268K 2026-02-26 $1.15 $0.95 +21.1% — -15.7% earnings
Thu Oct 30, 2025Sep/2025 $1.56 $1.33 +17.3% — +10.6% earnings
Thu Aug 7, 2025Jun/2025 $1.27 $1.05 +20.9% — +12.7% earnings
Tue May 6, 2025Mar/2025 $0.49 $0.29 +69.0% — -4.6% earnings
Mon Sep 30, 2024Sep 2024 $0.34 — — — — financials
Sun Jun 30, 2024Jun 2024 $0.93 — — — — financials
Sun Mar 31, 2024Mar 2024 $0.80 — — — — financials
Sat Sep 30, 2023Sep 2023 $0.72 — — — — financials
Fri Jun 30, 2023Jun 2023 $0.84 — — — — financials
Fri Mar 31, 2023Mar 2023 $1.14 — — — — financials

Upcoming

DateFiscalTimeEPS EstLY EPSYoY %Δ
Thu Oct 29, 2026Sep/2026OTHER $1.56$1.56 0.0%

Financials

Income statement (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Revenue$659M$572M—$798M$648M$548M—$640M
Cost of revenue$503M$451M—$606M$497M$440M—$504M
Gross profit$156M$121M—$192M$150M$108M—$137M
Operating income$84M$47M—$112M$82M$41M—$34M
Net income$328M$38M—$73M$60M$24M—$17M
EPS (diluted)$6.67$0.77—$1.48$1.22$0.48—$0.34

Balance sheet (quarterly)

MetricJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024
Cash & equivalents$432M$153M$215M$220M$190M$168M$187M$757M
Inventory$364M$350M$336M$421M$407M$365M$360M$360M
Total current assets$1.41B$1.13B$1.11B$1.17B$1.12B$1.01B$954M$1.56B
Total assets$5.30B$5.00B$4.99B$5.05B$5.01B$4.93B$4.92B$4.36B
Long-term debt————————
Total liabilities$2.32B$2.35B$2.34B$2.47B$2.50B$2.48B$2.49B$1.92B
Total equity$2.98B$2.65B$2.64B$2.58B$2.51B$2.45B$2.43B$2.43B

Implied volatility — last 90 days

10%31%53%75%97% Jun 07 — IV 46% · EM ±6.4%Jun 08 — IV 40% · EM ±5.2%Jun 09 — IV 45% · EM ±5.6%Jun 10 — IV 46% · EM ±5.5%Jun 11 — IV 43% · EM ±4.7%Jun 12 — IV 39% · EM ±4.0%Jun 15 — IV 52% · EM ±3.8%Jun 16 — IV 75% · EM ±4.4%Jun 17 — IV 97% · EM ±4.1%Jun 19 — IV 33% · EM ±7.3%Jun 22 — IV 70% · EM ±14.6%Jun 23 — IV 17% · EM ±3.4%Jun 24 — IV 16% · EM ±3.1%Jun 25 — IV 16% · EM ±3.2%Jun 26 — IV 16% · EM ±3.1%Jun 29 — IV 14% · EM ±2.5%Jun 30 — IV 12% · EM ±2.1%Jul 01 — IV 13% · EM ±2.1%Jul 02 — IV 15% · EM ±2.5%Jul 03 — IV 16% · EM ±2.5%Jul 06 — IV 18% · EM ±2.4%Jul 07 — IV 19% · EM ±2.5%Jul 08 — IV 19% · EM ±2.4%Jul 09 — IV 11% · EM ±1.3%Jul 10 — IV 28% · EM ±3.1%Jul 13 — IV 37% · EM ±3.1%Jul 14 — IV 42% · EM ±3.1%Jul 15 — IV 35% · EM ±2.1%Jul 16 — IV 49% · EM ±2.1%Jul 20 — IV 15% · EM ±3.5%Jul 21 — IV 15% · EM ±3.5%Jul 22 — IV 15% · EM ±3.5%Jul 23 — IV 16% · EM ±3.5%Jul 24 — IV 16% · EM ±3.5%Jul 27 — IV 16% · EM ±3.4%Jul 28 — IV 17% · EM ±3.4%Jul 29 — IV 17% · EM ±3.5%Jul 30 — IV 17% · EM ±3.4%Jul 31 — IV 18% · EM ±3.5%Aug 03 — IV 20% · EM ±3.5%Aug 04 — IV 20% · EM ±3.5%Aug 05 — IV 20% · EM ±3.4%Aug 06 — IV 22% · EM ±3.5%Aug 07 — IV 23% · EM ±3.5%Aug 10 — IV 25% · EM ±3.5%Aug 11 — IV 10% · EM ±1.3%Aug 12 — IV 28% · EM ±3.5%Aug 13 — IV 11% · EM ±1.3%Aug 14 — IV 30% · EM ±3.4%Aug 17 — IV 16% · EM ±1.3%Aug 19 — IV 22% · EM ±1.3%Aug 20 — IV 31% · EM ±1.3%Aug 24 — IV 17% · EM ±3.5%Aug 25 — IV 17% · EM ±3.5%Aug 26 — IV 20% · EM ±3.9%Sep 22 — IV 16% · EM ±3.4%Sep 23 — IV 17% · EM ±3.4%Sep 25 — IV 18% · EM ±3.4%Sep 28 — IV 19% · EM ±3.4%Sep 29 — IV 20% · EM ±3.4%Oct 06 — IV 26% · EM ±3.5%Oct 08 — IV 29% · EM ±3.4%

Sector peers

NPO
Enpro Inc.
$6.7B $267.21-7.7%
TKR
Timken Company (The)
$8.0B $108.40-4.3%
XE
X-Energy, Inc.
$8.4B $10.63-1.0%
VMI
Valmont Industries, Inc.
$9.0B $435.87-3.3%
GTLS
Chart Industries, Inc.
$10.0B $209.900.0%
FELE
Franklin Electric Co., Inc.
$4.3B $99.21-1.0%

ACA earnings FAQ

When is ACA's next earnings date?

Arcosa, Inc. is expected to report on October 29, 2026.

What is ACA's expected move for earnings?

Options currently price a move of about ±3.4%, or $5.04 per share either way from $149.15.

How does ACA stock usually react to earnings?

Across the last 6 reports the average next-day move was ±7.5%, up 2 times and down 4 times.

What EPS are analysts expecting from Arcosa, Inc.?

The consensus estimate is $1.56 per share, versus $1.56 a year ago.

What is ACA's implied volatility?

ACA's at-the-money implied volatility is about 29% based on the latest options snapshot.

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