Arcosa, INC

Market Movers (8-K)

NYSE
Arcosa, Inc. reported a temporary operational halt at its Stavola Bound Brook Quarry due to a Mine Safety and Health Administration order, which was quickly resolved without injuries.
NYSE
Arcosa, Inc. has raised its full-year 2026 revenue and Adjusted EBITDA guidance for continuing operations following the strategic divestiture of its barge business and strong first-quarter performance in utility structures.
Better than expected
NYSE
Arcosa shareholders re-elected all director nominees and ratified the appointment of Ernst & Young LLP at the 2026 Annual Meeting.
NYSE
Arcosa, Inc. completed the sale of its inland barge business for $450 million and acquired a central Florida natural aggregates operation for $60 million, streamlining its strategic focus.
NYSE
Arcosa, Inc. announced record full-year 2025 revenues and Adjusted EBITDA, alongside the strategic divestiture of its barge business for $450 million, while providing optimistic 2026 guidance.
Better than expected
NYSE
Arcosa, Inc. announced an agreement to sell its Arcosa Marine Products business to Wynnchurch Capital, L.P. for approximately $450 million in cash, sharpening its focus on construction materials and engineered structures.
Better than expected

Quarterly Earnings (10-Q)

NYSE
Arcosa, Inc. reported a significant increase in first-quarter net income from continuing operations, driven by strong utility structures growth and the strategic divestiture of its barge business for $450 million.
Better than expected
NYSE
Arcosa, Inc. reports significant revenue and profit growth in Q3 2025, driven by strategic acquisitions and robust demand in its Construction Products and Engineered Structures segments.
Better than expected
NYSE
Arcosa, Inc. announced robust revenue and operating profit increases in Q2 2025, primarily fueled by recent strategic acquisitions and strong demand in key infrastructure markets.
Capital raise
NYSE
Arcosa Inc. saw a revenue increase of 5.6% in Q1 2025, but net income decreased compared to Q1 2024.
Worse than expected
NYSE
Arcosa Inc. announces its third quarter 2024 financial results, marked by revenue growth and strategic portfolio adjustments including a major acquisition and the sale of a business unit.
Worse than expected
NYSE
Arcosa Inc. saw revenue growth in the second quarter of 2024, driven by acquisitions and increased demand, but net income declined compared to the previous year due to acquisition costs and a prior year gain on land sale.
Worse than expected
Capital raise

Annual Reports (10-K)

NYSE
Arcosa, Inc. reported a significant increase in 2025 revenues and operating profit, driven by strategic acquisitions and strong demand in infrastructure markets, while announcing the planned divestiture of its inland barge business.
Capital raise
Better than expected
NYSE
Arcosa Inc. announces its 2024 financial results, showcasing revenue growth driven by strategic acquisitions and strong performance in key segments, while also detailing divestitures and future outlook.
NYSE
Arcosa Inc.'s 2023 10-K filing reveals a year of revenue growth driven by Construction Products and Transportation Products, offset by Engineered Structures' divestiture impact, and details strategic initiatives and risk factors.
Worse than expected

Insider Trading (Form 4)

NYSE
John W. Lindsay, a Director at Arcosa, Inc., reported the acquisition of Arcosa Phantom Stock Units under the company's Deferred Plan for Director Fees.
NYSE
Arcosa, Inc. President & CEO Antonio Carrillo reported a transaction involving Arcosa Phantom Stock Units, settled in cash upon termination of services.
NYSE
Kerry S. Cole, Group President at Arcosa, Inc., reported a transaction involving the purchase of 262 shares of common stock.
NYSE
Arcosa, Inc. Group President Reid S. Essl reported a transaction involving the acquisition of 2,206 shares of common stock.
NYSE
Arcosa, Inc. VP Controller Eric D. Hurst reported a transaction involving the acquisition of 5,501 shares of common stock on May 15, 2026.
NYSE
Arcosa, Inc. Chief Financial Officer Gail M. Peck reported a transaction involving the sale of 2,600 shares of common stock.

Proxy Statements (Def-14A)

NYSE
Arcosa, Inc. reports record financial results for 2025, driven by strategic portfolio transformation and a strengthened balance sheet, ahead of its 2026 Annual Meeting of Shareholders.
Better than expected
NYSE
Arcosa, Inc. has filed a definitive proxy statement with the Securities and Exchange Commission.
NYSE
Arcosa, Inc. has released its proxy statement detailing the agenda and voting recommendations for its upcoming 2025 Annual Meeting of Shareholders to be held virtually on May 14, 2025.
NYSE
Arcosa, Inc. has filed a definitive proxy statement with the SEC regarding its upcoming shareholder meeting.
NYSE
Arcosa, Inc.'s proxy statement details the agenda for the 2024 Annual Meeting of Shareholders, including director elections, executive compensation, and ratification of the company's accounting firm.

Schedule 13G - Passive Investments

NYSE
Neuberger Berman Group LLC and its affiliate Neuberger Berman Investment Advisers LLC have filed a Schedule 13G, reporting beneficial ownership of 3.2% of Arcosa Inc. common stock as of June 30, 2026.
NYSE
Vanguard Portfolio Management has reported beneficial ownership of 5.88% of Arcosa Inc.'s common stock as of March 31, 2026.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting 0% beneficial ownership in Arcosa Inc. following an internal corporate realignment.
NYSE
BlackRock, Inc. has reported a beneficial ownership of 14.4% of Arcosa, Inc.'s common stock, totaling over 7 million shares, as detailed in its latest Schedule 13G filing.
NYSE
Dimensional Fund Advisors LP has filed an amended Schedule 13G, reporting a 4.9% beneficial ownership stake in Arcosa Inc.'s common stock as of June 30, 2025.