Arcosa, Inc. (ACA) Earnings Call Transcripts

Arcosa, Inc.'s Latest Earnings Call - Q1 FY2026

In the first quarter of 2026, Arcosa, Inc. reported strong financial performance, with revenues of $2.65 billion, reflecting a 6% year-over-year increase, and adjusted EBITDA of $565 million, up 11% from the previous year. The company raised its full-year guidance, citing robust demand in utility structures and successful execution of strategic initiatives. Management highlighted a significant milestone with the completion of a $450 million barge divestiture, which simplifies the portfolio and enhances focus on core growth areas.

Reported metrics

Guidance from management

Arcosa now expects full-year adjusted EBITDA of $565 million and revenues of $2.65 billion, both reflecting significant year-over-year growth. The guidance was raised due to strong performance in utility structures and a favorable demand outlook.

What management said

Yes. And Antonio mentioned the consumption that we have in aggregate, which is obviously clearly our most intensive diesel user. And so we've seen -- as you've heard from others, we didn't see much impact in Q1 as prices started to spike in March. But we're seeing diesel prices up about $1.50 a gallon in our footprint. So if these prices remained at this elevated level, we'd estimate about a 4% to 5% headwind to cash...

A couple of additional comments on -- I mentioned in my script, but we only have 1 large operation for asphalt in the Northeast and our prices are [indiscernible] to liquid AC costs. So that's something that we cover. So overall, I think we are in good shape. One more thing that differentiates Arcosa from many of the peers, we don't have ready mix. We don't distribute our products. We don't deliver them. For the most...

What analysts pressed on

Analysts expressed concerns regarding the sustainability of margins in the utility structures segment and the potential impact of rising costs on profitability. There were also questions about the outlook for residential construction given current economic conditions.

Main topics on the call

• Revenue Growth Acceleration — Arcosa achieved a revenue increase of 6% year-over-year, driven by strong performance in utility structures and construction products. CEO Antonio Carrillo noted, "The strong performance was driven by robust double-digit...
• Margin Expansion — The company reported record segment margins of 21.1% in Engineered Structures, up 300 basis points year-over-year. Management indicated that "margins were extremely strong" due to effective operational execution and favo...
• Barge Divestiture Completion — The completion of the $450 million barge divestiture was highlighted as a pivotal step in simplifying Arcosa's portfolio. This divestiture allows the company to focus on construction products and engineered structures, w...
• Increased Guidance — Arcosa raised its full-year adjusted EBITDA guidance to $565 million, up $22.5 million from previous estimates, reflecting strong operational performance. The midpoint of the guidance indicates an 11% growth year-over-ye...

Read the full Arcosa, Inc. transcript (Q1 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 69 Arcosa, Inc. earnings call transcripts on record, spanning February 14, 2020 to May 1, 2026. Based on this history, Arcosa, Inc. reports quarterly. The most recent call on file is dated May 1, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

ACA

Exchange

NYSE

Country

US

Sector

Industrials

Industry

Construction and Engineering

Calls on record

69

First call

February 14, 2020

Most recent

May 1, 2026

Reporting cadence

quarterly