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Arcosa Inc SEC Filings

ACA NYSE

Welcome to our dedicated page for Arcosa SEC filings (Ticker: ACA), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Arcosa, Inc.'s SEC filings break down performance across three business segments: Construction Products, Engineered Structures, and Transportation Products. Each segment's revenue contribution, operating margins, and backlog levels tell a different story about infrastructure market conditions and competitive positioning.

The 10-K annual report details geographic concentration of aggregates operations, utility structure manufacturing capacity, and transportation product demand drivers. You'll find segment-level profitability metrics, capital expenditure allocations, and how infrastructure spending trends affect each business. Our AI highlights key performance indicators without requiring navigation through extensive financial footnotes.

Arcosa's 10-Q quarterly filings reveal sequential changes in Construction Products volumes, Engineered Structures backlog, and Transportation Products shipments. Quarter-over-quarter trends in organic revenue growth versus acquisition contributions show whether core operations are expanding or if growth depends primarily on M&A activity.

Form 4 insider transactions track when executives and directors buy or sell Arcosa shares. Monitor insider trading patterns around quarterly earnings announcements, acquisition closings, and significant contract awards. Our platform aggregates Form 4 filings to reveal leadership team conviction in company prospects.

8-K material event filings announce acquisitions, executive appointments, dividend declarations, and strategic developments between quarterly reports. Arcosa's active acquisition strategy means 8-K filings often reveal expansion plans before integration results appear in quarterly financials. DEF 14A proxy statements detail executive compensation tied to segment performance and capital allocation metrics.

Access Arcosa's complete SEC filing history with AI-powered summaries explaining infrastructure industry disclosures and acquisition accounting.

Rhea-AI Summary

Arcosa, Inc. reported a mine safety event at its Arcosa Aggregates Gulf Coast location in DeRidder, Louisiana. On December 11, 2025, the Mine Safety and Health Administration issued a section 107(a) order after a third party contractor was seen walking on top of a fuel tank without fall protection.

The order required removal of the contractor from the hazardous area and was terminated shortly after the contractor was safely brought down. No one was injured, and Arcosa states that it took immediate corrective action in response to the incident.

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Arcosa, Inc. (ACA) furnished updated investor presentation materials under Regulation FD. Management may use these materials from time to time to discuss the company’s operations and performance. The presentation is attached as Exhibit 99.1 and is also available on the company’s website at www.arcosa.com.

The materials in Item 7.01, including Exhibit 99.1, are being furnished, not filed, and therefore are not subject to liabilities under Section 18 of the Exchange Act, nor incorporated by reference into other filings unless expressly stated. The company also notes this submission is not an admission of materiality for information disclosed solely to satisfy Regulation FD.

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Arcosa, Inc. reported strong Q3 2025 results. Revenue rose to $797.8 million from $640.4 million a year ago, and diluted EPS increased to $1.48 from $0.34 as operating profit climbed to $112.3 million.

Segment revenue was $387.5 million in Construction Products (boosted by the Stavola acquisition), $311.0 million in Engineered Structures on higher utility structures and wind towers, and $99.3 million in Transportation Products with higher barge deliveries. Year to date, operating cash flow was $221.1 million and capital expenditures were $101.4 million.

Backlog indicators point to multi‑period production visibility: utility and related structures $461.5 million, wind towers $526.3 million, and inland barges $325.9 million. The balance sheet showed cash of $220.0 million, total debt of $1,583.1 million (including a term loan of $596.5 million and senior notes of $1.0 billion), and an undrawn $700.0 million revolving credit facility. Net income was $73.0 million, and the effective tax rate was 16.2%.

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Arcosa, Inc. furnished an 8-K to announce its third-quarter 2025 earnings release. The company attached the release as Exhibit 99.1, dated October 30, 2025, under Item 2.02: Results of Operations and Financial Condition.

The company noted the release is being furnished and not deemed “filed” under the Exchange Act, limiting its incorporation by reference unless expressly stated. The filing also includes Exhibit 104 for the Cover Page Inline XBRL.

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Arcosa, Inc. (ACA) reporting person Antonio Carrillo, who serves as a director and as President & CEO, reported an acquisition on 09/30/2025 of 3 Arcosa Phantom Stock Units. Each phantom stock unit is economically equivalent to one share of Arcosa common stock and the units are payable in cash when the reporting person’s service ends. After the reported transaction, Mr. Carrillo directly beneficially owns 4,879 shares (or economic equivalents). The Form 4 was signed by Mark Elmore by power of attorney on 10/02/2025.

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Lindsay John W, a director of Arcosa, Inc. (ACA), reported the accrual of 3 Arcosa Phantom Stock Units on 09/30/2025 under the company's Deferred Plan for Director Fees. Each phantom unit is the economic equivalent of one share of common stock and the units settle in cash upon the reporting person's termination of services. The filing shows an associated price of $93.71 and reports 7,392 shares beneficially owned following the reported transaction, held directly. The Form 4 was signed by power of attorney on 10/02/2025.

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Arcosa, Inc. disclosed that Stevenson Bryan, listed as CLO & Assistant Corporate Secretary and an officer/director, reported two common stock dispositions on 08/12/2025. A transaction coded S shows disposition of 4,000 shares at $99.02, leaving 38,089 shares beneficially owned. A second line coded G shows disposition of 500 shares at $0, leaving 37,589 shares.

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Arcosa, Inc. (ACA) submitted a Form 144 proposing the sale of 4,000 common shares through Merrill Lynch on the NYSE, with an aggregate market value of $394,080 and an approximate sale date of 08/12/2025. The filing shows the shares were acquired on 05/15/2024 as the vesting of performance stock units issued under an effective Form S-8, with 7,342 units noted as acquired that date. The document lists 49,044,906 shares outstanding and reports no sales by the seller in the past three months. The broker is identified as Merrill Lynch, Pierce, Fenner & Smith, Inc., 5910 N Central Expressway, Suite 2000, Dallas, TX 75206. Several administrative fields in the extracted content, such as filer CIK, issuer address details, and the signature/date of notice, are not provided in the supplied text. The filer makes the standard representation that they are not aware of any undisclosed material adverse information.

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Cole Kerry S. Cole, Group President of Arcosa, Inc. (ACA) reported a sale of common stock on 08/11/2025. The Form 4 shows a disposition of 7,966 shares at a price of $95.77 and a post-transaction direct ownership of 19,769 shares. The filing documents an insider sale while confirming continued meaningful direct ownership by the reporting officer.

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FAQ

What is the current stock price of Arcosa (ACA)?

The current stock price of Arcosa (ACA) is $108.05 as of December 30, 2025.

What is the market cap of Arcosa (ACA)?

The market cap of Arcosa (ACA) is approximately 5.4B.
Arcosa Inc

NYSE:ACA

ACA Rankings

ACA Stock Data

5.36B
48.16M
1.81%
95.34%
2.33%
Engineering & Construction
Fabricated Structural Metal Products
Link
United States
DALLAS