Arcosa (NYSE: ACA) exits barge unit, adds $60M Florida aggregates deal

Rhea-AI Filing Summary

Arcosa, Inc. has completed the sale of its inland barge business, Arcosa Marine Products, Inc., to Wynnchurch Capital for $450 million in cash, subject to customary adjustments. The company plans to use the after-tax proceeds to expand its core growth platforms and reduce debt.

Arcosa is exiting the barge segment to focus on higher-margin construction materials and engineered structures. It also recently acquired a central Florida natural aggregates operation for $60 million, which is expected to be margin accretive and strengthen its position in Florida.

Following the divestiture, Arcosa will report the barge business as discontinued operations, eliminate the Transportation Products segment, and update its 2026 revenue and Adjusted EBITDA guidance, which previously included $410–$430 million of revenue and $70–$75 million of Adjusted EBITDA from the divested unit.

Positive

• Completed $450 million cash divestiture of the inland barge business to Wynnchurch Capital, generating significant liquidity to fund core growth initiatives and reduce outstanding debt.
• Strategic portfolio shift toward higher-margin segments, with management expecting reduced cyclicality and an improved overall margin profile by focusing on construction materials and engineered structures.
• $60 million acquisition of a Florida natural aggregates operation, which enhances Arcosa’s construction materials platform in Florida and is expected to be margin accretive.
• Clear pro forma visibility from disclosed guidance impact, as prior 2026 guidance included $410–$430 million of revenue and $70–$75 million of Adjusted EBITDA from the divested barge business.

Negative

• None.

Insights

Industrial sector equity analyst

Arcosa monetizes barge unit for $450M and pivots to core infrastructure platforms.

Arcosa has turned its inland barge business into $450 million of cash, while management highlights that the divestiture should reduce cyclicality and improve margins. The deal removes a lower-margin, more volatile business and concentrates exposure in construction materials and engineered structures.

The company intends to allocate net after-tax proceeds toward growth in core platforms and debt reduction, suggesting a balance of expansion and balance sheet discipline. In parallel, Arcosa bought a central Florida natural aggregates operation for $60 million, which is expected to be margin accretive and deepens its presence in a key market.

Arcosa will treat the barge business as discontinued operations and eliminate the Transportation Products segment. Prior 2026 guidance for the divested unit was revenues of $410–$430 million and Adjusted EBITDA of $70–$75 million, so updated company-wide guidance accompanying Q1 2026 results will be important to understand the pro forma earnings profile.

8-K Event Classification

2 items: 7.01, 9.01

2 items

Item 7.01 Regulation FD Disclosure Disclosure

Material non-public information disclosed under Regulation Fair Disclosure, often investor presentations or guidance.

Item 9.01 Financial Statements and Exhibits Exhibits

Financial statements, pro forma financial information, and exhibit attachments filed with this report.

Key Figures

Barge business sale price: $450 million cash Florida aggregates acquisition price: $60 million 2026 barge revenue guidance: $410–$430 million +2 more

5 metrics

Barge business sale price $450 million cash Sale of Arcosa Marine Products, Inc. to Wynnchurch Capital

Florida aggregates acquisition price $60 million Acquisition of central Florida natural aggregates operation

2026 barge revenue guidance $410–$430 million Previously included in 2026 guidance for inland barge business

2026 barge Adjusted EBITDA guidance $70–$75 million Previously included in 2026 guidance for inland barge business

Business segments from Q1 2026 2 segments Construction Products and Engineered Structures

Key Terms

Adjusted EBITDA, discontinued operations, segment reporting, forward-looking statements, +2 more

6 terms

Adjusted EBITDA financial

"full year Adjusted EBITDA of $70 million to $75 million from the inland barge business"

Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.

discontinued operations financial

"First quarter results for the divested business will be reported as discontinued operations"

Discontinued operations are parts of a company that it has decided to sell or shut down, and no longer plans to run in the future. This matters to investors because it helps them understand which parts of the business are ongoing and which are being phased out, providing a clearer picture of the company’s current performance and future prospects. Think of it like a store closing a department—it no longer contributes to sales or profits.

segment reporting financial

"segment reporting for Transportation Products will be eliminated"

Segment reporting is the practice of breaking a company's financial results into the separate parts of its business—such as product lines, geographic areas, or divisions—so outsiders can see how each part is performing. For investors, it matters because it reveals which areas drive profit or loss, like inspecting individual rooms in a house to know which need repair or add value, helping assess growth prospects and risks more accurately.

forward-looking statements regulatory

"Some statements in this release, which are not historical facts, are “forward-looking statements”"

Forward-looking statements are predictions or plans that companies share about what they expect to happen in the future, like estimating sales or profits. They matter because they help investors understand a company's outlook, but since they are based on guesses and assumptions, they can sometimes be wrong.

inland barge business financial

"completion of the sale of its inland barge business, Arcosa Marine Products, Inc."

infrastructure-related products and solutions financial

"a provider of infrastructure-related products and solutions"

Understanding 8-K Material Events →

0001739445false00017394452026-04-012026-04-01

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of Earliest Event Reported): April 1, 2026

Arcosa, Inc.

__________________________________________

(Exact name of registrant as specified in its charter)

Delaware

1-38494

82-5339416

(State or other jurisdiction of incorporation)

(Commission File Number)

(I.R.S. Employer Identification No.)

500 N. Akard Street, Suite 400

Dallas,

Texas

75201

(Address of principal executive offices)

(Zip Code)

Registrant's telephone number, including area code: (972) 942-6500

Not Applicable

(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐  Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐  Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐  Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class			Trading Symbol(s)			Name of each exchange on which registered
Common Stock ($0.01 par value)			ACA			New York Stock Exchange
Common Stock ($0.01 par value)			ACA			NYSE Texas, Inc.

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☐

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 7.01    Regulation FD Disclosure.

On April 1, 2026, Arcosa issued a press release announcing the completion of the sale of its inland barge business. A copy of this press release is furnished as Exhibit 99.1 to this report on Form 8-K.

The information in Item 7.01 of this report (including Exhibit 99.1) is being furnished and shall not be deemed to be filed for purposes of Section 18 of the Exchange Act (the “Exchange Act”), or otherwise be subject to the liabilities of that section, nor shall it be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, except as otherwise expressly stated in such filing. Additionally, the submission of this Item 7.01 is not an admission of the materiality of any information in this Item 7.01 that is required to be disclosed solely by Regulation FD.

Item 9.01    Financial Statements and Exhibits.

Exhibit No.			Description
99.1			Arcosa, Inc. Press Release, dated April 1, 2026.
104			Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

			Arcosa, Inc.
			(Registrant)
April 1, 2026			By:			/s/ Gail M. Peck
						Name: Gail M. Peck
						Title: Chief Financial Officer

Exhibit 99.1

News Release

FOR IMMEDIATE RELEASE

Arcosa, Inc. Completes Sale of Barge Business

Advances Portfolio Simplification and Streamlines Strategic Focus on Core Growth Platforms

DALLAS, Texas - ARCOSA, Inc. — April 1, 2026:

Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced the completion of the sale of its inland barge business, Arcosa Marine Products, Inc., to Wynnchurch Capital, L.P. for $450 million in cash, subject to customary transaction adjustments. The Company intends to use the net after-tax proceeds to invest in the expansion of its core growth platforms and reduce outstanding debt.

Antonio Carrillo, President and CEO of Arcosa commented, “Completion of this transaction is a significant milestone that further reduces complexity and cyclicality, raises our overall margin profile and enhances the long-term resiliency of the company. We will now be fully focused on construction materials and engineered structures, which are both well positioned to benefit from infrastructure and power market tailwinds in the U.S. market.”

In a separate transaction, Arcosa completed the acquisition of a central Florida-based natural aggregates operation in March for $60 million. The acquisition enhances Arcosa’s platform in Florida and is expected to be margin accretive.

Carrillo concluded, “We remain positive about our re-investment opportunities and expect to continue prioritizing the allocation of capital toward our high growth, high margin businesses.”

As a result of the completion of the barge sale, the Company will update its full year 2026 revenue guidance and Adjusted EBITDA guidance in conjunction with its first quarter 2026 earnings. As previously disclosed, the Company’s 2026 guidance included full year revenues of $410 million to $430 million and full year Adjusted EBITDA of $70 million to $75 million from the inland barge business. First quarter results for the divested business will be reported as discontinued operations and segment reporting for Transportation Products will be eliminated.

Wells Fargo served as financial advisor to Arcosa and Gibson, Dunn & Crutcher LLP served as its legal advisor for the barge transaction.

About Arcosa

Arcosa, Inc., headquartered in Dallas, Texas, is a provider of infrastructure-related products and solutions with leading positions in construction materials and engineered structures. Beginning with the first quarter of 2026, Arcosa will report its financial results in two principal business segments: Construction Products and Engineered Structures. For more information, visit www.arcosa.com.

972.942.6500 arcosa.com

Cautionary Statements About Forward-Looking Information

Some statements in this release, which are not historical facts, are “forward-looking statements” as defined by the Private Securities Litigation Reform Act of 1995. Forward-looking statements include statements about Arcosa’s estimates, expectations, beliefs, intentions or strategies for the future. Arcosa uses the words “anticipates,” “assumes,” “believes,” “estimates,” “expects,” “intends,” “forecasts,” “may,” “will,” “should,” “guidance,” “outlook,” “strategy,” “plans,” “goal,” and similar expressions to identify these forward-looking statements. Forward-looking statements speak only as of the date of this release, and Arcosa expressly disclaims any obligation or undertaking to disseminate any updates or revisions to any forward-looking statement contained herein, except as required by federal securities laws. Forward-looking statements are based on management’s current views and assumptions and involve risks and uncertainties that could cause actual results to differ materially from historical experience or our present expectations, including but not limited to assumptions, risks and uncertainties regarding the failure to successfully complete or integrate acquisitions, or divest any business, including Arcosa Marine, or failure to achieve the expected benefits of acquisitions or divestitures; market conditions and customer demand for Arcosa’s business products and services; the impact of Arcosa's level of indebtedness; the cyclical nature of, and seasonal or weather impact on, the industries in which Arcosa competes; competition and other competitive factors; governmental and regulatory factors; changing technologies; availability of growth opportunities; market recovery; ability to improve margins; the impact of inflation and costs of materials; impacts from the Inflation Reduction Act and One Big Beautiful Bill Act; the delivery or satisfaction of any backlog or firm orders; the impact of pandemics on Arcosa’s business; the impact of tariffs; and Arcosa’s ability to execute its long-term strategy, and such forward-looking statements are not guarantees of future performance. For further discussion of such risks and uncertainties, see “Risk Factors” and the “Forward-Looking Statements” section of “Management's Discussion and Analysis of Financial Condition and Results of Operations” in Arcosa's Form 10-K for the year ended December 31, 2025 and as may be revised and updated by Arcosa's Quarterly Reports on Form 10-Q and Current Reports on Form 8-K.

MEDIA CONTACT: media@arcosa.com

INVESTOR CONTACTS

Erin Drabek						David Gold
VP of Investor Relations						ADVISIRY Partners
T 972.942.6500						T 212.661.2220
InvestorResources@arcosa.com						David.Gold@advisiry.com

972.942.6500 2 arcosa.com

FAQ

What major transaction did Arcosa (ACA) announce regarding its barge business?

Arcosa completed the sale of its inland barge business, Arcosa Marine Products, Inc., to Wynnchurch Capital for $450 million in cash. The divestiture removes a more cyclical operation and is intended to support growth in Arcosa’s core infrastructure-related platforms and reduce debt.

How will Arcosa (ACA) use the $450 million proceeds from the barge sale?

Arcosa plans to use the net after-tax proceeds from the $450 million cash sale to invest in expanding its core growth platforms and to reduce outstanding debt. Management emphasizes reinvestment into higher-growth, higher-margin construction materials and engineered structures businesses.

What new acquisition did Arcosa (ACA) complete in Florida?

In March, Arcosa completed the acquisition of a central Florida natural aggregates operation for $60 million. This business strengthens Arcosa’s construction materials platform in Florida and is expected to be margin accretive, supporting its strategy to focus on core growth platforms.

How does the barge divestiture affect Arcosa’s 2026 guidance?

Arcosa will update its full year 2026 revenue and Adjusted EBITDA guidance with its first quarter 2026 earnings. Previous guidance included barge business revenues of $410–$430 million and Adjusted EBITDA of $70–$75 million, which will now be classified as discontinued operations.

How will Arcosa (ACA) change its segment reporting after the barge sale?

After completing the barge divestiture, Arcosa will report barge results as discontinued operations and eliminate the Transportation Products segment. Beginning in the first quarter of 2026, financial reporting will focus on two principal segments: Construction Products and Engineered Structures.

What strategic benefits does Arcosa expect from exiting the barge business?

Arcosa’s CEO states the transaction reduces complexity and cyclicality, raises the company’s overall margin profile, and enhances long-term resiliency. By focusing on construction materials and engineered structures, Arcosa aims to benefit from infrastructure and power market tailwinds in the U.S. market.

Filing Exhibits & Attachments

5 documents

Press Releases

• EX-99.1 EX-99.1 15.8 KB

Other Documents

• EX-101 XBRL TAXONOMY EXTENSION SCHEMA DOCUMENT 2.3 KB
• EX-101 XBRL TAXONOMY EXTENSION DEFINITION LINKBASE DOCUMENT 14.1 KB
• EX-101 XBRL TAXONOMY EXTENSION LABEL LINKBASE DOCUMENT 25.2 KB
• EX-101 XBRL TAXONOMY EXTENSION PRESENTATION LINKBASE DOCUMENT 14.7 KB