Every 8-K that Arcosa, Inc. (ACA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow ACA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ACA filings page.
Arcosa, Inc. (ACA) reports the results of a special meeting of stockholders held on September 4, 2026 to vote on matters related to its pending merger with CRH Americas, Inc. under an Agreement and Plan of Merger involving Neon Merger Sub, Inc.
Stockholders representing 39,678,766 shares, or 80.8% of the common stock outstanding as of July 24, 2026, were present or represented by proxy, establishing a quorum. The proposal to adopt and approve the Merger Agreement received 39,595,867 votes for, 66,113 against, and 16,786 abstentions. Stockholders also approved, on a non-binding advisory basis, the merger-related compensation for named executive officers, with 31,492,428 votes for, 8,085,623 against, and 100,715 abstentions. A proposal to adjourn the special meeting was not submitted because the Merger Agreement proposal was approved.
Arcosa, Inc. reported second quarter 2026 results from continuing operations with revenues of $658.7 million, up 2% year over year, and income from continuing operations of $50.9 million. Adjusted net income from continuing operations increased to $55.5 million and Adjusted EBITDA to $145.9 million, a 5% gain, lifting Adjusted EBITDA margin to 22.1%.
Construction Products revenues grew 1% to $357.0 million as higher trench shoring activity and recent aggregates acquisitions offset weather-related pressure on organic aggregates and asphalt. Engineered Structures revenues rose 3% to $301.7 million, while Adjusted Segment EBITDA increased 13% to $61.4 million and margin expanded to 20.4%, driven by strong utility structures demand. Utility and related structures backlog reached $648.1 million, up 49% from December 31, 2025, with 71% expected to be recognized in 2026; wind tower backlog was $537.4 million, with 28% expected in 2026 and 66% in 2027.
Free cash flow from continuing operations was a negative $51.0 million for the quarter, reflecting operating cash outflows of $24.7 million and higher capital expenditures of $58.8 million. On April 1, 2026, Arcosa completed the $450 million sale of its barge business, generating approximately $429.9 million of net cash and a $359.7 million pre-tax gain, and used $83.0 million to prepay term loan debt. The company ended the quarter with $432.1 million of cash and cash equivalents, no borrowings under its $700 million revolving credit facility, and Net Debt to Adjusted EBITDA of 1.9x. CRH has agreed to acquire Arcosa for $150 per share in an all-cash transaction expected to close in the first quarter of 2027, subject to stockholder and regulatory approvals and other customary conditions; in light of the pending merger, Arcosa is not hosting a quarterly call and has suspended financial guidance.
Arcosa, Inc. reported receiving a section 107(a) order from the Mine Safety and Health Administration on July 14, 2026, at its Stavola Bound Brook Quarry in Bridgewater, New Jersey. The order followed material falling from the upper face of a highwall during drilling and required the track drill to be withdrawn so the highwall’s integrity could be evaluated.
After inspection and consultation among the third-party driller and blaster, company personnel, and the MSHA inspector, the order was terminated, the track drill was relocated, and normal operations resumed. No one was injured in connection with the incident.
Arcosa, Inc. agreed to be acquired by CRH Americas, an affiliate of CRH, in an all-cash merger. Each Arcosa common share will be converted into the right to receive $150.00 in cash, with existing equity awards cashed out based on the same per-share price and applicable performance criteria.
The price implies a total enterprise value of about $8.5 billion and a 25% premium to Arcosa’s 60‑day volume-weighted average price as of June 18, 2026. The deal is subject to approval by a majority of Arcosa shareholders, antitrust and other regulatory clearances, and customary closing conditions, with an outside date of June 21, 2027.
Under specified circumstances, CRH must pay Arcosa a termination fee of $371,967,952, while Arcosa may owe CRH a termination fee of $260,377,567, including if it accepts a superior proposal. If completed, Arcosa will become a wholly owned subsidiary of CRH, and its common stock will be delisted and deregistered.
Arcosa, Inc. has released updated investor materials outlining its strategy, 2026 outlook, and recent portfolio changes. The company highlights its focus on two core segments, Construction Products and Engineered Structures, following the completed sale of its barge business for $450 million in cash.
For 2025, continuing operations generated revenues of $2.5B, net income of $166M, and Adjusted EBITDA of $520M. Full-year 2026 guidance for continuing operations now targets revenues of $2.6B–$2.7B and Adjusted EBITDA of $545M–$585M, implying about 6% revenue growth and 11% Adjusted EBITDA growth versus 2025.
Management emphasizes strong cash generation, with trailing twelve-month free cash flow of $272.4M and Net Debt to Adjusted EBITDA of 1.9x pro forma for the barge sale, below the long-term target range of 2.0x–2.5x. The outlook calls for 2026 capital expenditures of $215M–$240M, including significant growth investments, and an effective tax rate of roughly 16%–18%.
Arcosa, Inc. reported results of its 2026 Annual Meeting of Shareholders held on May 13, 2026. Shareholders elected nine directors to terms expiring at the 2027 annual meeting, with each nominee receiving more votes "For" than "Against".
Shareholders also approved, on an advisory basis, the compensation of the company’s named executive officers as disclosed in the March 31, 2026 proxy statement. In addition, they ratified the appointment of Ernst & Young LLP as Arcosa’s independent registered public accounting firm for the year ending December 31, 2026.
Arcosa, Inc. reported strong first quarter 2026 results and raised its full-year 2026 outlook for continuing operations. Revenues from continuing operations rose to $571.7 million and income from continuing operations more than doubled to $23.3 million. Adjusted EBITDA from continuing operations increased 10% to $102.9 million, expanding margin to 18.0%.
Including discontinued operations, net income grew to $37.8 million and Adjusted EBITDA reached $121.3 million. Arcosa completed a $450 million barge divestiture and used part of the proceeds to reduce debt, lowering pro forma Net Debt to Adjusted EBITDA to 1.9x. The company now guides 2026 revenues from continuing operations to $2.6–$2.7 billion and Adjusted EBITDA to $545–$585 million.
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.
Arcosa, Inc. reported strong fourth quarter and full-year 2025 results and agreed to sell its barge business for $450 million in cash. Q4 revenues were $716.7 million, up 8%, with net income of $52.1 million versus a loss a year ago and Adjusted EBITDA of $145.0 million.
For 2025, revenues reached a record $2,883.4 million, up 12%, with net income of $208.4 million and Adjusted EBITDA of $583.3 million, a 30% increase and a 20.2% margin. The company guides 2026 revenues to $2.95–$3.10 billion and Adjusted EBITDA of $590–$640 million, excluding any barge divestiture impact but including inland barge revenues of $410–$430 million and Adjusted EBITDA of $70–$75 million.
Arcosa, Inc. has agreed to sell its barge business, Arcosa Marine Products, Inc., to an affiliate of Wynnchurch Capital for $450 million in cash, subject to customary adjustments. The sale is expected to close in the second quarter of 2026, following regulatory approval and other standard conditions, including clearance under the Hart-Scott-Rodino Act.
Arcosa Marine, a leading inland barge and marine hardware manufacturer, generated $383 million of revenue and $68.3 million of Adjusted EBITDA in 2025. Arcosa plans to use net after-tax proceeds to invest in its core growth platforms in construction materials and engineered structures and to reduce outstanding debt, aiming to simplify its portfolio and raise its overall margin profile.
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.
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.
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.
Arcosa, Inc. filed a current report to furnish updated investor presentation materials that its management may use from time to time in discussions about the company’s operations and performance. The revised investor presentation is attached as Exhibit 99.1 and will also be available on the company’s website at www.arcosa.com.
The information in this investor presentation is being furnished under Regulation FD, meaning it is not deemed filed for liability purposes under the Securities Exchange Act or automatically incorporated into other securities filings unless specifically stated.
Arcosa, Inc. (NYSE: ACA) has refinanced its senior credit facility. On 17-Jun-2025 the company executed Amendment No. 2 to its Second Amended and Restated Credit Agreement, creating a new $698.25 million term loan (the “2025 Refinancing Term Loan”). Net proceeds plus cash on hand were used to fully repay the prior term loan, leaving total term-loan principal unchanged but on improved terms.
- Pricing: Borrower may choose SOFR + 2.00% or an alternate base rate + 1.00%, representing a 25 bp reduction versus the previous facility.
- Call protection: 1% premium applies only if a repricing or refinance occurs within six months; thereafter the loan is prepayable at par (SOFR breakage costs only).
- Structure: All covenants and maturities remain consistent with the prior loan; JPMorgan continues as administrative agent.
- Purpose: Pure refinancing—no new liquidity raised beyond replacing the original term loan.
The transaction marginally lowers Arcosa’s borrowing cost and gives modest flexibility without extending leverage. No off-balance-sheet obligations were created.