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. filings document an operating company focused on infrastructure-related products and solutions, including construction materials and engineered structures. Form 8-K reports cover earnings releases, Regulation FD investor presentation materials, the completed divestiture of the inland barge business, operating and financial results, and capital-structure and material-event disclosures.
Proxy materials describe shareholder voting matters, board governance, executive compensation, equity awards and pay-versus-performance disclosures. The filing record also includes mine-safety disclosure for an aggregates location, reflecting regulatory reporting tied to the company's construction materials operations, along with recurring governance and financial disclosures for its NYSE-listed common stock.
Arcosa, Inc. reports solid first-quarter 2026 results, with revenues of $571.7 million, up 4.4% year over year, and net income of $37.8 million versus $23.6 million a year ago. Growth was driven mainly by the Engineered Structures segment’s utility structures business.
Engineered Structures revenue rose 3.7% to $295.4 million and operating profit increased 28.4% to $49.8 million, offsetting weaker wind tower volumes. Construction Products revenue grew 5.1% to $276.3 million, though operating profit declined 18.6% due to lower specialty materials and asphalt volumes and higher costs.
The company completed the sale of its barge business for approximately $450 million, classifying it as discontinued operations and removing the Transportation Products segment. Arcosa ended the quarter with strong backlog in Engineered Structures, including $557.6 million for utility and related structures and $600.0 million for wind towers, and generated $58.1 million of operating cash flow from continuing operations.
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 ownership filing shows Vanguard Capital Management beneficially owns 2,573,967 shares of common stock, representing 5.24% of the class. The filing reports sole voting power for 375,643 shares and sole dispositive power for 2,573,967 shares. The schedule is signed 04/29/2026.
Arcosa Inc ownership filing shows Vanguard Portfolio Management reports beneficial ownership of 2,884,635 shares of Common Stock, representing 5.88% of the class. The filing states Vanguard has sole dispositive power over 2,884,635 shares and sole voting power over 26,812 shares. The disclosure includes securities held by Vanguard funds and affiliated investment advisory divisions and is signed by Ashley Grim as Head of Global Fund Administration.
Morgan Stanley Smith Barney LLC Executive Financial Services submitted a Form 144 notice reporting proposed sales of multiple blocks of Common stock. The submission lists discrete lots dated 03/15/2026 and 04/03/2026, including 4,706 performance shares and several restricted stock grants.
Arcosa, Inc. Group President Jesse E. Collins Jr. reported a small tax-related share disposition. On April 3, 2026, 50 shares of Arcosa common stock were transferred at $107.70 per share to cover tax obligations by delivering shares.
After this tax-withholding disposition, Collins directly holds 17,333 shares of Arcosa common stock. The filing reflects a routine compensation-related event rather than an open-market purchase or sale.
Carrillo Antonio reported acquisition or exercise transactions in this Form 4 filing.
Arcosa, Inc. President & CEO Antonio Carrillo received a grant of 3 Arcosa Phantom Stock Units on March 31, 2026 as a compensation-related award. Each phantom unit is the economic equivalent of one share of common stock and is credited at $106.14 per unit.
Following this grant, Carrillo holds a total of 4,884 Arcosa Phantom Stock Units. These phantom units are accrued under the Arcosa, Inc. Deferred Plan for Director Fees and will be settled in cash when his services with Arcosa end, rather than in actual shares.
LINDSAY JOHN W reported acquisition or exercise transactions in this Form 4 filing.
Arcosa, Inc. director John W. Lindsay received a grant of 3 Arcosa Phantom Stock Units under the Arcosa, Inc. Deferred Plan for Director Fees. Each phantom unit is the economic equivalent of one share of common stock and settles in cash when his board service ends. Following this award, Lindsay holds a total of 7,399 phantom stock units directly, reflecting deferred, cash-settled director compensation rather than an open-market stock purchase or sale.
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.