Arcosa (ACA) Q1 Earnings and Revenues Beat Estimates

Company Performance - Arcosa reported quarterly earnings of $0.49 per share, exceeding the Zacks Consensus Estimate of $0.29 per share, but down from $0.73 per share a year ago, representing an earnings surprise of 68.97% [1] - The company posted revenues of $632 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.25% and up from $598.6 million year-over-year [2] - Over the last four quarters, Arcosa has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] Stock Outlook - Arcosa shares have declined approximately 13.2% since the beginning of the year, compared to a decline of 3.9% for the S&P 500 [3] - The current consensus EPS estimate for the upcoming quarter is $1.06 on revenues of $767.1 million, and for the current fiscal year, it is $3.77 on revenues of $2.93 billion [7] Industry Context - The Building Products - Miscellaneous industry, to which Arcosa belongs, is currently ranked in the bottom 36% of over 250 Zacks industries, indicating potential challenges ahead [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which could impact Arcosa's stock performance [5][6]