Arcosa (ACA) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Arcosa reported revenue of $797.8 million for the quarter ended September 2025, reflecting a year-over-year increase of 24.6% and surpassing the Zacks Consensus Estimate by 2.68% [1] - The company's EPS for the quarter was $1.56, which is an increase from $0.91 in the same quarter last year, resulting in an EPS surprise of 17.29% over the consensus estimate of $1.33 [1] Revenue Breakdown - Construction Products revenue reached $387.5 million, exceeding the average estimate of $386.36 million by analysts, marking a year-over-year increase of 45.7% [4] - Transportation Products generated $99.3 million in revenue, surpassing the average estimate of $93.74 million, with a year-over-year growth of 4.4% [4] - Engineered Structures revenue was reported at $311 million, above the average estimate of $296.88 million, reflecting an 11.3% increase year over year [4] Stock Performance - Over the past month, Arcosa's shares have returned +0.6%, while the Zacks S&P 500 composite has seen a +3.6% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]