Here's What Key Metrics Tell Us About Arcosa (ACA) Q4 Earnings

Core Insights - Arcosa reported $716.7 million in revenue for the quarter ended December 2025, marking a year-over-year increase of 7.6% and exceeding the Zacks Consensus Estimate of $714 million by 0.38% [1] - The company achieved an EPS of $1.15, significantly higher than the $0.46 reported a year ago, and surpassed the consensus EPS estimate of $0.95 by 21.05% [1] Revenue Performance - Construction Products revenue was $305.4 million, below the average estimate of $336.5 million, reflecting a year-over-year decline of 2.1% [4] - Transportation Products revenue reached $110.2 million, exceeding the estimated $100.76 million, with an 18.6% increase compared to the previous year [4] - Engineered Structures revenue was reported at $301.1 million, surpassing the average estimate of $276.75 million, and showing a year-over-year growth of 15.1% [4] Operating Profit Analysis - Operating profit for the Construction Products Group was $41.4 million, lower than the estimated $50.71 million [4] - Operating profit for the Transportation Products Group was $11.3 million, below the average estimate of $19.48 million [4] - Operating profit for Engineered Structures was $43.5 million, exceeding the estimated $28.95 million [4] Stock Performance - Arcosa's shares have returned 12.1% over the past month, outperforming the Zacks S&P 500 composite's 0.6% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]