Arcosa Q4 revenue slightly misses estimates

Arcosa

26/02/2026 21:25

Overview

Infrastructure products provider's Q4 revenue slightly missed analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company to divest barge business for $450 mln, closing expected in Q2 2026

Outlook

Arcosa projects 2026 revenue between $2.95 bln and $3.10 bln

Company expects 2026 adjusted EBITDA between $590 mln and $640 mln

Result Drivers

CONSTRUCTION PRODUCTS - Revenue decreased 2% due to lower freight revenues, but organic growth was seen in aggregates and shoring products

ENGINEERED STRUCTURES - Revenue increased 15% driven by utility structures and wind tower production

TRANSPORTATION PRODUCTS - Revenue increased 19% due to higher tank barge deliveries

Company press release: ID:nBw4NLz2Ga

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Slight Miss*
$716.7 mln
$718.44 mln (5 Analysts)
Q4 Adjusted EPS
Beat
$1.15
$0.92 (6 Analysts)
Q4 EPS
$1.06
Q4 Adjusted Net Income
Beat
$56.7 mln
$44.73 mln (3 Analysts)
Q4 Net Income
$52.1 mln
Q4 Adjusted EBITDA
Beat
$145 mln
$141.20 mln (5 Analysts)
Q4 Adjusted EBITDA Margin
20.2%


*Applies to a deviation of less than 1%; not applicable for per-share numbers.

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the construction & engineering peer group is "buy"

Wall Street's median 12-month price target for Arcosa Inc is $130.00, about 2.6% above its February 25 closing price of $126.67

The stock recently traded at 27 times the next 12-month earnings vs. a P/E of 22 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)