Arcosa Delivers $52.1M Q4 Profit and Guides $2.95–$3.1B 2026 Sales
Arcosa posted Q4 net income of $52.1 million, or $1.06 per share, with adjusted EPS of $1.15 on revenue of $716.7 million, reversing a year-earlier loss. The Dallas-based infrastructure provider generated full-year profit of $208.4 million ($4.24 per share) on $2.88 billion revenue and projects 2026 sales of $2.95–$3.1 billion.
1. Q4 Results
Arcosa reported fourth-quarter net income of $52.1 million, or $1.06 per share, with adjusted earnings per share of $1.15 on revenue of $716.7 million, marking a turnaround from a loss in the same period a year earlier.
2. Full-Year 2025 Performance
For the full year, Arcosa generated profit of $208.4 million, or $4.24 per share, on revenue of $2.88 billion, reflecting improved margins and operational efficiencies across its infrastructure segments.
3. 2026 Revenue Guidance
The company forecasts full-year 2026 revenue in the range of $2.95 billion to $3.1 billion, implying growth of 2% to 8% over 2025 and signaling confidence in sustained demand for construction materials and services.
4. Stock Performance
Arcosa shares have risen 20% year-to-date and 37% over the past 12 months, as investors respond to the earnings turnaround and upbeat revenue outlook for the upcoming fiscal year.