Arcosa (ACA) reported $716.7 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 7.6%. EPS of $1.15 for the same period compares to $0.46 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $714 million, representing a surprise of +0.38%. The company delivered an EPS surprise of +21.05%, with the consensus EPS estimate being $0.95.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Arcosa performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Construction Products: $305.4 million compared to the $336.5 million average estimate based on two analysts. The reported number represents a change of -2.1% year over year.
- Revenues- Transportation Products: $110.2 million versus $100.76 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +18.6% change.
- Revenues- Engineered Structures: $301.1 million versus the two-analyst average estimate of $276.75 million. The reported number represents a year-over-year change of +15.1%.
- Operating profit (loss)- Construction Products Group: $41.4 million versus $50.71 million estimated by two analysts on average.
- Operating profit (loss)- Transportation Products Group: $11.3 million versus the two-analyst average estimate of $19.48 million.
- Operating profit (loss)- Engineered Structures: $43.5 million versus $28.95 million estimated by two analysts on average.
View all Key Company Metrics for Arcosa here>>>
Shares of Arcosa have returned +12.1% over the past month versus the Zacks S&P 500 composite's +0.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
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Arcosa, Inc. (ACA): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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