Arcosa, Inc. (ACA) Form 10-Q — Aug 5, 2026

$ACAForm 10-QFiled Aug 5, 2026, 4:23 PM ET0001739445-26-000126Original filing

Arcosa has agreed to be acquired by CRH Americas for $150.00 per share in cash under a June 21, 2026 merger agreement, with the deal expected to close in Q1 2027 and Arcosa shares to be delisted from the NYSE and NYSE Texas upon completion. A special shareholder meeting to approve the deal is set for September 4, 2026, with HSR clearance and antitrust approvals in Australia and Mexico (and potentially Canada) also required.

Key figures

Eps: $6.67 diluted total (Q2 2026); $1.03 diluted from continuing operations
Revenue: $658.7 million (Q2 2026); $1,230.4 million (six months 2026)
Net Income: $328.5 million (Q2 2026); $366.3 million (six months 2026)
Total Debt: $1,436.7 million at June 30, 2026
Revenue Yoy: +1.7% (Q2); +3.0% (six months)
Cash Position: $432.1 million at June 30, 2026
Deal Value Usd: $150.00 per share in cash (CRH merger consideration)
Shares Outstanding: 49106809
Barge sale price: $450 million (to Wynnchurch Capital affiliate, closed April 1, 2026)
Wind towers backlog: $537.4 million
H1 2026 acquisitions: $84.9 million total for three Construction Products acquisitions
H1 2026 share repurchases: 159,595 shares for $17.5 million; ~$32.5 million remaining on $50.0 million program
Pre tax gain on barge sale: $359.7 million
Utility structures backlog: $648.1 million, up 49% year to date
Crh reverse termination fee: approximately $372.0 million
Dividends declared per share: $0.05 quarterly
Net cash proceeds barge sale: $429.9 million plus $10 million escrow
Company termination fee to crh: $260.4 million
Income from discontinued operations q2: $277.6 million
Term loan prepayment from barge proceeds: $83.0 million

Price after filing

1 day: 0.0%7 days: -0.1%30 days: +0.2%

Close on the filing date to close N calendar days later (from $145.22). Historical, not a forecast.

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