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AI brief of an SEC Form 8-K · Arcosa (ACA)

Arcosa raises 2026 guidance as first-quarter adjusted EBITDA rises 10%

Positive Impact 4 of 5 guidance Written later

Arcosa reported first-quarter 2026 results for continuing operations, with revenue of $571.7 million (up 4%) and Adjusted EBITDA of $102.9 million (up 10%). The company raised its full-year 2026 guidance for continuing operations after completing the sale of its barge business on April 1, 2026, which shareholders may view as a simplified portfolio with higher expected earnings.

Key points

  • Q1 2026 continuing operations: revenue $571.7 million, up 4%; Adjusted EBITDA $102.9 million, up 10%; Adjusted EBITDA margin 18.0%, up 100 basis points
  • Full-year 2026 Adjusted EBITDA guidance raised to $545 million to $585 million from $520 million to $565 million; revenue guidance raised to $2.6 billion to $2.7 billion from $2.54 billion to $2.67 billion
  • Barge business sale completed April 1, 2026; $83.0 million of proceeds used in April to prepay part of the term loan
  • Utility and related structures revenue rose 15% in the quarter; record backlog of $557.6 million at March 31, 2026

The filing

CompanyArcosa (ACA)
Form8-K, current report
Filed with the SECApr 30, 2026, 4:22 PM ET
Accession number0001739445-26-000064

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:07 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on April 30, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.