Every material Form 8-K Arcosa filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Arcosa, Inc. completed its merger, and each outstanding common share was converted into the right to receive $150.00 in cash, without interest. The company became a wholly-owned subsidiary of Parent, its directors and officers resigned, and its common stock is being removed from listing on the NYSE and NYSE Texas, so public shareholders no longer hold shares in the company.
Merger Consideration of $150.00 per share in cash, less applicable withholding taxes
Aggregate cash consideration for common stock and cash-settled equity awards was approximately $7.5 billion
Trading on the NYSE and NYSE Texas was halted before the open on October 23, 2026, with delisting requested
Credit Agreement terminated after repayment of approximately $450.1 million in principal, accrued interest and other amounts
Arcosa reported second-quarter 2026 revenue of $658.7 million, up 2%, and adjusted diluted EPS from continuing operations of $1.13, up 5%, while GAAP diluted EPS from continuing operations was flat at $1.03. The company has suspended its practice of providing financial guidance and is not hosting a conference call because of its pending all-cash merger with CRH at $150 per share, which requires stockholder approval at a September 4, 2026 special meeting.
Revenue was $658.7 million versus $647.5 million a year earlier; Engineered Structures rose 3% to $301.7 million and Construction Products rose 1% to $357.0 million.
Adjusted EBITDA from continuing operations was $145.9 million, up 5%, with margin at 22.1% versus 21.5%.
Operating cash flow from continuing operations was $(24.7) million versus $38.0 million, and free cash flow was $(51.0) million versus $16.8 million.
Financial guidance is suspended; the CRH merger is expected to close in the first quarter of 2027, and a special stockholder meeting is set for September 4, 2026.
Arcosa agreed on June 21, 2026 to merge with a subsidiary of CRH Americas, with Arcosa surviving as a wholly owned CRH subsidiary. Each Arcosa common share would convert into $150.00 in cash, and the deal needs approval from a majority of Arcosa stockholders and regulatory clearances, with closing expected in Q1 2027. Shareholders would receive cash rather than continued ownership of Arcosa stock, and the 8-K sets out termination fees payable in both directions.
Merger consideration of $150.00 per share in cash, per the merger agreement; CRH's press release says the offer implies a 25% premium to Arcosa's 60-day trading VWAP as of June 18, 2026
Termination fee of $371,967,952 payable by CRH Americas in certain regulatory-failure cases, and $260,377,567 payable by Arcosa in certain cases including a superior proposal or change of board recommendation
Outside Date of June 21, 2027, extendable by up to six months if only antitrust or regulatory conditions remain unsatisfied
CRH press release says closing is expected in Q1 2027 and the deal is funded with available cash and committed debt financing
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.
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
Arcosa reported fourth-quarter 2025 net income of $52.1 million, compared with a net loss of $7.7 million a year earlier, and full-year 2025 revenue of $2.88 billion, up 12%. The company also guided to 2026 revenue of $2.95 billion to $3.10 billion and adjusted EBITDA of $590 million to $640 million, excluding its planned $450 million sale of the barge business, which is expected to close in the second quarter of 2026.
Q4 2025 net income was $52.1 million, or $1.06 diluted EPS, versus a net loss of $7.7 million, or $(0.16) per share, in Q4 2024.
Full-year 2025 revenue was $2.88 billion, up 12%, and adjusted EBITDA was $583.3 million, up 30%.
2026 guidance: revenue of $2.95 billion to $3.10 billion and adjusted EBITDA of $590 million to $640 million, excluding the barge divestiture.
Barge business (Arcosa Marine Products) to be sold to Wynnchurch Capital L.P. for $450 million in cash, expected to close in Q2 2026; Group President Jesse E. Collins Jr. retires effective April 3, 2026.
Arcosa agreed to sell all shares of Arcosa Marine Products, Inc., its barge business, to ACMP Buyer, LLC, an affiliate of Wynnchurch Capital, for about $450 million in cash, subject to customary adjustments. The company said it intends to use the net after-tax proceeds to invest in its core growth platforms and reduce debt. The barge business reported 2025 revenue of $383 million and Adjusted Segment EBITDA of $68 million, and closing depends on regulatory approval.
Price: about $450 million in cash, subject to customary purchase price adjustments
Expected close in the second quarter of 2026, subject to HSR waiting period expiration and absence of legal restraints
Either party may terminate if the deal has not closed by June 24, 2026, subject to extensions; no financing condition
Barge business 2025 revenue of $383 million and Adjusted Segment EBITDA of $68 million, reported within Transportation Products
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.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Arcosa filing is on SEC EDGAR ↗. 8-K briefs of other companies →