ACA Arcosa, Inc.

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business: Infrastructure-related products and solutions serving construction, engineered structures, and transportation markets in North America
• • New divestitures: Sold steel components business with $87.8M revenue in 2024; agreed to sell inland barge and marine components business in 2026
• • Strategic focus: Driving organic and disciplined acquisition growth in fragmented infrastructure markets aligned with infrastructure replacement and renewable energy trends
• • Notable market alignment: Emphasis on aging transportation infrastructure replacement, grid-hardening investments, and data center expansion driving growth opportunities

Risk Factors

• • Environmental permitting risk from federal, state, and local regulations on air/water quality and wildlife protection impacting mining operations
• • Geographical concentration with 62 surface mines and 1 underground mine, mostly in Texas and "All Other" US regions, vulnerable to regional disruptions
• • Supply chain exposure due to reliance on road and railroad access for 33.3 million tons of natural aggregates and specialty materials shipments
• • Market risk from specialty materials competing with higher-value, processed building products affecting multi-state distribution
• • Mineral reserves concentration of 55% on owned land, 45% leased, with 85% linked to active mining impacting operational continuity

Management Discussion & Analysis

• • Revenue $2.9B, up 12.2% YoY ($2.57B in 2024) led by Construction Products ($1.31B, +18.6%) and Engineered Structures ($1.19B, +13.6%); Transportation Products down 8.2%
• • Operating margin 11.9% in 2025 ($341.9M op profit on $2.88B revenue) vs 7.7% in 2024 ($197.6M op profit on $2.57B) driven by all segments
• • Best segment: Construction Products op profit $189.7M (+41.7% YoY); Worst: Transportation Products op profit $46.1M, though +52.6% YoY, impacted by steel components divestiture
• • Operating cash flow supported $1.2B Stavola acquisition, $180M Ameron acquisition, $450M barge business sale pending Q2 2026 closing; interest expense rose $37.9M to $108.8M
• • Management expects continued growth in utility structures and wind towers despite renewable tax credit phase-outs; backlog strong with $627.8M wind towers and $434.9M utility structures supporting 2026-27 revenues

What are the latest ACA SEC filings in 2026?

Arcosa, Inc. (ACA) has filed a 10-K annual report on February 27, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on August 5, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did ACA file its most recent 10-K annual report?

Arcosa, Inc. (ACA) filed its most recent 10-K annual report on February 27, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view ACA 10-Q quarterly reports?

Arcosa, Inc. (ACA)'s most recent 10-Q quarterly report was filed on May 1, 2026. SignalX displays every ACA 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has ACA filed recently?

Arcosa, Inc. (ACA)'s most recent 8-K was filed on August 5, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find ACA insider trading activity (Form 4)?

SignalX aggregates every ACA Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does ACA file with the SEC?

Arcosa, Inc. (ACA) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new ACA filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for Arcosa, Inc. (ACA).

What is ACA's SEC CIK number?

Arcosa, Inc. (ACA)'s SEC CIK (Central Index Key) number is 1739445. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 1739445 to look up all ACA filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find ACA return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from Arcosa, Inc. (ACA) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.