ACA at a glance
Arcosa, Inc. (ACA, SEC CIK 1739445) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 4, 2026 and Form 4 insider filings as recently as October 1, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Arcosa, Inc. (ACA) reported revenue of $2.9 billion (up 12.2% from FY2024) and net income of $208.4 million. Diluted EPS was $4.24.
- As of June 30, 2026, 36 institutional investment managers tracked by SignalX reported holding Arcosa, Inc. (ACA) shares worth $3.2 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $2.9B
- +12.2% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 36 funds
- $3.2B · +0 vs prior quarter
- Latest 8-K
- Sep 4, 2026
- Item 5.07
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
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
AI summary of the ACA 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- No profitability, margin, or segment-performance figures provided
Risk Factors
- New merger risk triggered by June 21, 2026 agreement with CRH, creating employee, customer, supplier, and management-distraction uncertainty
- Regulatory approval risk under HSR, Australian, Mexican, and potentially Canadian antitrust regimes could delay or prevent closing
- $260.4 million termination fee payable to CRH under specified failed-merger circumstances
- Operational restrictions until closing limit contracts, acquisitions, asset dispositions, indebtedness, and capital expenditures
- Merger-related litigation could divert resources and impair operations, cash flows, and financial condition
AI summary of the ACA 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.07: Submission of Matters to a Vote of Security Holders
- Merger agreement with CRH Americas approved by stockholders, clearing the key shareholder vote for Arcosa’s acquisition
- Approval vote: 39,595,867 for, 66,113 against, and 16,786 abstentions
Item 2.02: Results of Operations and Financial Condition
- Exhibit 99.1 contains Arcosa’s second-quarter 2026 earnings release issued August 5, 2026
- Earnings results and management commentary reside in the exhibit, not the 8-K body
Item 1.04: Mine Safety: Reporting of Shutdowns and Patterns of Violations
- MSHA Section 107(a) order at Stavola Bound Brook Quarry after highwall material fell during drilling
- Track drill withdrawn pending highwall integrity evaluation, creating a temporary operational interruption
AI summaries of ACA 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ACA
Don't miss the next ACA filing
- Alerts as it files. A push when ACA files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ACA, by share count.
- Ask anything. An AI agent that reads every ACA filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Carrillo Antonio | A | Sep 30, 2026 | 2 | $146.15 |
| LINDSAY JOHN W | A | Sep 30, 2026 | 3 | $146.15 |
| Lubel Kimberly S | J | Sep 29, 2026 | 2,398 | - |
| Lubel Kimberly S | G | Sep 25, 2026 | 683 | - |
| Carrillo Antonio | G | Aug 26, 2026 | 26,666 | - |
| Trent Melanie Montague | G | Aug 26, 2026 | 2,000 | - |
| Stevenson Bryan | G | Aug 25, 2026 | 6,900 | - |
| Hurst Eric D | G | Aug 25, 2026 | 2,382 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.6B | $2.9B |
| Gross Profit | - | $515.2M | $647.2M |
| Operating Income | - | $197.6M | $341.9M |
| Net Income | - | $93.7M | $208.4M |
| Gross Margin | - | 20.0% | 22.4% |
| Op. Margin | - | 7.7% | 11.9% |
| Net Margin | - | 3.6% | 7.2% |
| Balance Sheet | |||
| Total Assets | - | $4.9B | $5.0B |
| Equity | - | $2.4B | $2.6B |
| ROE | - | 3.9% | 7.9% |
| Per Share | |||
| EPS | $3.26 | $1.91 | $4.24 |
| Cash Flow | |||
| Operating CF | - | $502.0M | $341.1M |
| CapEx | $203.5M | $189.7M | $165.6M |
Source: XBRL data in Arcosa, Inc. (ACA)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ACA share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 36 | $3.25B |
| Q1 2026 | 36 | $2.29B |
| Q4 2025 | 31 | $2.24B |
| Q3 2025 | 33 | $2.01B |
| Q2 2025 | 32 | $1.90B |
| Q1 2025 | 29 | $1.15B |
| Q4 2024 | 25 | $1.29B |
| Q3 2024 | 23 | $694.3M |
- BlackRock+794.5K (+10%)
- Millennium Management+183.6K (+1572%)
- Goldman Sachs Group+169.9K (+39%)
- State Street Corp+98.3K (+5%)
- Citadel Advisors LLC+81.7K (+198%)
- Ameriprise Financial−218.8K (-71%)
- T. Rowe Price Group−212.9K (-75%)
- Franklin Resources−185.8K (-30%)
- FMR LLC (Fidelity)−185.0K (-80%)
- Prudential Financial−61.5K (-32%)
- Soros Fund Management+155.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 245 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ACA filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Oct 1, 2026 | - | - | - |
| 4 | Sep 30, 2026 | - | - | - |
| 4 | Sep 28, 2026 | - | - | - |
| 8-K | Sep 4, 2026 | - | Analysis | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 15, 2026 | - | Analysis | - |
| 4 | Jul 1, 2026 | - | - | - |
| 4 | Jul 1, 2026 | - | - | - |
| 8-K | Jun 22, 2026 | - | Analysis | - |
| 8-K | Jun 5, 2026 | - | Analysis | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 8-K | May 15, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - |
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ACA SEC filings: frequently asked questions
Which institutions hold ACA stock?
As of June 30, 2026, the largest Arcosa, Inc. (ACA) holders among the 13F filers tracked by SignalX were BlackRock ($1.2 billion), Vanguard Portfolio Management LLC ($409.3 million), Dimensional Fund Advisors ($341.6 million), Vanguard Capital Management LLC ($321.1 million), State Street Corp ($302.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ACA's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Arcosa, Inc. (ACA) reported revenue of $2.9 billion (up 12.2% from FY2024) and net income of $208.4 million. Diluted EPS was $4.24. The figures come from the XBRL data in the 10-K.
What are the main risks in ACA's latest 10-K?
In the 10-K filed February 27, 2026, Arcosa, Inc. (ACA) flagged: 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. (AI summary of the Risk Factors section.)
What did ACA report in its latest 8-K?
Arcosa, Inc. (ACA) filed an 8-K on September 4, 2026 reporting Item 5.07 (Submission of Matters to a Vote of Security Holders). Merger agreement with CRH Americas approved by stockholders, clearing the key shareholder vote for Arcosa’s acquisition.
What are the latest ACA SEC filings?
Arcosa, Inc. (ACA) filed its latest 10-K annual report on February 27, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 4, 2026 and a Form 4 insider filing on October 1, 2026.
What is ACA's SEC CIK number?
Arcosa, Inc. (ACA)'s SEC Central Index Key (CIK) is 1739445. EDGAR lists every ACA filing under that number.
Ask anything about ACA
The research agent reads ACA's filings, financials, insider trades and 13F holders, then answers with sources.