Arcosa, Inc.
ACA
Jodie read · what matters now
Revenue increased 4.4% versus the comparable filing period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to ACA, and whether its market group begins moving.
Latest filing assessment · baseline
Fundamentals strengthened in the latest filing
10-Q filed 2026-05-01 against the comparable filing from 2025-05-07.
What improved
- Revenue increased 4.4% versus the comparable filing period.
- Operating margin improved 0.8 percentage points.
- Net income increased 60.2% versus the comparable filing period.
What weakened
No thresholded deterioration was identified.
Filing receipts
“Cost of revenues decreased 1.0% primarily due to lower wind tower volumes, partially offset by higher utility structures volume.”
“Depreciation, depletion, and amortization expense increased primarily due to capital investments during the prior year.”
“For construction materials, revenues increased 2.6% primarily due to higher pricing and improved volumes in our aggregates business, partially offset by lower volumes in our asphalt business, which was impacted by colder temperatures in the northeast during the seasonal low point.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind ACA
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
Companies whose filings use similar operating language.
You can see the shape of the network here. Pro opens 4 more links, the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
ACA is currently a Follower in the organic co-movement group Clinical-Stage Biotech. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
Theme membership history
No durable theme membership has been observed for this name yet.