Arcosa, Inc. Q1 2026 Earnings Release

Arcosa, Inc. reported its first quarter 2026 results, with consolidated revenues increasing by 5% to $663.3 million and net income rising by 60% to $37.8 million. Adjusted EBITDA grew by 10% to $121.3 million. The company also announced an increase in its full-year 2026 guidance for continuing operations. Key highlights include strong performance in the Utility Structures business, which saw double-digit revenue growth and margin expansion, contributing to a record backlog. The Construction Products segment experienced a 4% revenue increase, driven by aggregates and shoring products, despite some weather-related challenges. Arcosa completed the divestiture of its barge business in April 2026, a strategic move to simplify its portfolio and strengthen its balance sheet. The company raised its full-year 2026 Adjusted EBITDA guidance to a range of $545 million to $585 million, reflecting strong first-quarter performance and improved visibility.