
• Reported GAAP EPS of $0.77 up 60.42% YoY • Reported revenue of $571.7M down -9.54% YoY • Arcosa raised its full-year 2026 guidance for continuing operations, with revenues now expected between $2.6 billion and $2.7 billion, and Adjusted EBITDA between $545 million and $585 million.
Bullish
Arcosa delivered strong Q1 results, driven by robust utility structures growth and margin expansion, improved cash flow, and a focused portfolio post-barge divestiture.
Bearish
Arcosa faced headwinds from declining wind tower volumes and increased corporate expenses. Additionally, planned maintenance downtime and cold weather impacted Construction Products' EBITDA and margins.