Industrials·Construction & Engineering·$5.9B
Arcosa Inc (ACA) operates in the industrial sector, focusing on construction and engineering. The company is involved in producing infrastructure-related products and services, which are essential for various construction projects....
EPS
Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
Total revenue reflects the overall demand for Arcosa's products and services, which is critical for assessing growth.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
4Q
EPS Beat Rate
88%
Avg EPS Surprise
+17.74%
Avg Stock Reaction
+0.11%
In Q4 2025, Arcosa reported an EPS of $1.15, significantly beating expectations of $0.95, indicating strong performance. The stock reacted positively, gaining 0.66% the following day.
Management Promises & Guidance
Analysts expect Arcosa to report solid earnings, with a consensus EPS of $0.42 and revenue of $650 million. Investors are keen to see if the company can maintain its recent positive momentum.
Bull Case
If Arcosa exceeds EPS expectations and shows strong revenue growth, it could signal robust demand for its products, leading to a positive stock reaction.
Bear Case
Conversely, if earnings fall short of expectations, it may raise concerns about demand and profitability, potentially leading to a negative stock reaction.
EPS
0.42Earnings per share is a key indicator of profitability and will show how well the company is managing costs and generating income.
Revenue
650MTotal revenue reflects the overall demand for Arcosa's products and services, which is critical for assessing growth.
The print will turn on these two things.
Q1
Will EPS exceed the consensus estimate of $0.42?
A strong EPS performance would reinforce investor confidence and could lead to a positive stock reaction.
Q2
What is the revenue outlook for the upcoming quarters?
Guidance on revenue will provide insight into the company's growth prospects and demand for its products.
Why consensus could be wrong
The consensus may underestimate Arcosa's ability to capitalize on increased infrastructure spending, which could drive higher revenue growth than anticipated.
Supporting Evidence
Recent earnings surprises indicate strong operational execution.
The construction sector is showing signs of recovery, which could boost demand for Arcosa's products.
Options pricing suggests a more conservative outlook than what recent performance may indicate.
Key Risk
If revenue exceeds $662 million, it could challenge the current bearish sentiment and shift market expectations.
Pre-commit to what would confirm each case.
The market is weighing Arcosa's ability to sustain its recent growth against potential headwinds in the construction sector.
Bull Confirmed If
An EPS of $0.48 or higher would confirm strong operational performance and demand.
Bear Confirmed If
An EPS below $0.32 would raise significant concerns about profitability and demand.
Implied Move
±4.2%
The options market is pricing in a moderate move around the earnings report, suggesting uncertainty about the results.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If Arcosa beats expectations, history suggests a potential average stock move of +0.40% the following day, confirming strong demand.
In-Line / Cautious
If results are in line with expectations, the stock may see muted movement as investors await further guidance.
Miss
A miss could lead to a decline, with history indicating an average drop of -1.92% following earnings misses.
AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.
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VERIZON COMMUNICATIO
Apr 27, 2026