Arcosa Raises Full-Year 2026 Revenue and Adjusted EBITDA Guidance
ACA sits 50% above its 52-week low of $81.91.
Summary
Arcosa increased its full-year 2026 revenue and Adjusted EBITDA guidance, signaling stronger operational expectations for the year.
Key Events · Earnings and Guidance · ACA
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Full-Year 2026 Revenue Guidance Raised
The company now expects full-year 2026 revenue between $2.6 billion and $2.7 billion, an increase from the previous range of $2.54 billion to $2.67 billion.
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Full-Year 2026 Adjusted EBITDA Guidance Raised
Adjusted EBITDA guidance for full-year 2026 was raised to a range of $545 million to $585 million, up from the prior range of $520 million to $565 million.
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Strategic Portfolio Simplification
The updated guidance follows the completed divestiture of the barge business for $450 million, which reduces portfolio complexity and cyclicality.
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Strong Q1 Performance
The increased confidence for the balance of the year is attributed to first-quarter outperformance, particularly in utility structures.
Analysis · ACA · Manufacturing
Arcosa updated its full-year 2026 guidance, increasing the midpoints for both revenue and Adjusted EBITDA. This reflects management's increased confidence following strong first-quarter performance and the strategic simplification of its portfolio, including the recent barge divestiture. The raised outlook suggests improved operational expectations for the remainder of the year.
At the time of this filing, ACA was trading at $122.49 on NYSE in the Manufacturing sector, with a market capitalization of approximately $6B. The 52-week trading range was $81.91 to $135.58. This filing was assessed with positive market sentiment and an importance score of 7 out of 10.