Arcosa, Inc. reported a revenue increase of 1.7% for the second quarter of 2026, totaling $658.7 million, compared to $647.5 million in the same period of 2025. For the first half of 2026, revenues rose by 3.0% to $1,230.4 million from $1,195.1 million year-over-year. The company’s net income for the second quarter surged to $328.5 million, significantly up from $59.7 million in the prior year, largely due to a pre-tax gain of $359.7 million from the sale of its barge business, classified as discontinued operations. Income from continuing operations remained relatively stable, at $50.9 million for the quarter, compared to $50.5 million in 2025.
The financial performance reflects strategic changes within the company, including the completion of the barge business sale on April 1, 2026, which was a significant shift in operations. This divestiture allowed Arcosa to focus on its core segments, namely Construction Products and Engineered Structures. The company also made three acquisitions in the Construction Products segment during the first half of 2026, totaling $84.9 million, which included two recycled aggregates businesses and one natural aggregates business. These acquisitions are expected to enhance the company’s market position and operational capabilities.
Operationally, Arcosa's Construction Products segment reported revenues of $357.0 million for the second quarter, a slight increase from $354.5 million in 2025, driven by higher volumes in trench shoring. The Engineered Structures segment saw a revenue increase of 3.0% to $301.7 million, primarily due to growth in utility structures, although wind tower revenues declined. The company’s backlog for utility and related structures reached $648.1 million, up 49% year-to-date, indicating strong demand and production visibility for the remainder of 2026.
Looking ahead, Arcosa anticipates continued growth driven by infrastructure spending and private non-residential activity, despite challenges in the residential housing market due to higher interest rates. The company is also preparing for the expected merger with CRH Americas, Inc., which is anticipated to close in the first quarter of 2027, subject to regulatory approvals and stockholder consent. This merger is expected to enhance Arcosa's operational scale and market reach, although it may also introduce uncertainties regarding employee retention and customer relationships during the transition period.
About Arcosa, Inc.
Arcosa, Inc. provides infrastructure-related products and solutions across North America, serving construction, engineered structures, and transportation markets. Its core segments include Construction Products (natural and recycled aggregates, specialty materials, asphalt, and site support equipment), Engineered Structures (steel and concrete utility, wind, traffic, and telecom structures), and Transportation Products (inland barges and marine hardware). Arcosa’s business model emphasizes operational excellence, strategic reserves, and proximity to key markets, targeting public and private infrastructure customers.
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