Arcosa (ACA) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- $1.13
- Estimate
- $1.18
- Surprise
- -4.5%
- Score at report (before → after)
- 5.4 → 5.4/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Arcosa (ACA) missed the $1.18 estimate with diluted EPS of $1.13 — a clear 4.5% shortfall. TrendMatrix's engine moved from Hold (5.4/10) to Sell at 5.4/10 after the report.
Where TrendMatrix's rating stands now
TrendMatrix currently rates ACA Sell at 4.6/10.
3 of the last 4 quarters beat the estimate; this quarter's -4.5% surprise compares with a +42.1% four-quarter average. Next scheduled report: 2026-10-29.
What supports the rating
- Strong earnings beat streak (3/4)
What argues against it
- Concentration risk — Customer: wind tower customers
- Analyst target reached - limited upside remaining
- Near 52-week high (1.0% away)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $145.53
- Price target
- $167.35
- Stop
- $144.92
- Upside to target
- +15.0%
At 32.5× trailing and 28.4× forward earnings, consensus estimates imply little change in earnings power.
Model outputs from TrendMatrix’s engine as of 2026-09-04 — shown for context, not personalized investment advice.
ACA at TrendMatrix's latest read
Industrial quarters are order-book stories — backlog and book-to-bill color how the market reads the reported number.
- Industry
- Engineering & Construction
- Market cap
- $7.14B
- P/E (fwd)
- 28.4
- P/E (ttm)
- 32.5
- 52-week range
- $89.03–$146.92
- Off 52-week high
- 0.9%
- RSI (14)
- 61
- Volume vs avg
- 0.12×
- Score today
- 4.6/10