AI Earnings Predictions for Arcosa Inc. (ACA)

aca-202602230001739445false00017394452026-02-232026-02-23

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): February 23, 2026

Arcosa, Inc.

(Exact name of registrant as specified in its charter) Delaware1-3849482-5339416 (State or other jurisdiction of incorporation)(Commission File Number)(I.R.S. Employer Identification No.)

500 N. Akard Street, Suite 400 Dallas,Texas75201 (Address of principal executive offices) (Zip Code)

Registrant's telephone number, including area code: (972) 942-6500

Not Applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐  Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐  Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐  Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock ($0.01 par value)ACANew York Stock Exchange Common Stock ($0.01 par value)ACANYSE Texas, Inc.

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02     Results of Operation and Financial Condition. Attached as Exhibit 99.1 is the registrant’s earnings release for the fourth quarter and full year of 2025, issued February 26, 2026. This release is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended, except as otherwise expressly stated in such filing. Item 5.02    Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On February 23, 2026, Jesse E. Collins, Jr. notified Arcosa, Inc. (the "Company") of his retirement from the position of Group President, overseeing the Wind Towers and Construction Site Support businesses, effective April 3, 2026. Mr. Collins’ decision to retire from this position is not the result of any disagreement with the Company on any matter related to the Company’s operations, polices, or practices. The Company is grateful for Mr. Collins’ dedicated service and wishes him well following his retirement. Item 9.01     Financial Statements and Exhibits. (d) Exhibits

Exhibit No.Description 99.1 Arcosa, Inc. Earnings Release, dated February 26, 2026.

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Arcosa, Inc. (Registrant)

February 26, 2026 By:/s/ Gail M. Peck Name: Gail M. Peck Title: Chief Financial Officer

aca-202602240001739445false00017394452026-02-242026-02-24

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): February 24, 2026

Arcosa, Inc.

(Exact name of registrant as specified in its charter) Delaware1-3849482-5339416 (State or other jurisdiction of incorporation)(Commission File Number)(I.R.S. Employer Identification No.)

500 N. Akard Street, Suite 400 Dallas,Texas75201 (Address of principal executive offices) (Zip Code)

Registrant's telephone number, including area code: (972) 942-6500

Not Applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐  Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐  Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐  Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock ($0.01 par value)ACANew York Stock Exchange Common Stock ($0.01 par value)ACANYSE Texas, Inc.

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 1.01    Entry into a Material Definitive Agreement. On February 24, 2026, Arcosa, Inc. ("Arcosa") entered into a Stock Purchase Agreement (the "Purchase Agreement") with Arcosa Marine Products, Inc., a Delaware corporation (the "Company"), and ACMP Buyer, LLC, a Delaware limited liability company (the "Purchaser") and affiliate of Wynnchurch Capital, L.P. The Company is a leading manufacturer of hopper, tank, and deck barges. Pursuant to the Purchase Agreement, Purchaser has agreed to acquire from Arcosa all of the issued and outstanding shares of common stock (the "Shares") of the Company (such transaction, the “Transaction”), for a cash purchase price of approximately $450 million, subject to customary purchase price adjustments upon the terms and subject to the terms and conditions set forth in the Purchase Agreement. The Transaction is expected to close in the second quarter of 2026 and is subject to regulatory approval and other customary closing conditions, including, among others, (i) the expiration or termination of applicable waiting periods or commitments under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and (ii) the absence of legal restraints preventing the consummation of the Transaction. The Purchase Agreement contains certain standard termination rights for each of Purchaser and Arcosa, including the right for either party to terminate the Purchase Agreement if the Transaction has not been consummated by June 24, 2026, subject to certain extensions provided for in the Purchase Agreement. Purchaser’s obligation to consummate the transaction is not subject to any financing condition. In addition, the Purchase Agreement includes customary representations, warranties, and covenants, as well as indemnification provisions subject to specified limitations. From the date of the Purchase Agreement, Arcosa is required to operate the Company’s business in the ordinary course and to comply with certain covenants regarding the operation of the Company’s business. The parties have also agreed to cooperate with each other and use their respective reasonable best efforts to obtain all consents, approvals and authorizations of all governmental entities to the extent required by law in connection with the execution, delivery and performance of the Purchase Agreement and the consummation of the Transaction, subject to specified limitations. The foregoing description of the Purchase Agreement and the Transaction contemplated thereby is qualified in its entirety by reference to the full text of the Purchase Agreement, which will be filed as an exhibit to Arcosa's Quarterly Report on Form 10-Q for the quarter ending March 31, 2026. The Purchase Agreement is not intended to provide any factual information about Arcosa, the Company or any of their respective businesses, subsidiaries or affiliates. The representations,

aca-202510300001739445false00017394452025-10-302025-10-30

UNITED STATES SECURITIES AND EXCHANGE COMMISSION

WASHINGTON, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): October 30, 2025

Arcosa, Inc.

(Exact name of registrant as specified in its charter) Delaware1-3849482-5339416 (State or other jurisdiction of incorporation)(Commission File Number)(I.R.S. Employer Identification No.)

500 N. Akard Street, Suite 400 Dallas,Texas75201 (Address of principal executive offices) (Zip Code)

Registrant's telephone number, including area code: (972) 942-6500

Not Applicable (Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions: ☐  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐  Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐  Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b)) ☐  Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c)) Securities registered pursuant to Section 12(b) of the Act: Title of each classTrading Symbol(s)Name of each exchange on which registered Common Stock ($0.01 par value)ACANew York Stock Exchange Common Stock ($0.01 par value)ACANYSE Texas, Inc.

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02     Results of Operation and Financial Condition. Attached as Exhibit 99.1 is the registrant’s earnings release for the third quarter of 2025, issued October 30, 2025. This release is being furnished and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise incorporated by reference into any filing pursuant to the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended, except as otherwise expressly stated in such filing. Item 9.01     Financial Statements and Exhibits. (d) Exhibits

Exhibit No.Description 99.1 Arcosa, Inc. Earnings Release, dated October 30, 2025.

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

Arcosa, Inc. (Registrant)

October 30, 2025 By:/s/ Gail M. Peck Name: Gail M. Peck Title: Chief Financial Officer