Key Highlights

  • Arcosa's $0.05 quarterly dividend has an October 15, 2026 ex-dividend date and is payable October 30 to shareholders of record.
  • CRH agreed to acquire Arcosa for $150 per share in cash, with closing targeted for the first quarter of 2027.
  • Second-quarter continuing-operations revenues were $658.7 million versus $647.5 million, with adjusted EBITDA of $145.9 million versus $139.5 million.
  • Diluted EPS from continuing operations was $1.03, and adjusted diluted EPS, a non-GAAP measure, was $1.13.

Arcosa's (NYSE:ACA) $0.05 quarterly dividend yields 0.14% and sits beside second-quarter diluted EPS from continuing operations of $1.03 and adjusted diluted EPS of $1.13. The board declared it on September 2, 2026. The company is subject to a pending all-cash merger agreement with CRH at $150 per share.

Dividend Program and Shareholder Returns

Arcosa's board declared a regular quarterly cash dividend of $0.05 per share on September 2, 2026. It is payable October 30 to stockholders of record as of October 15.

The previous regular quarterly dividend of $0.05 was payable July 31, 2026 to stockholders of record as of July 15. In the first half of 2026 the company paid $4.9 million in dividends to common stockholders.

About the Company

Arcosa is based in Dallas, Texas, and is a provider of infrastructure-related products and solutions with leading positions in construction materials and engineered structures. It reports in two segments, Construction Products and Engineered Structures. On April 1, 2026 it completed the sale of its barge business, which is classified as discontinued operations.

Financial Performance Behind the Payout

Arcosa reported second-quarter continuing-operations revenues of $658.7 million versus $647.5 million. Income from continuing operations was $50.9 million versus $50.5 million, and adjusted net income from continuing operations was $55.5 million versus $53.0 million. Including discontinued operations, net income was $328.5 million, or $6.67 per diluted share.

Adjusted EBITDA from continuing operations, a non-GAAP measure, was $145.9 million versus $139.5 million, with a margin of 22.1% versus 21.5%, an increase of 60 basis points. Construction Products revenues were $357.0 million, and Engineered Structures revenues were $301.7 million, with utility and related structures revenues up 12% and wind tower revenues down 19%.

The company ended the quarter with $432.1 million of cash and no borrowings on its $700 million revolving credit facility. Net debt to adjusted EBITDA was 1.9x for the trailing twelve months.

The CRH Agreement and Barge Sale

On June 22, 2026 Arcosa and CRH entered into a merger agreement for CRH to acquire 100% of Arcosa in an all-cash transaction for $150 per share. The company states the closing is targeted for the first quarter of 2027, subject to customary conditions including stockholder approval and required regulatory approvals. The release set the stockholder special meeting for September 4, 2026, and Arcosa stockholders approved the transaction at that meeting. Acquisition and divestiture-related costs were $14.5 million in the quarter, including those tied to the CRH transaction.

Because of the pending merger, Arcosa did not host a quarterly conference call and suspended its practice of providing financial guidance.

The barge sale closed April 1 for $450 million, with net cash proceeds of approximately $429.9 million and a pre-tax gain of $359.7 million recorded in discontinued operations. In April the company used $83.0 million of proceeds to prepay part of its term loan. Utility and related structures backlog was a record $648.1 million, and wind tower backlog was $537.4 million.

Outlook

Arcosa has suspended financial guidance during the pending merger. The company reports a utility and related structures backlog of $648.1 million, of which it stated 71% is recognized in 2026, and a wind tower backlog of $537.4 million.