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Side-by-side financial comparison of Arcosa, Inc. (ACA) and ACME UNITED CORP (ACU). Click either name above to swap in a different company.
Arcosa, Inc. is the larger business by last-quarter revenue ($716.7M vs $52.3M, roughly 13.7× ACME UNITED CORP). Arcosa, Inc. runs the higher net margin — 7.3% vs 1.9%, a 5.4% gap on every dollar of revenue. On growth, ACME UNITED CORP posted the faster year-over-year revenue change (13.8% vs 7.6%). Over the past eight quarters, Arcosa, Inc.'s revenue compounded faster (9.4% CAGR vs -2.9%).
Arcosa, Inc. is a provider of infrastructure-related products and solutions operating across three core segments: construction, energy, and transportation. It offers products including utility structures, construction aggregates, and transportation components, primarily serving customers across the North American market to support critical infrastructure development projects.
Acme United Corporation is a supplier of cutting, measuring and safety products for the school, home, office, hardware and industrial markets. The company was organized as a partnership in 1867 and incorporated in 1873 under the laws of the State of Connecticut. It is publicly traded on the NYSE American with symbol ACU.
ACA vs ACU — Head-to-Head
Income Statement — Q4 2025 vs Q1 2026
| Metric | ||
|---|---|---|
| Revenue | $716.7M | $52.3M |
| Net Profit | $52.1M | $985.0K |
| Gross Margin | 22.9% | 39.7% |
| Operating Margin | 11.0% | 3.3% |
| Net Margin | 7.3% | 1.9% |
| Revenue YoY | 7.6% | 13.8% |
| Net Profit YoY | 776.6% | -40.4% |
| EPS (diluted) | $1.06 | $0.24 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $52.3M | ||
| Q4 25 | $716.7M | $47.5M | ||
| Q3 25 | $797.8M | $49.1M | ||
| Q2 25 | $736.9M | $54.0M | ||
| Q1 25 | $632.0M | $46.0M | ||
| Q4 24 | $666.2M | $45.9M | ||
| Q3 24 | $640.4M | $48.2M | ||
| Q2 24 | $664.7M | $55.4M |
| Q1 26 | — | $985.0K | ||
| Q4 25 | $52.1M | $1.9M | ||
| Q3 25 | $73.0M | $1.9M | ||
| Q2 25 | $59.7M | $4.8M | ||
| Q1 25 | $23.6M | $1.7M | ||
| Q4 24 | $-7.7M | $1.7M | ||
| Q3 24 | $16.6M | $2.2M | ||
| Q2 24 | $45.6M | $4.5M |
| Q1 26 | — | 39.7% | ||
| Q4 25 | 22.9% | 38.2% | ||
| Q3 25 | 24.1% | 39.1% | ||
| Q2 25 | 22.5% | 41.0% | ||
| Q1 25 | 19.8% | 39.0% | ||
| Q4 24 | 19.3% | 38.7% | ||
| Q3 24 | 21.3% | 38.5% | ||
| Q2 24 | 20.8% | 40.8% |
| Q1 26 | — | 3.3% | ||
| Q4 25 | 11.0% | 6.1% | ||
| Q3 25 | 14.1% | 6.1% | ||
| Q2 25 | 12.9% | 11.8% | ||
| Q1 25 | 8.8% | 5.3% | ||
| Q4 24 | 6.5% | 5.0% | ||
| Q3 24 | 5.3% | 6.1% | ||
| Q2 24 | 10.1% | 11.5% |
| Q1 26 | — | 1.9% | ||
| Q4 25 | 7.3% | 3.9% | ||
| Q3 25 | 9.2% | 3.9% | ||
| Q2 25 | 8.1% | 8.8% | ||
| Q1 25 | 3.7% | 3.6% | ||
| Q4 24 | -1.2% | 3.7% | ||
| Q3 24 | 2.6% | 4.6% | ||
| Q2 24 | 6.9% | 8.0% |
| Q1 26 | — | $0.24 | ||
| Q4 25 | $1.06 | $0.46 | ||
| Q3 25 | $1.48 | $0.46 | ||
| Q2 25 | $1.22 | $1.16 | ||
| Q1 25 | $0.48 | $0.41 | ||
| Q4 24 | $-0.16 | $0.43 | ||
| Q3 24 | $0.34 | $0.54 | ||
| Q2 24 | $0.93 | $1.09 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $214.6M | $4.2M |
| Total DebtLower is stronger | $1.5B | $33.0M |
| Stockholders' EquityBook value | $2.6B | $116.7M |
| Total Assets | $5.0B | $195.2M |
| Debt / EquityLower = less leverage | 0.57× | 0.28× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $4.2M | ||
| Q4 25 | $214.6M | $3.6M | ||
| Q3 25 | $220.0M | $5.1M | ||
| Q2 25 | $189.7M | $3.6M | ||
| Q1 25 | $167.9M | $3.4M | ||
| Q4 24 | $187.3M | $6.4M | ||
| Q3 24 | $756.8M | $5.7M | ||
| Q2 24 | $103.7M | $3.8M |
| Q1 26 | — | $33.0M | ||
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $699.9M | — |
| Q1 26 | — | $116.7M | ||
| Q4 25 | $2.6B | $117.6M | ||
| Q3 25 | $2.6B | $115.8M | ||
| Q2 25 | $2.5B | $113.7M | ||
| Q1 25 | $2.5B | $108.3M | ||
| Q4 24 | $2.4B | $107.0M | ||
| Q3 24 | $2.4B | $106.3M | ||
| Q2 24 | $2.4B | $104.0M |
| Q1 26 | — | $195.2M | ||
| Q4 25 | $5.0B | $171.0M | ||
| Q3 25 | $5.1B | $173.0M | ||
| Q2 25 | $5.0B | $170.9M | ||
| Q1 25 | $4.9B | $163.0M | ||
| Q4 24 | $4.9B | $162.2M | ||
| Q3 24 | $4.4B | $165.5M | ||
| Q2 24 | $3.8B | $173.5M |
| Q1 26 | — | 0.28× | ||
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 0.51× | — | ||
| Q2 24 | 0.29× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $120.0M | — |
| Free Cash FlowOCF − Capex | $55.8M | — |
| FCF MarginFCF / Revenue | 7.8% | — |
| Capex IntensityCapex / Revenue | 9.0% | — |
| Cash ConversionOCF / Net Profit | 2.30× | — |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $8.2M | ||
| Q3 25 | $160.6M | $7.1M | ||
| Q2 25 | $61.2M | $6.3M | ||
| Q1 25 | $-700.0K | $-3.3M | ||
| Q4 24 | $248.2M | $6.4M | ||
| Q3 24 | $135.0M | $8.9M | ||
| Q2 24 | $38.3M | $6.9M |
| Q1 26 | — | — | ||
| Q4 25 | $55.8M | $7.3M | ||
| Q3 25 | $121.0M | $301.0K | ||
| Q2 25 | $33.4M | $4.7M | ||
| Q1 25 | $-34.7M | $-4.7M | ||
| Q4 24 | $194.9M | $4.7M | ||
| Q3 24 | $100.6M | $7.5M | ||
| Q2 24 | $-9.3M | $4.4M |
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 15.3% | ||
| Q3 25 | 15.2% | 0.6% | ||
| Q2 25 | 4.5% | 8.7% | ||
| Q1 25 | -5.5% | -10.2% | ||
| Q4 24 | 29.3% | 10.2% | ||
| Q3 24 | 15.7% | 15.6% | ||
| Q2 24 | -1.4% | 8.0% |
| Q1 26 | — | — | ||
| Q4 25 | 9.0% | 1.9% | ||
| Q3 25 | 5.0% | 13.8% | ||
| Q2 25 | 3.8% | 3.0% | ||
| Q1 25 | 5.4% | 2.9% | ||
| Q4 24 | 8.0% | 3.7% | ||
| Q3 24 | 5.4% | 2.8% | ||
| Q2 24 | 7.2% | 4.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | 4.34× | ||
| Q3 25 | 2.20× | 3.72× | ||
| Q2 25 | 1.03× | 1.33× | ||
| Q1 25 | -0.03× | -2.02× | ||
| Q4 24 | — | 3.73× | ||
| Q3 24 | 8.13× | 3.99× | ||
| Q2 24 | 0.84× | 1.55× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACA
| Engineered Structures | $301.1M | 42% |
| Total Construction Materials | $276.8M | 39% |
| Specialty Materials And Asphalt | $110.2M | 15% |
| Construction Site Support | $28.6M | 4% |
ACU
Segment breakdown not available.