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Side-by-side financial comparison of Arcosa, Inc. (ACA) and Academy Sports & Outdoors, Inc. (ASO). Click either name above to swap in a different company.
Academy Sports & Outdoors, Inc. is the larger business by last-quarter revenue ($1.4B vs $716.7M, roughly 1.9× Arcosa, Inc.). Arcosa, Inc. runs the higher net margin — 7.3% vs 5.2%, a 2.1% gap on every dollar of revenue. On growth, Arcosa, Inc. posted the faster year-over-year revenue change (7.6% vs 3.0%). Arcosa, Inc. produced more free cash flow last quarter ($55.8M vs $-13.6M). Over the past eight quarters, Arcosa, Inc.'s revenue compounded faster (9.4% CAGR vs -12.2%).
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.
Academy Sports + Outdoors is an American sporting-goods store chain with corporate offices in the Katy Distribution Center in unincorporated western Harris County, Texas, United States, near Katy and west of Houston. For 74 years, it was a privately held company owned by the Gochman family, until its May 2011 acquisition by Kohlberg Kravis Roberts. In October 2020, it was listed on NASDAQ.
ACA vs ASO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $1.4B |
| Net Profit | $52.1M | $71.6M |
| Gross Margin | 22.9% | 35.7% |
| Operating Margin | 11.0% | 7.3% |
| Net Margin | 7.3% | 5.2% |
| Revenue YoY | 7.6% | 3.0% |
| Net Profit YoY | 776.6% | 8.8% |
| EPS (diluted) | $1.06 | $1.05 |
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.
| Q4 25 | $716.7M | $1.4B | ||
| Q3 25 | $797.8M | $1.6B | ||
| Q2 25 | $736.9M | $1.4B | ||
| Q1 25 | $632.0M | $1.7B | ||
| Q4 24 | $666.2M | $1.3B | ||
| Q3 24 | $640.4M | $1.5B | ||
| Q2 24 | $664.7M | $1.4B | ||
| Q1 24 | $598.6M | $1.8B |
| Q4 25 | $52.1M | $71.6M | ||
| Q3 25 | $73.0M | $125.4M | ||
| Q2 25 | $59.7M | $46.1M | ||
| Q1 25 | $23.6M | $133.6M | ||
| Q4 24 | $-7.7M | $65.8M | ||
| Q3 24 | $16.6M | $142.6M | ||
| Q2 24 | $45.6M | $76.5M | ||
| Q1 24 | $39.2M | $168.2M |
| Q4 25 | 22.9% | 35.7% | ||
| Q3 25 | 24.1% | 36.0% | ||
| Q2 25 | 22.5% | 34.0% | ||
| Q1 25 | 19.8% | 32.2% | ||
| Q4 24 | 19.3% | 34.0% | ||
| Q3 24 | 21.3% | 36.1% | ||
| Q2 24 | 20.8% | 33.4% | ||
| Q1 24 | 18.6% | 33.3% |
| Q4 25 | 11.0% | 7.3% | ||
| Q3 25 | 14.1% | 10.8% | ||
| Q2 25 | 12.9% | 5.1% | ||
| Q1 25 | 8.8% | 9.2% | ||
| Q4 24 | 6.5% | 6.8% | ||
| Q3 24 | 5.3% | 12.3% | ||
| Q2 24 | 10.1% | 7.5% | ||
| Q1 24 | 8.9% | 11.4% |
| Q4 25 | 7.3% | 5.2% | ||
| Q3 25 | 9.2% | 7.8% | ||
| Q2 25 | 8.1% | 3.4% | ||
| Q1 25 | 3.7% | 8.0% | ||
| Q4 24 | -1.2% | 4.9% | ||
| Q3 24 | 2.6% | 9.2% | ||
| Q2 24 | 6.9% | 5.6% | ||
| Q1 24 | 6.5% | 9.4% |
| Q4 25 | $1.06 | $1.05 | ||
| Q3 25 | $1.48 | $1.85 | ||
| Q2 25 | $1.22 | $0.68 | ||
| Q1 25 | $0.48 | $1.85 | ||
| Q4 24 | $-0.16 | $0.92 | ||
| Q3 24 | $0.34 | $1.95 | ||
| Q2 24 | $0.93 | $1.01 | ||
| Q1 24 | $0.80 | $2.19 |
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 | $289.5M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $2.6B | $2.1B |
| Total Assets | $5.0B | $5.4B |
| Debt / EquityLower = less leverage | 0.57× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $289.5M | ||
| Q3 25 | $220.0M | $300.9M | ||
| Q2 25 | $189.7M | $285.1M | ||
| Q1 25 | $167.9M | $288.9M | ||
| Q4 24 | $187.3M | $296.0M | ||
| Q3 24 | $756.8M | $324.6M | ||
| Q2 24 | $103.7M | $378.1M | ||
| Q1 24 | $176.5M | $347.9M |
| 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 24 | $600.6M | — |
| Q4 25 | $2.6B | $2.1B | ||
| Q3 25 | $2.6B | $2.1B | ||
| Q2 25 | $2.5B | $1.9B | ||
| Q1 25 | $2.5B | $2.0B | ||
| Q4 24 | $2.4B | $2.0B | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.4B | $1.9B | ||
| Q1 24 | $2.4B | $2.0B |
| Q4 25 | $5.0B | $5.4B | ||
| Q3 25 | $5.1B | $5.3B | ||
| Q2 25 | $5.0B | $5.2B | ||
| Q1 25 | $4.9B | $4.9B | ||
| Q4 24 | $4.9B | $5.1B | ||
| Q3 24 | $4.4B | $4.9B | ||
| Q2 24 | $3.8B | $4.9B | ||
| Q1 24 | $3.7B | $4.7B |
| 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× | — | ||
| Q1 24 | 0.25× | — |
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 | $49.0M |
| Free Cash FlowOCF − Capex | $55.8M | $-13.6M |
| FCF MarginFCF / Revenue | 7.8% | -1.0% |
| Capex IntensityCapex / Revenue | 9.0% | 4.5% |
| Cash ConversionOCF / Net Profit | 2.30× | 0.68× |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | $191.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $49.0M | ||
| Q3 25 | $160.6M | $78.6M | ||
| Q2 25 | $61.2M | $157.5M | ||
| Q1 25 | $-700.0K | $140.2M | ||
| Q4 24 | $248.2M | $96.9M | ||
| Q3 24 | $135.0M | $91.3M | ||
| Q2 24 | $38.3M | $199.7M | ||
| Q1 24 | $80.5M | $234.7M |
| Q4 25 | $55.8M | $-13.6M | ||
| Q3 25 | $121.0M | $21.8M | ||
| Q2 25 | $33.4M | $106.6M | ||
| Q1 25 | $-34.7M | $76.4M | ||
| Q4 24 | $194.9M | $34.4M | ||
| Q3 24 | $100.6M | $50.1M | ||
| Q2 24 | $-9.3M | $167.4M | ||
| Q1 24 | $26.1M | $178.9M |
| Q4 25 | 7.8% | -1.0% | ||
| Q3 25 | 15.2% | 1.4% | ||
| Q2 25 | 4.5% | 7.9% | ||
| Q1 25 | -5.5% | 4.6% | ||
| Q4 24 | 29.3% | 2.6% | ||
| Q3 24 | 15.7% | 3.2% | ||
| Q2 24 | -1.4% | 12.3% | ||
| Q1 24 | 4.4% | 10.0% |
| Q4 25 | 9.0% | 4.5% | ||
| Q3 25 | 5.0% | 3.5% | ||
| Q2 25 | 3.8% | 3.8% | ||
| Q1 25 | 5.4% | 3.8% | ||
| Q4 24 | 8.0% | 4.6% | ||
| Q3 24 | 5.4% | 2.7% | ||
| Q2 24 | 7.2% | 2.4% | ||
| Q1 24 | 9.1% | 3.1% |
| Q4 25 | 2.30× | 0.68× | ||
| Q3 25 | 2.20× | 0.63× | ||
| Q2 25 | 1.03× | 3.42× | ||
| Q1 25 | -0.03× | 1.05× | ||
| Q4 24 | — | 1.47× | ||
| Q3 24 | 8.13× | 0.64× | ||
| Q2 24 | 0.84× | 2.61× | ||
| Q1 24 | 2.05× | 1.40× |
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% |
ASO
| Outdoors | $445.1M | 32% |
| Apparel | $349.8M | 25% |
| Footwear | $292.4M | 21% |
| Sports And Recreation | $288.7M | 21% |
| Other | $7.6M | 1% |
