vs
Side-by-side financial comparison of Arcosa, Inc. (ACA) and Bilibili Inc. (BILI). Click either name above to swap in a different company.
Bilibili Inc. is the larger business by last-quarter revenue ($1.3B vs $716.7M, roughly 1.8× Arcosa, Inc.). Arcosa, Inc. runs the higher net margin — 7.3% vs 6.0%, a 1.3% gap on every dollar of revenue. On growth, Bilibili Inc. posted the faster year-over-year revenue change (26.2% vs 7.6%). Over the past eight quarters, Bilibili Inc.'s revenue compounded faster (27.3% CAGR vs 9.4%).
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.
Bilibili, nicknamed B Site, is a Chinese online video sharing website based in Shanghai where users can submit, view, and add overlaid commentary on videos.
ACA vs BILI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $1.3B |
| Net Profit | $52.1M | $75.7M |
| Gross Margin | 22.9% | 37.0% |
| Operating Margin | 11.0% | 5.8% |
| Net Margin | 7.3% | 6.0% |
| Revenue YoY | 7.6% | 26.2% |
| Net Profit YoY | 776.6% | 143.0% |
| EPS (diluted) | $1.06 | $1.14 |
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 | $1.3B | ||
| Q3 25 | $797.8M | $1.1B | ||
| Q2 25 | $736.9M | $1.0B | ||
| Q1 25 | $632.0M | $965.1M | ||
| Q4 24 | $666.2M | $1.0B | ||
| Q3 24 | $640.4M | $1.0B | ||
| Q2 24 | $664.7M | $843.1M | ||
| Q1 24 | $598.6M | $784.5M |
| Q4 25 | $52.1M | $75.7M | ||
| Q3 25 | $73.0M | $65.9M | ||
| Q2 25 | $59.7M | $30.5M | ||
| Q1 25 | $23.6M | $-1.5M | ||
| Q4 24 | $-7.7M | $-176.0M | ||
| Q3 24 | $16.6M | $11.4M | ||
| Q2 24 | $45.6M | $83.7M | ||
| Q1 24 | $39.2M | $-105.9M |
| Q4 25 | 22.9% | 37.0% | ||
| Q3 25 | 24.1% | 36.7% | ||
| Q2 25 | 22.5% | 36.5% | ||
| Q1 25 | 19.8% | 36.3% | ||
| Q4 24 | 19.3% | 36.2% | ||
| Q3 24 | 21.3% | 34.9% | ||
| Q2 24 | 20.8% | 29.9% | ||
| Q1 24 | 18.6% | 28.3% |
| Q4 25 | 11.0% | 5.8% | ||
| Q3 25 | 14.1% | 4.6% | ||
| Q2 25 | 12.9% | 3.4% | ||
| Q1 25 | 8.8% | 0.2% | ||
| Q4 24 | 6.5% | -16.0% | ||
| Q3 24 | 5.3% | 0.9% | ||
| Q2 24 | 10.1% | 9.5% | ||
| Q1 24 | 8.9% | -14.5% |
| Q4 25 | 7.3% | 6.0% | ||
| Q3 25 | 9.2% | 6.1% | ||
| Q2 25 | 8.1% | 3.0% | ||
| Q1 25 | 3.7% | -0.2% | ||
| Q4 24 | -1.2% | -17.5% | ||
| Q3 24 | 2.6% | 1.1% | ||
| Q2 24 | 6.9% | 9.9% | ||
| Q1 24 | 6.5% | -13.5% |
| Q4 25 | $1.06 | $1.14 | ||
| Q3 25 | $1.48 | $1.05 | ||
| Q2 25 | $1.22 | $0.51 | ||
| Q1 25 | $0.48 | $0.00 | ||
| Q4 24 | $-0.16 | $0.21 | ||
| Q3 24 | $0.34 | $-0.03 | ||
| Q2 24 | $0.93 | $-0.20 | ||
| Q1 24 | $0.80 | $-1.80 |
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 | $2.7B |
| Total DebtLower is stronger | $1.5B | $1.4B |
| Stockholders' EquityBook value | $2.6B | $2.2B |
| Total Assets | $5.0B | $5.9B |
| Debt / EquityLower = less leverage | 0.57× | 0.62× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $2.7B | ||
| Q3 25 | $220.0M | $2.4B | ||
| Q2 25 | $189.7M | — | ||
| Q1 25 | $167.9M | $1.9B | ||
| Q4 24 | $187.3M | $1.8B | ||
| Q3 24 | $756.8M | $11.7B | ||
| Q2 24 | $103.7M | — | ||
| Q1 24 | $176.5M | $1.1B |
| Q4 25 | $1.5B | $1.4B | ||
| Q3 25 | $1.6B | $1.4B | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | $700.3M | ||
| Q4 24 | $1.7B | $662.5M | ||
| Q3 24 | $1.2B | $4.3B | ||
| Q2 24 | $699.9M | — | ||
| Q1 24 | $600.6M | $684.5M |
| Q4 25 | $2.6B | $2.2B | ||
| Q3 25 | $2.6B | $2.1B | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | $2.0B | ||
| Q4 24 | $2.4B | $1.9B | ||
| Q3 24 | $2.4B | $13.7B | ||
| Q2 24 | $2.4B | — | ||
| Q1 24 | $2.4B | $1.9B |
| Q4 25 | $5.0B | $5.9B | ||
| Q3 25 | $5.1B | $5.6B | ||
| Q2 25 | $5.0B | — | ||
| Q1 25 | $4.9B | $4.6B | ||
| Q4 24 | $4.9B | $4.5B | ||
| Q3 24 | $4.4B | $32.0B | ||
| Q2 24 | $3.8B | — | ||
| Q1 24 | $3.7B | $4.2B |
| Q4 25 | 0.57× | 0.62× | ||
| Q3 25 | 0.61× | 0.65× | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.68× | 0.35× | ||
| Q4 24 | 0.69× | 0.34× | ||
| Q3 24 | 0.51× | 0.31× | ||
| Q2 24 | 0.29× | — | ||
| Q1 24 | 0.25× | 0.36× |
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 | $263.1M |
| Free Cash FlowOCF − Capex | $55.8M | — |
| FCF MarginFCF / Revenue | 7.8% | — |
| Capex IntensityCapex / Revenue | 9.0% | — |
| Cash ConversionOCF / Net Profit | 2.30× | 3.47× |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $263.1M | ||
| Q3 25 | $160.6M | $283.2M | ||
| Q2 25 | $61.2M | $277.7M | ||
| Q1 25 | $-700.0K | $179.4M | ||
| Q4 24 | $248.2M | $191.9M | ||
| Q3 24 | $135.0M | $2.2B | ||
| Q2 24 | $38.3M | — | ||
| Q1 24 | $80.5M | $88.3M |
| Q4 25 | $55.8M | — | ||
| Q3 25 | $121.0M | — | ||
| Q2 25 | $33.4M | — | ||
| Q1 25 | $-34.7M | $174.5M | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $100.6M | — | ||
| Q2 24 | $-9.3M | — | ||
| Q1 24 | $26.1M | — |
| Q4 25 | 7.8% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | -5.5% | 18.1% | ||
| Q4 24 | 29.3% | — | ||
| Q3 24 | 15.7% | — | ||
| Q2 24 | -1.4% | — | ||
| Q1 24 | 4.4% | — |
| Q4 25 | 9.0% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 5.4% | 0.5% | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 5.4% | — | ||
| Q2 24 | 7.2% | — | ||
| Q1 24 | 9.1% | — |
| Q4 25 | 2.30× | 3.47× | ||
| Q3 25 | 2.20× | 4.30× | ||
| Q2 25 | 1.03× | 9.11× | ||
| Q1 25 | -0.03× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.13× | 195.23× | ||
| Q2 24 | 0.84× | — | ||
| Q1 24 | 2.05× | — |
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% |
BILI
| Value-added services (VAS) | $466.4M | 37% |
| Advertising | $435.0M | 34% |
| Mobile games | $220.3M | 17% |
| Other | $80.8M | 6% |
| IP derivatives and others | $68.2M | 5% |
