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Side-by-side financial comparison of Arcosa, Inc. (ACA) and ESAB Corp (ESAB). Click either name above to swap in a different company.
ESAB Corp is the larger business by last-quarter revenue ($727.8M vs $716.7M, roughly 1.0× Arcosa, Inc.). ESAB Corp runs the higher net margin — 7.5% vs 7.3%, a 0.3% gap on every dollar of revenue. On growth, ESAB Corp posted the faster year-over-year revenue change (8.5% vs 7.6%). ESAB Corp produced more free cash flow last quarter ($70.3M vs $55.8M). Over the past eight quarters, Arcosa, Inc.'s revenue compounded faster (9.4% CAGR vs 2.8%).
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.
ESAB, Elektriska Svetsnings-Aktiebolaget, is an American-Swedish industrial company.
ACA vs ESAB — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $727.8M |
| Net Profit | $52.1M | $54.8M |
| Gross Margin | 22.9% | 37.0% |
| Operating Margin | 11.0% | 14.6% |
| Net Margin | 7.3% | 7.5% |
| Revenue YoY | 7.6% | 8.5% |
| Net Profit YoY | 776.6% | 2.1% |
| EPS (diluted) | $1.06 | $0.90 |
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 | $727.8M | ||
| Q3 25 | $797.8M | $715.6M | ||
| Q2 25 | $736.9M | $678.1M | ||
| Q1 25 | $632.0M | — | ||
| Q4 24 | $666.2M | $670.8M | ||
| Q3 24 | $640.4M | $673.3M | ||
| Q2 24 | $664.7M | $707.1M | ||
| Q1 24 | $598.6M | $689.7M |
| Q4 25 | $52.1M | $54.8M | ||
| Q3 25 | $73.0M | $66.9M | ||
| Q2 25 | $59.7M | $67.4M | ||
| Q1 25 | $23.6M | — | ||
| Q4 24 | $-7.7M | $53.7M | ||
| Q3 24 | $16.6M | $68.2M | ||
| Q2 24 | $45.6M | $82.9M | ||
| Q1 24 | $39.2M | $60.0M |
| Q4 25 | 22.9% | 37.0% | ||
| Q3 25 | 24.1% | 37.2% | ||
| Q2 25 | 22.5% | 37.6% | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 19.3% | 38.5% | ||
| Q3 24 | 21.3% | 37.7% | ||
| Q2 24 | 20.8% | 38.2% | ||
| Q1 24 | 18.6% | 37.0% |
| Q4 25 | 11.0% | 14.6% | ||
| Q3 25 | 14.1% | 15.2% | ||
| Q2 25 | 12.9% | 16.2% | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 6.5% | 16.6% | ||
| Q3 24 | 5.3% | 15.7% | ||
| Q2 24 | 10.1% | 16.9% | ||
| Q1 24 | 8.9% | 16.0% |
| Q4 25 | 7.3% | 7.5% | ||
| Q3 25 | 9.2% | 9.3% | ||
| Q2 25 | 8.1% | 9.9% | ||
| Q1 25 | 3.7% | — | ||
| Q4 24 | -1.2% | 8.0% | ||
| Q3 24 | 2.6% | 10.1% | ||
| Q2 24 | 6.9% | 11.7% | ||
| Q1 24 | 6.5% | 8.7% |
| Q4 25 | $1.06 | $0.90 | ||
| Q3 25 | $1.48 | $1.09 | ||
| Q2 25 | $1.22 | $1.10 | ||
| Q1 25 | $0.48 | — | ||
| Q4 24 | $-0.16 | $0.87 | ||
| Q3 24 | $0.34 | $1.11 | ||
| Q2 24 | $0.93 | $1.35 | ||
| Q1 24 | $0.80 | $0.98 |
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 | $218.2M |
| Total DebtLower is stronger | $1.5B | $1.3B |
| Stockholders' EquityBook value | $2.6B | $2.1B |
| Total Assets | $5.0B | $4.9B |
| Debt / EquityLower = less leverage | 0.57× | 0.63× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $218.2M | ||
| Q3 25 | $220.0M | $258.2M | ||
| Q2 25 | $189.7M | $291.3M | ||
| Q1 25 | $167.9M | — | ||
| Q4 24 | $187.3M | $249.4M | ||
| Q3 24 | $756.8M | $253.7M | ||
| Q2 24 | $103.7M | $228.5M | ||
| Q1 24 | $176.5M | $76.5M |
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.6B | $1.1B | ||
| Q2 25 | $1.7B | $1.1B | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $1.2B | $1.1B | ||
| Q2 24 | $699.9M | $1.1B | ||
| Q1 24 | $600.6M | $992.8M |
| Q4 25 | $2.6B | $2.1B | ||
| Q3 25 | $2.6B | $2.1B | ||
| Q2 25 | $2.5B | $1.9B | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.4B | $1.7B | ||
| Q1 24 | $2.4B | $1.6B |
| Q4 25 | $5.0B | $4.9B | ||
| Q3 25 | $5.1B | $4.4B | ||
| Q2 25 | $5.0B | $4.2B | ||
| Q1 25 | $4.9B | — | ||
| Q4 24 | $4.9B | $4.0B | ||
| Q3 24 | $4.4B | $4.1B | ||
| Q2 24 | $3.8B | $4.0B | ||
| Q1 24 | $3.7B | $3.8B |
| Q4 25 | 0.57× | 0.63× | ||
| Q3 25 | 0.61× | 0.51× | ||
| Q2 25 | 0.67× | 0.55× | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.69× | 0.60× | ||
| Q3 24 | 0.51× | 0.59× | ||
| Q2 24 | 0.29× | 0.63× | ||
| Q1 24 | 0.25× | 0.61× |
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 | $81.5M |
| Free Cash FlowOCF − Capex | $55.8M | $70.3M |
| FCF MarginFCF / Revenue | 7.8% | 9.7% |
| Capex IntensityCapex / Revenue | 9.0% | 1.5% |
| Cash ConversionOCF / Net Profit | 2.30× | 1.49× |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | $238.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $81.5M | ||
| Q3 25 | $160.6M | $46.6M | ||
| Q2 25 | $61.2M | $35.4M | ||
| Q1 25 | $-700.0K | — | ||
| Q4 24 | $248.2M | $126.9M | ||
| Q3 24 | $135.0M | $101.0M | ||
| Q2 24 | $38.3M | $83.0M | ||
| Q1 24 | $80.5M | $44.5M |
| Q4 25 | $55.8M | $70.3M | ||
| Q3 25 | $121.0M | $37.4M | ||
| Q2 25 | $33.4M | $28.1M | ||
| Q1 25 | $-34.7M | — | ||
| Q4 24 | $194.9M | $102.2M | ||
| Q3 24 | $100.6M | $90.4M | ||
| Q2 24 | $-9.3M | $74.0M | ||
| Q1 24 | $26.1M | $37.1M |
| Q4 25 | 7.8% | 9.7% | ||
| Q3 25 | 15.2% | 5.2% | ||
| Q2 25 | 4.5% | 4.1% | ||
| Q1 25 | -5.5% | — | ||
| Q4 24 | 29.3% | 15.2% | ||
| Q3 24 | 15.7% | 13.4% | ||
| Q2 24 | -1.4% | 10.5% | ||
| Q1 24 | 4.4% | 5.4% |
| Q4 25 | 9.0% | 1.5% | ||
| Q3 25 | 5.0% | 1.3% | ||
| Q2 25 | 3.8% | 1.1% | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 8.0% | 3.7% | ||
| Q3 24 | 5.4% | 1.6% | ||
| Q2 24 | 7.2% | 1.3% | ||
| Q1 24 | 9.1% | 1.1% |
| Q4 25 | 2.30× | 1.49× | ||
| Q3 25 | 2.20× | 0.70× | ||
| Q2 25 | 1.03× | 0.53× | ||
| Q1 25 | -0.03× | — | ||
| Q4 24 | — | 2.36× | ||
| Q3 24 | 8.13× | 1.48× | ||
| Q2 24 | 0.84× | 1.00× | ||
| Q1 24 | 2.05× | 0.74× |
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% |
ESAB
| Consumable Products | $477.9M | 66% |
| Equipment Products | $249.9M | 34% |
