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Side-by-side financial comparison of Arcosa, Inc. (ACA) and Fabrinet (FN). Click either name above to swap in a different company.
Fabrinet is the larger business by last-quarter revenue ($1.1B vs $716.7M, roughly 1.6× Arcosa, Inc.). Fabrinet runs the higher net margin — 9.9% vs 7.3%, a 2.7% gap on every dollar of revenue. On growth, Fabrinet posted the faster year-over-year revenue change (35.9% vs 7.6%). Arcosa, Inc. produced more free cash flow last quarter ($55.8M vs $-5.3M). Over the past eight quarters, Fabrinet's revenue compounded faster (24.4% 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.
FabrinetFNEarnings & Financial Report
Below is a list of companies having stocks that are included in the S&P MidCap 400 stock market index. The index, maintained by S&P Dow Jones Indices, comprises the common stocks of 400 mid-cap, mostly American, companies. Although called the S&P 400, the index sometimes contains more than 400 stocks when it includes two or more share classes of stock from one of its component companies.
ACA vs FN — Head-to-Head
Income Statement — Q4 FY2025 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $1.1B |
| Net Profit | $52.1M | $112.6M |
| Gross Margin | 22.9% | 12.2% |
| Operating Margin | 11.0% | 10.1% |
| Net Margin | 7.3% | 9.9% |
| Revenue YoY | 7.6% | 35.9% |
| Net Profit YoY | 776.6% | 30.0% |
| EPS (diluted) | $1.06 | $3.11 |
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 | $1.1B | ||
| Q3 25 | $797.8M | $978.1M | ||
| Q2 25 | $736.9M | $909.7M | ||
| Q1 25 | $632.0M | $871.8M | ||
| Q4 24 | $666.2M | $833.6M | ||
| Q3 24 | $640.4M | $804.2M | ||
| Q2 24 | $664.7M | $753.3M | ||
| Q1 24 | $598.6M | $731.5M |
| Q4 25 | $52.1M | $112.6M | ||
| Q3 25 | $73.0M | $95.9M | ||
| Q2 25 | $59.7M | $87.2M | ||
| Q1 25 | $23.6M | $81.3M | ||
| Q4 24 | $-7.7M | $86.6M | ||
| Q3 24 | $16.6M | $77.4M | ||
| Q2 24 | $45.6M | $81.1M | ||
| Q1 24 | $39.2M | $80.9M |
| Q4 25 | 22.9% | 12.2% | ||
| Q3 25 | 24.1% | 11.9% | ||
| Q2 25 | 22.5% | 12.2% | ||
| Q1 25 | 19.8% | 11.7% | ||
| Q4 24 | 19.3% | 12.1% | ||
| Q3 24 | 21.3% | 12.3% | ||
| Q2 24 | 20.8% | 12.3% | ||
| Q1 24 | 18.6% | 12.4% |
| Q4 25 | 11.0% | 10.1% | ||
| Q3 25 | 14.1% | 9.6% | ||
| Q2 25 | 12.9% | 9.8% | ||
| Q1 25 | 8.8% | 9.0% | ||
| Q4 24 | 6.5% | 9.5% | ||
| Q3 24 | 5.3% | 9.6% | ||
| Q2 24 | 10.1% | 9.7% | ||
| Q1 24 | 8.9% | 9.7% |
| Q4 25 | 7.3% | 9.9% | ||
| Q3 25 | 9.2% | 9.8% | ||
| Q2 25 | 8.1% | 9.6% | ||
| Q1 25 | 3.7% | 9.3% | ||
| Q4 24 | -1.2% | 10.4% | ||
| Q3 24 | 2.6% | 9.6% | ||
| Q2 24 | 6.9% | 10.8% | ||
| Q1 24 | 6.5% | 11.1% |
| Q4 25 | $1.06 | $3.11 | ||
| Q3 25 | $1.48 | $2.66 | ||
| Q2 25 | $1.22 | $2.41 | ||
| Q1 25 | $0.48 | $2.25 | ||
| Q4 24 | $-0.16 | $2.38 | ||
| Q3 24 | $0.34 | $2.13 | ||
| Q2 24 | $0.93 | $2.22 | ||
| Q1 24 | $0.80 | $2.21 |
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 | $960.8M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $2.6B | $2.2B |
| Total Assets | $5.0B | $3.3B |
| Debt / EquityLower = less leverage | 0.57× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $960.8M | ||
| Q3 25 | $220.0M | $968.8M | ||
| Q2 25 | $189.7M | $934.2M | ||
| Q1 25 | $167.9M | $950.7M | ||
| Q4 24 | $187.3M | $934.6M | ||
| Q3 24 | $756.8M | $908.9M | ||
| Q2 24 | $103.7M | $858.6M | ||
| Q1 24 | $176.5M | $794.0M |
| 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 24 | $600.6M | — |
| Q4 25 | $2.6B | $2.2B | ||
| Q3 25 | $2.6B | $2.1B | ||
| Q2 25 | $2.5B | $2.0B | ||
| Q1 25 | $2.5B | $1.9B | ||
| Q4 24 | $2.4B | $1.8B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.4B | $1.7B | ||
| Q1 24 | $2.4B | $1.7B |
| Q4 25 | $5.0B | $3.3B | ||
| Q3 25 | $5.1B | $3.0B | ||
| Q2 25 | $5.0B | $2.8B | ||
| Q1 25 | $4.9B | $2.6B | ||
| Q4 24 | $4.9B | $2.5B | ||
| Q3 24 | $4.4B | $2.4B | ||
| Q2 24 | $3.8B | $2.3B | ||
| Q1 24 | $3.7B | $2.2B |
| 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 | $46.3M |
| Free Cash FlowOCF − Capex | $55.8M | $-5.3M |
| FCF MarginFCF / Revenue | 7.8% | -0.5% |
| Capex IntensityCapex / Revenue | 9.0% | 4.6% |
| Cash ConversionOCF / Net Profit | 2.30× | 0.41× |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | $102.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $46.3M | ||
| Q3 25 | $160.6M | $102.6M | ||
| Q2 25 | $61.2M | $55.1M | ||
| Q1 25 | $-700.0K | $74.2M | ||
| Q4 24 | $248.2M | $115.9M | ||
| Q3 24 | $135.0M | $83.2M | ||
| Q2 24 | $38.3M | $83.1M | ||
| Q1 24 | $80.5M | $100.9M |
| Q4 25 | $55.8M | $-5.3M | ||
| Q3 25 | $121.0M | $57.3M | ||
| Q2 25 | $33.4M | $4.7M | ||
| Q1 25 | $-34.7M | $45.7M | ||
| Q4 24 | $194.9M | $94.0M | ||
| Q3 24 | $100.6M | $62.9M | ||
| Q2 24 | $-9.3M | $70.4M | ||
| Q1 24 | $26.1M | $87.3M |
| Q4 25 | 7.8% | -0.5% | ||
| Q3 25 | 15.2% | 5.9% | ||
| Q2 25 | 4.5% | 0.5% | ||
| Q1 25 | -5.5% | 5.2% | ||
| Q4 24 | 29.3% | 11.3% | ||
| Q3 24 | 15.7% | 7.8% | ||
| Q2 24 | -1.4% | 9.3% | ||
| Q1 24 | 4.4% | 11.9% |
| Q4 25 | 9.0% | 4.6% | ||
| Q3 25 | 5.0% | 4.6% | ||
| Q2 25 | 3.8% | 5.5% | ||
| Q1 25 | 5.4% | 3.3% | ||
| Q4 24 | 8.0% | 2.6% | ||
| Q3 24 | 5.4% | 2.5% | ||
| Q2 24 | 7.2% | 1.7% | ||
| Q1 24 | 9.1% | 1.9% |
| Q4 25 | 2.30× | 0.41× | ||
| Q3 25 | 2.20× | 1.07× | ||
| Q2 25 | 1.03× | 0.63× | ||
| Q1 25 | -0.03× | 0.91× | ||
| Q4 24 | — | 1.34× | ||
| Q3 24 | 8.13× | 1.07× | ||
| Q2 24 | 0.84× | 1.02× | ||
| Q1 24 | 2.05× | 1.25× |
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% |
FN
| Optical Communications | $832.6M | 73% |
| Non Optical Communications | $300.3M | 27% |
