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Side-by-side financial comparison of Arcosa, Inc. (ACA) and Genius Sports Ltd (GENI). Click either name above to swap in a different company.
Arcosa, Inc. is the larger business by last-quarter revenue ($716.7M vs $510.9M, roughly 1.4× Genius Sports Ltd). Arcosa, Inc. runs the higher net margin — 7.3% vs -12.3%, a 19.6% gap on every dollar of revenue. Genius Sports Ltd produced more free cash flow last quarter ($69.6M vs $55.8M). Over the past eight quarters, Genius Sports Ltd's revenue compounded faster (129.2% 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.
Genius Sports is a sports data and technology company that provides data management, video streaming and integrity services to sports leagues, bookmakers and media companies.
ACA vs GENI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $510.9M |
| Net Profit | $52.1M | $-63.0M |
| Gross Margin | 22.9% | 25.2% |
| Operating Margin | 11.0% | -11.5% |
| Net Margin | 7.3% | -12.3% |
| Revenue YoY | 7.6% | — |
| Net Profit YoY | 776.6% | — |
| EPS (diluted) | $1.06 | — |
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 | $510.9M | ||
| Q3 25 | $797.8M | $335.4M | ||
| Q2 25 | $736.9M | $215.2M | ||
| Q1 25 | $632.0M | $119.7M | ||
| Q4 24 | $666.2M | $413.0M | ||
| Q3 24 | $640.4M | $285.8M | ||
| Q2 24 | $664.7M | $184.1M | ||
| Q1 24 | $598.6M | $97.2M |
| Q4 25 | $52.1M | $-63.0M | ||
| Q3 25 | $73.0M | — | ||
| Q2 25 | $59.7M | $-47.3M | ||
| Q1 25 | $23.6M | $-25.5M | ||
| Q4 24 | $-7.7M | $-85.5M | ||
| Q3 24 | $16.6M | $-47.1M | ||
| Q2 24 | $45.6M | $-35.5M | ||
| Q1 24 | $39.2M | $-25.2M |
| Q4 25 | 22.9% | 25.2% | ||
| Q3 25 | 24.1% | 24.2% | ||
| Q2 25 | 22.5% | 19.1% | ||
| Q1 25 | 19.8% | 10.7% | ||
| Q4 24 | 19.3% | 16.7% | ||
| Q3 24 | 21.3% | 20.5% | ||
| Q2 24 | 20.8% | 18.6% | ||
| Q1 24 | 18.6% | 9.8% |
| Q4 25 | 11.0% | -11.5% | ||
| Q3 25 | 14.1% | -15.3% | ||
| Q2 25 | 12.9% | -21.0% | ||
| Q1 25 | 8.8% | -20.3% | ||
| Q4 24 | 6.5% | -18.0% | ||
| Q3 24 | 5.3% | -13.9% | ||
| Q2 24 | 10.1% | -16.8% | ||
| Q1 24 | 8.9% | -23.7% |
| Q4 25 | 7.3% | -12.3% | ||
| Q3 25 | 9.2% | — | ||
| Q2 25 | 8.1% | -22.0% | ||
| Q1 25 | 3.7% | -21.3% | ||
| Q4 24 | -1.2% | -20.7% | ||
| Q3 24 | 2.6% | -16.5% | ||
| Q2 24 | 6.9% | -19.3% | ||
| Q1 24 | 6.5% | -25.9% |
| Q4 25 | $1.06 | — | ||
| Q3 25 | $1.48 | — | ||
| Q2 25 | $1.22 | — | ||
| Q1 25 | $0.48 | — | ||
| Q4 24 | $-0.16 | — | ||
| Q3 24 | $0.34 | — | ||
| Q2 24 | $0.93 | — | ||
| Q1 24 | $0.80 | — |
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 | $280.6M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $2.6B | $724.5M |
| Total Assets | $5.0B | $1.1B |
| Debt / EquityLower = less leverage | 0.57× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $280.6M | ||
| Q3 25 | $220.0M | $110.2M | ||
| Q2 25 | $189.7M | $110.2M | ||
| Q1 25 | $167.9M | $110.2M | ||
| Q4 24 | $187.3M | $100.3M | ||
| Q3 24 | $756.8M | $100.3M | ||
| Q2 24 | $103.7M | $100.3M | ||
| Q1 24 | $176.5M | $100.3M |
| 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 | $724.5M | ||
| Q3 25 | $2.6B | $572.4M | ||
| Q2 25 | $2.5B | $572.4M | ||
| Q1 25 | $2.5B | $572.4M | ||
| Q4 24 | $2.4B | $573.0M | ||
| Q3 24 | $2.4B | $573.0M | ||
| Q2 24 | $2.4B | $573.0M | ||
| Q1 24 | $2.4B | $573.0M |
| Q4 25 | $5.0B | $1.1B | ||
| Q3 25 | $5.1B | $792.3M | ||
| Q2 25 | $5.0B | $792.3M | ||
| Q1 25 | $4.9B | $792.3M | ||
| Q4 24 | $4.9B | $775.7M | ||
| Q3 24 | $4.4B | $775.7M | ||
| Q2 24 | $3.8B | $775.7M | ||
| Q1 24 | $3.7B | $775.7M |
| 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 | $81.9M |
| Free Cash FlowOCF − Capex | $55.8M | $69.6M |
| FCF MarginFCF / Revenue | 7.8% | 13.6% |
| Capex IntensityCapex / Revenue | 9.0% | 2.4% |
| Cash ConversionOCF / Net Profit | 2.30× | — |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | $33.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $81.9M | ||
| Q3 25 | $160.6M | $-4.8M | ||
| Q2 25 | $61.2M | $-1.2M | ||
| Q1 25 | $-700.0K | $-14.6M | ||
| Q4 24 | $248.2M | $14.9M | ||
| Q3 24 | $135.0M | $-9.2M | ||
| Q2 24 | $38.3M | — | ||
| Q1 24 | $80.5M | — |
| Q4 25 | $55.8M | $69.6M | ||
| Q3 25 | $121.0M | $-14.2M | ||
| Q2 25 | $33.4M | $-5.8M | ||
| Q1 25 | $-34.7M | $-16.0M | ||
| Q4 24 | $194.9M | $11.3M | ||
| Q3 24 | $100.6M | $-11.6M | ||
| Q2 24 | $-9.3M | — | ||
| Q1 24 | $26.1M | — |
| Q4 25 | 7.8% | 13.6% | ||
| Q3 25 | 15.2% | -4.2% | ||
| Q2 25 | 4.5% | -2.7% | ||
| Q1 25 | -5.5% | -13.4% | ||
| Q4 24 | 29.3% | 2.7% | ||
| Q3 24 | 15.7% | -4.1% | ||
| Q2 24 | -1.4% | — | ||
| Q1 24 | 4.4% | — |
| Q4 25 | 9.0% | 2.4% | ||
| Q3 25 | 5.0% | 2.8% | ||
| Q2 25 | 3.8% | 2.1% | ||
| Q1 25 | 5.4% | 1.2% | ||
| Q4 24 | 8.0% | 0.9% | ||
| Q3 24 | 5.4% | 0.9% | ||
| Q2 24 | 7.2% | — | ||
| Q1 24 | 9.1% | — |
| Q4 25 | 2.30× | — | ||
| Q3 25 | 2.20× | — | ||
| Q2 25 | 1.03× | — | ||
| Q1 25 | -0.03× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.13× | — | ||
| 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% |
GENI
Segment breakdown not available.
