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Side-by-side financial comparison of Arcosa, Inc. (ACA) and Gaotu Techedu Inc. (GOTU). Click either name above to swap in a different company.

Gaotu Techedu Inc. is the larger business by last-quarter revenue ($767.1M vs $716.7M, roughly 1.1× Arcosa, Inc.). Over the past eight quarters, Gaotu Techedu Inc.'s revenue compounded faster (141.9% 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.

Gaotu Techedu Inc. is a Chinese education technology company offering online tutoring services for K-12 students, along with foreign language and professional training courses for adults. The company was founded in 2014 by Xiang Dong Chen. Its primary product is the online education platform Genshuixue.

ACA vs GOTU — Head-to-Head

Bigger by revenue
GOTU
GOTU
1.1× larger
GOTU
$767.1M
$716.7M
ACA
Faster 2-yr revenue CAGR
GOTU
GOTU
Annualised
GOTU
141.9%
9.4%
ACA

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
ACA
ACA
GOTU
GOTU
Revenue
$716.7M
$767.1M
Net Profit
$52.1M
Gross Margin
22.9%
Operating Margin
11.0%
Net Margin
7.3%
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.

Revenue
ACA
ACA
GOTU
GOTU
Q4 25
$716.7M
$767.1M
Q3 25
$797.8M
$221.8M
Q2 25
$736.9M
$194.0M
Q1 25
$632.0M
$205.7M
Q4 24
$666.2M
$318.7M
Q3 24
$640.4M
$172.2M
Q2 24
$664.7M
$139.0M
Q1 24
$598.6M
$131.1M
Net Profit
ACA
ACA
GOTU
GOTU
Q4 25
$52.1M
Q3 25
$73.0M
$-20.7M
Q2 25
$59.7M
$-30.2M
Q1 25
$23.6M
Q4 24
$-7.7M
Q3 24
$16.6M
Q2 24
$45.6M
$-59.1M
Q1 24
$39.2M
$-1.7M
Gross Margin
ACA
ACA
GOTU
GOTU
Q4 25
22.9%
Q3 25
24.1%
66.1%
Q2 25
22.5%
66.0%
Q1 25
19.8%
69.7%
Q4 24
19.3%
Q3 24
21.3%
64.4%
Q2 24
20.8%
69.0%
Q1 24
18.6%
71.3%
Operating Margin
ACA
ACA
GOTU
GOTU
Q4 25
11.0%
Q3 25
14.1%
-11.3%
Q2 25
12.9%
-17.4%
Q1 25
8.8%
Q4 24
6.5%
Q3 24
5.3%
Q2 24
10.1%
-46.0%
Q1 24
8.9%
-8.2%
Net Margin
ACA
ACA
GOTU
GOTU
Q4 25
7.3%
Q3 25
9.2%
-9.3%
Q2 25
8.1%
-15.5%
Q1 25
3.7%
Q4 24
-1.2%
Q3 24
2.6%
Q2 24
6.9%
-42.5%
Q1 24
6.5%
-1.3%
EPS (diluted)
ACA
ACA
GOTU
GOTU
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
ACA
ACA
GOTU
GOTU
Cash + ST InvestmentsLiquidity on hand
$214.6M
$596.2M
Total DebtLower is stronger
$1.5B
Stockholders' EquityBook value
$2.6B
$1.3B
Total Assets
$5.0B
$6.2B
Debt / EquityLower = less leverage
0.57×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ACA
ACA
GOTU
GOTU
Q4 25
$214.6M
$596.2M
Q3 25
$220.0M
$318.7M
Q2 25
$189.7M
$814.4M
Q1 25
$167.9M
$1.0B
Q4 24
$187.3M
$433.8M
Q3 24
$756.8M
$855.8M
Q2 24
$103.7M
$1.4B
Q1 24
$176.5M
$1.2B
Total Debt
ACA
ACA
GOTU
GOTU
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
Stockholders' Equity
ACA
ACA
GOTU
GOTU
Q4 25
$2.6B
$1.3B
Q3 25
$2.6B
$1.4B
Q2 25
$2.5B
$1.6B
Q1 25
$2.5B
$1.9B
Q4 24
$2.4B
$264.9M
Q3 24
$2.4B
$2.1B
Q2 24
$2.4B
$2.7B
Q1 24
$2.4B
$3.1B
Total Assets
ACA
ACA
GOTU
GOTU
Q4 25
$5.0B
$6.2B
Q3 25
$5.1B
$5.1B
Q2 25
$5.0B
$5.9B
Q1 25
$4.9B
$5.2B
Q4 24
$4.9B
$798.4M
Q3 24
$4.4B
$5.2B
Q2 24
$3.8B
$5.8B
Q1 24
$3.7B
$5.3B
Debt / Equity
ACA
ACA
GOTU
GOTU
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
ACA
ACA
GOTU
GOTU
Operating Cash FlowLast quarter
$120.0M
Free Cash FlowOCF − Capex
$55.8M
FCF MarginFCF / Revenue
7.8%
Capex IntensityCapex / Revenue
9.0%
Cash ConversionOCF / Net Profit
2.30×
TTM Free Cash FlowTrailing 4 quarters
$175.5M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ACA
ACA
GOTU
GOTU
Q4 25
$120.0M
Q3 25
$160.6M
Q2 25
$61.2M
Q1 25
$-700.0K
Q4 24
$248.2M
$35.3M
Q3 24
$135.0M
Q2 24
$38.3M
Q1 24
$80.5M
Free Cash Flow
ACA
ACA
GOTU
GOTU
Q4 25
$55.8M
Q3 25
$121.0M
Q2 25
$33.4M
Q1 25
$-34.7M
Q4 24
$194.9M
$10.9M
Q3 24
$100.6M
Q2 24
$-9.3M
Q1 24
$26.1M
FCF Margin
ACA
ACA
GOTU
GOTU
Q4 25
7.8%
Q3 25
15.2%
Q2 25
4.5%
Q1 25
-5.5%
Q4 24
29.3%
3.4%
Q3 24
15.7%
Q2 24
-1.4%
Q1 24
4.4%
Capex Intensity
ACA
ACA
GOTU
GOTU
Q4 25
9.0%
Q3 25
5.0%
Q2 25
3.8%
Q1 25
5.4%
Q4 24
8.0%
7.7%
Q3 24
5.4%
Q2 24
7.2%
Q1 24
9.1%
Cash Conversion
ACA
ACA
GOTU
GOTU
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
ACA

Engineered Structures$301.1M42%
Total Construction Materials$276.8M39%
Specialty Materials And Asphalt$110.2M15%
Construction Site Support$28.6M4%

GOTU
GOTU

Segment breakdown not available.

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