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Side-by-side financial comparison of Arcosa, Inc. (ACA) and Hims & Hers Health, Inc. (HIMS). Click either name above to swap in a different company.
Arcosa, Inc. is the larger business by last-quarter revenue ($716.7M vs $617.8M, roughly 1.2× Hims & Hers Health, Inc.). Arcosa, Inc. runs the higher net margin — 7.3% vs 3.3%, a 3.9% gap on every dollar of revenue. On growth, Hims & Hers Health, Inc. posted the faster year-over-year revenue change (28.4% vs 7.6%). Arcosa, Inc. produced more free cash flow last quarter ($55.8M vs $-2.5M). Over the past eight quarters, Hims & Hers Health, Inc.'s revenue compounded faster (49.0% 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.
Hims & Hers Health, Inc. is an American telehealth company established in 2017. The company provides prescription medications, over-the-counter medications, and personal care products.
ACA vs HIMS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $617.8M |
| Net Profit | $52.1M | $20.6M |
| Gross Margin | 22.9% | 71.9% |
| Operating Margin | 11.0% | 1.5% |
| Net Margin | 7.3% | 3.3% |
| Revenue YoY | 7.6% | 28.4% |
| Net Profit YoY | 776.6% | -20.8% |
| EPS (diluted) | $1.06 | $0.08 |
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 | $617.8M | ||
| Q3 25 | $797.8M | $599.0M | ||
| Q2 25 | $736.9M | $544.8M | ||
| Q1 25 | $632.0M | $586.0M | ||
| Q4 24 | $666.2M | $481.1M | ||
| Q3 24 | $640.4M | $401.6M | ||
| Q2 24 | $664.7M | $315.6M | ||
| Q1 24 | $598.6M | $278.2M |
| Q4 25 | $52.1M | $20.6M | ||
| Q3 25 | $73.0M | $15.8M | ||
| Q2 25 | $59.7M | $42.5M | ||
| Q1 25 | $23.6M | $49.5M | ||
| Q4 24 | $-7.7M | $26.0M | ||
| Q3 24 | $16.6M | $75.6M | ||
| Q2 24 | $45.6M | $13.3M | ||
| Q1 24 | $39.2M | $11.1M |
| Q4 25 | 22.9% | 71.9% | ||
| Q3 25 | 24.1% | 73.8% | ||
| Q2 25 | 22.5% | 76.4% | ||
| Q1 25 | 19.8% | 73.5% | ||
| Q4 24 | 19.3% | 76.8% | ||
| Q3 24 | 21.3% | 79.2% | ||
| Q2 24 | 20.8% | 81.3% | ||
| Q1 24 | 18.6% | 82.4% |
| Q4 25 | 11.0% | 1.5% | ||
| Q3 25 | 14.1% | 2.0% | ||
| Q2 25 | 12.9% | 4.9% | ||
| Q1 25 | 8.8% | 9.9% | ||
| Q4 24 | 6.5% | 3.9% | ||
| Q3 24 | 5.3% | 5.6% | ||
| Q2 24 | 10.1% | 3.5% | ||
| Q1 24 | 8.9% | 3.6% |
| Q4 25 | 7.3% | 3.3% | ||
| Q3 25 | 9.2% | 2.6% | ||
| Q2 25 | 8.1% | 7.8% | ||
| Q1 25 | 3.7% | 8.4% | ||
| Q4 24 | -1.2% | 5.4% | ||
| Q3 24 | 2.6% | 18.8% | ||
| Q2 24 | 6.9% | 4.2% | ||
| Q1 24 | 6.5% | 4.0% |
| Q4 25 | $1.06 | $0.08 | ||
| Q3 25 | $1.48 | $0.06 | ||
| Q2 25 | $1.22 | $0.17 | ||
| Q1 25 | $0.48 | $0.20 | ||
| Q4 24 | $-0.16 | $0.10 | ||
| Q3 24 | $0.34 | $0.32 | ||
| Q2 24 | $0.93 | $0.06 | ||
| Q1 24 | $0.80 | $0.05 |
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 | $228.6M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $2.6B | $540.9M |
| Total Assets | $5.0B | $2.2B |
| Debt / EquityLower = less leverage | 0.57× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $228.6M | ||
| Q3 25 | $220.0M | $345.8M | ||
| Q2 25 | $189.7M | $1.1B | ||
| Q1 25 | $167.9M | $273.7M | ||
| Q4 24 | $187.3M | $220.6M | ||
| Q3 24 | $756.8M | $165.5M | ||
| Q2 24 | $103.7M | $129.3M | ||
| Q1 24 | $176.5M | $105.2M |
| 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 | $540.9M | ||
| Q3 25 | $2.6B | $581.0M | ||
| Q2 25 | $2.5B | $562.7M | ||
| Q1 25 | $2.5B | $549.3M | ||
| Q4 24 | $2.4B | $476.7M | ||
| Q3 24 | $2.4B | $440.1M | ||
| Q2 24 | $2.4B | $362.0M | ||
| Q1 24 | $2.4B | $344.5M |
| Q4 25 | $5.0B | $2.2B | ||
| Q3 25 | $5.1B | $2.2B | ||
| Q2 25 | $5.0B | $1.9B | ||
| Q1 25 | $4.9B | $891.7M | ||
| Q4 24 | $4.9B | $707.5M | ||
| Q3 24 | $4.4B | $602.3M | ||
| Q2 24 | $3.8B | $480.5M | ||
| Q1 24 | $3.7B | $448.1M |
| 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 | $61.3M |
| Free Cash FlowOCF − Capex | $55.8M | $-2.5M |
| FCF MarginFCF / Revenue | 7.8% | -0.4% |
| Capex IntensityCapex / Revenue | 9.0% | 10.3% |
| Cash ConversionOCF / Net Profit | 2.30× | 2.98× |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | $57.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $61.3M | ||
| Q3 25 | $160.6M | $148.7M | ||
| Q2 25 | $61.2M | $-19.1M | ||
| Q1 25 | $-700.0K | $109.1M | ||
| Q4 24 | $248.2M | $86.4M | ||
| Q3 24 | $135.0M | $85.3M | ||
| Q2 24 | $38.3M | $53.6M | ||
| Q1 24 | $80.5M | $25.8M |
| Q4 25 | $55.8M | $-2.5M | ||
| Q3 25 | $121.0M | $79.3M | ||
| Q2 25 | $33.4M | $-69.5M | ||
| Q1 25 | $-34.7M | $50.1M | ||
| Q4 24 | $194.9M | $59.5M | ||
| Q3 24 | $100.6M | $79.4M | ||
| Q2 24 | $-9.3M | $47.6M | ||
| Q1 24 | $26.1M | $11.8M |
| Q4 25 | 7.8% | -0.4% | ||
| Q3 25 | 15.2% | 13.2% | ||
| Q2 25 | 4.5% | -12.8% | ||
| Q1 25 | -5.5% | 8.5% | ||
| Q4 24 | 29.3% | 12.4% | ||
| Q3 24 | 15.7% | 19.8% | ||
| Q2 24 | -1.4% | 15.1% | ||
| Q1 24 | 4.4% | 4.3% |
| Q4 25 | 9.0% | 10.3% | ||
| Q3 25 | 5.0% | 11.6% | ||
| Q2 25 | 3.8% | 9.3% | ||
| Q1 25 | 5.4% | 10.1% | ||
| Q4 24 | 8.0% | 5.6% | ||
| Q3 24 | 5.4% | 1.5% | ||
| Q2 24 | 7.2% | 1.9% | ||
| Q1 24 | 9.1% | 5.0% |
| Q4 25 | 2.30× | 2.98× | ||
| Q3 25 | 2.20× | 9.43× | ||
| Q2 25 | 1.03× | -0.45× | ||
| Q1 25 | -0.03× | 2.20× | ||
| Q4 24 | — | 3.32× | ||
| Q3 24 | 8.13× | 1.13× | ||
| Q2 24 | 0.84× | 4.03× | ||
| Q1 24 | 2.05× | 2.32× |
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% |
HIMS
Segment breakdown not available.
