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Side-by-side financial comparison of Arcosa, Inc. (ACA) and MARINEMAX INC (HZO). Click either name above to swap in a different company.
Arcosa, Inc. is the larger business by last-quarter revenue ($716.7M vs $505.2M, roughly 1.4× MARINEMAX INC). Arcosa, Inc. runs the higher net margin — 7.3% vs -1.6%, a 8.8% gap on every dollar of revenue. On growth, MARINEMAX INC posted the faster year-over-year revenue change (7.8% vs 7.6%). Arcosa, Inc. produced more free cash flow last quarter ($55.8M vs $8.3M). Over the past eight quarters, Arcosa, Inc.'s revenue compounded faster (9.4% CAGR vs -6.9%).
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.
MarineMax Inc. is a leading recreational boat and yacht retailer primarily operating in the United States. It offers new and pre-owned leisure vessels, alongside related services including maintenance, repair, financing, insurance coverage, yacht chartering, and boating lifestyle events, catering to private boating enthusiasts across North America.
ACA vs HZO — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $505.2M |
| Net Profit | $52.1M | $-7.9M |
| Gross Margin | 22.9% | 31.8% |
| Operating Margin | 11.0% | 1.0% |
| Net Margin | 7.3% | -1.6% |
| Revenue YoY | 7.6% | 7.8% |
| Net Profit YoY | 776.6% | -143.9% |
| EPS (diluted) | $1.06 | $-0.36 |
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 | $505.2M | ||
| Q3 25 | $797.8M | $552.2M | ||
| Q2 25 | $736.9M | $657.2M | ||
| Q1 25 | $632.0M | $631.5M | ||
| Q4 24 | $666.2M | $468.5M | ||
| Q3 24 | $640.4M | $563.1M | ||
| Q2 24 | $664.7M | $757.7M | ||
| Q1 24 | $598.6M | $582.9M |
| Q4 25 | $52.1M | $-7.9M | ||
| Q3 25 | $73.0M | $-851.0K | ||
| Q2 25 | $59.7M | $-52.1M | ||
| Q1 25 | $23.6M | $3.3M | ||
| Q4 24 | $-7.7M | $18.1M | ||
| Q3 24 | $16.6M | $4.0M | ||
| Q2 24 | $45.6M | $31.6M | ||
| Q1 24 | $39.2M | $1.6M |
| Q4 25 | 22.9% | 31.8% | ||
| Q3 25 | 24.1% | 34.7% | ||
| Q2 25 | 22.5% | 30.4% | ||
| Q1 25 | 19.8% | 30.0% | ||
| Q4 24 | 19.3% | 36.2% | ||
| Q3 24 | 21.3% | 34.3% | ||
| Q2 24 | 20.8% | 32.0% | ||
| Q1 24 | 18.6% | 32.7% |
| Q4 25 | 11.0% | 1.0% | ||
| Q3 25 | 14.1% | 2.5% | ||
| Q2 25 | 12.9% | -6.3% | ||
| Q1 25 | 8.8% | 3.6% | ||
| Q4 24 | 6.5% | 8.3% | ||
| Q3 24 | 5.3% | 4.8% | ||
| Q2 24 | 10.1% | 8.1% | ||
| Q1 24 | 8.9% | 3.7% |
| Q4 25 | 7.3% | -1.6% | ||
| Q3 25 | 9.2% | -0.2% | ||
| Q2 25 | 8.1% | -7.9% | ||
| Q1 25 | 3.7% | 0.5% | ||
| Q4 24 | -1.2% | 3.9% | ||
| Q3 24 | 2.6% | 0.7% | ||
| Q2 24 | 6.9% | 4.2% | ||
| Q1 24 | 6.5% | 0.3% |
| Q4 25 | $1.06 | $-0.36 | ||
| Q3 25 | $1.48 | $0.08 | ||
| Q2 25 | $1.22 | $-2.42 | ||
| Q1 25 | $0.48 | $0.14 | ||
| Q4 24 | $-0.16 | $0.77 | ||
| Q3 24 | $0.34 | $0.17 | ||
| Q2 24 | $0.93 | $1.37 | ||
| Q1 24 | $0.80 | $0.07 |
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 | $164.6M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $2.6B | $932.8M |
| Total Assets | $5.0B | $2.4B |
| Debt / EquityLower = less leverage | 0.57× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $164.6M | ||
| Q3 25 | $220.0M | $170.4M | ||
| Q2 25 | $189.7M | $151.0M | ||
| Q1 25 | $167.9M | $203.5M | ||
| Q4 24 | $187.3M | $145.0M | ||
| Q3 24 | $756.8M | $224.3M | ||
| Q2 24 | $103.7M | $242.4M | ||
| Q1 24 | $176.5M | $216.7M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.6B | $393.2M | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | — | ||
| Q3 24 | $1.2B | $391.2M | ||
| Q2 24 | $699.9M | — | ||
| Q1 24 | $600.6M | — |
| Q4 25 | $2.6B | $932.8M | ||
| Q3 25 | $2.6B | $937.2M | ||
| Q2 25 | $2.5B | $940.5M | ||
| Q1 25 | $2.5B | $993.4M | ||
| Q4 24 | $2.4B | $993.5M | ||
| Q3 24 | $2.4B | $975.8M | ||
| Q2 24 | $2.4B | $967.6M | ||
| Q1 24 | $2.4B | $931.3M |
| Q4 25 | $5.0B | $2.4B | ||
| Q3 25 | $5.1B | $2.5B | ||
| Q2 25 | $5.0B | $2.5B | ||
| Q1 25 | $4.9B | $2.7B | ||
| Q4 24 | $4.9B | $2.6B | ||
| Q3 24 | $4.4B | $2.6B | ||
| Q2 24 | $3.8B | $2.6B | ||
| Q1 24 | $3.7B | $2.6B |
| Q4 25 | 0.57× | — | ||
| Q3 25 | 0.61× | 0.42× | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.69× | — | ||
| Q3 24 | 0.51× | 0.40× | ||
| 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 | $16.9M |
| Free Cash FlowOCF − Capex | $55.8M | $8.3M |
| FCF MarginFCF / Revenue | 7.8% | 1.7% |
| Capex IntensityCapex / Revenue | 9.0% | 1.7% |
| Cash ConversionOCF / Net Profit | 2.30× | — |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | $184.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $16.9M | ||
| Q3 25 | $160.6M | $61.5M | ||
| Q2 25 | $61.2M | $84.9M | ||
| Q1 25 | $-700.0K | $72.5M | ||
| Q4 24 | $248.2M | $-146.1M | ||
| Q3 24 | $135.0M | $-782.0K | ||
| Q2 24 | $38.3M | $86.3M | ||
| Q1 24 | $80.5M | $-22.1M |
| Q4 25 | $55.8M | $8.3M | ||
| Q3 25 | $121.0M | $48.0M | ||
| Q2 25 | $33.4M | $68.5M | ||
| Q1 25 | $-34.7M | $59.8M | ||
| Q4 24 | $194.9M | $-164.4M | ||
| Q3 24 | $100.6M | $-17.5M | ||
| Q2 24 | $-9.3M | $71.1M | ||
| Q1 24 | $26.1M | $-37.3M |
| Q4 25 | 7.8% | 1.7% | ||
| Q3 25 | 15.2% | 8.7% | ||
| Q2 25 | 4.5% | 10.4% | ||
| Q1 25 | -5.5% | 9.5% | ||
| Q4 24 | 29.3% | -35.1% | ||
| Q3 24 | 15.7% | -3.1% | ||
| Q2 24 | -1.4% | 9.4% | ||
| Q1 24 | 4.4% | -6.4% |
| Q4 25 | 9.0% | 1.7% | ||
| Q3 25 | 5.0% | 2.4% | ||
| Q2 25 | 3.8% | 2.5% | ||
| Q1 25 | 5.4% | 2.0% | ||
| Q4 24 | 8.0% | 3.9% | ||
| Q3 24 | 5.4% | 3.0% | ||
| Q2 24 | 7.2% | 2.0% | ||
| Q1 24 | 9.1% | 2.6% |
| Q4 25 | 2.30× | — | ||
| Q3 25 | 2.20× | — | ||
| Q2 25 | 1.03× | — | ||
| Q1 25 | -0.03× | 21.97× | ||
| Q4 24 | — | -8.09× | ||
| Q3 24 | 8.13× | -0.20× | ||
| Q2 24 | 0.84× | 2.74× | ||
| Q1 24 | 2.05× | -13.92× |
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% |
HZO
Segment breakdown not available.
