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Side-by-side financial comparison of Arcosa, Inc. (ACA) and Magnera Corp (MAGN). Click either name above to swap in a different company.
Magnera Corp is the larger business by last-quarter revenue ($792.0M vs $716.7M, roughly 1.1× Arcosa, Inc.). Arcosa, Inc. runs the higher net margin — 7.3% vs -4.3%, a 11.6% gap on every dollar of revenue. On growth, Magnera Corp posted the faster year-over-year revenue change (12.8% vs 7.6%). Arcosa, Inc. produced more free cash flow last quarter ($55.8M vs $-13.0M). Over the past eight quarters, Magnera Corp's revenue compounded faster (54.9% 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.
ACA vs MAGN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $792.0M |
| Net Profit | $52.1M | $-34.0M |
| Gross Margin | 22.9% | 12.2% |
| Operating Margin | 11.0% | 1.8% |
| Net Margin | 7.3% | -4.3% |
| Revenue YoY | 7.6% | 12.8% |
| Net Profit YoY | 776.6% | 43.3% |
| EPS (diluted) | $1.06 | $-0.95 |
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 | $792.0M | ||
| Q3 25 | $797.8M | — | ||
| Q2 25 | $736.9M | $839.0M | ||
| Q1 25 | $632.0M | $824.0M | ||
| Q4 24 | $666.2M | $702.0M | ||
| Q3 24 | $640.4M | $332.1M | ||
| Q2 24 | $664.7M | $556.0M | ||
| Q1 24 | $598.6M | $558.0M |
| Q4 25 | $52.1M | $-34.0M | ||
| Q3 25 | $73.0M | — | ||
| Q2 25 | $59.7M | $-18.0M | ||
| Q1 25 | $23.6M | $-41.0M | ||
| Q4 24 | $-7.7M | $-60.0M | ||
| Q3 24 | $16.6M | $-15.2M | ||
| Q2 24 | $45.6M | $19.0M | ||
| Q1 24 | $39.2M | $14.0M |
| Q4 25 | 22.9% | 12.2% | ||
| Q3 25 | 24.1% | — | ||
| Q2 25 | 22.5% | 10.7% | ||
| Q1 25 | 19.8% | 10.7% | ||
| Q4 24 | 19.3% | 10.1% | ||
| Q3 24 | 21.3% | 10.7% | ||
| Q2 24 | 20.8% | 6.6% | ||
| Q1 24 | 18.6% | 6.2% |
| Q4 25 | 11.0% | 1.8% | ||
| Q3 25 | 14.1% | — | ||
| Q2 25 | 12.9% | 1.5% | ||
| Q1 25 | 8.8% | 0.5% | ||
| Q4 24 | 6.5% | -3.1% | ||
| Q3 24 | 5.3% | 0.9% | ||
| Q2 24 | 10.1% | 3.1% | ||
| Q1 24 | 8.9% | 3.8% |
| Q4 25 | 7.3% | -4.3% | ||
| Q3 25 | 9.2% | — | ||
| Q2 25 | 8.1% | -2.1% | ||
| Q1 25 | 3.7% | -5.0% | ||
| Q4 24 | -1.2% | -8.5% | ||
| Q3 24 | 2.6% | -4.6% | ||
| Q2 24 | 6.9% | 3.4% | ||
| Q1 24 | 6.5% | 2.5% |
| Q4 25 | $1.06 | $-0.95 | ||
| Q3 25 | $1.48 | — | ||
| Q2 25 | $1.22 | $-0.51 | ||
| Q1 25 | $0.48 | $-1.15 | ||
| Q4 24 | $-0.16 | $-1.69 | ||
| Q3 24 | $0.34 | $-0.33 | ||
| Q2 24 | $0.93 | $0.60 | ||
| Q1 24 | $0.80 | $0.44 |
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 | $264.0M |
| Total DebtLower is stronger | $1.5B | $1.9B |
| Stockholders' EquityBook value | $2.6B | $1.0B |
| Total Assets | $5.0B | $3.9B |
| Debt / EquityLower = less leverage | 0.57× | 1.86× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $264.0M | ||
| Q3 25 | $220.0M | — | ||
| Q2 25 | $189.7M | $276.0M | ||
| Q1 25 | $167.9M | $282.0M | ||
| Q4 24 | $187.3M | $215.0M | ||
| Q3 24 | $756.8M | $230.0M | ||
| Q2 24 | $103.7M | $33.9M | ||
| Q1 24 | $176.5M | $30.2M |
| Q4 25 | $1.5B | $1.9B | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | $2.0B | ||
| Q1 25 | $1.7B | $2.0B | ||
| Q4 24 | $1.7B | $2.0B | ||
| Q3 24 | $1.2B | $2.0B | ||
| Q2 24 | $699.9M | $877.4M | ||
| Q1 24 | $600.6M | $884.7M |
| Q4 25 | $2.6B | $1.0B | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.5B | $1.1B | ||
| Q1 25 | $2.5B | $1.1B | ||
| Q4 24 | $2.4B | $1.1B | ||
| Q3 24 | $2.4B | $2.1B | ||
| Q2 24 | $2.4B | $2.4B | ||
| Q1 24 | $2.4B | $2.4B |
| Q4 25 | $5.0B | $3.9B | ||
| Q3 25 | $5.1B | — | ||
| Q2 25 | $5.0B | $4.1B | ||
| Q1 25 | $4.9B | $4.1B | ||
| Q4 24 | $4.9B | $4.0B | ||
| Q3 24 | $4.4B | $2.8B | ||
| Q2 24 | $3.8B | $1.5B | ||
| Q1 24 | $3.7B | $1.5B |
| Q4 25 | 0.57× | 1.86× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.67× | 1.77× | ||
| Q1 25 | 0.68× | 1.83× | ||
| Q4 24 | 0.69× | 1.80× | ||
| Q3 24 | 0.51× | 0.91× | ||
| Q2 24 | 0.29× | 0.37× | ||
| Q1 24 | 0.25× | 0.36× |
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 | $2.0M |
| Free Cash FlowOCF − Capex | $55.8M | $-13.0M |
| FCF MarginFCF / Revenue | 7.8% | -1.6% |
| Capex IntensityCapex / Revenue | 9.0% | 1.9% |
| Cash ConversionOCF / Net Profit | 2.30× | — |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $2.0M | ||
| Q3 25 | $160.6M | — | ||
| Q2 25 | $61.2M | $0 | ||
| Q1 25 | $-700.0K | $65.0M | ||
| Q4 24 | $248.2M | $-58.0M | ||
| Q3 24 | $135.0M | $12.2M | ||
| Q2 24 | $38.3M | $38.0M | ||
| Q1 24 | $80.5M | $20.0M |
| Q4 25 | $55.8M | $-13.0M | ||
| Q3 25 | $121.0M | — | ||
| Q2 25 | $33.4M | — | ||
| Q1 25 | $-34.7M | $42.0M | ||
| Q4 24 | $194.9M | $-74.0M | ||
| Q3 24 | $100.6M | $3.6M | ||
| Q2 24 | $-9.3M | $23.0M | ||
| Q1 24 | $26.1M | $12.5M |
| Q4 25 | 7.8% | -1.6% | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | -5.5% | 5.1% | ||
| Q4 24 | 29.3% | -10.5% | ||
| Q3 24 | 15.7% | 1.1% | ||
| Q2 24 | -1.4% | 4.1% | ||
| Q1 24 | 4.4% | 2.2% |
| Q4 25 | 9.0% | 1.9% | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.8% | 1.5% | ||
| Q1 25 | 5.4% | 2.8% | ||
| Q4 24 | 8.0% | 2.3% | ||
| Q3 24 | 5.4% | 2.6% | ||
| Q2 24 | 7.2% | 2.7% | ||
| Q1 24 | 9.1% | 1.3% |
| 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× | 2.00× | ||
| Q1 24 | 2.05× | 1.43× |
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% |
MAGN
| Other | $451.0M | 57% |
| United States And Canada | $341.0M | 43% |
