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Side-by-side financial comparison of Arcosa, Inc. (ACA) and Noble Corp plc (NE). Click either name above to swap in a different company.
Noble Corp plc is the larger business by last-quarter revenue ($764.4M vs $716.7M, roughly 1.1× Arcosa, Inc.). Noble Corp plc runs the higher net margin — 11.3% vs 7.3%, a 4.1% gap on every dollar of revenue. On growth, Arcosa, Inc. posted the faster year-over-year revenue change (7.6% vs -17.6%). Arcosa, Inc. produced more free cash flow last quarter ($55.8M vs $35.4M). Over the past eight quarters, Noble Corp plc's revenue compounded faster (9.5% 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.
Barnes & Noble Booksellers is an American bookseller with the largest number of retail outlets in the United States. The company operates approximately 700+ retail stores across the United States.
ACA vs NE — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $764.4M |
| Net Profit | $52.1M | $86.6M |
| Gross Margin | 22.9% | — |
| Operating Margin | 11.0% | 5.6% |
| Net Margin | 7.3% | 11.3% |
| Revenue YoY | 7.6% | -17.6% |
| Net Profit YoY | 776.6% | -10.4% |
| EPS (diluted) | $1.06 | $0.54 |
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 | $764.4M | ||
| Q3 25 | $797.8M | $798.0M | ||
| Q2 25 | $736.9M | $848.7M | ||
| Q1 25 | $632.0M | $874.5M | ||
| Q4 24 | $666.2M | $927.3M | ||
| Q3 24 | $640.4M | $800.5M | ||
| Q2 24 | $664.7M | $692.8M | ||
| Q1 24 | $598.6M | $637.1M |
| Q4 25 | $52.1M | $86.6M | ||
| Q3 25 | $73.0M | $-21.1M | ||
| Q2 25 | $59.7M | $42.9M | ||
| Q1 25 | $23.6M | $108.3M | ||
| Q4 24 | $-7.7M | $96.6M | ||
| Q3 24 | $16.6M | $61.2M | ||
| Q2 24 | $45.6M | $195.0M | ||
| Q1 24 | $39.2M | $95.5M |
| Q4 25 | 22.9% | — | ||
| Q3 25 | 24.1% | — | ||
| Q2 25 | 22.5% | — | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 21.3% | — | ||
| Q2 24 | 20.8% | — | ||
| Q1 24 | 18.6% | — |
| Q4 25 | 11.0% | 5.6% | ||
| Q3 25 | 14.1% | 6.3% | ||
| Q2 25 | 12.9% | 15.9% | ||
| Q1 25 | 8.8% | 21.4% | ||
| Q4 24 | 6.5% | 18.4% | ||
| Q3 24 | 5.3% | 14.4% | ||
| Q2 24 | 10.1% | 30.3% | ||
| Q1 24 | 8.9% | 16.9% |
| Q4 25 | 7.3% | 11.3% | ||
| Q3 25 | 9.2% | -2.6% | ||
| Q2 25 | 8.1% | 5.1% | ||
| Q1 25 | 3.7% | 12.4% | ||
| Q4 24 | -1.2% | 10.4% | ||
| Q3 24 | 2.6% | 7.6% | ||
| Q2 24 | 6.9% | 28.1% | ||
| Q1 24 | 6.5% | 15.0% |
| Q4 25 | $1.06 | $0.54 | ||
| Q3 25 | $1.48 | $-0.13 | ||
| Q2 25 | $1.22 | $0.27 | ||
| Q1 25 | $0.48 | $0.67 | ||
| Q4 24 | $-0.16 | $0.56 | ||
| Q3 24 | $0.34 | $0.40 | ||
| Q2 24 | $0.93 | $1.34 | ||
| Q1 24 | $0.80 | $0.66 |
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 | $471.4M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $2.6B | $4.5B |
| Total Assets | $5.0B | $7.5B |
| Debt / EquityLower = less leverage | 0.57× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $471.4M | ||
| Q3 25 | $220.0M | $477.9M | ||
| Q2 25 | $189.7M | $338.2M | ||
| Q1 25 | $167.9M | $303.8M | ||
| Q4 24 | $187.3M | $247.3M | ||
| Q3 24 | $756.8M | $391.9M | ||
| Q2 24 | $103.7M | $162.9M | ||
| Q1 24 | $176.5M | $212.5M |
| 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 | $4.5B | ||
| Q3 25 | $2.6B | $4.5B | ||
| Q2 25 | $2.5B | $4.6B | ||
| Q1 25 | $2.5B | $4.7B | ||
| Q4 24 | $2.4B | $4.7B | ||
| Q3 24 | $2.4B | $4.7B | ||
| Q2 24 | $2.4B | $4.0B | ||
| Q1 24 | $2.4B | $3.9B |
| Q4 25 | $5.0B | $7.5B | ||
| Q3 25 | $5.1B | $7.6B | ||
| Q2 25 | $5.0B | $7.7B | ||
| Q1 25 | $4.9B | $7.9B | ||
| Q4 24 | $4.9B | $8.0B | ||
| Q3 24 | $4.4B | $8.0B | ||
| Q2 24 | $3.8B | $5.6B | ||
| Q1 24 | $3.7B | $5.4B |
| 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 | $187.1M |
| Free Cash FlowOCF − Capex | $55.8M | $35.4M |
| FCF MarginFCF / Revenue | 7.8% | 4.6% |
| Capex IntensityCapex / Revenue | 9.0% | 19.9% |
| Cash ConversionOCF / Net Profit | 2.30× | 2.16× |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | $432.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $187.1M | ||
| Q3 25 | $160.6M | $277.1M | ||
| Q2 25 | $61.2M | $216.4M | ||
| Q1 25 | $-700.0K | $271.1M | ||
| Q4 24 | $248.2M | $136.2M | ||
| Q3 24 | $135.0M | $283.8M | ||
| Q2 24 | $38.3M | $106.8M | ||
| Q1 24 | $80.5M | $128.7M |
| Q4 25 | $55.8M | $35.4M | ||
| Q3 25 | $121.0M | $139.5M | ||
| Q2 25 | $33.4M | $99.8M | ||
| Q1 25 | $-34.7M | $157.5M | ||
| Q4 24 | $194.9M | $-4.4M | ||
| Q3 24 | $100.6M | $156.8M | ||
| Q2 24 | $-9.3M | $-34.3M | ||
| Q1 24 | $26.1M | $-37.9M |
| Q4 25 | 7.8% | 4.6% | ||
| Q3 25 | 15.2% | 17.5% | ||
| Q2 25 | 4.5% | 11.8% | ||
| Q1 25 | -5.5% | 18.0% | ||
| Q4 24 | 29.3% | -0.5% | ||
| Q3 24 | 15.7% | 19.6% | ||
| Q2 24 | -1.4% | -4.9% | ||
| Q1 24 | 4.4% | -6.0% |
| Q4 25 | 9.0% | 19.9% | ||
| Q3 25 | 5.0% | 17.3% | ||
| Q2 25 | 3.8% | 13.7% | ||
| Q1 25 | 5.4% | 13.0% | ||
| Q4 24 | 8.0% | 15.2% | ||
| Q3 24 | 5.4% | 15.9% | ||
| Q2 24 | 7.2% | 20.4% | ||
| Q1 24 | 9.1% | 26.2% |
| Q4 25 | 2.30× | 2.16× | ||
| Q3 25 | 2.20× | — | ||
| Q2 25 | 1.03× | 5.05× | ||
| Q1 25 | -0.03× | 2.50× | ||
| Q4 24 | — | 1.41× | ||
| Q3 24 | 8.13× | 4.64× | ||
| Q2 24 | 0.84× | 0.55× | ||
| Q1 24 | 2.05× | 1.35× |
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% |
NE
| Floaters | $559.8M | 73% |
| Jackups | $145.5M | 19% |
| Service Other | $59.1M | 8% |
