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Side-by-side financial comparison of Arcosa, Inc. (ACA) and PACS Group, Inc. (PACS). Click either name above to swap in a different company.
PACS Group, Inc. is the larger business by last-quarter revenue ($1.4B vs $716.7M, roughly 1.9× Arcosa, Inc.). Arcosa, Inc. runs the higher net margin — 7.3% vs 4.4%, a 2.9% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs 7.6%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% 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.
ACA vs PACS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $1.4B |
| Net Profit | $52.1M | $59.7M |
| Gross Margin | 22.9% | — |
| Operating Margin | 11.0% | 7.0% |
| Net Margin | 7.3% | 4.4% |
| Revenue YoY | 7.6% | 18.4% |
| Net Profit YoY | 776.6% | 3022.5% |
| EPS (diluted) | $1.06 | $0.42 |
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 | $1.4B | ||
| Q3 25 | $797.8M | $1.3B | ||
| Q2 25 | $736.9M | $1.3B | ||
| Q1 25 | $632.0M | $1.3B | ||
| Q4 24 | $666.2M | $1.1B | ||
| Q3 24 | $640.4M | $1.0B | ||
| Q2 24 | $664.7M | $981.4M | ||
| Q1 24 | $598.6M | $934.3M |
| Q4 25 | $52.1M | $59.7M | ||
| Q3 25 | $73.0M | $52.4M | ||
| Q2 25 | $59.7M | $51.0M | ||
| Q1 25 | $23.6M | $28.5M | ||
| Q4 24 | $-7.7M | $1.9M | ||
| Q3 24 | $16.6M | $15.6M | ||
| Q2 24 | $45.6M | $-10.9M | ||
| Q1 24 | $39.2M | $49.1M |
| Q4 25 | 22.9% | — | ||
| Q3 25 | 24.1% | — | ||
| Q2 25 | 22.5% | — | ||
| Q1 25 | 19.8% | — | ||
| Q4 24 | 19.3% | — | ||
| Q3 24 | 21.3% | 17.1% | ||
| Q2 24 | 20.8% | 22.3% | ||
| Q1 24 | 18.6% | 21.2% |
| Q4 25 | 11.0% | 7.0% | ||
| Q3 25 | 14.1% | 6.4% | ||
| Q2 25 | 12.9% | 6.2% | ||
| Q1 25 | 8.8% | 3.8% | ||
| Q4 24 | 6.5% | 1.7% | ||
| Q3 24 | 5.3% | 2.2% | ||
| Q2 24 | 10.1% | 0.1% | ||
| Q1 24 | 8.9% | 8.6% |
| Q4 25 | 7.3% | 4.4% | ||
| Q3 25 | 9.2% | 3.9% | ||
| Q2 25 | 8.1% | 3.9% | ||
| Q1 25 | 3.7% | 2.2% | ||
| Q4 24 | -1.2% | 0.2% | ||
| Q3 24 | 2.6% | 1.5% | ||
| Q2 24 | 6.9% | -1.1% | ||
| Q1 24 | 6.5% | 5.3% |
| Q4 25 | $1.06 | $0.42 | ||
| Q3 25 | $1.48 | $0.32 | ||
| Q2 25 | $1.22 | $0.31 | ||
| Q1 25 | $0.48 | $0.17 | ||
| Q4 24 | $-0.16 | $-0.03 | ||
| Q3 24 | $0.34 | $0.10 | ||
| Q2 24 | $0.93 | $-0.07 | ||
| Q1 24 | $0.80 | $0.38 |
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 | $197.0M |
| Total DebtLower is stronger | $1.5B | $353.2M |
| Stockholders' EquityBook value | $2.6B | $946.8M |
| Total Assets | $5.0B | $5.6B |
| Debt / EquityLower = less leverage | 0.57× | 0.37× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $214.6M | $197.0M | ||
| Q3 25 | $220.0M | $355.7M | ||
| Q2 25 | $189.7M | $294.2M | ||
| Q1 25 | $167.9M | $287.5M | ||
| Q4 24 | $187.3M | $157.7M | ||
| Q3 24 | $756.8M | $49.5M | ||
| Q2 24 | $103.7M | $73.4M | ||
| Q1 24 | $176.5M | $81.2M |
| Q4 25 | $1.5B | $353.2M | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.7B | — | ||
| Q1 25 | $1.7B | — | ||
| Q4 24 | $1.7B | $411.9M | ||
| Q3 24 | $1.2B | — | ||
| Q2 24 | $699.9M | — | ||
| Q1 24 | $600.6M | — |
| Q4 25 | $2.6B | $946.8M | ||
| Q3 25 | $2.6B | $871.3M | ||
| Q2 25 | $2.5B | $806.8M | ||
| Q1 25 | $2.5B | $750.2M | ||
| Q4 24 | $2.4B | $709.6M | ||
| Q3 24 | $2.4B | $660.0M | ||
| Q2 24 | $2.4B | $572.1M | ||
| Q1 24 | $2.4B | $128.0M |
| Q4 25 | $5.0B | $5.6B | ||
| Q3 25 | $5.1B | $5.6B | ||
| Q2 25 | $5.0B | $5.5B | ||
| Q1 25 | $4.9B | $5.5B | ||
| Q4 24 | $4.9B | $5.2B | ||
| Q3 24 | $4.4B | $4.5B | ||
| Q2 24 | $3.8B | $3.9B | ||
| Q1 24 | $3.7B | $3.9B |
| Q4 25 | 0.57× | 0.37× | ||
| Q3 25 | 0.61× | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.68× | — | ||
| Q4 24 | 0.69× | 0.58× | ||
| 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 | $-3.4M |
| Free Cash FlowOCF − Capex | $55.8M | — |
| FCF MarginFCF / Revenue | 7.8% | — |
| Capex IntensityCapex / Revenue | 9.0% | — |
| Cash ConversionOCF / Net Profit | 2.30× | -0.06× |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $120.0M | $-3.4M | ||
| Q3 25 | $160.6M | $204.8M | ||
| Q2 25 | $61.2M | $52.6M | ||
| Q1 25 | $-700.0K | $150.2M | ||
| Q4 24 | $248.2M | $64.6M | ||
| Q3 24 | $135.0M | $209.2M | ||
| Q2 24 | $38.3M | $34.8M | ||
| Q1 24 | $80.5M | $58.8M |
| Q4 25 | $55.8M | — | ||
| Q3 25 | $121.0M | — | ||
| Q2 25 | $33.4M | — | ||
| Q1 25 | $-34.7M | — | ||
| Q4 24 | $194.9M | — | ||
| Q3 24 | $100.6M | — | ||
| Q2 24 | $-9.3M | — | ||
| Q1 24 | $26.1M | — |
| Q4 25 | 7.8% | — | ||
| Q3 25 | 15.2% | — | ||
| Q2 25 | 4.5% | — | ||
| Q1 25 | -5.5% | — | ||
| Q4 24 | 29.3% | — | ||
| Q3 24 | 15.7% | — | ||
| Q2 24 | -1.4% | — | ||
| Q1 24 | 4.4% | — |
| Q4 25 | 9.0% | — | ||
| Q3 25 | 5.0% | — | ||
| Q2 25 | 3.8% | — | ||
| Q1 25 | 5.4% | — | ||
| Q4 24 | 8.0% | — | ||
| Q3 24 | 5.4% | — | ||
| Q2 24 | 7.2% | — | ||
| Q1 24 | 9.1% | — |
| Q4 25 | 2.30× | -0.06× | ||
| Q3 25 | 2.20× | 3.91× | ||
| Q2 25 | 1.03× | 1.03× | ||
| Q1 25 | -0.03× | 5.28× | ||
| Q4 24 | — | 33.78× | ||
| Q3 24 | 8.13× | 13.39× | ||
| Q2 24 | 0.84× | — | ||
| Q1 24 | 2.05× | 1.20× |
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% |
PACS
Segment breakdown not available.
