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Side-by-side financial comparison of Arcosa, Inc. (ACA) and Principal Financial Group (PFG). Click either name above to swap in a different company.
Principal Financial Group is the larger business by last-quarter revenue ($750.8M vs $716.7M, roughly 1.0× Arcosa, Inc.). Arcosa, Inc. runs the higher net margin — 7.3% vs 0.3%, a 7.0% gap on every dollar of revenue. On growth, Arcosa, Inc. posted the faster year-over-year revenue change (7.6% vs 4.0%). Over the past eight quarters, Arcosa, Inc.'s revenue compounded faster (9.4% CAGR vs -58.3%).
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.
Principal Financial GroupPFGEarnings & Financial Report
Principal Financial Group, Inc. (PFG) is an American global financial investment management and insurance company headquartered in Des Moines, Iowa, United States.
ACA vs PFG — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $750.8M |
| Net Profit | $52.1M | $1.9M |
| Gross Margin | 22.9% | — |
| Operating Margin | 11.0% | — |
| Net Margin | 7.3% | 0.3% |
| Revenue YoY | 7.6% | 4.0% |
| Net Profit YoY | 776.6% | 783.0% |
| EPS (diluted) | $1.06 | — |
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.
| Q1 26 | — | $750.8M | ||
| Q4 25 | $716.7M | $4.6B | ||
| Q3 25 | $797.8M | $3.7B | ||
| Q2 25 | $736.9M | $3.7B | ||
| Q1 25 | $632.0M | $3.7B | ||
| Q4 24 | $666.2M | $4.8B | ||
| Q3 24 | $640.4M | $3.0B | ||
| Q2 24 | $664.7M | $4.3B |
| Q1 26 | — | $1.9M | ||
| Q4 25 | $52.1M | $517.0M | ||
| Q3 25 | $73.0M | $213.8M | ||
| Q2 25 | $59.7M | $406.2M | ||
| Q1 25 | $23.6M | $48.1M | ||
| Q4 24 | $-7.7M | $905.4M | ||
| Q3 24 | $16.6M | $-220.0M | ||
| Q2 24 | $45.6M | $353.1M |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 11.0% | — | ||
| Q3 25 | 14.1% | — | ||
| Q2 25 | 12.9% | — | ||
| Q1 25 | 8.8% | — | ||
| Q4 24 | 6.5% | — | ||
| Q3 24 | 5.3% | — | ||
| Q2 24 | 10.1% | — |
| Q1 26 | — | 0.3% | ||
| Q4 25 | 7.3% | 11.3% | ||
| Q3 25 | 9.2% | 5.8% | ||
| Q2 25 | 8.1% | 11.1% | ||
| Q1 25 | 3.7% | 1.3% | ||
| Q4 24 | -1.2% | 19.1% | ||
| Q3 24 | 2.6% | -7.3% | ||
| Q2 24 | 6.9% | 8.2% |
| Q1 26 | — | — | ||
| Q4 25 | $1.06 | $2.30 | ||
| Q3 25 | $1.48 | $0.95 | ||
| Q2 25 | $1.22 | $1.79 | ||
| Q1 25 | $0.48 | $0.21 | ||
| Q4 24 | $-0.16 | $3.92 | ||
| Q3 24 | $0.34 | $-0.95 | ||
| Q2 24 | $0.93 | $1.49 |
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 | — |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $2.6B | — |
| Total Assets | $5.0B | — |
| Debt / EquityLower = less leverage | 0.57× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $214.6M | $4.4B | ||
| Q3 25 | $220.0M | $5.1B | ||
| Q2 25 | $189.7M | $3.7B | ||
| Q1 25 | $167.9M | $3.9B | ||
| Q4 24 | $187.3M | $4.2B | ||
| Q3 24 | $756.8M | $6.2B | ||
| Q2 24 | $103.7M | $4.8B |
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $3.9B | ||
| Q3 25 | $1.6B | $3.9B | ||
| Q2 25 | $1.7B | $3.9B | ||
| Q1 25 | $1.7B | $4.3B | ||
| Q4 24 | $1.7B | $4.0B | ||
| Q3 24 | $1.2B | $3.9B | ||
| Q2 24 | $699.9M | $3.9B |
| Q1 26 | — | — | ||
| Q4 25 | $2.6B | $11.9B | ||
| Q3 25 | $2.6B | $11.7B | ||
| Q2 25 | $2.5B | $11.4B | ||
| Q1 25 | $2.5B | $11.2B | ||
| Q4 24 | $2.4B | $11.1B | ||
| Q3 24 | $2.4B | $11.2B | ||
| Q2 24 | $2.4B | $11.0B |
| Q1 26 | — | — | ||
| Q4 25 | $5.0B | $341.4B | ||
| Q3 25 | $5.1B | $334.5B | ||
| Q2 25 | $5.0B | $323.1B | ||
| Q1 25 | $4.9B | $313.0B | ||
| Q4 24 | $4.9B | $313.7B | ||
| Q3 24 | $4.4B | $322.9B | ||
| Q2 24 | $3.8B | $308.8B |
| Q1 26 | — | — | ||
| Q4 25 | 0.57× | 0.33× | ||
| Q3 25 | 0.61× | 0.34× | ||
| Q2 25 | 0.67× | 0.34× | ||
| Q1 25 | 0.68× | 0.39× | ||
| Q4 24 | 0.69× | 0.36× | ||
| Q3 24 | 0.51× | 0.35× | ||
| Q2 24 | 0.29× | 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 | — |
| Free Cash FlowOCF − Capex | $55.8M | — |
| FCF MarginFCF / Revenue | 7.8% | — |
| Capex IntensityCapex / Revenue | 9.0% | — |
| Cash ConversionOCF / Net Profit | 2.30× | — |
| TTM Free Cash FlowTrailing 4 quarters | $175.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $120.0M | $1.7B | ||
| Q3 25 | $160.6M | $1.0B | ||
| Q2 25 | $61.2M | $811.9M | ||
| Q1 25 | $-700.0K | $977.3M | ||
| Q4 24 | $248.2M | $1.5B | ||
| Q3 24 | $135.0M | $1.1B | ||
| Q2 24 | $38.3M | $1.4B |
| Q1 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| 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 26 | — | — | ||
| Q4 25 | 2.30× | 3.37× | ||
| Q3 25 | 2.20× | 4.70× | ||
| Q2 25 | 1.03× | 2.00× | ||
| Q1 25 | -0.03× | 20.32× | ||
| Q4 24 | — | 1.61× | ||
| Q3 24 | 8.13× | — | ||
| Q2 24 | 0.84× | 4.05× |
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% |
PFG
Segment breakdown not available.
