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Side-by-side financial comparison of Arcosa, Inc. (ACA) and UDR, Inc. (UDR). Click either name above to swap in a different company.
Arcosa, Inc. is the larger business by last-quarter revenue ($716.7M vs $425.8M, roughly 1.7× UDR, Inc.). UDR, Inc. runs the higher net margin — 44.6% vs 7.3%, a 37.3% gap on every dollar of revenue. On growth, Arcosa, Inc. posted the faster year-over-year revenue change (7.6% vs 0.9%). Over the past eight quarters, Arcosa, Inc.'s revenue compounded faster (9.4% CAGR vs 1.3%).
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.
UDR, Inc. is a leading U.S.-headquartered real estate investment trust specializing in owning, operating, and redeveloping high-quality multifamily residential apartment communities. It operates across major U.S. metropolitan markets, catering to a diverse tenant base including young professionals, families, and middle-to-high income households.
ACA vs UDR — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $716.7M | $425.8M |
| Net Profit | $52.1M | $189.8M |
| Gross Margin | 22.9% | — |
| Operating Margin | 11.0% | 54.0% |
| Net Margin | 7.3% | 44.6% |
| Revenue YoY | 7.6% | 0.9% |
| Net Profit YoY | 776.6% | 147.2% |
| EPS (diluted) | $1.06 | $0.63 |
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 | — | $425.8M | ||
| Q4 25 | $716.7M | $433.1M | ||
| Q3 25 | $797.8M | $431.9M | ||
| Q2 25 | $736.9M | $425.4M | ||
| Q1 25 | $632.0M | $421.9M | ||
| Q4 24 | $666.2M | $422.7M | ||
| Q3 24 | $640.4M | $420.2M | ||
| Q2 24 | $664.7M | $415.3M |
| Q1 26 | — | $189.8M | ||
| Q4 25 | $52.1M | $222.9M | ||
| Q3 25 | $73.0M | $40.4M | ||
| Q2 25 | $59.7M | $37.7M | ||
| Q1 25 | $23.6M | $76.7M | ||
| Q4 24 | $-7.7M | $-5.0M | ||
| Q3 24 | $16.6M | $22.6M | ||
| Q2 24 | $45.6M | $28.9M |
| 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 | — | 54.0% | ||
| Q4 25 | 11.0% | 64.1% | ||
| Q3 25 | 14.1% | 17.7% | ||
| Q2 25 | 12.9% | 18.2% | ||
| Q1 25 | 8.8% | 29.0% | ||
| Q4 24 | 6.5% | 15.7% | ||
| Q3 24 | 5.3% | 16.6% | ||
| Q2 24 | 10.1% | 16.5% |
| Q1 26 | — | 44.6% | ||
| Q4 25 | 7.3% | 51.5% | ||
| Q3 25 | 9.2% | 9.4% | ||
| Q2 25 | 8.1% | 8.9% | ||
| Q1 25 | 3.7% | 18.2% | ||
| Q4 24 | -1.2% | -220.5% | ||
| Q3 24 | 2.6% | 5.4% | ||
| Q2 24 | 6.9% | 7.0% |
| Q1 26 | — | $0.63 | ||
| Q4 25 | $1.06 | $0.67 | ||
| Q3 25 | $1.48 | $0.12 | ||
| Q2 25 | $1.22 | $0.11 | ||
| Q1 25 | $0.48 | $0.23 | ||
| Q4 24 | $-0.16 | $-0.01 | ||
| Q3 24 | $0.34 | $0.06 | ||
| Q2 24 | $0.93 | $0.08 |
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 | $1.3M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $2.6B | $3.3B |
| Total Assets | $5.0B | $10.3B |
| Debt / EquityLower = less leverage | 0.57× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.3M | ||
| Q4 25 | $214.6M | $1.2M | ||
| Q3 25 | $220.0M | $1.2M | ||
| Q2 25 | $189.7M | $1.5M | ||
| Q1 25 | $167.9M | $1.3M | ||
| Q4 24 | $187.3M | $1.3M | ||
| Q3 24 | $756.8M | $2.3M | ||
| Q2 24 | $103.7M | $2.8M |
| Q1 26 | — | — | ||
| Q4 25 | $1.5B | $5.8B | ||
| Q3 25 | $1.6B | $5.8B | ||
| Q2 25 | $1.7B | $5.8B | ||
| Q1 25 | $1.7B | $5.8B | ||
| Q4 24 | $1.7B | $5.8B | ||
| Q3 24 | $1.2B | $5.9B | ||
| Q2 24 | $699.9M | $5.8B |
| Q1 26 | — | $3.3B | ||
| Q4 25 | $2.6B | $3.3B | ||
| Q3 25 | $2.6B | $3.3B | ||
| Q2 25 | $2.5B | $3.3B | ||
| Q1 25 | $2.5B | $3.3B | ||
| Q4 24 | $2.4B | $3.4B | ||
| Q3 24 | $2.4B | $3.5B | ||
| Q2 24 | $2.4B | $3.7B |
| Q1 26 | — | $10.3B | ||
| Q4 25 | $5.0B | $10.6B | ||
| Q3 25 | $5.1B | $10.6B | ||
| Q2 25 | $5.0B | $10.6B | ||
| Q1 25 | $4.9B | $10.7B | ||
| Q4 24 | $4.9B | $10.9B | ||
| Q3 24 | $4.4B | $11.1B | ||
| Q2 24 | $3.8B | $11.1B |
| Q1 26 | — | — | ||
| Q4 25 | 0.57× | 1.77× | ||
| Q3 25 | 0.61× | 1.78× | ||
| Q2 25 | 0.67× | 1.74× | ||
| Q1 25 | 0.68× | 1.74× | ||
| Q4 24 | 0.69× | 1.69× | ||
| Q3 24 | 0.51× | 1.67× | ||
| Q2 24 | 0.29× | 1.55× |
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% | 4.9% |
| 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 | $902.9M | ||
| Q3 25 | $160.6M | $234.9M | ||
| Q2 25 | $61.2M | $250.3M | ||
| Q1 25 | $-700.0K | $156.2M | ||
| Q4 24 | $248.2M | $876.8M | ||
| Q3 24 | $135.0M | $230.3M | ||
| Q2 24 | $38.3M | $238.5M |
| Q1 26 | — | — | ||
| Q4 25 | $55.8M | $650.0M | ||
| Q3 25 | $121.0M | $164.6M | ||
| Q2 25 | $33.4M | $190.1M | ||
| Q1 25 | $-34.7M | $103.2M | ||
| Q4 24 | $194.9M | $627.0M | ||
| Q3 24 | $100.6M | $161.3M | ||
| Q2 24 | $-9.3M | $171.1M |
| Q1 26 | — | — | ||
| Q4 25 | 7.8% | 150.1% | ||
| Q3 25 | 15.2% | 38.1% | ||
| Q2 25 | 4.5% | 44.7% | ||
| Q1 25 | -5.5% | 24.5% | ||
| Q4 24 | 29.3% | 148.3% | ||
| Q3 24 | 15.7% | 38.4% | ||
| Q2 24 | -1.4% | 41.2% |
| Q1 26 | — | 4.9% | ||
| Q4 25 | 9.0% | 58.4% | ||
| Q3 25 | 5.0% | 16.3% | ||
| Q2 25 | 3.8% | 14.2% | ||
| Q1 25 | 5.4% | 12.6% | ||
| Q4 24 | 8.0% | 59.1% | ||
| Q3 24 | 5.4% | 16.4% | ||
| Q2 24 | 7.2% | 16.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.30× | 4.05× | ||
| Q3 25 | 2.20× | 5.81× | ||
| Q2 25 | 1.03× | 6.64× | ||
| Q1 25 | -0.03× | 2.04× | ||
| Q4 24 | — | — | ||
| Q3 24 | 8.13× | 10.19× | ||
| Q2 24 | 0.84× | 8.26× |
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% |
UDR
| Rental income | $423.3M | 99% |
| Joint venture management and other fees | $2.5M | 1% |
