ACA Earnings

ACA reported its earnings on 2026-04-30, showcasing a revenue of 571.70M against an estimate of 654.45M, resulting in a -12.64% surprise. The EPS was 0.51, surpassing the expected 0.13 by 292.31%. The stock experienced a -1.35% price change on the earnings day and a 3.89% change over the next five days, reflecting market reactions to the results.

Following ACA's earnings announcement on 2026-04-30, the stock price moved by -1.35% on the day of the release. Over the subsequent five days, it saw a 3.89% change. Historically, ACA's stock price tends to shift by an average of -1.22% in the 10 days leading up to earnings and 1.45% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate ACA's annual revenue to reach 789.52M, while the EPS is projected at 1.41. These estimates reflect recent revisions, with revenue estimates unchanged by 0% and EPS estimates unchanged by 0% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ACA's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were unchanged by 0%, while EPS estimates moved unchanged by 0%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ACA's stock price typically moves by -1.22% in the 10 days before its earnings and 1.45% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 1.41 and revenue of 789.52M.

The earnings call presents a mixed picture: strong revenue growth and margin expansion in some segments, but challenges in others like Construction Products. The Q&A reveals strong demand in utility structures but also highlights management's vague responses, especially regarding wind tower profits. Despite positive guidance and strategic acquisitions, the negative free cash flow and lack of clarity on certain financial aspects temper the outlook. Given the market cap of $4 billion, this results in a neutral prediction for the stock price movement over the next two weeks.