ACA

• Income from continuing operations was $50.9 million, up 1% from $50.5 million; diluted EPS from continuing operations was $1.03, flat year-over-year.
• Adjusted EBITDA from continuing operations was $145.9 million, up 5% from $139.5 million; adjusted EBITDA margin expanded 60 basis points to 22.1%.
• The company completed the sale of its barge business on April 1, 2026 for $450 million, with net cash proceeds of approximately $429.9 million and a pre-tax gain of $359.7 million in discontinued operations.
• Due to the pending acquisition by CRH at $150 per share, Arcosa is not hosting a quarterly conference call and is suspending financial guidance.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• The incident occurred at the Stavola Bound Brook Quarry in Bridgewater, New Jersey, during drilling operations when material fell from the upper face of a highwall below the track drill.
• The track drill was withdrawn for a highwall integrity evaluation; the order was terminated after inspection and consultation among the driller, blaster, Company personnel, and the MSHA inspector.
• Normal operations resumed after the track drill was relocated, and no injuries were reported.
• The report was filed under Item 1.04 (Mine Safety) as required for such MSHA orders.

1.04 Mine Safety — Reporting of Shutdowns and Patterns of Violations

• Each share of Arcosa common stock will be converted into the right to receive $150.00 in cash, subject to withholding taxes.
• The merger is subject to stockholder approval, regulatory clearances including HSR, and other customary closing conditions.
• The merger agreement includes a no-shop provision with a fiduciary out, and termination fees of $371,967,952 (payable by Parent) and $260,377,567 (payable by the Company) under specified circumstances.
• If completed, Arcosa's common stock will be delisted from the NYSE and NYSE Texas and deregistered under the Exchange Act.

1.01 Entry into a Material Definitive Agreement · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• The company completed the sale of its barge business for $450 million in cash, effective April 1, 2026.
• Arcosa raised its full-year 2026 guidance for continuing operations: revenue now expected between $2.6B and $2.7B (up 6% year-over-year), and Adjusted EBITDA between $545M and $585M (up 11% year-over-year).
• The updated guidance reflects first-quarter outperformance in utility structures and increased confidence for the remainder of the year.
• The investor presentation is attached as Exhibit 99.1 and is available on Arcosa's website.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• At the May 13, 2026 annual meeting, shareholders elected all nine director nominees to terms expiring at the 2027 annual meeting.
• Shareholders ratified Ernst & Young LLP as independent auditor for 2026 with 46,578,461 votes for, 264,353 against, and 31,157 abstentions.
• Director votes ranged from 40,843,391 to 44,158,115 in favor; Steven J. Demetriou and Melanie M. Trent received the most against votes.
• The report was filed under Item 5.07 to disclose the voting results and under Item 9.01 to include the cover page exhibit.

5.07 Submission of Matters to a Vote of Security Holders · 9.01 Financial Statements and Exhibits

• Consolidated net income was $37.8 million, up 60% from $23.6 million in the prior year quarter.
• Adjusted EBITDA from continuing operations was $102.9 million, up 10% from $93.2 million, with margin expanding 100 basis points to 18.0%.
• The company raised full-year 2026 guidance for continuing operations: revenues now $2.6 billion to $2.7 billion (previously $2.54 billion to $2.67 billion) and Adjusted EBITDA now $545 million to $585 million (previously $520 million to $565 million).
• Completed the sale of its barge business on April 1, 2026, for $450 million, and used $83.0 million of proceeds to prepay a portion of its term loan.

2.02 Results of Operations and Financial Condition · 9.01 Financial Statements and Exhibits

• Net after-tax proceeds will be used to invest in core growth platforms and reduce outstanding debt.
• The company also completed a $60 million acquisition of a central Florida-based natural aggregates operation in March 2026.
• Full year 2026 revenue and Adjusted EBITDA guidance will be updated with Q1 2026 earnings; the divested business will be reported as discontinued operations.
• Wells Fargo served as financial advisor and Gibson, Dunn & Crutcher LLP as legal advisor for the barge transaction.

7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits

• His retirement is effective April 3, 2026.
• The company stated his decision is not due to any disagreement with the company on operations, policies, or practices.
• The company expressed gratitude for his service and wished him well.

2.02 Results of Operations and Financial Condition · 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements · 9.01 Financial Statements and Exhibits