Arcosa, Inc.
Engineering & Construction · Industrials
Analyst
Stevens
Equibles does not estimate personal net worth.
Ethan is recorded as Analyst at Stevens. Ethan has spoken on 5 earnings calls across 4 companies, most recently for Simpson Manufacturing Co., Inc. on July 27, 2026. Those appearances were for Arcosa, Inc., Simpson Manufacturing Co., Inc. (SSD), Advanced Drainage Systems, Inc. (WMS) and Amrize Ltd (AMRZ). The companies whose calls Ethan spoke on are classified in the Industrials and Basic Materials sectors.
“I wanted to dive a little bit more into the margin performance in the quarter. So both gross margin and operating expenses outperformed. I know there was a settlement benefit helping some in addition to lower material costs and expenses.”
“And maybe switching gears to, you know, just making sure we understand the assumptions around the volume guide. The guide assumes volume flat. Obviously, your performance has been trending above this rate, and you still expect to outperform the market.”
“I wanted to ask on the aggregates business specifically, you've got the April price increase effective, and you've mentioned that you're implementing fuel surcharges where necessary to mitigate the impact of higher diesel costs.”
“I wanted to talk first about the moving pieces of the updated guide range and looking ahead to the second half.”
“I just wanted to elaborate quickly on the wind outlook. What are you hearing from customers? Curious on how the current administration has impacted customer sentiment.”
Stevens
Analyst
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Arcosa, Inc.
Engineering & Construction · Industrials
Lumber & Wood Production · Basic Materials
Building Products & Equipment · Industrials
AMRZ
Building Materials · Basic Materials
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