Carrillo Antonio sold (to issuer) $100.1M of ACA

Crédit Agricole SA reported Q3 2026 earnings. Net income rose to EUR 1.991B from EUR 1.688B YoY. Revenue increased to EUR 7.092B from EUR 6.598B. Group net income reached EUR 2.780B, up from EUR 2.168B, driven by Regional Banks' 41% net interest income growth.

CRH reported Q3 2026 revenue of $11.4B, up 3% YoY, but adjusted EBITDA was flat at $2.7B. The company completed an $8.5B acquisition of Arcosa, aiming for $175M in synergies. Shares fell 5.07% premarket to $82.15, down ~30% YTD. Management cited cost pressures and U.S. housing market weakness. Full-year adjusted EBITDA guidance was updated to $7.8B-$8.0B.

CRH Americas, Inc. completed its $7.5B acquisition of Arcosa, Inc. (NYSE:ACA) for $150 per share, a 25% premium. The deal, approved by both boards and shareholders, is valued at $8.5B, including synergies. Completion is expected in Q1 2027, subject to regulatory approvals.

CRH (NYSE: CRH) completed its $8.5B acquisition of Arcosa, a U.S. provider of aggregates and infrastructure products. The deal strengthens CRH's position in the U.S. aggregates market and expands its exposure to major infrastructure projects. CRH will update its 2026 guidance on October 29.

Arcosa, now a subsidiary of CRH Americas, terminated its 2023 credit agreement early, repaying $450.1 million in principal and interest. The agreement included a $700 million revolving facility and a $700 million term loan, with no material early termination fees. The termination followed a $7.5 billion merger.

Arcosa, Inc. (ACA) filed an SEC Form 8-K — Completion of Acquisition or Disposition of Assets. Item 1.02 Termination of a Material Definitive Agreement. In connection with the Merger, on the Closing Date, the Company terminated its Second Amended and Restated Credit Agreement, dated as of August 23, 2023, among the Company, JPMorgan Chase Bank, N.A., as administrative agen