Arcosa, Inc.

ACA • Industrial - Infrastructure Operations

$145.45

▼ -0.03 (-0.02%)

Current price

EarningsLatest report: Jun 30, 2026

FAVORABLE PROFILEAttractiveConfidence: 70%

Quantitative profile — not an investment recommendation.

Quantitative profile — not an investment recommendation.Methodology

Analysis thesis: Solid company profile with reasonable valuation support. The data suggests a balanced quality/value setup.

Market Cap

$7.16B

Growth

3.0%

Cash Flow

5/5

Trend

Stable

Evidence

Positive revenue growth · 8.6%Positive free cash flow · 3.59Consistent free cash flow · 5/5Manageable debt level · 0.58Healthy liquidity · 2.2

Financial data as of: Jun 30, 2026, 12:00 AM UTCLast earnings update: Jun 30, 2026, 12:00 AM UTCLast profile update: Aug 7, 2026, 12:38 PM UTC

Company Snapshot

Key valuation, quality, financial strength, momentum and analyst data.

Price$145.45

Change-0.02%

Shares Out49.20M

Market Cap$7.16B

Enterprise Value$8.17B

52W Range84.97 - 146.92

Beta1.04

P/E14.56

P/S2.61

P/B2.40

P/FCF43.74

EV/Sales2.98

Price$145.45

Change-0.02%

Shares Out49.20M

Market Cap$7.16B

Enterprise Value$8.17B

52W Range84.97 - 146.92

Beta1.04

P/E14.56

P/S2.61

P/B2.40

P/FCF43.74

EV/Sales2.98

EV/EBITDA13.52

EV/FCF49.93

Earnings Yield6.87%

FCF Yield2.29%

Dividend Yield0.17%

Gross Margin22.45%

Oper. Margin11.80%

Profit Margin7.23%

Debt/Eq0.58

Current Ratio2.20

Quick Ratio1.35

Revenue 5Y3.00%

FCF 5Y-1.53%

Target$145.00

Target Upside-0.31%

Target Median$145.00

Target Range140.00 - 150.00

Volume733.50K

Avg Volume642.34K

EPS Surprise0.38

Investment DNA

How strong this company looks for long-term investors

out of 100

Business Quality

Margins, moat, returns

61/100

Financial Strength

Debt, cash, stability

75/100

Growth Potential

Revenue and expansion

92/100

Price Attractiveness

Cheap or expensive today

71/100

Why this score▼

Positive revenue growth · 8.6%Positive free cash flow · 3.59Consistent free cash flow · 5/5Manageable debt level · 0.58Healthy liquidity · 2.2

Analyst view

Analyst sentiment and price target

ACA

Analyst sentiment

Based on 8 analyst votes · 2026-09-05

94/100

Bullish

Hold

Bearish

Price Target

2026-08-07

Low

$140.00

Mean

$145.00

Median

$145.00

High

$150.00

Company Overview

IPO: 11/5/2018

Industry: Industrial - Infrastructure Operations

P/B i: 2.40

Debt / Equity i: 0.58

Operating Margin: 11.80%

Net Margin: 7.23%

ROE i: -

ROIC: -

Financial Health

Score15 / 20

Debt / Equity: 0.58

Current Ratio: 2.20

Quick Ratio: 1.35

Status: Good

Insider Transactions

Recent executive and insider activity

Carrillo Antonio

Transaction: 06/30/2026

BUY

Change

Price

Not reported

Filing

07/01/2026

Type

BUY

LINDSAY JOHN W

Transaction: 06/30/2026

BUY

Change

Price

Not reported

Filing

07/01/2026

Type

BUY

Peck Gail M

Transaction: 05/15/2026

SELL

Change

-2,600

Price

$124.14

Filing

05/18/2026

Type

SELL

Insider	Type	Change	Price	Transaction	Filing
Carrillo Antonio	BUY	+1	Not reported	06/30/2026	07/01/2026
LINDSAY JOHN W	BUY	+3	Not reported	06/30/2026	07/01/2026
Peck Gail M	SELL	-2,600	$124.14	05/15/2026	05/18/2026
Hurst Eric D	SELL	-17	$124.14	05/15/2026	05/18/2026
Essl Reid S	SELL	-2,206	$124.14	05/15/2026	05/18/2026
Cole Kerry S	SELL	-262	$124.14	05/15/2026	05/18/2026
Trent Melanie Montague	BUY	+1,087	Not reported	05/13/2026	05/14/2026
DEMETRIOU STEVEN J.	BUY	+1,087	Not reported	05/13/2026	05/14/2026
ALVARADO JOSEPH	BUY	+1,087	Not reported	05/13/2026	05/14/2026
PIGGOTT JULIE A	BUY	+1,087	Not reported	05/13/2026	05/14/2026
Lubel Kimberly S	BUY	+1,087	Not reported	05/13/2026	05/14/2026
Craig Jeffrey A	BUY	+1,087	Not reported	05/13/2026	05/14/2026
LINDSAY JOHN W	BUY	+1,087	Not reported	05/13/2026	05/14/2026
BEST RHYS J	BUY	+1,087	Not reported	05/13/2026	05/14/2026
Collins Jesse E. Jr.	SELL	-50	$107.70	04/03/2026	04/06/2026
LINDSAY JOHN W	BUY	+3	Not reported	03/31/2026	04/01/2026
Carrillo Antonio	BUY	+3	Not reported	03/31/2026	04/01/2026
Stevenson Bryan	SELL	-4,773	$105.68	03/15/2026	03/17/2026
Carrillo Antonio	SELL	-37,157	$105.68	03/15/2026	03/17/2026
Essl Reid S	SELL	-6,668	$105.68	03/15/2026	03/17/2026

About the Company

Arcosa, Inc.

Arcosa, Inc. (ACA), founded in 2018 and headquartered in Dallas, Texas, is a leading North American supplier of essential infrastructure products and solutions. The company primarily serves the construction, energy, and transportation industries, operating through three distinct business segments. The Construction Products division provides natural and recycled aggregates, specialized materials, and protective equipment like trench shields and shoring, supporting a wide range of residential, commercial, agricultural, and general infrastructure projects. Its Engineered Structures segment manufactures diverse components, including utility poles, wind turbine towers, traffic and lighting structures, and telecommunication infrastructure, alongside tanks for storing and distributing gas and liquids. These products are crucial for electricity transmission, wind power generation, highway construction, wireless communications, and various residential, commercial, energy, agricultural, and industrial storage and transport needs. Lastly, the Transportation Products segment produces inland barges and related accessories such as fiberglass covers and winches. It also supplies cast components for industrial and mining applications, as well as specialized parts like axles, circular forgings, and coupling devices, which are vital for freight, tank, locomotive, and passenger rail equipment, in addition to other industrial uses.

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Peers

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Size reflects market cap · color matches the chart line

1Y peer performance

Top performers + selected company

Latest news

Arcosa Stockholders Approve Acquisition by CRH

DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that the Company's stockholders approved the acquisition by CRH (NYSE: CRH) at its special meeting on September 4, 2026. Arcosa will disclose the final, certified voting results on a Form 8-K with the U.S. Securities and Exchange Commission. As previously announced, Arcosa and CRH have entered into a merger agreement for CRH to acquire 100%.

Business Wire

Critical Contrast: Arcosa (NYSE:ACA) versus Lafarge (OTCMKTS:LFRGY)

Arcosa (NYSE: ACA - Get Free Report) and Lafarge (OTCMKTS:LFRGY - Get Free Report) are both materials companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, institutional ownership, valuation, dividends, earnings and profitability. Profitability This table compares Arcosa and Lafarge's net margins, return

Defense World

Arcosa, Inc. Declares Quarterly Dividend

DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable on October 30, 2026 to stockholders of record as of October 15, 2026. About Arcosa Arcosa, Inc. (NYSE:ACA), headquartered in Dallas, Texas, is a provider of infrastructure-r.

Business Wire

Deutsche Bank AG Invests $9.14 Million in Arcosa, Inc. $ACA

Deutsche Bank AG bought a new stake in Arcosa, Inc. (NYSE: ACA) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 62,889 shares of the company's stock, valued at approximately $9,137,000. Deutsche Bank AG owned 0.13% of Arcosa

Defense World

Are UTZ, ITGR, ACA, D Obtaining Fair Deals for their Shareholders?

Are UTZ, ITGR, ACA, D Obtaining Fair Deals for their Shareholders? PR Newswire NEW YORK, Aug. 17, 2026

GuruFocus

Earnings Surprises

Period	Estimate	Actual	Surprise
2026-04-30	0.13	0.51	0.38
2026-02-26	0.95	1.15	0.2
2025-10-30	1.33	1.56	0.23
2025-08-07	1.05	1.27	0.22
2025-05-06	0.29	0.49	0.2
2025-02-27	0.79	0.46	-0.33
2024-10-30	0.78	0.91	0.13
2024-08-01	0.83	0.91	0.08
2024-05-02	0.52	0.73	0.21
2024-02-22	0.49	0.68	0.19
2023-11-01	0.67	0.73	0.06
2023-08-03	0.59	0.76	0.17