Arcosa (ACA)
NYSE:ACA
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ACA Stock Chart & Stats
$114.48
-$0.33(-0.35%)
At close: 4:00 PM EST
$114.48
-$0.33(-0.35%)
Day’s Range― - ―
52-Week Range$81.91 - $137.76
Previous CloseN/A
Volume40.27K
Average Volume (3M)290.46K
Market Cap
$6.67B
Enterprise Value$7.90B
Total Cash (Recent Filing)$153.20M
Total Debt (Recent Filing)$1.52B
Price to Earnings (P/E)29.9
Beta1.42
Next Earnings
Aug 05, 2026EPS Estimate
1.19Next Dividend Ex-DateN/A
Dividend Yield0.18%
Share Statistics
EPS (TTM)4.54
Shares Outstanding49,096,363
10 Day Avg. Volume253,289
30 Day Avg. Volume290,459
Financial Highlights & Ratios
PEG Ratio0.21
Price to Book (P/B)1.98
Price to Sales (P/S)1.80
P/FCF Ratio29.62
Enterprise Value/Market Cap1.19
Enterprise Value/Revenue2.80
Enterprise Value/Gross Profit12.30
Enterprise Value/Ebitda14.01
Forecast
1Y Price Target
$141.67Price Target Upside23.75% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering3
EPS Forecast (FY)4.26
Revenue Forecast (FY)$2.64B
Bulls Say, Bears Say
Bulls Say
Cash GenerationSustained operating cash flow (~$400M TTM) and improving free cash flow (~$225M TTM) provide durable internal funding for capex, bolt‑on M&A and debt reduction. This reduces reliance on external financing across cycles and supports multi‑year investments into higher‑return construction and structures assets.
Balance‑sheet FlexibilityThe $450M divestiture materially strengthens liquidity and lowers leverage (pro forma net debt/adj. EBITDA ~1.9x, ~$1.1B liquidity). This creates lasting capacity to prepay debt, fund targeted bolt‑ons, and absorb cyclicality in infrastructure spending without immediate refinancing pressure.
Engineered Structures MomentumEngineered Structures shows structurally stronger margins and demand: record ~21% margin and rapid EBITDA growth, backed by a growing utility backlog. High margins and multi‑year backlog signal pricing power and durable project visibility in utility and infrastructure end markets.
Bears Say
Higher Absolute DebtA step‑up in absolute debt since 2023 weakens financial flexibility despite moderate leverage ratios. Higher nominal debt increases interest‑cost sensitivity and can limit the pace of capital deployment or share repurchases during downturns, raising medium‑term financing risk.
Recent Margin And Revenue SoftnessTrailing‑twelve‑month revenue weakness and meaningful margin compression versus 2025 reflect adverse mix, cost pressures and transition‑year impacts (e.g., wind towers). If persistent, these trends reduce free cash flow conversion and constrain reinvestment or deleveraging over multiple quarters.
Input Cost And Policy ExposureRecent trade policy (a new 10% steel tariff on certain imports) introduces structural cost and commercial uncertainty for manufactured products. Even with contractual pass‑throughs, tariff and commodity cost volatility (e.g., diesel) can erode margins or require sustained pricing actions that may hurt volume in competitive bids.
Arcosa News
ACA FAQ
What was Arcosa’s price range in the past 12 months?
Arcosa lowest stock price was $81.91 and its highest was $137.76 in the past 12 months.
What is Arcosa’s market cap?
Arcosa’s market cap is $6.67B.
When is Arcosa’s upcoming earnings report date?
Arcosa’s upcoming earnings report date is Aug 05, 2026 which is in 45 days.
How were Arcosa’s earnings last quarter?
Arcosa released its earnings results on Apr 30, 2026. The company reported $0.51 earnings per share for the quarter, beating the consensus estimate of $0.442 by $0.068.
Is Arcosa overvalued?
According to Wall Street analysts Arcosa’s price is currently Undervalued.
Does Arcosa pay dividends?
Arcosa pays a Quarterly dividend of $0.05 which represents an annual dividend yield of 0.18%. See more information on Arcosa dividends here
What is Arcosa’s EPS estimate?
Arcosa’s EPS estimate is 1.19.
How many shares outstanding does Arcosa have?
Arcosa has 49,096,363 shares outstanding.
What happened to Arcosa’s price movement after its last earnings report?
Arcosa reported an EPS of $0.51 in its last earnings report, beating expectations of $0.442. Following the earnings report the stock price went down -1.352%.
Which hedge fund is a major shareholder of Arcosa?
Currently, no hedge funds are holding shares in ACA
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Arcosa Stock Smart Score
Outperform
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Analyst Consensus
Strong Buy
Average Price Target:
$141.67 (23.75% Upside)
$141.67 (23.75% Upside)
Blogger Sentiment
Bullish
ACA Sentiment 80%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 9.2K Shares
Last Quarter.
Last Quarter.
Technicals
SMA
Positive
20 days / 200 days
Momentum
41.86%
12-Months-Change
Fundamentals
Return on Equity
8.60%
Trailing 12-Months
Asset Growth
1.39%
Trailing 12-Months
Company Description
Arcosa
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.
ACA Company Deck
ACA Earnings Call
Q1 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call portrayed a predominantly positive outlook: strong Q1 financial results (10% adjusted EBITDA growth), record segment margins in Engineered Structures, record utility backlog (up 28%), improved cash flow and a materially stronger balance sheet post-barge divestiture, plus a guidance raise. Headwinds were highlighted—Construction Products EBITDA softness driven by seasonality and downtime, higher diesel costs (potential 4%–5% unit profit headwind if sustained), a transition-year decline in wind towers, and near-term start-up costs for capacity projects. Management has mitigating actions (pricing discipline, fuel surcharges, contractual tariff pass-throughs) and multi-year demand visibility for utility structures, leading to confidence in delivering improved 2026 results. Overall, positive operational momentum and balance sheet flexibility outweigh the near-term cost and market headwinds.View all ACA earnings summariesACA Stock 12 Month Forecast
Average Price Target
$141.67
▲(23.75% Upside)
Technical Analysis
Ownership Overview
2.00% Insiders
44.59% Mutual Funds
17.71% Other Institutional Investors
6.94% Public Companies and
Individual Investors