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Arcosa Inc (ACA)
NYSE:ACA
ACA Stock Chart & Stats
$107.48
-$0.33(-0.35%)
At close: 4:00 PM EST
$107.48
-$0.33(-0.35%)
Day’s Range― - ―
52-Week Range$68.11 - $131.00
Previous CloseN/A
Volume40.27K
Average Volume (3M)230.47K
Market Cap
$5.27B
Enterprise Value$6.58B
Total Cash (Recent Filing)$214.60M
Total Debt (Recent Filing)$1.52B
Price to Earnings (P/E)25.3
Beta1.47
Next Earnings
Apr 23, 2026EPS Estimate
0.54Next Dividend Ex-DateN/A
Dividend Yield0.18%
Share Statistics
EPS (TTM)1.15
Shares Outstanding49,045,025
10 Day Avg. Volume313,056
30 Day Avg. Volume230,472
Financial Highlights & Ratios
PEG Ratio0.21
Price to Book (P/B)1.99
Price to Sales (P/S)1.81
P/FCF Ratio29.68
Enterprise Value/Market Cap1.25
Enterprise Value/Revenue2.28
Enterprise Value/Gross Profit10.17
Enterprise Value/Ebitda11.37
Forecast
1Y Price Target
$120.00Price Target Upside11.65% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering2
EPS Forecast (FY)4.74
Revenue Forecast (FY)$3.04B
Bulls Say, Bears Say
Bulls Say
Record 2025 Financial PerformanceSustained multi‑year revenue growth culminating in record 2025 revenues and substantially higher adjusted EBITDA and margins indicates durable demand across core businesses. This strengthens competitive position, supports reinvestment capacity, and validates the company’s portfolio focus on infrastructure markets.
Portfolio Simplification And Capital RecyclingThe planned $450M divestiture crystallizes value, reduces exposure to a cyclical marine business, and reorients capital to higher‑growth Construction Materials and Engineered Structures. This durable shift should improve margin stability and free cash available for growth and debt reduction.
Strategic Capacity Investments Toward Utility DemandTargeted plant conversions and a new galvanizing facility reposition manufacturing toward utility structures and improve unit costs. These structural moves align capacity with long‑term utility and infrastructure demand, likely raising long‑run margins and competitive differentiation.
Bears Say
Rising LeverageA material step‑up in debt increases financial risk and reduces flexibility for cyclic downturns. Even with recent improvement in net debt/EBITDA, higher leverage constrains capital allocation, heightens refinancing risk, and leaves less buffer to fund growth without adding more leverage.
Volatile And Weakened Free Cash Flow ConversionSharp year‑over‑year FCF decline and only moderate cash conversion (FCF roughly half of net income) undermine the firm’s ability to fund rising CapEx guidance and accelerate deleveraging. Persistent FCF volatility raises execution risk for multi‑year investment plans.
Wind Tower Volume Step‑down Risks MarginsA planned ~25% revenue step‑down and facility consolidation will reduce production volumes and may worsen fixed‑cost absorption, pressuring margins in the wind business. If demand recovery is slow, the unit could face prolonged under‑utilization and margin deterioration.
Arcosa News
ACA FAQ
What was Arcosa Inc’s price range in the past 12 months?
Arcosa Inc lowest stock price was $68.11 and its highest was $131.00 in the past 12 months.
What is Arcosa Inc’s market cap?
Arcosa Inc’s market cap is $5.27B.
When is Arcosa Inc’s upcoming earnings report date?
Arcosa Inc’s upcoming earnings report date is Apr 23, 2026 which is in 52 days.
How were Arcosa Inc’s earnings last quarter?
Arcosa Inc released its earnings results on Feb 26, 2026. The company reported $1.15 earnings per share for the quarter, beating the consensus estimate of $0.916 by $0.234.
Is Arcosa Inc overvalued?
According to Wall Street analysts Arcosa Inc’s price is currently Undervalued.
Does Arcosa Inc pay dividends?
Arcosa Inc pays a Quarterly dividend of $0.05 which represents an annual dividend yield of 0.18%. See more information on Arcosa Inc dividends here
What is Arcosa Inc’s EPS estimate?
Arcosa Inc’s EPS estimate is 0.54.
How many shares outstanding does Arcosa Inc have?
Arcosa Inc has 49,045,025 shares outstanding.
What happened to Arcosa Inc’s price movement after its last earnings report?
Arcosa Inc reported an EPS of $1.15 in its last earnings report, beating expectations of $0.916. Following the earnings report the stock price went down -15.702%.
Which hedge fund is a major shareholder of Arcosa Inc?
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
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$120.00 (11.65% Upside)
$120.00 (11.65% Upside)
Blogger Sentiment
Bullish
ACA Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Decreased
By 25.4K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▲ 4.9%
Last 30 Days ▲ 6.8%
Last 30 Days ▲ 6.8%
News Sentiment
Very Bullish
Bullish news 91%
Bearish news 9%
Bearish news 9%
Technicals
SMA
Positive
20 days / 200 days
Momentum
17.61%
12-Months-Change
Fundamentals
Return on Equity
8.21%
Trailing 12-Months
Asset Growth
1.42%
Trailing 12-Months
Company Description
Arcosa Inc
Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, energy, and transportation markets in North America. It operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and trench shields and shoring products for residential and non-residential construction, agriculture, specialty building products, as well as for infrastructure related projects. The Engineered Structures segment provides utility structures, wind towers, traffic and lighting structures, telecommunication structures, storage and distribution tanks for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets, as well as for gas and liquids storage and transportation for residential, commercial, energy, agriculture, and industrial markets. The Transportation Products segment offers inland barges; fiberglass barge covers, winches, and other components; cast components for industrial and mining sectors; and axles, circular forgings, coupling devices for freight, tank, locomotive, and passenger rail transportation equipment, as well as other industrial uses. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.
ACA Company Deck
ACA Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented a broadly positive picture: record full‑year results (revenues, adjusted EBITDA, margin), improved leverage and liquidity, a strategic divestiture for $450M that simplifies the portfolio, and a clear growth emphasis on Construction Materials and Engineered Structures with strong backlog and planned capacity investments. Offsetting risks include a near‑term step‑down in wind tower volumes (~25% fewer wind revenues in 2026), modest full‑year free cash flow in 2025 ($22M), higher near‑term CapEx, regional profitability headwinds in parts of aggregates, and seasonal/weather impacts to Q1. Taken together, the magnitude and number of positive items (record metrics, debt reduction, strategic sale, clear 2026 guidance and growth initiatives) outweigh the identified lowlights.View all ACA earnings summariesACA Stock 12 Month Forecast
Average Price Target
$120.00
▲(11.65% Upside)
Technical Analysis
Ownership Overview
1.80% Insiders
41.66% Mutual Funds
17.82% Other Institutional Investors
10.95% Public Companies and
Individual Investors