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 - $135.58
Previous CloseN/A
Volume40.27K
Average Volume (3M)290.71K
Market Cap
$6.24B
Enterprise Value$7.61B
Total Cash (Recent Filing)$153.20M
Total Debt (Recent Filing)$1.52B
Price to Earnings (P/E)27.9
Beta1.39
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. Volume243,317
30 Day Avg. Volume290,714
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 Cap1.22
Enterprise Value/Revenue2.70
Enterprise Value/Gross Profit11.84
Enterprise Value/Ebitda13.68
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
Strong Cash GenerationArcosa's materially improved operating cash flow (~$400M TTM) and FCF (~$225M TTM) provide durable internal funding for capex, bolt‑on M&A and debt paydowns. With FCF covering ~56% of net income, the company has multi‑month flexibility to fund growth and absorb timing swings in working capital.
Engineered Structures MomentumA record $558M utility structures backlog and robust multi‑year reservations underpin durable demand visibility for higher‑margin engineered work. This backlog supports steady revenue conversion over the next 2–3 years and helps sustain elevated segment margins versus more cyclical end markets.
Portfolio Simplification And Balance Sheet ReliefDivesting the inland barge unit tightened focus on core growth platforms and improved financial flexibility: proceeds reduced term‑loan balances and lifted pro‑forma liquidity to ~$1.1B. The move lowers cyclicality and funds targeted bolt‑ons and capacity projects without adding leverage.
Bears Say
Higher Absolute Debt LevelAlthough leverage metrics remain manageable, the sharp step‑up in nominal debt since 2023 constrains optionality. Higher absolute borrowings limit the firm's capacity to pursue larger organic or inorganic investments and heighten sensitivity to interest costs if the macro or cash conversion deteriorates over the next several quarters.
Recent Margin CompressionMargin contraction versus 2025 reflects mix shifts, cost pressures and start‑up impacts. Lower EBITDA margin reduces durable free cash flow generation and slack for reinvestment or debt reduction, making earnings and cash conversion more vulnerable to prolonged cost inflation or weaker volumes.
Input Cost And Policy ExposureSustained higher diesel and energy costs materially hit unit profitability in aggregates absent pass‑throughs. Concurrent policy shifts (a 10% steel tariff on some imports) add commercial uncertainty. Together these structural input and tariff risks can depress margins and complicate long‑range pricing across segments.
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 $135.58 in the past 12 months.
What is Arcosa’s market cap?
Arcosa’s market cap is $6.24B.
When is Arcosa’s upcoming earnings report date?
Arcosa’s upcoming earnings report date is Aug 05, 2026 which is in 67 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 70%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 9.2K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▼ 1.1%
Last 30 Days ▲ 0.2%
Last 30 Days ▲ 0.2%
News Sentiment
Very Bullish
Bullish news 99%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
47.29%
12-Months-Change
Fundamentals
Return on Equity
8.60%
Trailing 12-Months
Asset Growth
1.39%
Trailing 12-Months
Company Description
Arcosa
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
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