Arcosa Inc (ACA)
NYSE:ACA
ACA Stock Chart & Stats
$114.47
-$0.33(-0.35%)
At close: 4:00 PM EST
$114.47
-$0.33(-0.35%)
Day’s Range― - ―
52-Week Range$73.93 - $131.00
Previous CloseN/A
Volume40.27K
Average Volume (3M)379.54K
Market Cap
$5.47B
Enterprise Value$6.92B
Total Cash (Recent Filing)$214.60M
Total Debt (Recent Filing)$1.52B
Price to Earnings (P/E)25.0
Beta1.41
Next Earnings
Apr 23, 2026EPS Estimate
0.43Next Dividend Ex-DateN/A
Dividend Yield0.18%
Share Statistics
EPS (TTM)1.15
Shares Outstanding49,044,020
10 Day Avg. Volume275,377
30 Day Avg. Volume379,539
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 Cap1.26
Enterprise Value/Revenue2.40
Enterprise Value/Gross Profit10.70
Enterprise Value/Ebitda12.08
Forecast
1Y Price Target
$125.00Price Target Upside9.20% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering4
EPS Forecast (FY)4.8
Revenue Forecast (FY)$3.00B
Bulls Say, Bears Say
Bulls Say
Consistent Multi‑year Revenue Growth And Record 2025 ResultsArcosa’s multi‑year revenue build to record 2025 results demonstrates durable demand and improving operational leverage. Sustained top‑line growth and record adjusted EBITDA/margin indicate structural improvements in pricing, mix and cost control that support reinvestment and stronger long‑term cash generation.
Portfolio Simplification Via Barge DivestitureThe $450M sale of the inland barge unit is a structural change that reduces cyclicality and portfolio complexity. By directing proceeds toward debt reduction and core growth platforms, management strengthens balance sheet flexibility and sharpens strategic focus on higher‑margin construction materials and engineered structures.
Healthy Operating Cash Generation And Positive Free Cash FlowStrong operating cash flow and positive free cash flow in 2025 provide durable funding for maintenance and growth CapEx, deleveraging, and strategic investments. Even with year‑to‑year volatility, sustained positive cash generation underpins capital allocation and reduces reliance on external financing.
Bears Say
Rising Leverage And Higher Absolute DebtA large step‑up in gross debt increases interest and refinancing risk and limits financial flexibility. Elevated leverage reduces the cushion against cyclical downturns in infrastructure end markets and constrains the company’s ability to absorb weaker cash flow while funding higher near‑term CapEx and strategic investments.
Volatile Margins And Uneven ProfitabilityWide margin swings reflect sensitivity to mix, commodity input costs and project absorption. This variability undermines earnings predictability and complicates capital allocation, as management must balance margin recovery initiatives with the risk that adverse commodity or pricing shifts materially depress future returns.
Near‑term Headwinds: Wind Tower Step‑down And Elevated CapExA planned ~25% decline in wind tower revenues for 2026 and elevated 2026 CapEx guidance increase near‑term cash strain and risk of lower absorption. Together these factors can pressure margins and working capital, slowing deleveraging and making execution on growth investments more dependent on disciplined cost and capacity management.
Arcosa News
ACA FAQ
What was Arcosa Inc’s price range in the past 12 months?
Arcosa Inc lowest stock price was $73.93 and its highest was $131.00 in the past 12 months.
What is Arcosa Inc’s market cap?
Arcosa Inc’s market cap is $5.47B.
When is Arcosa Inc’s upcoming earnings report date?
Arcosa Inc’s upcoming earnings report date is Apr 23, 2026 which is in 9 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 0.43.
How many shares outstanding does Arcosa Inc have?
Arcosa Inc has 49,044,020 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
Neutral
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Analyst Consensus
Strong Buy
Average Price Target:
$125.00 (9.20% Upside)
$125.00 (9.20% Upside)
Blogger Sentiment
Bullish
ACA Sentiment 100%
Sector Average 66%
Sector Average 66%
Hedge Fund Trend
Decreased
By 25.4K Shares
Last Quarter.
Last Quarter.
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
43.54%
12-Months-Change
Fundamentals
Return on Equity
8.20%
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
$125.00
▲(9.20% Upside)
Technical Analysis
Ownership Overview
1.85% Insiders
42.45% Mutual Funds
24.65% Other Institutional Investors
3.09% Public Companies and
Individual Investors