Arcosa Inc (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$81.59 - $131.00
Previous CloseN/A
Volume40.27K
Average Volume (3M)311.48K
Market Cap
$6.05B
Enterprise Value$7.42B
Total Cash (Recent Filing)$153.20M
Total Debt (Recent Filing)$1.52B
Price to Earnings (P/E)34.4
Beta1.38
Next Earnings
Jul 30, 2026EPS Estimate
1.22Next Dividend Ex-DateN/A
Dividend Yield0.18%
Share Statistics
EPS (TTM)4.54
Shares Outstanding49,096,363
10 Day Avg. Volume266,891
30 Day Avg. Volume311,484
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 Cap1.23
Enterprise Value/Revenue2.63
Enterprise Value/Gross Profit11.54
Enterprise Value/Ebitda13.33
Forecast
1Y Price Target
$133.33Price Target Upside16.47% Upside
Rating ConsensusStrong Buy
Number of Analyst Covering3
EPS Forecast (FY)4.82
Revenue Forecast (FY)$3.00B
Bulls Say, Bears Say
Bulls Say
Engineered Structures Backlog & MarginsA record $558M utility structures backlog (up 28%) provides multi-year revenue visibility and supports pricing leverage. Durable, booked demand underpins utilization and higher-margin engineered work, making segment cashflows and margins less cyclical over the next several years.
Improved Cash Generation & FCFStrong OCF (~$400M TTM) and improved FCF (~$225M TTM) create durable internal funding for capex, bolt-on M&A, and debt reduction. Consistent cash generation supports reinvestment in capacity and provides buffer for working-capital volatility across construction cycles.
Portfolio Simplification & Capital AllocationThe $450M barge divestiture sharpens focus on higher-growth, higher-margin platforms and reduces cyclical exposure. Proceeds are being used to pay down debt and fund accretive bolt-ons, improving balance-sheet flexibility and concentrating management on core structural growth areas.
Bears Say
Step-up In Absolute Debt Since 2023Absolute debt has risen materially, reducing financial flexibility despite manageable leverage ratios. Higher outstanding debt raises interest and refinancing risk and can constrain discretionary capital deployment or increase vulnerability if macro demand softens over the next several quarters.
Diesel/energy Cost ExposureAggregates and construction materials are fuel‑intensive; sustained diesel spikes can erode unit margins materially (management cites a 4%–5% hit). Pricing pass-throughs and surcharges may only partially offset persistent energy inflation, pressuring margin sustainability.
New 10% Steel Tariff RiskA newly applied 10% tariff on some finished steel imports from Mexico introduces structural input-cost and commercial uncertainty. Even with contractual protections, tariffs can change sourcing economics, disrupt supply arrangements, and create margin variability for engineered products over coming quarters.
Arcosa News
ACA FAQ
What was Arcosa Inc’s price range in the past 12 months?
Arcosa Inc lowest stock price was $81.59 and its highest was $131.00 in the past 12 months.
What is Arcosa Inc’s market cap?
Arcosa Inc’s market cap is $6.05B.
When is Arcosa Inc’s upcoming earnings report date?
Arcosa Inc’s upcoming earnings report date is Jul 30, 2026 which is in 86 days.
How were Arcosa Inc’s earnings last quarter?
Arcosa Inc 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 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 1.22.
How many shares outstanding does Arcosa Inc have?
Arcosa Inc has 49,096,363 shares outstanding.
What happened to Arcosa Inc’s price movement after its last earnings report?
Arcosa Inc 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 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
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10
Analyst Consensus
Strong Buy
Average Price Target:
$133.33 (16.47% Upside)
$133.33 (16.47% 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 Negative
Last 7 Days ▼ 0.9%
Last 30 Days ▼ 3.1%
Last 30 Days ▼ 3.1%
Technicals
SMA
Positive
20 days / 200 days
Momentum
48.22%
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
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
$133.33
▲(16.47% Upside)
Technical Analysis
Ownership Overview
1.98% Insiders
44.58% Mutual Funds
1.67% Other Institutional Investors
23.39% Public Companies and
Individual Investors