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Arcosa, Inc. ACA

Industrials — Engineering & Construction
Dividend Champion (5y)
Growth Flags show if company had growth for consecutive years

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Insider Decisions

in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership
1.89%

Capital & Financial Ratios

Market Cap
7,140.00
Revenue
2,918.70
Net Income
491.40
Free Cash Flow
188.30
Net Debt
1,004.60
Current Ratio
3.12
Debt/Equity
0.48
P/E ratio
14.55
P/S ratio
2.45
P/B ratio
2.40
Past 5Y EPS Growth
(3.76%)
This Y EPS Growth
(4.25%)
Next Y EPS Growth
13.73%
Next 5Y EPS Growth
4.08%
in millions of $

Dividends

Payout Ratio
0.03
Annual Dividend Rate
0.20
Annual Dividend Yield
0.24%
total individual payouts
2028 ‡‡‡
2027 ‡‡‡
2026 0.20
—
—
—
2025 0.20
—
—
—
—
2024 0.20
—
—
—
—
2023 0.20
—
—
—
—
2022 0.20
—
—
—
—
2021 0.20
—
—
—
—
2020 0.20
—
—
—
—
2019 0.20
—
—
—
—
2018 ‡‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 104.80 187.30 214.60 432.10
Receivables 357.10 350.20 417.70 559.00
Inventory 401.80 359.90 424.20 364.20
Other 48.30 56.60 50.00 55.60
912.00 954.00 1,106.50 1,410.90
2023 2024 2025 Q'26
Payables 272.50 237.30 259.30 223.50
ST’ Debt 6.80 12.10 8.50 7.70
Other 34.50 100.20 57.00 29.40
431.20 516.00 503.60 452.30
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Mar Jun Sep Dec Year
’26 571.70 658.70 — —
—
’25 547.60 647.50 797.80 890.50
2,883.40
’24 598.60 664.70 640.40 666.20
2,569.90
’23 549.20 584.80 591.70 582.20
2,307.90
’22 535.80 602.80 603.90 500.30
2,242.80
’21 440.40 515.10 559.10 521.80
2,036.40
’20 488.20 498.50 490.00 458.90
1,935.60
in millions of $

Operating Cash Flow

Mar Jun Sep Dec Year
’26 71.90 (11.20) — —
—
’25 (0.70) 61.20 160.60 120.00
341.10
’24 80.50 38.30 135.00 248.20
502.00
’23 27.30 127.60 43.90 62.20
261.00
’22 24.50 86.70 71.40 (8.30)
174.30
’21 0.40 50.70 25.70 89.70
166.50
’20 41.50 78.80 106.40 33.20
259.90
in millions of $

Free Cash Flow

Mar Jun Sep Dec Year
’26 35.00 (37.50) — —
—
’25 (28.70) 40.00 132.20 58.60
202.10
’24 30.30 (6.10) 107.20 199.20
330.60
’23 6.80 75.60 1.70 10.00
94.10
’22 19.20 68.30 40.70 (59.70)
68.50
’21 (10.00) 30.70 10.20 70.50
101.40
’20 25.50 58.20 95.00 8.70
187.40
in millions of $

EPS

Mar Jun Sep Dec Year
’26 0.77 6.67 — —
—
’25 0.48 1.22 1.48 1.06
4.24
’24 0.80 0.93 0.34 (0.16)
1.91
’23 1.14 0.84 0.72 0.56
3.26
’22 0.41 0.79 0.66 3.18
5.05
’21 0.32 0.43 0.49 0.19
1.42
’20 0.65 0.68 0.64 0.21
2.18

Target Price Range

High
‡‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡‡

Recommendation Rating

3
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
— — ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 43.42 52.04 72.75 68.11 — — —
Low Price
— — ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 65.80 84.21 113.43 113.25 — — —
High Price
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5,230 6,075 6,250 6,390 — — —
Employees
‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.43 0.38 0.41 0.45 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,242.80 2,307.90 2,569.90 2,883.40 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 18.33% 19.23% 20.05% 22.45% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 316.20 195.90 130.00 241.30 — — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 14.10% 8.49% 5.06% 8.37% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 245.80 159.20 93.70 208.40 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 154.10 159.50 195.00 223.00 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 46.53 47.59 52.88 58.97 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡ 5.08 3.27 1.92 4.25 ‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.62 5.38 10.33 6.98 — — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (2.19) (3.44) (3.53) (2.84) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.42 1.94 6.80 4.13 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 45.32 48.08 49.96 54.02 — — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 48.20 48.50 48.60 48.90 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 10.63 25.01 50.39 25.02 ‡‡‡‡ ‡‡‡‡ —
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.16 1.72 1.83 1.80 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.19 1.71 1.94 1.97 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1.33 1.92 2.41 2.26 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 43.70 47.21 18.76 32.20 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 174.30 261.00 502.00 341.10 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (105.80) (166.90) (171.40) (139.00) ‡‡‡‡‡ — —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 68.50 94.10 330.60 202.10 — — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 489.10 480.80 438.00 602.90 — — —
Working Cap'
— ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 550.60 568.70 1,688.90 1,522.80 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 390.20 463.90 1,501.60 1,308.20 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,184.40 2,332.00 2,428.20 2,641.40 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 7.53% 4.60% 2.21% 4.21% — — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 8.47% 4.86% 3.14% 5.41% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.88% 7.05% 3.94% 8.22% — — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

Arcosa, Inc. (ACA), a focused infrastructure player in rail structures, storage tanks, and construction products, has thrived since its 2019 spin-off from Trinity Industries, capitalizing on U.S. infrastructure booms like the 2021 Bipartisan Infrastructure Law. Revenue has compounded at 8.4% annually to $2.57 billion in 2024, with per-share metrics surging 77% and productivity gains driving revenue per employee up 54%. Free cash flow exploded to $331 million last year, covering capex nearly 2x and providing debt buffers, while the stock has delivered ~25% annual returns post-spin-off, far outpacing industrials.

Profitability shows cyclical volatility—EPS dipped to $1.92 in 2024 from 2022 peaks amid rail demand softness and input costs—but forecasts signal a sharp rebound to $5.36 by 2027 on 15-20% CAGR, supported by gross margins recovering to 20.1% and strong revenue-EPS correlation. Balance sheet equity grew 81%, though debt rose sharply; valuations appear stretched on trailing metrics (P/E 50x) but normalize forward (24x by 2027), trading near analyst targets with modest 1% upside or 10% downside risks.

Insider buys by the CEO and a director in early 2025 signal conviction amid routine sells, aligning with projections for mid-teens total returns through 2027 on infra spending and reshoring tailwinds. Monte Carlo scenarios favor 15% gains in the base case, positioning Arcosa for outperformance in cyclical portfolios—yet debt, steel volatility, and recession risks warrant caution.

Read full commentary →

Arcosa, Inc. (ACA) Latest News

News by impact score

Fine-tune

10 Sep

4 , 1:40 PM
Arcosa shareholders approved an $8.5 billion deal with CRH. The vote may reduce risks for a first-quarter 2027 closing. Shareholder approval of the $8.5 billion CRH transaction marks a major strategic move that can significantly shift Arcosa's ownership and long-term trajectory.

4 Sep

5 , 4:15 PM
Arcosa, Inc. stockholders approved the company's acquisition by CRH. Stockholder approval of acquisition by CRH triggers ownership transfer that ends Arcosa's independent status and resets its market trajectory.

7 Aug

5 , 12:37 PM
CRH pursues an $8.5 billion acquisition of Arcosa despite financing risks that could limit gains from the transaction. The $8.5 billion acquisition fundamentally changes Arcosa's ownership and long-term trajectory.

5 Aug

3 , 8:30 PM
Arcosa Inc. posted Q2 earnings, with key metrics detailing revenue, margins, segment performance and operational trends for the quarter. Q2 earnings metrics directly inform near-term financial results and investor views on ACA trajectory.

3 , 4:15 PM
Arcosa, Inc. (ACA) announced its second quarter 2026 results. Quarterly results deliver financial metrics that can shift investor views and near-term stock moves.

25 Jun

5 Simply Wall St., 9:09 PM
CRH is acquiring Arcosa for $8.5 billion in its largest deal to date. The $8.5 billion acquisition by CRH ends Arcosa's independent operations and resets its market trajectory.

24 Jun

5 Simply Wall St., 6:14 AM
Arcosa (ACA) agrees to all-cash buyout by CRH. All-cash buyout agreement transfers full ownership of Arcosa to CRH and ends its independent public status.

23 Jun

5 Zacks, 9:48 AM
CRH acquires Arcosa for $8.5 billion, raising questions over whether the deal transforms Arcosa's position in construction materials. $8.5 billion acquisition by CRH would end Arcosa's independent operations and reset its market trajectory.

5 www.worldconstructionnetwork.com, 6:09 AM
CRH acquires Arcosa in an $8.5bn all-cash deal. The $8.5bn all-cash acquisition by CRH ends Arcosa's independence and resets its strategic trajectory.

22 Jun

5 MT Newswires, 10:15 AM
CRH acquires rival Arcosa in $8.5 billion deal. $8.5 billion acquisition by CRH ends Arcosa's independent operations and redefines its market position.

5 qz.com, 9:12 AM
CRH acquires Arcosa in $8.5 billion all-cash deal. $8.5 billion all-cash acquisition by CRH ends Arcosa's independent operations and ownership.

5 Barrons.com, 8:31 AM
CRH acquires Arcosa for $8.5 billion to expand energy transmission operations. Full acquisition at $8.5 billion ends Arcosa's independent operations and redirects its entire trajectory under new ownership.

5 Investor's Business Daily, 8:20 AM
CRH acquires Arcosa, a major GE Vernova supplier, for $8.5 billion. Acquisition by CRH for $8.5 billion ends Arcosa's independence and resets its trajectory.

5 Business Wire, 7:00 AM
CRH acquires Arcosa for $8.5 billion. CRH's $8.5B acquisition transforms Arcosa ownership and long-term market position.

18 Jun

3 , 11:37 AM
Arcosa Inc. breaks out as GE Vernova supplier amid data center construction lifting sector demand and performance. Data center construction growth strengthens Arcosa supplier role to GE Vernova and supports improved market performance.

17 Jun

3 , 12:08 PM
Arcosa Inc. (ACA), a GE Vernova supplier, nears stock breakout as data center demand lifts construction sector. Sector tailwinds from data centers may moderately lift Arcosa performance and sentiment as GE Vernova supplier.

8 Jun

4 Simply Wall St., 3:08 AM
Arcosa sold its barge business and raised 2026 guidance, streamlining operations and signaling stronger long-term outlook for shareholders. Barge divestiture plus raised 2026 guidance marks major strategic shift with direct positive effect on future performance and investor view.

11 May

3 Simply Wall St., 11:10 AM
Arcosa, Inc. (NYSE:ACA) delivers solid profits amid weak underlying fundamentals. Weak fundamentals despite solid profits could moderate investor sentiment and influence valuation.

6 May

4 , 4:19 PM
Arcosa (ACA) shares rose 11.3% after the company raised its 2026 outlook and announced exit from the barge business to focus on core operations. Raising 2026 outlook and exiting barge business are major strategic moves enhancing long-term growth prospects and investor sentiment.

4 Simply Wall St., 6:32 AM
Arcosa, Inc. surpassed analyst forecasts, prompting analysts to revise their predictions upward. Beating forecasts signals stronger earnings and drives positive analyst revisions, significantly impacting stock performance and investor sentiment.

2 May

4 GuruFocus.com, 3:01 AM
Arcosa Inc. (ACA) reported strong EBITDA growth and strategic portfolio developments in its Q1 2026 earnings call highlights. Strong EBITDA growth and strategic portfolio shifts represent major positive drivers for Arcosa's future performance and investor sentiment.

1 May

4 transcript www.fool.com, 2:29 PM
Arcosa, Inc. (ACA) conducted its Q1 2026 earnings call, covering first-quarter financial results, operational performance, strategic initiatives, and forward-looking guidance. Quarterly earnings results, guidance updates, and management commentary significantly shape investor expectations and stock trajectory.

4 www.marketbeat.com, 9:52 AM
Arcosa, Inc. (ACA) shared Q1 earnings call highlights, detailing financial results, operational updates, and forward guidance. Q1 earnings highlights signal financial health and strategic direction, significantly impacting investor sentiment and market performance.

4 app.moby.co, 8:30 AM
Arcosa, Inc. (ACA) released Q1 2026 earnings call summary detailing quarterly financial results, operational updates, and forward guidance. Q1 2026 earnings summary provides critical financial metrics and outlook that significantly influence investor sentiment and stock trajectory.

30 Apr

4 Zacks, 7:30 PM
Arcosa (ACA) Q1 earnings key metrics compared to analyst estimates. Q1 earnings versus estimates directly shape Arcosa's financial perception and stock trajectory.

4 Business Wire, 4:15 PM
Arcosa, Inc. announced first quarter 2026 results and raised full-year 2026 guidance for continuing operations. Raising full-year guidance signals strong Q1 performance and enhanced future outlook, likely driving positive market reaction.

3 Zacks, 6:25 PM
Arcosa, Inc. (ACA) reported Q1 earnings and revenues surpassing analyst estimates. Exceeding Q1 earnings and revenue estimates positively influences financial performance and investor sentiment without fundamentally altering long-term trajectory.

5 Apr

4 Simply Wall St., 8:17 PM
Arcosa (ACA) sold its Inland Barge Business for $450 million, triggering a valuation reassessment amid strategic portfolio shifts. The $450 million divestiture of the Inland Barge Business constitutes a major strategic move reshaping Arcosa's operations and valuation trajectory.

1 Apr

4 Business Wire, 4:15 PM
Arcosa, Inc. completes sale of its barge business. Divestiture of non-core barge business streamlines operations and sharpens focus on key infrastructure segments.

1 Mar

4 Simply Wall St., 8:09 AM
Arcosa, Inc. sold its barge manufacturing business to Wynnchurch Capital for $77 million, enabling refocus on core infrastructure segments including construction products and storage tanks. Strategic divestiture of non-core barge unit streamlines operations and boosts focus on high-growth infrastructure sectors.
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