Saturday 17 October 2026
Export ACA’s income statement to Excel — free account
Arcosa, Inc.
ACA Industrials Engineering & Construction
In the quarter to June 2026, revenue grew 1.73%, EPS grew 447.5%, free cash flow fell 193.8% and total debt fell 14.7%, each against the same quarter a year earlier. Dividend growth for five consecutive years, revenue growth for five.
147.06
0.05
+0.03%
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Target Price Range
Analyst price targets
Free accountTen years at a glance Fiscal years to December
| Group | Line | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Trend | 2026e | 2027e | 2028e |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Price, $ | |||||||||||||||
| Price, $ | Low | — | — | 22.94 | 26.57 | 28.14 | 47.65 | 43.42 | 52.04 | 72.75 | 68.11 |
Analyst estimates 2026–2028 Powerpack |
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| High | — | — | 34.92 | 46.33 | 57.26 | 68.46 | 65.80 | 84.21 | 113.43 | 113.25 | |||||
| People | |||||||||||||||
| People | Employees | — | 5,490 | 5,889 | 6,275 | 6,410 | 6,170 | 5,230 | 6,075 | 6,250 | 6,390 | ||||
| Revenue/emp, $m | 0.00 | 0.27 | 0.25 | 0.28 | 0.30 | 0.33 | 0.43 | 0.38 | 0.41 | 0.45 | |||||
| Income, $m | |||||||||||||||
| Income, $m | Revenue | 1,704 | 1,462 | 1,460 | 1,737 | 1,936 | 2,036 | 2,243 | 2,308 | 2,570 | 2,883 | ||||
| Gross margin, % | 20.43 | 20.15 | 18.63 | 19.14 | 19.74 | 17.48 | 18.33 | 19.23 | 20.05 | 22.45 | |||||
| EBT | 197 | 130 | 95 | 147 | 138 | 84 | 316 | 196 | 130 | 241 | |||||
| EBT margin, % | 11.57 | 8.90 | 6.51 | 8.45 | 7.14 | 4.11 | 14.10 | 8.49 | 5.06 | 8.37 | |||||
| Net income | 123 | 90 | 76 | 113 | 107 | 70 | 246 | 159 | 94 | 208 | |||||
| Depreciation | 66 | 66 | 68 | 86 | 115 | 144 | 154 | 160 | 195 | 223 | |||||
| Per share, $ | |||||||||||||||
| Per share, $ | Revenue | 34.92 | 29.97 | 29.93 | 36.26 | 40.33 | 42.34 | 46.53 | 47.59 | 52.88 | 58.97 | ||||
| Earnings | 2.52 | 1.84 | 1.55 | 2.34 | 2.22 | 1.44 | 5.08 | 3.27 | 1.92 | 4.25 | |||||
| Cash flow | 4.67 | 3.32 | 2.43 | 7.49 | 5.41 | 3.46 | 3.62 | 5.38 | 10.33 | 6.98 | |||||
| Capex | (1.64) | (1.62) | (0.71) | (1.60) | (1.51) | (1.35) | (2.19) | (3.44) | (3.53) | (2.84) | |||||
| Free cash flow | 3.03 | 1.70 | 1.72 | 5.89 | 3.90 | 2.11 | 1.42 | 1.94 | 6.80 | 4.13 | |||||
| Book value | 27.50 | 28.85 | 34.52 | 37.38 | 39.42 | 40.61 | 45.32 | 48.08 | 49.96 | 54.02 | |||||
| Shares, m | 49 | 49 | 49 | 48 | 48 | 48 | 48 | 49 | 49 | 49 | |||||
| Valuation, × | |||||||||||||||
| Valuation, × | P/E | 6.68 | 6.68 | 17.94 | 18.96 | 24.97 | 36.60 | 10.63 | 25.01 | 50.39 | 25.02 | ||||
| P/S | 0.98 | 0.98 | 0.93 | 1.23 | 1.36 | 1.24 | 1.16 | 1.72 | 1.83 | 1.80 | |||||
| P/B | 1.01 | 1.01 | 0.80 | 1.19 | 1.39 | 1.30 | 1.19 | 1.71 | 1.94 | 1.97 | |||||
| EV/Sales | 0.97 | 0.97 | 0.98 | 1.15 | 1.44 | 1.54 | 1.33 | 1.92 | 2.41 | 2.26 | |||||
| EV/FCF | 17.49 | 17.49 | 17.13 | 7.09 | 14.92 | 30.98 | 43.70 | 47.21 | 18.76 | 32.20 | |||||
| Cash, $m | |||||||||||||||
| Cash, $m | Operating cash flow | 228 | 162 | 119 | 359 | 260 | 167 | 174 | 261 | 502 | 341 | ||||
| Capex | (80) | (79) | (35) | (76) | (72) | (65) | (106) | (167) | (171) | (139) | |||||
| Free cash flow | 148 | 83 | 84 | 282 | 187 | 101 | 69 | 94 | 331 | 202 | |||||
| Balance, $m | |||||||||||||||
| Balance, $m | Working capital | 252 | 255 | 458 | 473 | 355 | 404 | 489 | 481 | 438 | 603 | ||||
| Total debt | — | 1 | 186 | 107 | 255 | 680 | 551 | 569 | 1,689 | 1,523 | |||||
| Net debt | (14) | (6) | 86 | (133) | 159 | 607 | 390 | 464 | 1,502 | 1,308 | |||||
| Shareholders’ equity | 1,342 | 1,408 | 1,685 | 1,790 | 1,892 | 1,953 | 2,184 | 2,332 | 2,428 | 2,641 | |||||
| Returns, % | |||||||||||||||
| Returns, % | ROA | 16.12 | 5.73 | 4.01 | 5.06 | 4.31 | 2.39 | 7.53 | 4.60 | 2.21 | 4.21 | ||||
| ROIC | 9.45 | 5.87 | 3.35 | 5.77 | 4.63 | 2.62 | 8.47 | 4.86 | 3.14 | 5.41 | |||||
| ROE | 8.95 | 6.52 | 4.90 | 6.52 | 5.79 | 3.62 | 11.88 | 7.05 | 3.94 | 8.22 | |||||
Negative figures in brackets.
Fiscal years to Dec 2025 · latest quarter Jun 2026
Charts ten years each
Arcosa, Inc. vs peers in Engineering & Construction (Q) = latest quarter vs a year earlier
| Company | Market cap | P/E | Fwd P/E | Revenue growth (Q) | EPS growth (Q) | FCF growth (Q) | Gross margin (Q) | EBIT margin (Q) | Compare |
|---|---|---|---|---|---|---|---|---|---|
| IESC IES Holdings, Inc. | $10.6B | 22.1× | 36.6× | +39.60% (above 0%: growing) | +98.70% (above 0%: growing) | −14.63% (below 0%: shrinking) | 27.41% | 14.37% | Compare |
| TTEK Tetra Tech, Inc. | $8.9B | 20.8× | 17.9× | −4.47% (below 0%: shrinking) | −2.33% (below 0%: shrinking) | −34.95% (below 0%: shrinking) | 18.59% | 12.07% | Compare |
| DY Dycom Industries, Inc. | $7.8B | 22.8× | 41.3× | +45.57% (above 0%: growing) | +13.95% (above 0%: growing) | +106.51% (above 0%: growing) | 21.96% | 9.57% | Compare |
| ACM AECOM | $7.6B | 26.7× | 15.5× | −14.18% (below 0%: shrinking) | n/m | −78.95% (below 0%: shrinking) | (0.95%) | (2.12%) | Compare |
| ACA Arcosa, Inc. | $7.2B | 14.7× | 28.6× | +1.73% (above 0%: growing) | +447.54% (above 0%: growing) | −193.75% (below 0%: shrinking) | 23.64% | 12.80% | |
| FLR Fluor Corporation | $6.4B | — (loss-making) | 13.5× | +8.82% (above 0%: growing) | −94.46% (below 0%: shrinking) | −825.71% (below 0%: shrinking) | 4.13% | 3.12% | Compare |
| ECG Everus Construction Group, Inc. | $5.7B | 22.0× | — | +33.65% (above 0%: growing) | +57.69% (above 0%: growing) | +140.72% (above 0%: growing) | 14.85% | 9.08% | Compare |
| AGX Argan, Inc. | $5.2B | 26.9× | 58.0× | +61.51% (above 0%: growing) | +47.86% (above 0%: growing) | +178.70% (above 0%: growing) | 19.33% | 14.79% | Compare |
| LGN Legence Corp. | $4.9B | — (loss-making) | 13.0× | +110.74% (above 0%: growing) | n/m | +106.83% (above 0%: growing) | 17.45% | (0.52%) | Compare |
| Median of peers | $7.0B | 22.5× | 17.9× | +36.63% | +30.91% | +45.94% | 18.02% | 9.33% |
Arcosa, Inc. (ACA) key facts
- Strength: Net income was $208.4 million, or $4.25 per share (basic), a net margin of 7.23%.
- Arcosa, Inc. (ACA) is an Engineering & Construction company in the Industrials sector, listed on the New York Stock Exchange.
- As of October 16, 2026, ACA traded at $147.06, a market capitalization of $7.2 billion.
- At that price the stock trades at 14.7× trailing-twelve-month earnings and 2.5× sales; its P/E is higher than 20% of its own readings over the past ten years.
- Arcosa, Inc. pays an annual dividend of $0.20 per share, a yield of 0.14%, with a payout ratio of 2.00%.
- Return on equity was 8.22% and debt-to-equity 0.48.
- Its Piotroski F-score is 7 out of 9 and its Altman Z-score is 2.55 (grey zone) for fiscal 2025.