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%
Market cap
$7.2B
P/E
14.7×
Fwd P/E
28.6×
Dividend yield
0.14%
F-score
7/9
Altman Z
2.55
Beneish M
−2.47
Dividend safety
74/100

Insider Decisions trades per month

Dec 25 Mar 26 Jun 26 Sep 26
Buy — — — — — — — — — — — —
Sell — — — — — — — — — — — —
Insider Ownership 1.89%

Capital & Financial Ratios $m

Market Cap 7,220.00
Revenue 2,918.70
Net Income 491.40
Free Cash Flow 188.30
Net Debt 1,004.60
Current Ratio 3.12 (at or above 1.5: strong)
Debt/Equity 0.48 (at or below 0.5: strong)
P/E ratio 14.71
Fwd P/E 28.60
P/S ratio 2.47
P/B ratio 2.42
Past 5Y EPS Growth 14.23%
This Y EPS Growth (4.25%) (below 0%: weak)
Next Y EPS Growth 13.73%
Next Y revenue growth (10.21%) (below 0%: weak)
Next 5Y EPS Growth 4.08%

Green and red mark values outside typical ranges. How we judge →

Valuation vs history

P/E against its own 10 years 20.23%
10-year low 10-year high
P/S against its own 10 years 99.85%
10-year low 10-year high
P/B against its own 10 years 99.30%
10-year low 10-year high
EV/Sales against its own 10 years 99.55%
10-year low 10-year high
EV/FCF against its own 10 years 78.12%
10-year low 10-year high

Dividends

Payout Ratio 0.02
Annual Dividend Rate 0.20
Annual Dividend Yield 0.14%
total individual payouts
2028 Powerpack
2027 Powerpack
2026 0.20
0.05
0.05
0.05
0.05
2025 0.20
0.05
0.05
0.05
0.05
2024 0.20
0.05
0.05
0.05
0.05
2023 0.20
0.05
0.05
0.05
0.05
2022 0.20
0.05
0.05
0.05
0.05
2021 0.20
0.05
0.05
0.05
0.05
2020 0.20
0.05
0.05
0.05
0.05
2019 0.20
0.05
0.05
0.05
0.05
2018 Powerpack
predictions special payouts not included in total or ratios

Assets vs Liabilities $m

2023 2024 2025 Q'26
Cash 105 187 215 432
Receivables 357 350 418 559
Inventory 402 360 424 364
Other 48 57 50 56
912 954 1,107 1,411
2023 2024 2025 Q'26
Payables 273 237 259 224
ST’ Debt 7 12 9 8
Other 35 100 57 29
431 516 504 452

Compound Annual Growth %

10y 5y 3y
Sales 3.02% 8.30% 8.74%
Cash Flow 1.52% 5.59% 25.08%
Earnings 4.44% 14.35% (5.35%)
Book Value 0.00% 6.90% 6.54%

Revenue $m

Mar Jun Sep Dec Year
’26 572 659 — — —
’25 548 648 798 890 2,883
’24 599 665 640 666 2,570
’23 549 585 592 582 2,308
’22 536 603 604 500 2,243
’21 440 515 559 522 2,036
’20 488 499 490 459 1,936
Fiscal quarters ending in the months shown.

Operating Cash Flow $m

Mar Jun Sep Dec Year
’26 72 (11) — — —
’25 (1) 61 161 120 341
’24 81 38 135 248 502
’23 27 128 44 62 261
’22 25 87 71 (8) 174
’21 0 51 26 90 167
’20 42 79 106 33 260
Fiscal quarters ending in the months shown.

Free Cash Flow $m

Mar Jun Sep Dec Year
’26 35 (37) — — —
’25 (29) 40 132 59 202
’24 30 (6) 107 199 331
’23 7 76 2 10 94
’22 19 68 41 (60) 69
’21 (10) 31 10 71 101
’20 26 58 95 9 187
Fiscal quarters ending in the months shown.

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
Fiscal quarters ending in the months shown.

Target Price Range

Analyst price targets

Recommendation Rating

3.3
1Buy 2 3Hold 4 5Sell

Ten 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
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.

All 10 years →

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%

All 51 Engineering & Construction stocks →

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.

Source: company filings (standardised) and stockrow calculations.

Arcosa, Inc. (ACA) Latest News

stockrow.com/ACA · Data as of Jun 30, 2026 · For information only; not investment advice. · © 2026 stockrow.com