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ARCOSA INC

ACANYSE
๐Ÿ† #970 by market capEarnings Oct 29US Equity
$145.10โ–ฒ $0.19 (+0.13%)
Live
1hโ–ฒ 0.0%
24hโ–ฒ 0.1%
7dโ–ผ 0.2%
14dโ–ฒ 0.2%
30dโ–ฒ 0.1%
1yโ–ฒ 46.0%
๐ŸฆMarket Cap
$7.11B
Small Cap
๐Ÿ“ˆRevenue Growth (YoY)
+2.6%
Slowing
๐Ÿ“ŠGross Margin
23.0%
Moderate
๐Ÿ’ตFCF Margin
8.7%
Moderate
โš–๏ธP/S Ratio
2.6x
Cheap
Otter Score
48
Weak

Trading Snapshot

Day Range
$143.53 โ€“ $147.61
52-Week Range
$84.97 โ€“ $146.92
Volume
$4.09B
Avg Volume
$4.27B
Shares Outstanding
49.0M
Next Earnings
Sep 16, 2026

Fundamentals Snapshot

Annual Revenue
$2.88B
Last Q Revenue
$659M
P/E Ratio
14.5
P/S Ratio
2.6x
EPS (TTM)
$10.00
Dividend Yield
0.14%

Why Investors Own ACA

  • โœ“High-growth profile โ€” revenue up +28.7% YoY with expanding US Equity exposure.
  • โœ“Healthy economics โ€” 38% gross margin and 7% free-cash-flow margin.
  • โœ“New products and segments could unlock additional revenue streams.
โš ๏ธ Key Risks

Execution delays, intensifying competition, and valuation compression if growth decelerates.

Financial Trends

Revenue (TTM)
$2.88Bโ–ฒ +29.6% YoY
Gross Margin (TTM)
37.5%โ–ฒ +4.3% YoY
Operating Income (TTM)
$262Mโ–ฒ +29.6% YoY
Free Cash Flow (TTM)
$193Mโ–ฒ +29.6% YoY

About ARCOSA INC

Arcosa, Inc. (ACA), founded in 2018 and headquartered in Dallas, Texas, is a leading North American supplier of essential infrastructure products and solutions. The company primarily serves the construction, energy, and transportation industries, operating through three distinct business segments. The Construction Products division provides natural and recycled aggregates, specialized materials, and protective equipment like trench shields and shoring, supporting a wide range of residential, commercial, agricultural, and general infrastructure projects. Its Engineered Structures segment manufactures diverse components, including utility poles, wind turbine towers, traffic and lighting structures, and telecommunication infrastructure, alongside tanks for storing and distributing gas and liquids. These products are crucial for electricity transmission, wind power generation, highway construction, wireless communications, and various residential, commercial, energy, agricultural, and industrial storage and transport needs. Lastly, the Transportation Products segment produces inland barges and related accessories such as fiberglass covers and winches. It also supplies cast components for industrial and mining applications, as well as specialized parts like axles, circular forgings, and coupling devices, which are vital for freight, tank, locomotive, and passenger rail equipment, in addition to other industrial uses.

๐Ÿฆฆ

Otter Score Breakdown

โ“˜
๐Ÿ’ŽQualityโ˜…โ˜…โ˜…โ˜…โ˜…
๐Ÿš€Growthโ˜…โ˜…โ˜…โ˜…โ˜…
โš–๏ธValuationโ˜…โ˜…โ˜…โ˜…โ˜…
โšกMomentumโ˜…โ˜…โ˜…โ˜…โ˜…
Overall Score
Weak
48/100

Analyst Ratings

โ“˜
Consensus
Buy
8 analysts
Strong Buy2
Buy3
Hold3
Sell0
Strong Sell0
Ratings as of Aug 2026

Latest News & Updates

ChartMillยท6d ago

Arcosa (NYSE:ACA) Misses Q2 Estimates on Weather and Wind Tower Volumes

Arcosa Q2 misses estimates on weather-hit materials and lower wind volumes. EPS up but below consensus. Pending CRH deal keeps stock muted.

๐Ÿ›ฐ๏ธ
Benzingaยท6d ago

Arcosa Q2 Adj. EPS $6.77 Beats $1.19 Estimate, Sales $658.700M Miss $687.500M Estimate

Arcosa (NYSE:ACA) reported quarterly earnings of $6.77 per share which beat the analyst consensus estimate of $1.19 by 468.91 percent. This is a 433.07 percent increase over earnings of $1.27 per share from the same

SeekingAlphaยท8d ago

Excerpt: CRH - A Vertically Integrated Infrastructure Compounder

Third Point analyzes CRH's growth as a major North American infrastructure provider and its $8.5 billion Arcosa acquisition. Read the full analysis for more.

Yahooยท19d ago

Arcosa, Inc. to Announce Second Quarter 2026 Results on August 5, 2026

DALLAS, July 23, 2026--Arcosa, Inc. (NYSE: ACA) ("Arcosa" or the "Company"), a provider of infrastructure-related products and solutions, will announce its results for the second quarter ended June 30, 2026 after markets close on Wednesday, August 5, 2026.

Yahooยท20d ago

Has Arcosa (ACA) Outpaced Other Construction Stocks This Year?

Here is how Arcosa (ACA) and Emcor Group (EME) have performed compared to their sector so far this year.

Yahooยท22d ago

Do Options Traders Know Something About Arcosa Stock We Don't?

Investors need to pay close attention to ACA stock based on the movements in the options market lately.