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Arcosa, Inc. ACA R2KR3K

Industrials · Engineering & Construction · United States
https://www.arcosa.com
Company Profile ↓
$145.45
+45.37% 1Y
Mkt Cap$7.14B
P/E32.47
P/B2.70
Div. Yield0.14%
52W High$145.49
52W Low$88.99
Book Value$53.70
EPS (TTM)$4.48

Company Overview

Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States. The company operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and construction site support equipment, including trench shields and shoring products for residential and non-residential construction, and specialty and other products, as well as for infrastructure construction. The Engineered Structures segment offers utility structures, wind towers, traffic and lighting structures, and telecommunication structures for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets. This segment also sells its products to contractors and distributors serving state Departments of Transportation and state and municipality agencies. The Transportation Products segment offers inland barges, fiberglass barge covers, winches, marine hardware, and other transportation and industrial equipment to the commercial marine transportation companies, lessors, and industrial shippers. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.

Why Investors Should Care

Healthy Margins

Maintains a net profit margin of 16.8%.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $2.88B (+12.2% YoY); net profit $208.40M.
  • Trailing 12 Months Year-on-year growth — revenue -10.6%, earnings +447.4%.
  • 5-Year Trend Long-term compounding — revenue CAGR 6.8%, profit CAGR 6.8%.

Growth & Price Performance

Compounded Sales Growth

5 Years:6.80%
1 Year:-10.60%

Compounded Profit Growth

5 Years:6.81%
1 Year:447.40%

Stock Price Performance

1 Year:+45.37%
6 Months:+32.95%
3 Months:+18.79%
1 Month:+0.39%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 100% of range
$88.99 $145.49
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)59.85 · Neutral
Price Performance
1M+0.39%
3M+18.79%
6M+32.95%
1Y+45.37%
Valuation vs Sector

P/E of 32.47 is above the sector median of 27.38 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
32.47
Industry PE
27.38
Forward P/E
28.41
PEG Ratio
2.25
Book Value
$53.70
Price to Book
2.70
P/S
2.44
EV/EBITDA
14.82
Dividend Yield
0.14%

Growth (CAGR)

Revenue 5Y
6.80%
Profit 5Y
6.81%
Revenue (YoY)
-10.60%
Earnings (YoY)
447.40%

Profitability & Returns

ROCE
7.63%
ROE
8.03%
ROA
3.87%
Profit Margin
16.84%
Op Margin
12.80%
Gross Margin
22.81%
EPS (Latest Qtr)
$6.67
EPS (TTM)
$4.48

Balance Sheet & Liquidity

Debt/Equity
0.48
Quick Ratio
2.19
Current Ratio
3.12
Debt
$1.44B
Total Assets
$5.30B
Current Assets
$1.13B
Working Capital
$602.90M

Ownership

Promoter Holding
1.79%
Chg in Prom Hold
-0.01%
FII / Inst Holding
93.97%
Chg in FII Hold
0.01%

Financial Snapshot

Enterprise Value
$7.14B
Total Revenue (TTM)
$2.92B
EBITDA
$547.70M
Free Cash Flow
$67.80M
Operating Cash Flow
$341.30M
Shares Outstanding
49.11M
Gross Margin
22.81%
Payout Ratio
4.46%

Peer comparison

Peer companies in the same sector (Industrials).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 ACA Arcosa, Inc. R2KR3K 145.45 32.47 $7.14B 0.14% 7.63% 8.03% 6.80% 6.81%
2 SPCX Space Exploration Technologies Corp. R3KAIDEFENCE 147.95 -134.50 $1.12T 0.00% -3.22% -11.95% 34.08% -3.34%
3 CAT Caterpillar Inc. SPXR3K 813.94 35.05 $374.15B 0.76% 17.98% 56.97% 2.29% 5.24%
4 GE GE Aerospace SPXR3KDEFENCE 337.12 39.85 $349.78B 0.50% 9.52% 48.23% -7.42% -5.36%
5 RTX RTX Corporation SPXR3KDEFENCE 200.79 35.41 $270.62B 1.31% 8.28% 12.27% 2.61% 2.62%
6 GEV GE Vernova Inc. SPXR3KAI 941.95 26.98 $250.87B 0.20% 6.30% 82.58% 8.68% -
7 DE Deere & Company SPXR3K 693.53 39.29 $187.33B 1.05% 12.53% 18.35% 3.43% 5.10%
8 UNP Union Pacific Corporation SPXR3K 291.88 23.83 $173.40B 1.92% 15.22% 39.70% 2.30% 7.77%
9 BA The Boeing Company SPXR3KDEFENCE 212.25 76.08 $167.63B 0.00% -9.01% - 1.67% -3.28%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
Revenue 396.30M352.70M365.90M347.50M354.40M353.00M378.60M374.40M410.90M434.10M445.00M446.90M488.20M498.50M490.00M440.40M515.10M559.10M535.80M602.80M603.90M549.20M584.80M591.70M598.60M664.70M--547.60M736.90M797.80M716.70M571.70M658.70M
Cost of Revenue ----------------------------439.70M570.80M605.90M552.90M450.80M-
Gross Profit -------------------------138.00M--107.90M166.10M191.90M163.80M120.90M155.70M
Operating Expenses ----------------------------66.90M73.00M79.60M84.80M73.80M-
Operating Income 39.60M35.40M33.60M23.10M31.20M30.60M6.40M26.70M37.30M42.30M42.80M30.50M45.10M47.80M42.10M22.90M31.30M37.50M34.70M57.20M49.00M75.10M51.00M48.40M53.40M67.20M--41.00M93.10M112.30M79.00M47.10M84.30M
EBITDA ----------------------------94.40M156.30M170.40M137.20M102.10M-
Interest Expense ----------------------------28.30M28.50M27.10M24.90M24.00M-
Pretax Income ----------------------------14.40M69.80M87.10M55.20M24.60M-
Tax Provision ----------------------------2.80M10.10M14.10M3.10M1.30M-
Net Income 23.60M21.90M20.60M23.60M22.20M22.60M3.20M27.70M27.70M31.80M32.70M21.10M31.60M33.30M31.20M15.90M20.80M23.70M20.20M39.00M32.00M55.70M40.90M35.50M39.20M45.60M--23.60M59.70M73.00M52.10M37.80M328.50M
Diluted EPS 0.480.450.420.480.450.460.070.560.560.650.670.430.650.680.640.320.430.490.410.790.661.140.840.720.800.93--0.481.221.481.060.776.67

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue 1.70B1.46B1.46B1.74B1.94B-2.24B2.31B2.57B2.88B
Cost of Revenue ------1.83B1.86B2.05B2.24B
Gross Profit ------411.10M443.80M515.20M647.20M
Operating Expenses ------262.80M226.50M317.60M305.30M
Operating Income 200.80M131.70M94.90M152.90M151.80M-148.30M217.30M197.60M341.90M
EBITDA ------501.30M383.50M395.90M573.10M
Interest Expense ------31.00M28.10M70.90M108.80M
Pretax Income ------316.20M195.90M130.00M241.30M
Tax Provision ------70.40M36.70M36.30M32.90M
Net Income 123.00M89.70M75.70M113.30M106.60M-245.80M159.20M93.70M208.40M
Diluted EPS 2.521.841.542.322.18-5.053.261.914.24

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets -1.53B1.60B2.17B2.30B2.65B-3.34B3.58B4.92B4.99B
Current Assets -------856.80M912.00M954.00M1.11B
Cash & Equivalents 10.20M14.00M6.80M99.40M240.40M95.80M-160.40M104.80M187.30M214.60M
Inventory -------315.80M401.80M359.90M424.20M
Receivables -------334.20M357.10M350.20M417.70M
Total Liabilities --194.60M487.70M512.10M754.50M-1.16B1.25B2.49B2.34B
Current Liabilities --174.10M209.50M284.00M310.30M-367.70M431.20M516.00M503.60M
Long Term Debt -------535.90M561.90M1.68B1.51B
Total Debt -------550.60M568.70M1.69B1.52B
Total Equity 1.37B1.34B1.41B1.68B1.79B1.89B-2.18B2.33B2.43B2.64B
Shares Outstanding -------48.40M48.56M48.78M49.05M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 227.80M162.00M118.50M358.80M259.90M-174.30M261.00M502.00M341.10M
Investing Cash Flow -79.80M-126.40M-364.50M-109.40M-528.20M-90.70M-285.80M-1.51B-121.40M
Financing Cash Flow -144.20M-42.80M338.60M-108.40M123.70M--177.50M-30.80M1.09B-192.40M
Capital Expenditure -84.80M-82.40M-44.80M-85.40M-82.10M--138.00M-203.50M-189.70M-165.60M
Free Cash Flow 143.00M79.60M73.70M273.40M177.80M-36.30M57.50M312.30M175.50M
Net Change in Cash ------87.50M-55.60M82.50M27.30M
Share Buybacks 003.00M11.00M8.00M9.40M15.00M13.80M00

Ratios (Annual)

Figures in %.

Metric Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % ------18.3%19.2%20.0%22.4%
Operating Margin % 11.8%9.0%6.5%8.8%7.8%-6.6%9.4%7.7%11.9%
Net Margin % 7.2%6.1%5.2%6.5%5.5%-11.0%6.9%3.6%7.2%
ROE % 9.2%6.4%4.5%6.3%5.6%-11.3%6.8%3.9%7.9%
ROCE % -9.2%4.8%7.6%6.5%-5.0%6.9%4.5%7.6%

Shareholding Pattern

Insiders
1.79%
Institutions
93.97%
Public Float
95.69%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 17.13% 8.41M $1.22B
2 Vanguard Portfolio Management LLC 5.74% 2.82M $409.30M
3 Dimensional Fund Advisors LP 4.79% 2.35M $341.58M
4 Vanguard Capital Management LLC 4.50% 2.21M $321.10M
5 State Street Corporation 4.23% 2.08M $302.03M
6 Neuberger Berman Group, LLC 3.22% 1.58M $229.47M
7 Capital International Investors 2.77% 1.36M $197.60M
8 Geode Capital Management, LLC 2.62% 1.29M $186.78M
9 Nomura Asset Management International Inc 2.05% 1.01M $146.52M
10 Royce & Associates LP 2.02% 993.71K $144.37M

Analyst View

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Latest News

Recent headlines for ACA

Yahoo Finance Fri, 04 Sep 2026

Arcosa Stockholders Approve Acquisition by CRH

DALLAS, September 04, 2026--Arcosa, Inc. (NYSE: ACA) ("Arcosa" or the "Company"), a provider of infrastructure-related products and solutions, today announced that the Company’s stockholders approved the acquisition by CRH (NYSE: CRH) at it…

Yahoo Finance Mon, 17 Aug 2026

Arcosa (ACA) Could Be 1% Undervalued As Valuation Debate Follows Q2 2026 Results

Arcosa (ACA) reported second quarter 2026 results that highlighted steady sales and a sharp change in reported earnings, which now give investors fresh context for the stock’s recent performance. See our latest analysis for Arcosa. Arcosa’s…

Yahoo Finance hu, 23 Jul 2026

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.

Yahoo Finance ue, 21 Jul 2026

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.

Yahoo Finance Mon, 17 Aug 2026

Beat the Market the Zacks Way: Bank of America, Marex, Mettler-Toledo International in Focus

Bank of America, Mettler-Toledo and VSE post strong gains as Zacks' Focus List, ECAP and Top 10 picks outperform.

Yahoo Finance Fri, 07 Aug 2026

CREDIT AGRICOLE SA: Availability of the 2026 interim financial report

Press release Montrouge, August 7th, 2026 Availability of the 2026 interim financial report Crédit Agricole S.A. informs the public that the Amendment A02 to the 2025 Universal Registration Document has been filed with the French Financial …

ACA — Frequently Asked Questions

What is the current share price of Arcosa, Inc. (ACA)?

As of 2026-09-07 16:24 PDT, Arcosa, Inc. (ACA) trades at $145.45 on NYSE. Its 52-week range is $88.99 to $145.49.

What is the market capitalisation of ACA?

Arcosa, Inc. (ACA) has a market capitalisation of $7.14B on NYSE.

What is the P/E ratio of ACA?

ACA trades at a trailing price-to-earnings (P/E) ratio of 32.47. The industry average P/E is 27.38. Its price-to-book (P/B) ratio is 2.70.

Does ACA pay a dividend?

Arcosa, Inc. (ACA) currently offers a dividend yield of 0.14%.

What is the return on equity (ROE) of ACA?

ACA has a return on equity (ROE) of 8.03%. Its return on capital employed (ROCE) is 7.63%.

Is ACA a good stock to buy?

This page provides a data-driven analysis of Arcosa, Inc. (ACA), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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