Inside the research
Arcosa, Inc.
ACA Research profile · latest available data
Price overview
$146.62
▲ +0.10 (+0.1%)
| 52w hi | $146.62 |
|---|---|
| 52w lo | $88.99 |
| Vol | 390.60K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.26
| Short | +0.35 |
|---|---|
| Medium | +0.24 |
| Long | +0.12 |
computed 2026-09-27
Key fundamentals
Arcosa, Inc.
Industrials · Engineering & Construction
| Market cap | $7.20B |
|---|---|
| Enterprise value | $8.28B |
| Trailing P/E | 32.65x |
| Forward P/E | 28.64x |
| EV / EBITDA | 15.08x |
| P / S (ttm) | 2.47x |
| Profit margin | 16.8% |
| Return on equity | 8.0% |
| Revenue growth | +1.7% |
| Earnings growth | +448.6% |
| Debt / equity | 50.58 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.25 | |
| Sector | -0.01 | |
| Technical | +0.23 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business 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.
Risk Metrics
| Beta vs SPX | 1.11 |
|---|---|
| Corr SPX | 0.53 |
| Annual vol | 33.2% |
| Annual ret | +28.2% |
| Sharpe | 0.85 |
| Max DD | -36.7% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $142.00 |
|---|---|
| High / Low | $152.00 / $130.00 |
| Median | $142.00 |
| Analysts | 5 |
| Strong Buy | 1 | |
|---|---|---|
| Buy | 3 | |
| Hold | 0 | |
| Sell | 0 | |
| Strong Sell | 0 |
Recent rating actions
| 2026-05-04 | Barclays | → Overweight |
| 2026-03-02 | DA Davidson | → Buy |
| 2025-11-03 | Barclays | → Overweight |
| 2025-08-11 | DA Davidson | → Buy |
| 2025-01-14 | Oppenheimer | → Outperform |
| 2024-10-29 | Barclays | → Overweight |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-05 | Earnings Release, Exhibits | read |
| 2026-07-15 | 1.04 | read |
| 2026-06-22 | Material Agreement, Reg FD Disclosure… | read |
| 2026-06-05 | Reg FD Disclosure, Exhibits | read |
| 2026-05-15 | Shareholder Vote, Exhibits | read |
| 2026-04-30 | Earnings Release, Exhibits | read |
| 2026-04-01 | Reg FD Disclosure, Exhibits | read |
| 2026-02-26 | Earnings Release, Officer / Director Change… | read |
| 2026-02-25 | Material Agreement, Earnings Release… | read |
| 2025-12-16 | 1.04 | read |
| 2025-11-10 | Reg FD Disclosure, Exhibits | read |
| 2025-10-30 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-05-15 | Cole Kerry S | Group President | Withheld for tax | 262 | $32.52K |
| 2026-05-15 | Essl Reid S | Group President | Withheld for tax | 2.21K | $273.85K |
| 2026-05-15 | Hurst Eric D | VP Controller (PAO) | Withheld for tax | 17 | $2.11K |
| 2026-05-15 | Peck Gail M | Chief Financial Officer | Withheld for tax | 2.60K | $322.76K |
| 2026-05-13 | BEST RHYS J | Grant | 1.09K | — | |
| 2026-05-13 | LINDSAY JOHN W | Grant | 1.09K | — | |
| 2026-05-13 | Craig Jeffrey A | Grant | 1.09K | — | |
| 2026-05-13 | Lubel Kimberly S | Grant | 1.09K | — |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 8 |
| Top-5 share | 97.6% |
| HHI | 6,271 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $302.05M | 2.08M |
| Millennium Management | $28.37M | 195.26K |
| Citadel Advisors | $18.60M | 128.03K |
| Norges Bank (Norway sovereign) | $18.57M | 127.84K |
| Capital Research / Capital World | $7.86M | 54.08K |
| Fidelity / FMR LLC | $6.78M | 46.67K |
| AQR Capital Management | $2.50M | 17.23K |
| T. Rowe Price Group | $10.10K | 69.48K |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.10% |
|---|---|
| $ / share (TTM) | $0.15 |
| 5y CAGR | +0.0% |
Annual dividend per share
| 2021 | $0.20 |
|---|---|
| 2022 | $0.20 |
| 2023 | $0.20 |
| 2024 | $0.20 |
| 2025 | $0.20 |
| 2026 | $0.10 |
SEC Filings
The Long Run
FY 2018–2025 · 8 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $2.57B | +32.8% | |
| Operating income | $197.60M | +28.8% | |
| Net income | $159.20M | +11.2% | |
| Cash from ops | $502.00M | +22.9% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $146.70 | $146.76 | $146.42 | $146.62 | 390.60K |
| Sep 24 | $146.52 | $146.74 | $146.36 | $146.52 | 768.10K |
| Sep 23 | $146.45 | $146.82 | $146.27 | $146.50 | 642.10K |
| Sep 22 | $146.44 | $146.76 | $146.06 | $146.60 | 1.05M |
| Sep 21 | $146.48 | $146.50 | $146.00 | $146.22 | 522.00K |
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