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ACAArcosa, Inc.
$146.60$7.2B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
ACA logo

Arcosa, Inc.

ACA
NYSE · Infrastructure Operations
$146.60
At close - Sep 22, 4:00 PM EDT - USD
Market Cap$7.2B
P/E34.6x
52W High$146.92
Volume1.05M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

Deleveraging Balance Sheet Masks Cyclical Revenue Decline

Arcosa's Q2 2026 results reveal a company at an inflection point: revenue contracted 10.6% YoY to $658.7M, yet gross margin expanded 110 bps to 23.6%, suggesting pricing power amid softer demand. The balance sheet has strengthened materially, with D/E improvin...

GrowthDecelerating
ProfitabilityStable
ValuationReview
TechnicalsStrong
Explore valuation models
MARKET ACTION

ACA price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

10/12 Beats

EPS beat 10 of last 12 quarters

02

Valuation risk

+28% Peers

P/E is 28% above peer median

03

Market leadership

RS 79 · Avg

Average momentum (RS Rating: 79)

04

Strong Uptrend

Strong Trend

Price > 20DMA > 50DMA > 200DMA

Next CatalystEstimated earnings · Nov 5
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue declined 10.6% YoY to $658.7M in Q2 2026, but gross margin expanded to 23.6% from 22.5% a year earlier, while net income surged to $328.5M due to a likely one-time tax benefit, masking an operating income drop of 9.5% YoY.

Analyst Consensus-1.1% target
Buy(8 analysts)
7 Buy1 Hold0 Sell

The Bull Case

Upside Catalysts

Portfolio transformation

Arcosa is shifting from a cyclical industrial play to a higher-quality infrastructure operator through deliberate portfolio resets, such as divesting its barge business to reduce cyclicality.

Strong financial turnaround

The company reported a significant net income in 2025, reversing from a net loss the previous year, with guidance projecting further revenue and profit growth in 2026.

Margin recovery potential

Lower input costs and stronger infrastructure volumes could drive margin recovery, potentially pushing the stock toward the upper analyst range.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
ACA+37.42%
S&P 500 (^GSPC)+13.20%
1-Year Return
ACA+53.48%
S&P 500 (^GSPC)+15.98%
3-Year Return
ACA+100.08%
S&P 500 (^GSPC)+77.80%
5-Year Return
ACA+199.70%
S&P 500 (^GSPC)+74.13%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/EMedian
34.6x
Forward P/EExpansion
34.3x
EV/EBITDA80th %ile
15.1x
FCF YieldCash Flow
2.4%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
34.6x
25.3x
60th· Fair
EV/EBITDA
15.1x
12.7x
80th· High
Price/FCF
41.0x
31.5x
60th· Fair
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$32.72-77.7%
Base (Fair)$85.81-41.2%
Bull$123.30-15.9%
$32.72 Bear$85.81 Base$123.30 Bull
Current Market Price: $146.60
Trades at a 70.8% premium to Base DCF ($85.81)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$2.88B+12.2% YoY
Net income
$208M+122.4% YoY
Free cash flow
$176M-43.8% YoY
Operating margin
11.8%+4.1 pts YoY
ROIC (TTM)6.4%
Avg ROIC 5Y-
ROE (TTM)8.3%
Piotroski Score8 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate10/12 (83%)
Revenue Beat Rate5/12 (42%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Aug 5, 2026
$1.13-5.0%
vs $1.19
$659M-4.2%
vs $688M
Q2 2026
Apr 30, 2026
$0.51+292.3%
vs $0.13
$572M-11.0%
vs $642M
Q1 2026
Feb 26, 2026
$1.15+21.1%
vs $0.95
$717M-0.4%
vs $719M
Q4 2025
Oct 30, 2025
$1.56+17.3%
vs $1.33
$798M+10.9%
vs $719M
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Business Wire·Sep 4, 2026
Arcosa Stockholders Approve Acquisition by CRH

DALLAS--(BUSINESS WIRE)--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 its special meeting on September 4, 2026. Arcosa will disclose the final, certified voting results on a Form 8-K with the U.S. Securities and Exchange Commission. As previously announced, Arcosa and CRH have entered into a merger agreement for CRH to acquire 100%.

Defense World·Sep 4, 2026
Critical Contrast: Arcosa (NYSE:ACA) versus Lafarge (OTCMKTS:LFRGY)

Arcosa (NYSE: ACA - Get Free Report) and Lafarge (OTCMKTS:LFRGY - Get Free Report) are both materials companies, but which is the superior investment? We will contrast the two businesses based on the strength of their risk, analyst recommendations, institutional ownership, valuation, dividends, earnings and profitability. Profitability This table compares Arcosa and Lafarge's net margins, return

Business Wire·Sep 2, 2026
Arcosa, Inc. Declares Quarterly Dividend

DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable on October 30, 2026 to stockholders of record as of October 15, 2026. About Arcosa Arcosa, Inc. (NYSE:ACA), headquartered in Dallas, Texas, is a provider of infrastructure-r.

Defense World·Aug 24, 2026
Deutsche Bank AG Invests $9.14 Million in Arcosa, Inc. $ACA

Deutsche Bank AG bought a new stake in Arcosa, Inc. (NYSE: ACA) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 62,889 shares of the company's stock, valued at approximately $9,137,000. Deutsche Bank AG owned 0.13% of Arcosa

Filtered for Arcosa, Inc.More Headlines
04

Compare before deciding

Benchmark ACA against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Arcosa, Inc. (ACA)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
ACA logoACAArcosa, Inc.Current
$146.60$7.2B34.5812.2%7.23%8.25%0.14%
MLM logoMLMMartin Marietta Materials, Inc.
$499.34$29.98B26.560.12%36.81%23.11%—
VMC logoVMCVulcan Materials Company
$247.87$32.16B30.536.94%13.82%13.07%—
CRH logoCRHCRH plc
$88.04$58.83B15.989.01%9.35%22.44%—
TRN logoTRNTrinity Industries, Inc.
$27.82$2.21B9.12-29.95%16.81%29.28%—
GNSS logoGNSSGenasys Inc.
$1.57$71.5M-3.9369.76%-10.86%-435.06%—

Compare ACA vs Peers

Arcosa, Inc. (ACA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs MLM

Most directly comparable listed peer for ACA.

Scale Benchmark

vs CAT

Larger-name benchmark to compare ACA against a more recognizable public peer.

Peer Set

Compare Top 5

vs MLM, VMC, CRH, TRN

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

ACA SEC Filings & Documents

Arcosa, Inc. (ACA) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 5, 2026·SEC

Material company update

Jul 15, 2026·SEC

Material company update

Jun 22, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 27, 2026·SEC

FY 2025

Feb 28, 2025·SEC

FY 2024

Feb 23, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 5, 2026·SEC

FY 2026

May 1, 2026·SEC

FY 2025

Oct 31, 2025·SEC

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ACA Frequently Asked Questions

Arcosa, Inc. (ACA) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Arcosa, Inc.'s revenue?

Arcosa, Inc. (ACA) reported $2.74B in revenue for fiscal year 2025. This represents a 61% increase from $1.70B in 2016.

How fast is Arcosa, Inc. growing?

Arcosa, Inc. (ACA) grew revenue by 12.2% over the past year. This is steady growth.

Is ACA profitable?

Yes, Arcosa, Inc. (ACA) is profitable, generating $491.4M in net income for fiscal year 2025 (7.2% net margin).

Dividend & Returns
Does ACA pay dividends?

Yes, Arcosa, Inc. (ACA) pays a dividend with a yield of 0.14%. This makes it attractive for income-focused investors.

What is ACA's return on equity?

Arcosa, Inc. (ACA) has a return on equity (ROE) of 8.3%. This is below average, suggesting room for improvement.

What is Arcosa, Inc.'s free cash flow?

Arcosa, Inc. (ACA) generated $135.2M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in ACA back in 2016?

Total return calculator · dividends reinvested · 10+ years of data

See returns →