Zacks Investment Research·Jun 23, 2026
Is CRH's $8.5 Billion Arcosa Acquisition a Game Changer?CRH's $8.5B Arcosa deal is likely to expand its aggregates footprint, boost infrastructure exposure and deliver synergies despite integration risks.
Arcosa, Inc.(ACA)Earnings, Financials & Key Ratios
ACA•NYSE
$145.29
34.3× P/E·Price updated Jun 30, 2026
AboutArcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, energy, and transportation markets in North America. It operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and trench shields and shoring products for residential and non-residential construction, agriculture, specialty building products, as well as for infrastructure related projects. The Engineered Structures segment provides utility structures, wind towers, traffic and lighting structures, telecommunication structures, storage and distribution tanks for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets, as well as for gas and liquids storage and transportation for residential, commercial, energy, agriculture, and industrial markets. The Transportation Products segment offers inland barges; fiberglass barge covers, winches, and other components; cast components for industrial and mining sectors; and axles, circular forgings, coupling devices for freight, tank, locomotive, and passenger rail transportation equipment, as well as other industrial uses. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.Show more
- Revenue$2.88B+12.2%
- EBITDA$563M+43.4%
- Net Income$208M+122.4%
- EPS (Diluted)4.24+122.0%
- Gross Margin22.45%+12.0%
- EBITDA Margin19.53%+27.8%
- Operating Margin11.8%+53.4%
- Net Margin7.23%+98.2%
- ROE8.25%+109.6%
ACA Price & Volume
Arcosa, Inc. (ACA) stock price & volume — 10-year historical chart
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Cyclical Revenue Contraction Strains Operating Margin Performance
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Mixed
Profitability:Strained
Financial:Adequate
Cash Flow:Mixed
Primary Risk:Cyclical Margin Volatility
Key Thesis Takeaways
- Arcosa faces significant headwinds as its revenue growth reversed to a 9.5% year-over-year decline in 2026Q1, highlighting extreme sensitivity to infrastructure project cycles.
- While the company maintains a current ratio of 2.31, the reliance on debt-funded acquisitions has pushed total debt to $1.5 billion, creating a fragile operating environment where margins have compressed to -0.3%.
- Investors should monitor whether the company can stabilize its cash conversion, which has historically suffered from volatile working capital swings and elevated capital intensity.
Verdict Logic
the current forward P/E of 33.78 appears difficult to justify given the recent shift to negative operating margins and the ongoing volatility in cash flow generation.
ACA Growth Metrics
Arcosa, Inc. (ACA) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years8.3%
3 Years8.74%
TTM8.44%
Profit CAGR
10 Years-
5 Years14.35%
3 Years-5.35%
TTM185.02%
EPS CAGR
10 Years-
5 Years14.23%
3 Years-5.66%
TTM155.35%
Return on Capital
10 Years7.97%
5 Years7.03%
3 Years6.32%
Last Year7.76%
ACA Recent Earnings
Arcosa, Inc. (ACA) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 11/12 qtrs (92%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
Apr 30, 2026Metric
Actual
Est
EPS
$0.51+292.3%
$0.13
Rev
$572M-11.0%
$642M
Q1 2026
Feb 26, 2026Metric
Actual
Est
EPS
$1.15+21.1%
$0.95
Rev
$717M-0.4%
$719M
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$1.56+17.3%
$1.33
Rev
$798M+10.9%
$719M
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$1.27+21.0%
$1.05
Rev
$737M-4.9%
$775M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $0.51vs $0.13+292.3% | $572Mvs $642M-11.0% |
| Q1 2026 | Feb 26, 2026 | $1.15vs $0.95+21.1% | $717Mvs $719M-0.4% |
| Q4 2025 | Oct 30, 2025 | $1.56vs $1.33+17.3% | $798Mvs $719M+10.9% |
| Q3 2025 | Aug 7, 2025 | $1.27vs $1.05+21.0% | $737Mvs $775M-4.9% |
Based on last 12 quarters of dataView full earnings history →
Latest ACA News
Recent stock market news and headlines for Arcosa, Inc. (ACA)
Business Wire·Jun 23, 2026
ACA Group Expands U.S. Footprint with New Durham, N.C. OfficeNEW YORK--(BUSINESS WIRE)--ACA Group (ACA), the leading governance, risk, and compliance (GRC) advisor in financial services, has established its newest office in Durham, North Carolina. The new location serves as ACA's innovation and technology center, housing a growing team of engineers, data scientists, and product developers focused on advancing ComplianceAlpha®, ACA's compliance technology platform. On May 4, 2026, the doors officially opened at the Durham office, which marks a significant.
GuruFocus·Jun 22, 2026
Arcosa Inc (ACA) Stock Up 6.7% but GF Value Says Overvalued -- GF Score: 78/100On June 22, 2026, Arcosa Inc (ACA) shares experienced a notable increase of 6.7%, bringing the current price to $144.90. The stock has shown impressive price pe
Peers Comparison
Key metrics vs top competitors for Arcosa, Inc. (ACA)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $145.29 | $7.13B | 34.27 | 12.2% | 7.23% | 8.25% | 0.14% | |
| $576.70 | $34.78B | 30.68 | 0.12% | 38.67% | 25.07% | — | |
| $295.01 | $38.28B | 36.33 | 6.94% | 13.88% | 13.07% | — | |
| $107.00 | $71.5B | 19.42 | 9.01% | 9.04% | 22.18% | — | |
| $34.58 | $2.76B | 11.34 | -29.95% | 12.37% | 21.27% | — | |
| $1.70 | $77.42M | -4.25 | 69.76% | -13.44% | -314.53% | — |
Compare ACA vs Peers
Arcosa, Inc. (ACA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ACA SEC Filings & Documents
Arcosa, Inc. (ACA) SEC filings — annual & quarterly reports (10-K, 10-Q)
8-K Announcements
6Material company update
Apr 30, 2026·SEC
Material company update
Apr 1, 2026·SEC
Material company update
Feb 26, 2026·SEC
10-K Annual Reports
310-Q Quarterly Reports
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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 $2.82B in revenue for fiscal year 2025. This represents a 66% 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 $222.6M 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 $224.8M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.