ACA
Arcosa, Inc.
Next earnings Aug 5, 2026 · consensus $1.20 EPS, $694M rev
Last earnings +8.6% on 2026-04-30
$144.97
▲ +0.24%$144.97▲ +65.05%
over 1Y
L $83.54H $144.97
Earnings Dividend Split Congress buy Congress sellGrouped by date · hover a pin to expand
Today+0.2%
1W+0.0%
1M+18.0%
3M+34.7%
YTD+35.9%
1Y+65.0%
Buy
Conviction
Horizon
Long (>12mo)
12-mo target
$•••
Street · 8 analysts
Buy
Infrastructure-products momentum: earnings doubled, grid/data-center demand is building, and a ~$450M barge sale sharpens the portfolio.
Revenue $2.88B · FY2025
The read
Solid fundamentals at a roughly fair price — reasonable risk/reward at today's level.
Arcosa is a North American infrastructure-products company spanning Construction Products, Engineered Structures and Transportation. FY2025 was a strong inflection: revenue grew 12.2% to $2.88B, gross profit rose 25.6% to $647M (gross margin up to 22.4%), operating income jumped 73.0% to $342M, and net income more than doubled to $208M ($4.24 diluted EPS, +122%). The improvement reflects both the October 2024 construction-materials acquisition and disciplined pricing that offset inflation, with management describing construction-products demand as healthy and supported by increased infrastructure spending.
The forward setup is attractive and increasingly higher-quality. The Engineered Structures utility-structures backlog reached $434.9M (up 5%), with management citing grid hardening, reliability initiatives and rising electricity demand from AI-driven projects — a durable secular tailwind; Arcosa is converting an idled wind-tower facility to utility structures in 2H26 to meet that demand. The inland-barge backlog is $296.9M (up 6%) with an aging fleet pointing to replacement demand. Critically, on February 24, 2026 Arcosa agreed to sell its barge business to an affiliate of Wynnchurch Capital for approximately $450 million, intending to reinvest after-tax proceeds in its core construction-materials growth platform and reduce debt — a portfolio move toward steadier, higher-margin businesses.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 4:57 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
Financials · annual, by fiscal year
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.04B | $2.24B | $2.31B | $2.57B | $2.88B |
| Gross profit | — | — | $444M | $515M | $647M |
| Operating income | $107M | $349M | $217M | $198M | $342M |
| Net income | $69.6M | $246M | $159M | $93.7M | $208M |
| Diluted EPS | $1.42 | $5.05 | $3.26 | $1.91 | $4.24 |
| Net margin | 3.4% | 11.0% | 6.9% | 3.6% | 7.2% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Key statistics
Valuation
Enterprise value$6.90B
EV / EBITDA12.2
EV / Sales2.4
EV / FCF39.3
P / FCF40.6
PEG (trailing)0.28
Earnings yield2.9%
FCF yield2.5%
Quality & risk
ROIC (est.)10.2%
Free cash flow$176M
Total debt—
Net cash$215M
Altman Z-Score3.04 safe
Piotroski F-Score7/8
Capital returns
Buyback yield0.0%
Dividend yield (est.)0.1%
Shareholder yield0.1%
Shares Δ YoY+0.5%
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Disclosure timeline
SEC · 8-Ks + reportsSome governance/structural items recently, but no outright red flags.
Recent filings
all on EDGAR ↗4Period ending 2026-06-302026-07-01open ↗4Period ending 2026-06-302026-07-01open ↗DEFA14AFiling2026-06-22open ↗DEFA14AFiling2026-06-22open ↗DEFA14AFiling2026-06-22open ↗DEFA14AFiling2026-06-22open ↗DEFA14AFiling2026-06-22open ↗8-KPeriod ending 2026-06-212026-06-22open ↗8-KPeriod ending 2026-06-052026-06-05open ↗SDFiling2026-05-29open ↗4Period ending 2026-05-152026-05-18open ↗4Period ending 2026-05-152026-05-18open ↗
Frequently asked
- Is Arcosa, Inc. (ACA) a buy?
- ACA currently carries a Buy rating with 3/5 conviction, derived from its latest SEC filings. Infrastructure-products momentum: earnings doubled, grid/data-center demand is building, and a ~$450M barge sale sharpens the portfolio.
- What is ACA's fair value?
- A Modified-Graham model based on ACA's SEC fundamentals estimates a fair value of about $158.36. It is an estimate from reported earnings, not a price target.
- Is ACA overvalued or undervalued?
- Against a Modified-Graham fair-value estimate, ACA currently appears fairly valued relative to its SEC-grounded earnings power.
- What is Arcosa, Inc.'s quality score?
- ACA scores 73.76522152958586/100 (grade B) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.
Sources: SEC EDGAR (CIK 0001739445, latest 10-Q filed 2026-05-01) · EODHD · Proprietary analysis · as of 6/21/2026, 8:57:51 PM.
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