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ACA Arcosa, Inc.

New York Stock Exchange · Industrial - Infrastructure Operations · Industrials

$145.40
+0.44 (+0.30%)

Arcosa, Inc. (ACA), founded in 2018 and headquartered in Dallas, Texas, is a leading North American supplier of essential infrastructure products and solutions. The company primarily serves the construction, energy, and transportation industries, operating through three distinct business segments. The Construction Products division provides natural and recycled aggregates, specialized materials, a…

Market Cap: $7.14Bwww.arcosa.com

Price (90d)

No price history yet — the daily price refresh runs once a day.

Signal Score (90d)

104
104
Aug 12Aug 12

Quote

Day Range
$145.10 – $145.45
52-Week Range
$89.03 – $146.92
Volume
$459.8K
Market Cap
$7.14B
50-Day Avg
$141.23
200-Day Avg
$119.91
Prev Close
$144.96
Open
$145.24

Valuation & Ratios

P/E Ratio
25.02
EPS
$4.26
P/B Ratio
1.98
P/S Ratio
1.80
Debt/Equity
0.58
Current Ratio
2.20
Dividend Yield
+0.2%
Gross Margin
+22.4%

Returns & Efficiency

Return on Equity
+7.9%
Return on Assets
+4.3%
FCF Yield
+3.4%
EV/EBITDA
11.35

Revenue & Net Income (Annual)

Fiscal YearRevenueNet IncomeEPS
2025$2.88B$208.40M$4.25
2024$2.57B$93.70M$1.92
2023$2.31B$159.20M$3.27
2022$2.24B$245.80M$5.08
2021$2.04B$69.60M$1.44

Social Signal Score

54
5d
54
1 mentions
30d
54
1 mentions
60d
54
1 mentions
90d
54
1 mentions
rss: 1

Earnings

Thu, Oct 29(in 2 months)

Consensus estimate $1.56 per share

5of 7 quarters beat consensus

Typical surprise +21.0% (median, so one quarter with a near-zero estimate can't distort it)

  • Wed, Aug 5$1.13 vs $1.19miss
  • Thu, Apr 30$0.51 vs $0.13beat
  • Thu, Feb 26$1.15 vs $0.95beat
  • Thu, Oct 30$1.56 vs $1.33beat
  • Thu, Aug 7$1.27 vs $1.05beat
  • Tue, May 6$0.49 vs $0.29beat

Estimates and results for ACA via Financial Modeling Prep. Beating consensus says the company cleared the bar analysts set, not that the business grew.

Valuation

Project earnings forward and see what return today's price implies.

Seeded from ACA's reported EPS growth of 31.1% a year over 4 years. Historical EPS growth of 31% reflects a recovery from a low base and won't persist. Capped at 30% as a starting point.

EPS in 5 years
$15.82
Implied price
$395.59
Return from $145.40
22.2% a year

To earn 15.0% a year on these assumptions you'd need to buy at $196.68 — today's price is already 26.1% below that.

How sensitive is that answer?

Annual return across nearby assumptions. If the result is only attractive in one corner, that is the finding.

growth \ P/E1721252933
20.0%4.4%8.9%12.8%16.2%19.2%
25.0%8.7%13.4%17.5%21.0%24.2%
30.0%13.1%18.0%22.2%25.8%29.1%
35.0%17.4%22.5%26.9%30.7%34.1%
40.0%21.8%27.1%31.6%35.5%39.1%

This is arithmetic on assumptions you chose, not a forecast or a recommendation. It ignores dividends, buybacks, share issuance and debt, and it assumes a company still earning money in 5 years. Change any input and the answer changes a lot — that sensitivity is the honest result, not a flaw in the model.

Mentions (1)

  • News (RSS)zerohedge·3d ago·Neutral

    The Alchemy Of Wealth Taxation The Alchemy Of Wealth Taxation Authored by Robert Blumen via The Mises Institute, “Transmutation” is the process of changing one substance, element, or form into another. We owe this word to the ancient pursuit of alchemy, which sought to accomplish the artificial production of gold from base metals. While it is now considered a pseudo-science, in our rational age, its aspirations survive in currently popular proposals for taxing billionaires. The most advanced of

    View source ↗