Arcosa, Inc. (ACA) Stock Analysis

Why this analysis is different

• A sector-relative MoonshotScore — five pillars (business quality, financial safety, valuation, growth durability, momentum) re-ranked nightly against the full universe of US-listed common stocks.
• An AI Council read across up to eight perspectives — value, macro, quantitative, and momentum lenses — that shows where they disagree instead of averaging the tension away.
• Figures come straight from FMP and Yahoo Finance filings data. The AI writes the narrative around the numbers — it never edits the numbers.

Arcosa, Inc. (ACA) Industrial Operations Profile

Arcosa, Inc. delivers infrastructure solutions across North America, focusing on construction, energy, and transportation sectors. With a diversified portfolio spanning aggregates, engineered structures, and transportation products, Arcosa serves critical infrastructure needs. The company's strategic positioning caters to both new construction and maintenance markets.

What Is the Investment Thesis for ACA?

Arcosa, Inc. presents a compelling investment case centered on its diversified infrastructure solutions and strategic market positioning. With a market capitalization of $7.13B and a P/E ratio of 27.9, Arcosa demonstrates financial stability. The company's 7.9% profit margin and 22.8% gross margin reflect efficient operations. Growth catalysts include increased infrastructure spending and expansion in renewable energy sectors. Potential risks involve economic cycles impacting construction and transportation markets. The company's beta of 0.98 indicates moderate volatility relative to the market.

Based on FMP financials and quantitative analysis

ACA Key Highlights

Market Cap of $7.13B reflects substantial investor confidence in Arcosa's market position.

• P/E Ratio of 27.9 indicates a reasonable valuation relative to earnings.
• Profit Margin of 7.9% demonstrates effective cost management and operational efficiency.
• Gross Margin of 22.8% highlights the company's ability to maintain profitability across its product lines.
• Free Cash Flow (FCF) of $0.06B provides financial flexibility for strategic investments and growth initiatives.

Who Are ACA's Competitors?

ACA is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are ACA's Key Strengths?

Diversified product portfolio across multiple sectors.

• Established market presence in North America.
• Integrated operations providing economies of scale.
• Strategic acquisitions enhancing growth.

What Are ACA's Weaknesses?

Exposure to economic cycles impacting construction and transportation markets.

• Dependence on infrastructure spending and government policies.
• Competition from established players in each segment.
• Potential for supply chain disruptions affecting material costs.

What Could Drive ACA Stock Higher?

Increased infrastructure spending in North America driving demand for construction products.

• Potential acquisitions to expand product portfolio and geographic reach by Q4 2026.
• Expansion in renewable energy infrastructure projects supporting growth in engineered structures.
• Product innovation initiatives to develop advanced materials and solutions.

What Are the Key Risks for ACA?

Insider selling — insiders were net sellers of roughly $7.3M recently.

• Economic downturns reducing construction and transportation activities.
• Regulatory changes impacting infrastructure projects and environmental compliance.
• Increased competition from domestic and international players.
• Fluctuations in raw material prices affecting profitability.

What Are the Growth Opportunities for ACA?

• Expansion in Renewable Energy Infrastructure: Arcosa can capitalize on the growing demand for renewable energy infrastructure, particularly wind and solar. The Engineered Structures segment can provide wind towers and related components, addressing a market projected to reach $128.6 billion by 2027. This expansion aligns with global sustainability trends and government incentives for renewable energy projects.
• Increased Infrastructure Spending: The company can leverage increased infrastructure spending in North America, driven by government initiatives and economic development. The Construction Products segment can supply aggregates and specialty materials for road, bridge, and building projects. This opportunity is supported by long-term infrastructure plans and funding allocations.
• Strategic Acquisitions: Arcosa can pursue strategic acquisitions to expand its product portfolio and geographic reach. Acquiring companies with complementary products or technologies can enhance its competitive position and market share. This strategy can also provide access to new markets and customer segments, driving revenue growth and diversification.
• Product Innovation: Investing in product innovation can create new revenue streams and competitive advantages. Developing advanced materials and solutions for infrastructure projects can address evolving customer needs and regulatory requirements. This includes exploring sustainable and eco-friendly products to align with environmental trends.
• Geographic Expansion: Expanding its geographic footprint can enable Arcosa to tap into new markets and customer bases. Establishing operations or partnerships in regions with high growth potential can drive revenue growth and diversification. This includes targeting areas with significant infrastructure development and investment opportunities.

What Are ACA's Competitive Advantages?

• Diversified product portfolio across construction, energy, and transportation sectors.
• Established market presence and customer relationships in North America.
• Integrated operations across multiple segments, providing economies of scale.
• Strategic acquisitions to expand product offerings and geographic reach.

What Does ACA Do?

Arcosa, Inc. was established in 2018 and is headquartered in Dallas, Texas. It emerged as an independent entity, focusing on infrastructure-related products and solutions. The company operates through three primary segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment provides natural and recycled aggregates, specialty materials, and trench shields, catering to residential, non-residential, and infrastructure projects. The Engineered Structures segment offers utility, wind, traffic, and telecommunication structures, along with storage tanks for various markets, including energy, agriculture, and industrial sectors. The Transportation Products segment manufactures inland barges, barge components, and cast components for industrial and mining sectors, as well as axles and coupling devices for rail transportation equipment. Arcosa's diversified product range and strategic market positioning enable it to serve a broad spectrum of infrastructure needs across North America, supporting both new construction and maintenance activities.

What Products and Services Does ACA Offer?

• Provides natural and recycled aggregates for construction.
• Manufactures specialty materials for infrastructure projects.
• Offers trench shields and shoring products.
• Produces utility structures for electricity transmission.
• Builds wind towers for renewable energy generation.
• Supplies inland barges for transportation.
• Creates cast components for industrial and mining sectors.

How Does ACA Make Money?

• Manufacturing and selling construction products, engineered structures, and transportation products.
• Providing infrastructure solutions for construction, energy, and transportation markets.
• Generating revenue through product sales and project-based contracts.

What Industry Does ACA Operate In?

Arcosa, Inc. operates within the industrial infrastructure sector, which is experiencing growth driven by increased infrastructure investments and renewable energy projects. The market is competitive, with key players including Powell Industries, Inc. (POWL), Everus Construction Group, Inc. (ECG), and Granite Construction Incorporated (GVA). Arcosa's diversified product portfolio and strategic market positioning enable it to capture opportunities in construction, energy, and transportation markets. The industry is also influenced by regulatory changes and economic cycles, impacting demand and project timelines.

Who Are ACA's Key Customers?

• Construction companies involved in residential and non-residential projects.
• Energy companies operating in electricity transmission and distribution.
• Transportation companies utilizing inland barges and rail equipment.
• Government agencies involved in infrastructure development.

Over the past six months, Arcosa, Inc. insiders filed 30 SEC Form 4 transactions — 11 sales and 19 purchases. On net that is roughly 73K shares acquired (about $7.3M) — insiders putting money in tends to read as conviction.

Quarterly Financial Performance: Arcosa, Inc.

Revenue for Arcosa, Inc. came in at $658.7M during Q2 2026, a 15.2% improvement versus the preceding quarter. The company recorded net income of $328.5M, with diluted EPS of $6.67. Quarter-over-quarter revenue has been mixed, typical for a mid-cap company operating in Industrials. Across the four most recent quarters, ACA averaged $2.50 in diluted EPS.

ACA Valuation & Market Position

With a $7.13B market cap, Arcosa, Inc. sits in the mid-cap segment of the market. Relative to its peer group, ACA's quantitative score of 74/100 is roughly in line with the peer average of 66/100.

Return on equity for Arcosa, Inc. stands at 8.6%, a gauge of how efficiently it converts shareholder capital into profit. Return on assets is 4.6%, showing how much profit it generates from its asset base. ACA trades at a trailing price-to-earnings ratio of 27.90, below the Industrials sector average of ~32x. Its free cash flow yield is 3.8%, a gauge of the cash the business throws off relative to its market value. A current ratio of 2.31 indicates the company holds enough short-term assets to cover its near-term obligations. Its earnings yield is 3.6%, the inverse of the P/E and a quick read on earnings relative to price.

Arcosa, Inc.'s Piotroski F-Score is 6/9, a 9-point checklist of profitability, leverage and efficiency — a middling fundamental profile. Its Altman Z-Score of 3.13 places it in the safe zone, indicating low near-term bankruptcy risk.

Wall Street analysts project Arcosa, Inc. revenue of about $2.63B for fiscal 2026, with EPS near $4.28.

Company Profile

Arcosa, Inc. operates in the Industrial - Infrastructure Operations industry within the Industrials sector. It is headquartered in Dallas, US. The company is led by CEO Antonio Carrillo. ACA has traded publicly since 2018.

ACA Financials

ACA Latest News

ACA Analyst Consensus

ACA MoonshotScore

Arcosa, Inc. Industrials Stock: Key Questions Answered

Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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