Arcosa, Inc. (ACA)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
Arcosa, Inc. (ACA) trades at $108.02 with AI Score 53/100 (Hold). Arcosa, Inc. provides infrastructure-related products and solutions for the construction, energy, and transportation markets in North America. Market cap: $5.30B, Sector: Industrials.
Last analyzed: Feb 9, 2026Arcosa, Inc. (ACA) Industrial Operations Profile
Arcosa, Inc. is a leading provider of infrastructure solutions, offering a diversified portfolio of products and services across construction, energy, and transportation sectors, capitalizing on North American infrastructure growth with a focus on sustainable and innovative solutions, and a current P/E ratio of 41.05.
Investment Thesis
Arcosa presents a notable research candidate due to its strategic positioning in the infrastructure market, poised to benefit from increased infrastructure spending in North America. The company's diversified product portfolio across construction, energy, and transportation sectors provides resilience and multiple avenues for growth. Arcosa's focus on sustainable solutions and innovation aligns with evolving market demands. With a current market capitalization of $6.12 billion and a dividend yield of 0.16%, Arcosa offers a blend of growth potential and income. Key value drivers include organic growth in its core segments, strategic acquisitions to expand its product offerings and geographic reach, and operational efficiencies to improve profitability. Investors may want to evaluate Arcosa's ability to capitalize on infrastructure tailwinds and its commitment to delivering long-term shareholder value.
Based on FMP financials and quantitative analysis
Key Highlights
- Market capitalization of $6.12 billion, reflecting investor confidence in Arcosa's growth potential.
- P/E ratio of 41.05, indicating the price investors are willing to pay for each dollar of Arcosa's earnings.
- Profit margin of 5.2%, demonstrating the company's ability to generate profit from its revenue.
- Gross margin of 21.6%, reflecting the efficiency of Arcosa's production and supply chain operations.
- Beta of 1.00, suggesting that Arcosa's stock price is expected to move with the market.
Competitors & Peers
Strengths
- Diversified product portfolio
- Strong market position in North America
- Established relationships with key customers
- Commitment to innovation and sustainability
Weaknesses
- Exposure to cyclical industries
- Dependence on infrastructure spending
- Competition from larger players
- Profit margin could be higher
Catalysts
- Upcoming: Potential infrastructure bill passage in the US, boosting demand for construction materials and engineered structures.
- Ongoing: Growth in the renewable energy sector, driving demand for wind towers and related infrastructure.
- Ongoing: Strategic acquisitions to expand product offerings and geographic reach.
Risks
- Potential: Economic downturn could reduce infrastructure spending and demand for Arcosa's products.
- Potential: Rising raw material prices could increase production costs and reduce profit margins.
- Ongoing: Competition from larger players could put pressure on prices and market share.
Growth Opportunities
- Expansion in Renewable Energy Infrastructure: Arcosa can capitalize on the growing demand for renewable energy infrastructure by expanding its Engineered Structures segment to provide more wind towers and storage solutions for renewable energy projects. The global wind power market is projected to reach $128.3 billion by 2027, presenting a significant opportunity for Arcosa to increase its revenue and market share. This expansion can be achieved through strategic partnerships and investments in new technologies.
- Strategic Acquisitions: Arcosa can pursue strategic acquisitions to expand its product offerings, geographic reach, and market share. The company has a proven track record of successfully integrating acquisitions and realizing synergies. By acquiring companies in complementary industries, Arcosa can diversify its revenue streams and reduce its reliance on any single market or product. This strategy can drive long-term growth and create value for shareholders.
- Focus on Sustainable Solutions: Arcosa can differentiate itself from competitors by focusing on sustainable solutions and reducing its environmental footprint. This includes using recycled materials in its construction products, developing energy-efficient designs for its engineered structures, and implementing sustainable transportation practices. By promoting its commitment to sustainability, Arcosa can attract environmentally conscious customers and investors.
- Increased Infrastructure Spending: The anticipated increase in infrastructure spending in North America presents a significant growth opportunity for Arcosa. The company is well-positioned to benefit from government investments in roads, bridges, and other infrastructure projects. By leveraging its existing relationships with government agencies and contractors, Arcosa can secure new contracts and increase its revenue. This opportunity is expected to materialize over the next several years.
- Innovation in Transportation Products: Arcosa can drive growth by investing in innovation in its Transportation Products segment. This includes developing new and improved barge designs, incorporating advanced materials, and implementing digital technologies to enhance efficiency and safety. By staying ahead of the curve in terms of technology and innovation, Arcosa can maintain its competitive advantage and capture new market opportunities.
Opportunities
- Increased infrastructure spending in North America
- Expansion in renewable energy infrastructure
- Strategic acquisitions
- Focus on sustainable solutions
Threats
- Economic downturn
- Rising raw material prices
- Regulatory changes
- Technological disruptions
Competitive Advantages
- Diversified product portfolio across multiple sectors.
- Strong market position in North America.
- Established relationships with key customers.
- Commitment to innovation and sustainability.
About ACA
Arcosa, Inc., incorporated in 2018 and headquartered in Dallas, Texas, has rapidly established itself as a key player in the North American infrastructure market. The company's roots lie in providing essential products and solutions for the construction, energy, and transportation sectors. Arcosa operates through three distinct segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment is a major supplier of aggregates, specialty materials, and trench safety solutions, serving residential, non-residential, and infrastructure projects. The Engineered Structures segment manufactures utility, wind, and communication structures, as well as storage tanks, catering to the energy, telecom, and infrastructure markets. The Transportation Products segment produces inland barges, barge components, and railcar components, supporting the transportation of goods across waterways and railways. Arcosa's diversified portfolio and strategic market positioning enable it to serve a wide range of customers and capitalize on infrastructure spending trends. The company's commitment to innovation and sustainability further strengthens its competitive advantage in the evolving infrastructure landscape.
What They Do
- Provides natural and recycled aggregates for construction.
- Manufactures trench shields and shoring products.
- Produces utility structures for electricity transmission.
- Builds wind towers for wind power generation.
- Creates traffic and lighting structures for highways.
- Offers inland barges for transporting goods on waterways.
- Manufactures railcar components for freight and passenger trains.
Business Model
- Manufactures and sells infrastructure-related products.
- Provides solutions for the construction, energy, and transportation markets.
- Operates through three segments: Construction Products, Engineered Structures, and Transportation Products.
Industry Context
Arcosa operates in the industrial infrastructure sector, which is experiencing growth driven by increased government spending on infrastructure projects and rising demand for energy and transportation solutions. The industry is characterized by intense competition, with companies vying for market share based on product quality, innovation, and customer service. Arcosa's diversified product portfolio and strong market position enable it to compete effectively in this dynamic environment. Key competitors include companies like ALK, BZ, ECG, GVA, and MSM, each with their own strengths and weaknesses. The industry is also influenced by factors such as raw material prices, regulatory changes, and technological advancements.
Key Customers
- Construction companies
- Energy companies
- Transportation companies
- Government agencies
- Infrastructure developers
Financials
Chart & Info
Arcosa, Inc. (ACA) stock price: $108.02 (+0.00, +0.00%)
Latest News
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Earnings Scheduled For February 26, 2026
benzinga · Feb 26, 2026
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for ACA.
Price Targets
Wall Street price target analysis for ACA.
MoonshotScore
What does this score mean?
The MoonshotScore rates ACA's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Competitors & Peers
Arcosa, Inc. Stock: Key Questions Answered
What does Arcosa, Inc. do?
Arcosa, Inc. is a provider of infrastructure-related products and solutions for the construction, energy, and transportation markets in North America. The company operates through three segments: Construction Products, Engineered Structures, and Transportation Products. It supplies aggregates, specialty materials, and trench safety solutions for construction; manufactures utility, wind, and communication structures for energy and telecom; and produces inland barges and railcar components for transportation. Arcosa's diversified business model allows it to serve a wide range of customers and capitalize on infrastructure spending trends.
Is ACA stock worth researching?
ACA stock's potential as worth researching hinges on several factors. The company's strategic positioning in the infrastructure market, poised to benefit from increased spending, is a positive sign. However, the current P/E ratio of 41.05 suggests that the stock may be overvalued. Investors may want to evaluate Arcosa's growth potential, its ability to execute its strategic initiatives, and the overall economic outlook before making an investment decision. A balanced analysis of these factors will help determine whether ACA stock is a worthwhile investment.
What are the main risks for ACA?
Arcosa faces several risks, including economic downturns that could reduce infrastructure spending and demand for its products. Rising raw material prices could increase production costs and reduce profit margins, impacting profitability. The company also faces competition from larger players, which could put pressure on prices and market share. Regulatory changes and technological disruptions could also pose challenges. Investors should carefully consider these risks before investing in Arcosa.
What are the key factors to evaluate for ACA?
Arcosa, Inc. (ACA) currently holds an AI score of 53/100, indicating moderate score. Key strength: Diversified product portfolio. Primary risk to monitor: Potential: Economic downturn could reduce infrastructure spending and demand for Arcosa's products.. This is not financial advice.
How frequently does ACA data refresh on this page?
ACA prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven ACA's recent stock price performance?
Recent price movement in Arcosa, Inc. (ACA) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Diversified product portfolio. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
Should investors consider ACA overvalued or undervalued right now?
Determining whether Arcosa, Inc. (ACA) is overvalued or undervalued requires examining multiple metrics. Compare valuation ratios (P/E, P/S, EV/EBITDA) against sector peers for a comprehensive view.
What research should beginners do before buying ACA?
Before investing in Arcosa, Inc. (ACA), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) what Wall Street analysts recommend and their price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- Financial data is based on the most recent available information. Stock data pending update.