(ACA) Arcosa - Overview
Sector: Industrials | Industry: Engineering & Construction | Exchange: NYSE (USA) | Market Cap: 5.756m USD | Total Return: 5.8% in 12m
Avg Turnover: 32.2M
EPS Trend: 78.1%
Qual. Beats: 3
Rev. Trend: 98.7%
Qual. Beats: -1
Warnings
Below Avwap Earnings
Tailwinds
No distinct edge detected
Arcosa, Inc. (ACA) is a Dallas-based manufacturer of infrastructure-related products serving the construction, engineered structures, and transportation sectors. The company operates through three distinct segments, providing essential materials such as natural and recycled aggregates for civil and residential projects, as well as specialized equipment like trench shields and shoring products.
The Engineered Structures division manufactures critical components for the energy and communications sectors, including utility structures for electricity transmission and towers for wind power generation. This segment benefits from long-term capital expenditure cycles in the utility and renewable energy industries. Additionally, the Transportation Products segment produces inland barges and marine hardware, supporting the movement of bulk commodities across the U.S. inland waterway system.
For a more detailed analysis of the companys financial health and growth trajectory, you may wish to evaluate the latest metrics on ValueRay.
- Federal infrastructure spending levels drive demand for construction aggregates and utility structures
- Wind tower production tax credits influence engineered structures segment profitability and backlog
- Inland barge replacement cycles dictate revenue growth within the transportation products division
- Fluctuations in steel and raw material costs impact manufacturing margins across segments
| Net Income: 222.6m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.05 > 0.02 and ΔFCF/TA -0.22 > 1.0 |
| NWC/Revenue: 22.80% < 20% (prev 19.26%; Δ 3.55% < -1%) |
| CFO/TA 0.08 > 3% & CFO 413.7m > Net Income 222.6m |
| Net Debt (1.37b) to EBITDA (556.4m): 2.46 < 3 |
| Current Ratio: 2.31 > 1.5 & < 3 |
| Outstanding Shares: last quarter (49.2m) vs 12m ago 0.0% < -2% |
| Gross Margin: 22.77% > 18% (prev 0.20%; Δ 2.26k% > 0.5%) |
| Asset Turnover: 57.48% > 50% (prev 52.76%; Δ 4.71% > 0%) |
| Interest Coverage Ratio: 3.19 > 6 (EBITDA TTM 556.4m / Interest Expense TTM 104.5m) |
| A: 0.13 (Total Current Assets 1.13b - Total Current Liabilities 489.6m) / Total Assets 4.89b |
| B: 0.20 (Retained Earnings 982.7m / Total Assets 4.89b) |
| C: 0.07 (EBIT TTM 333.5m / Avg Total Assets 4.91b) |
| D: 0.43 (Book Value of Equity 966.4m / Total Liabilities 2.26b) |
| Altman-Z'' = 2.42 = A |
| DSRI: 0.89 (Receivables 413.9m/427.6m, Revenue 2.82b/2.60b) |
| GMI: 0.89 (GM 22.77% / 20.32%) |
| AQI: 0.93 (AQ_t 0.34 / AQ_t-1 0.37) |
| SGI: 1.08 (Revenue 2.82b / 2.60b) |
| TATA: -0.04 (NI 222.6m - CFO 413.7m) / TA 4.89b) |
| Beneish M = -3.24 (Cap -4..+1) = AA |
As of May 25, 2026, the stock is trading at USD 120.75 with a total of 264,364 shares traded.
Over the past week, the price has changed by +2.13%,
over one month by +0.97%,
over three months by -6.73% and
over the past year by +5.76%.
Arcosa has received a consensus analysts rating of 4.83. Therefore, it is recommended to buy ACA.
- StrongBuy: 5
- Buy: 1
- Hold: 0
- Sell: 0
- StrongSell: 0
| Analysts Target Price | 141 | 16.8% |
P/E Trailing = 26.2282
P/E Forward = 34.2466
P/S = 1.9797
P/B = 2.4049
P/EG = 2.1372
Revenue TTM = 2.82b USD
EBIT TTM = 333.5m USD
EBITDA TTM = 556.4m USD
Long Term Debt = 1.51b USD (from longTermDebt, last quarter)
Short Term Debt = 8.00m USD (from shortTermDebt, last quarter)
Debt = 1.52b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 1.37b USD (calculated: Debt 1.52b - CCE 153.2m)
Enterprise Value = 7.12b USD (5.76b + Debt 1.52b - CCE 153.2m)
Interest Coverage Ratio = 3.19 (Ebit TTM 333.5m / Interest Expense TTM 104.5m)
EV/FCF = 29.86x (Enterprise Value 7.12b / FCF TTM 238.6m)
FCF Yield = 3.35% (FCF TTM 238.6m / Enterprise Value 7.12b)
FCF Margin = 8.45% (FCF TTM 238.6m / Revenue TTM 2.82b)
Net Margin = 7.88% (Net Income TTM 222.6m / Revenue TTM 2.82b)
Gross Margin = 22.77% ((Revenue TTM 2.82b - Cost of Revenue TTM 2.18b) / Revenue TTM)
Gross Margin QoQ = 21.15% (prev 22.85%)
Tobins Q-Ratio = 1.46 (Enterprise Value 7.12b / Total Assets 4.89b)
Interest Expense / Debt = 6.87% (Interest Expense 104.5m / Debt 1.52b)
Taxrate = 5.28% (1.30m / 24.6m)
NOPAT = 315.9m (EBIT 333.5m * (1 - 5.28%))
Current Ratio = 2.31 (Total Current Assets 1.13b / Total Current Liabilities 489.6m)
Debt / Equity = 0.58 (Debt 1.52b / totalStockholderEquity, last quarter 2.63b)
Debt / EBITDA = 2.46 (Net Debt 1.37b / EBITDA 556.4m)
Debt / FCF = 5.73 (Net Debt 1.37b / FCF TTM 238.6m)
Total Stockholder Equity = 2.59b (last 4 quarters mean from totalStockholderEquity)
RoA = 4.53% (Net Income 222.6m / Total Assets 4.89b)
RoE = 8.60% (Net Income TTM 222.6m / Total Stockholder Equity 2.59b)
RoCE = 8.13% (EBIT 333.5m / Capital Employed (Equity 2.59b + L.T.Debt 1.51b))
RoIC = 7.42% (NOPAT 315.9m / Invested Capital 4.25b)
WACC = 10.03% (E(5.76b)/V(7.28b) * Re(10.96%) + D(1.52b)/V(7.28b) * Rd(6.87%) * (1-Tc(0.05)))
Discount Rate = 10.96% (= CAPM, Blume Beta Adj.)
Shares (quarterly) Correlation: 61.28 | Cagr: 0.46%
[DCF] Terminal Value 68.94% ; FCFF base≈243.8m ; Y1≈234.3m ; Y5≈227.3m
[DCF] Fair Price = 28.83 (EV 2.78b - Net Debt 1.37b = Equity 1.42b / Shares 49.1m; r=10.03% [WACC]; 5y FCF grow -5.13% → 2.50% )
EPS Correlation: 78.11 | EPS CAGR: 17.33% | SUE: 1.02 | # QB: 3
Revenue Correlation: 98.67 | Revenue CAGR: 10.57% | SUE: -2.43 | # QB: -1
EPS current Quarter (2026-06-30): EPS=1.22 | Chg30d=-12.56% | Revisions=-43% | Analysts=4
EPS next Quarter (2026-09-30): EPS=1.55 | Chg30d=-13.00% | Revisions=-43% | Analysts=4
EPS current Year (2026-12-31): EPS=4.31 | Chg30d=-10.25% | Revisions=-43% | GrowthEPS=-3.7% | GrowthRev=-9.0%
EPS next Year (2027-12-31): EPS=5.05 | Chg30d=-12.11% | Revisions=-43% | GrowthEPS=+17.3% | GrowthRev=+6.6%
[Analyst] Revisions Ratio: -43%