Update shared on 04 Nov 2025
Fair value Increased 1.87%Analysts have raised their price target for Arcosa from $116 to approximately $118.17 per share. This change reflects updated expectations for future earnings multiples, even as revenue growth and profit margin outlooks moderate.
What's in the News
- Arcosa revised its consolidated earnings guidance for full year 2025, projecting revenues between $2.86 billion and $2.91 billion, and net income ranging from $201.4 million to $203.9 million (Key Developments).
- The company narrowed its 2025 revenue guidance range to $2.85 billion to $2.95 billion, reflecting the inclusion of tariff impacts, which are expected to be immaterial (Key Developments).
- Arcosa reported that from April 1, 2025 to June 30, 2025, no shares were repurchased under its existing buyback program (Key Developments).
Valuation Changes
- Consensus Analyst Fair Value has risen slightly from $116 to approximately $118.17 per share.
- Discount Rate has increased marginally from 9.06% to 9.07%.
- Revenue Growth outlook has decreased significantly, from 7.67% previously to 5.58% now.
- Net Profit Margin is projected to decline, moving from 9.88% to 9.28%.
- Future Price-to-Earnings (P/E) ratio assumption has risen from 22.34x to 24.27x.
Disclaimer
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