Update shared on 03 Dec 2025
Analysts have raised their price target on Arcosa by about $0.00 per share, reflecting marginally lower perceived risk and a slightly richer long term earnings multiple despite unchanged fundamental fair value estimates.
What's in the News
- Arcosa, Inc. lowered its full year 2025 consolidated earnings guidance, tightening revenue expectations to a range of $2.86 billion to $2.91 billion and forecasting net income between $201.4 million and $203.9 million (company guidance).
- The company reported that from July 1, 2025 to September 30, 2025 it repurchased 0 shares for $0 million, completing the previously announced buyback program with no actual share repurchases executed (company filing).
Valuation Changes
- Fair Value Estimate: unchanged at approximately $119.83 per share, indicating no revision to the intrinsic value assessment.
- Discount Rate: decreased slightly from about 9.34 percent to 9.31 percent, reflecting marginally lower perceived risk in the cash flow discounting assumptions.
- Revenue Growth: effectively unchanged at around 5.58 percent annually, indicating stable expectations for top line expansion.
- Net Profit Margin: essentially flat at roughly 9.28 percent, signaling no meaningful change in long term profitability assumptions.
- Future P/E: edged down slightly from about 24.79x to 24.77x, suggesting a marginally lower valuation multiple applied to forward earnings.
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