Arcosa, Inc.

NYSE:ACA Lagerbericht

Marktkapitalisierung: US$6.2b

Arcosa Management

Management Kriterienprüfungen 4/4

Arcosa CEO ist Antonio Carrillo , ernannt in Nov 2018, hat eine Amtszeit von 7.5 Jahren. Die jährliche Gesamtvergütung beträgt $8.09M , bestehend aus 12.4% Gehalt und 87.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 1.07% der Aktien des Unternehmens, im Wert von $66.47M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 7.5 Jahre bzw. 7.7 Jahre.

Wichtige Informationen

Antonio Carrillo

Geschäftsführender

US$8.1m

Gesamtvergütung

Prozentsatz des Geschäftsführergehalts12.36%
Amtszeit als Geschäftsführer7.5yrs
Eigentum des Geschäftsführers1.1%
Durchschnittliche Amtszeit des Managements7.5yrs
Durchschnittliche Amtszeit der Vorstandsmitglieder7.7yrs

Jüngste Management Updates

Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet

May 07
Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet

Recent updates

ACA: 2026 Earnings Outlook And Steady Fair Value Will Support Bullish View

Analysts have kept Arcosa's fair value estimate steady at $128.40 while updating assumptions around revenue growth, profit margin, discount rate, and a higher future P/E to reflect a refreshed view of the company's risk and earnings profile without a change in the headline target. What's in the News Arcosa confirmed full year 2026 guidance with expected consolidated revenue in the range of US$2.95b to US$3.10b, compared with US$2.88b in 2025, and projected net income between US$224.4 million and US$249.5 million (company guidance).

ACA: 2026 Revenue And Earnings Guidance Will Underpin Constructive Bullish Thesis

Analysts have nudged their price target on Arcosa slightly higher to $128.40, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that are now more closely aligned with their refreshed models. What's in the News Arcosa has provided earnings guidance for the full year 2026, with expected consolidated revenues in a range of $2.95b to $3.10b and net income projected between $224.4 million and $249.5 million (Key Developments).

Arcosa: Making Strategic Progress

Mar 22

ACA: 2026 Revenue And Earnings Guidance Will Support Constructive Bullish Thesis

Arcosa's analyst price target remains effectively unchanged at about $127.83, as analysts cite relatively steady assumptions for the discount rate, revenue growth, profit margin, and future P/E in support of their view. What's in the News Arcosa reported that from October 1, 2025 to December 31, 2025, it repurchased 0 shares for $0 million, completing the buyback program announced on December 12, 2024 with a total of 0 shares repurchased for $0 million (Key Developments).

ACA: Updated 2026 Outlook Will Support Constructive View On Earnings Power

Analysts nudged their price target on Arcosa to around $128 per share from roughly $127, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Arcosa issued full year 2026 earnings guidance with expected consolidated revenues in a range of $2.95b to $3.10b.

ACA: Steady Fair Value View Will Frame 2025 Guidance And Buyback Update

Analysts have nudged their Arcosa price target slightly lower to $126.67 from about $127.17 as small adjustments to fair value, discount rate, revenue growth, profit margin, and future P/E assumptions work through their models. Valuation Changes Fair Value: Slight reduction, with the estimate trimmed from $127.17 to $126.67.

ACA: Steady Fair Value View Will Frame 2025 Guidance And Buyback Update

Narrative Update on Arcosa Analysts now see Arcosa's fair value at about US$127.17, roughly US$4.00 above the prior US$123.17 view, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Valuation Changes Fair Value: Revised to about US$127.17 from roughly US$123.17, a small upward adjustment in the estimated equity value.

ACA: Steady Fair Value View Will Weigh 2025 Guidance And Buyback Update

Analysts have raised their price target on Arcosa from about US$119.83 to roughly US$123.17, citing updated assumptions regarding fair value and future P/E multiples. What's in the News Arcosa, Inc.

Should You Investigate Arcosa, Inc. (NYSE:ACA) At US$116?

Jan 16
Should You Investigate Arcosa, Inc. (NYSE:ACA) At US$116?

ACA: Steady Fair Value View Will Weigh 2025 Guidance And Green Debt

Analysts have kept their fair value estimate for Arcosa unchanged at about US$119.83, making only minor refinements to inputs such as the discount rate, revenue growth, profit margin, and future P/E assumptions that support this steady price target view. What's in the News Arcosa revised its full year 2025 consolidated earnings guidance, setting a revenue range of US$2.86b to US$2.91b compared with the previous range of US$2.85b to US$2.95b, and net income guidance of US$201.4 million to US$203.9 million (Key Developments).

Arcosa, Inc.'s (NYSE:ACA) Share Price Matching Investor Opinion

Dec 29
Arcosa, Inc.'s (NYSE:ACA) Share Price Matching Investor Opinion

ACA: Lower 2025 Guidance Will Still Support Measured Upside Ahead

Analysts have modestly adjusted their price target on Arcosa upward to approximately $120.00, reflecting slightly lower discount rate assumptions and steady expectations for long term revenue growth, profit margins, and future valuation multiples. What's in the News Arcosa, Inc.

ACA: Lower 2025 Guidance Will Still Support Attractive Upside Potential

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.

ACA: Revenue Range Update Will Sustain Momentum Into 2025

Analysts have modestly raised their price target for Arcosa from $118.17 to $119.83 per share, citing incremental adjustments in their financial projections and updated market assumptions. What's in the News Arcosa, Inc.

ACA: Earnings Guidance And Market Multiples Will Drive Future Upside

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.

US Infrastructure Spending And Renewables Will Shape Future Markets

With no notable changes in Arcosa's discount rate or future P/E, analyst valuation remains stable, as reflected in an unchanged price target of $116. What's in the News Company completed no share repurchases during the latest buyback tranche, with zero shares acquired for zero dollars.

Is Arcosa (NYSE:ACA) Using Too Much Debt?

Aug 07
Is Arcosa (NYSE:ACA) Using Too Much Debt?

Why Investors Shouldn't Be Surprised By Arcosa, Inc.'s (NYSE:ACA) P/E

Jul 23
Why Investors Shouldn't Be Surprised By Arcosa, Inc.'s (NYSE:ACA) P/E

When Should You Buy Arcosa, Inc. (NYSE:ACA)?

Jul 04
When Should You Buy Arcosa, Inc. (NYSE:ACA)?

Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet

May 07
Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet

Arcosa Is Poised For A Rebound In 2025 (Rating Upgrade)

Apr 01

Arcosa: Turning Into An Aggregates Play

Dec 30

Arcosa: Still Not Cheap Enough

Oct 23
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Critical Acquisitions And Market Adaptations Set Stage For Enhanced Earnings Growth

Arcosa's acquisition of Stavola and divestitures aim to enhance its geographic reach, improve EBITDA margins, and focus on lower-volatility markets.

Arcosa: Acquisition Of Stavola Is Expected To Strengthen Its Construction Products Segment

Aug 09

Analyse der Geschäftsführervergütung

Wie hat sich die Vergütung von Antonio Carrillo im Vergleich zu den Einnahmen von Arcosa verändert?
DatumGesamtvergütungGehaltUnternehmensgewinne
Mar 31 2026n/an/a

US$220m

Dec 31 2025US$8mUS$1m

US$208m

Sep 30 2025n/an/a

US$148m

Jun 30 2025n/an/a

US$92m

Mar 31 2025n/an/a

US$78m

Dec 31 2024US$7mUS$1m

US$93m

Sep 30 2024n/an/a

US$128m

Jun 30 2024n/an/a

US$147m

Mar 31 2024n/an/a

US$142m

Dec 31 2023US$6mUS$981k

US$159m

Sep 30 2023n/an/a

US$286m

Jun 30 2023n/an/a

US$282m

Mar 31 2023n/an/a

US$280m

Dec 31 2022US$6mUS$925k

US$245m

Sep 30 2022n/an/a

US$100m

Jun 30 2022n/an/a

US$91m

Mar 31 2022n/an/a

US$74m

Dec 31 2021US$6mUS$925k

US$69m

Sep 30 2021n/an/a

US$70m

Jun 30 2021n/an/a

US$78m

Mar 31 2021n/an/a

US$90m

Dec 31 2020US$5mUS$875k

US$106m

Sep 30 2020n/an/a

US$116m

Jun 30 2020n/an/a

US$118m

Mar 31 2020n/an/a

US$116m

Dec 31 2019US$6mUS$850k

US$112m

Vergütung im Vergleich zum Markt: AntonioDie Gesamtvergütung ($USD8.09M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD8.54M).

Entschädigung vs. Einkommen: AntonioDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.

Geschäftsführer

Antonio Carrillo (59 yo)

7.5yrs
Amtszeit
US$8,092,216
Vergütung

Mr. Antonio Carrillo has been an Independent Director at NRG Energy, Inc. since October 15, 2019 and has been its Lead Independent Director since August 1, 2024. He serves as Non Independent Director, Pres...

Führungsteam

NamePositionAmtszeitVergütungEigentümerschaft
Antonio Carrillo
President7.5yrsUS$8.09m1.07%
$ 66.5m
Gail Peck
Chief Financial Officer5yrsUS$2.83m0.18%
$ 11.2m
Bryan Stevenson
Chief Legal Officer8.3yrsUS$2.11m0.090%
$ 5.6m
Reid Essl
Group President8.3yrsUS$2.54m0.21%
$ 12.8m
Kerry Cole
Group President8.3yrsUS$1.98m0.057%
$ 3.5m
Eric Hurst
Principal Accounting Officer7.5yrskeine Daten0.011%
$ 697.9k
Robert Rosen
Chief Information Officer1.2yrskeine Datenkeine Daten
Erin Drabek
VP of Investor Relationsno datakeine Datenkeine Daten
Suzanne Myers
Chief Human Resources Officerno datakeine Datenkeine Daten
Mark Elmore
VP, Associate General Counsel & Corporate Secretaryno datakeine Datenkeine Daten
Kevin Weber
Treasurerno datakeine Datenkeine Daten
7.5yrs
Durchschnittliche Betriebszugehörigkeit
54yo
Durchschnittliches Alter

Erfahrenes Management: Das Managementteam von ACA ist erfahren und erfahren (durchschnittliche Amtszeit von 7.5 Jahren).

Vorstandsmitglieder

NamePositionAmtszeitVergütungEigentümerschaft
Antonio Carrillo
President7.5yrsUS$8.09m1.07%
$ 66.5m
Rhys Best
Independent Non-Executive Chairman7.7yrsUS$360.04k0.12%
$ 7.6m
Steven Demetriou
Independent Director3.3yrsUS$240.04k0.023%
$ 1.5m
Joseph Alvarado
Independent Director7.7yrsUS$265.04k0.038%
$ 2.4m
Kimberly Lubel
Independent Director4.5yrsUS$245.04k0.017%
$ 1.1m
Julie Piggott
Independent Director4.4yrsUS$245.04k0.017%
$ 1.1m
John Lindsay
Independent Director7.7yrsUS$241.52k0.038%
$ 2.4m
Melanie Trent
Independent Director7.7yrsUS$260.04k0.038%
$ 2.4m
Jeffrey Craig
Independent Director7.7yrsUS$260.04k0.038%
$ 2.4m
7.7yrs
Durchschnittliche Betriebszugehörigkeit
64yo
Durchschnittliches Alter

Erfahrener Vorstand: ACADie Vorstandsmitglieder gelten als erfahren (7.7 Jahre durchschnittliche Amtszeit).

Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/01 12:54
Aktienkurs zum Tagesende2026/05/01 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

Metriken für Industrie und Sektor

Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.

Analysten-Quellen

Arcosa, Inc. wird von 8 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
Adam SeidenBarclays
Daniel WangBerenberg
Robert LabickCJS Securities, Inc.