Arcosa (ACA) Resumen de Acciones
Arcosa, Inc. junto con sus filiales, ofrece productos y soluciones relacionados con las infraestructuras para los mercados de la construcción, las estructuras de ingeniería y el transporte en Estados Unidos. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 2/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 3/6 |
| Dividendos | 0/6 |
ACA Community Fair Values
Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Competidores de Arcosa, Inc.
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$120.24 |
| Máximo en las últimas 52 semanas | US$135.58 |
| Mínimo de 52 semanas | US$81.91 |
| Beta | 1.08 |
| Cambio en 1 mes | 5.07% |
| Variación en 3 meses | -3.45% |
| Cambio de 1 año | 41.11% |
| Variación en 3 años | 80.05% |
| Variación en 5 años | 90.40% |
| Variación desde la OPV | 472.57% |
Noticias y actualizaciones recientes
Recent updates
Artículo de análisis • May 12
Arcosa's (NYSE:ACA) Solid Profits Have Weak Fundamentals
Arcosa, Inc. ( NYSE:ACA ) just reported some strong earnings, and the market reacted accordingly with a healthy uplift...
Actualización de narrativa • Apr 21
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).Actualización de narrativa • Apr 04
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).Seeking Alpha • Mar 22
Arcosa: Making Strategic Progress
Summary Arcosa has strategically divested its inland barge business, enhancing its portfolio by reducing capital intensity and focusing on higher-margin segments. Arcosa trades at attractive valuations—about 22x earnings and 10–11x EBITDA—following a meaningful share price pullback from $130 to $100. Pro forma leverage drops to the low 1x range, with net debt expected to fall to $750 million and EBITDA comfortably exceeding $500 million. I remain upbeat on Arcosa's transformation, viewing current levels as an attractive entry, especially if shares dip into the $90s. Read the full article on Seeking AlphaActualización de narrativa • Mar 21
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).Actualización de narrativa • Mar 06
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.Actualización de narrativa • Feb 20
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.Actualización de narrativa • Feb 05
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.Actualización de narrativa • Jan 22
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.Artículo de análisis • Jan 16
Should You Investigate Arcosa, Inc. (NYSE:ACA) At US$116?
Arcosa, Inc. ( NYSE:ACA ), might not be a large cap stock, but it saw a significant share price rise of 30% in the past...Actualización de narrativa • Jan 07
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).Artículo de análisis • Dec 29
Arcosa, Inc.'s (NYSE:ACA) Share Price Matching Investor Opinion
Arcosa, Inc.'s ( NYSE:ACA ) price-to-earnings (or "P/E") ratio of 36.5x might make it look like a strong sell right now...Actualización de narrativa • Dec 18
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.Actualización de narrativa • Dec 03
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.Actualización de narrativa • Nov 19
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.Actualización de narrativa • Nov 04
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.Actualización de narrativa • Sep 05
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.Artículo de análisis • Aug 07
Is Arcosa (NYSE:ACA) Using Too Much Debt?
NYSE:ACA 1 Year Share Price vs Fair Value Explore Arcosa's Fair Values from the Community and select yours Warren...Artículo de análisis • Jul 23
Why Investors Shouldn't Be Surprised By Arcosa, Inc.'s (NYSE:ACA) P/E
With a price-to-earnings (or "P/E") ratio of 55.8x Arcosa, Inc. ( NYSE:ACA ) may be sending very bearish signals at the...Artículo de análisis • Jul 04
When Should You Buy Arcosa, Inc. (NYSE:ACA)?
While Arcosa, Inc. ( NYSE:ACA ) might not have the largest market cap around , it led the NYSE gainers with a...Seeking Alpha • Apr 01
Arcosa Is Poised For A Rebound In 2025 (Rating Upgrade)
Summary ACA's topline grew 14.4% YoY in Q4 2024, driven by strong pricing and recent acquisitions, despite a 14% decline in Transportation Products revenue. Expect continued growth in 2025, fueled by strong infrastructure demand, significant backlogs, and contributions from recent acquisitions like Stavola. ACA is optimizing its portfolio through strategic acquisitions and divestitures, aiming to reduce net leverage from 2.9x to its long-term target of 2-2.5x. A favorable mix shift toward high-margin business through acquisition should support long-term margin growth. Promising long-term prospects and a discounted valuation make ACA a decent buy. Read the full article on Seeking AlphaSeeking Alpha • Dec 30
Arcosa: Turning Into An Aggregates Play
Summary Arcosa has transformed into a pure infrastructure play with strong growth driven by organic expansion, M&A, and strategic divestitures since its 2019 spin-off. Despite recent earnings stagnation and increased leverage, ACA's strategic acquisitions, including Stavola, position it well for future growth, though 2025 earnings growth remains uncertain. Shares have fluctuated, reflecting investor caution over high leverage and mixed performance, with current valuations appearing stretched at 25–28 times earnings. Awaiting clearer 2025 earnings projections and a potential dip before reconsidering a position in Arcosa, given the current high valuation and operational uncertainties. Read the full article on Seeking AlphaSeeking Alpha • Oct 23
Arcosa: Still Not Cheap Enough
Summary Arcosa's topline growth is driven by strong demand, acquisitions, and favorable pricing, but its current premium valuation doesn't justify a 'Buy' rating. The company's Stavola acquisition should significantly contribute to revenue and market presence, supporting long-term growth. I recommend a 'Hold' rating due to the stock's overvaluation compared to historical averages and sector medians, despite promising near-term and long-term prospects. Read the full article on Seeking Alpha
Nueva narrativa • Sep 02
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.Rentabilidad de los accionistas
| ACA | US Construction | Mercado US | |
|---|---|---|---|
| 7D | -6.7% | -8.1% | -0.3% |
| 1Y | 41.1% | 101.6% | 26.7% |
Rentabilidad vs. Industria: Los resultados de ACA fueron inferiores a los de la industria US Construction, que obtuvo un rendimiento del 101.6% el año pasado.
Rentabilidad vs. Mercado: ACA superó al mercado US, que obtuvo un rendimiento del 26.7% el año pasado.
Volatilidad de los precios
| ACA volatility | |
|---|---|
| ACA Average Weekly Movement | 6.9% |
| Construction Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: ACA no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ACA (7%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2018 | 6,390 | Antonio Carrillo | www.arcosa.com |
Arcosa, Inc. junto con sus filiales, ofrece productos y soluciones relacionados con las infraestructuras para los mercados de la construcción, las estructuras de ingeniería y el transporte en Estados Unidos. La empresa opera a través de tres segmentos: Productos de construcción, Estructuras de ingeniería y Productos de transporte. El segmento de Productos de Construcción ofrece áridos naturales y reciclados; materiales especiales; y equipos de apoyo para obras de construcción, incluyendo protecciones para zanjas y productos de apuntalamiento para la construcción residencial y no residencial, y productos especiales y de otro tipo, así como para la construcción de infraestructuras.
Resumen de fundamentos de Arcosa, Inc.
| Estadísticas fundamentales de ACA | |
|---|---|
| Capitalización bursátil | US$5.76b |
| Beneficios(TTM) | US$219.70m |
| Ingresos (TTM) | US$2.91b |
26.9x
Ratio precio-beneficio (PE)2.0x
Ratio precio-ventas (PS)¿Está ACA sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ACA | |
|---|---|
| Ingresos | US$2.91b |
| Coste de los ingresos | US$2.25b |
| Beneficio bruto | US$660.20m |
| Otros gastos | US$440.50m |
| Beneficios | US$219.70m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 4.47 |
| Margen bruto | 22.71% |
| Margen de beneficio neto | 7.56% |
| Ratio deuda/patrimonio | 57.3% |
¿Cómo se ha desempeñado ACA a largo plazo?
Ver rendimiento histórico y comparativaDividendos
0.2%
Rentabilidad actual por dividendo4%
Ratio de pagos¿Paga ACA dividendos fiables?
Ver historial de dividendos e índices de referencia de ACA| fechas de dividendos de Arcosa | |
|---|---|
| Fecha ex dividendo | Jul 15 2026 |
| Fecha de pago de dividendos | Jul 31 2026 |
| Días hasta ex dividendo | 54 days |
| Días hasta la fecha de pago de dividendos | 70 days |
¿Paga ACA dividendos fiables?
Ver historial de dividendos e índices de referencia de ACAAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/20 18:43 |
| Precio de las acciones al final del día | 2026/05/20 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Arcosa, Inc. está cubierta por 8 analistas. 3 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Adam Seiden | Barclays |
| Daniel Wang | Berenberg |
| Robert Labick | CJS Securities, Inc. |