Arcosa, Inc.

Report azionario NYSE:ACA

Capitalizzazione di mercato: US$5.8b

Arcosa Crescita futura

Criteri Future verificati 1/6

Si prevede che i ricavi di Arcosa diminuiranno del 1.8% all'anno, mentre si prevede che i suoi utili annuali cresceranno del 4.9% all'anno. Si prevede che l'EPS crescerà del 4.7% all'anno.

Informazioni chiave

4.9%

Tasso di crescita degli utili

4.74%

Tasso di crescita dell'EPS

Construction crescita degli utili23.1%
Tasso di crescita dei ricavi-1.8%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamento11 May 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Articolo di analisi • 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...
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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 Alpha
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Aggiornamento della narrazione • 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).
Articolo di analisi • 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...
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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 Alpha
Seeking 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 Alpha
Seeking 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
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Nuova narrazione • 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.

Previsioni di crescita degli utili e dei ricavi

NYSE:ACA - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20272,7982371794123
12/31/20262,6242111603883
3/31/20262,908220238414N/A
12/31/20252,883208176341N/A
9/30/20252,749136316469N/A
6/30/20252,59180295444N/A
3/31/20252,51966253421N/A
12/31/20242,57093312502N/A
9/30/20242,486128121316N/A
6/30/20242,43714716225N/A
3/31/20242,357142101314N/A
12/31/20232,30815958261N/A
9/30/20232,226286-6191N/A
6/30/20232,23828236218N/A
3/31/20232,25628021177N/A
12/31/20222,24324536174N/A
9/30/20222,264100162272N/A
6/30/20222,22091130227N/A
3/31/20222,13274100191N/A
12/31/20212,0366981167N/A
9/30/20211,9747024110N/A
6/30/20211,90478111191N/A
3/31/20211,88890138219N/A
12/31/20201,936106178260N/A
9/30/20201,924116285367N/A
6/30/20201,879118248338N/A
3/31/20201,814116187275N/A
12/31/20191,737112N/A359N/A
9/30/20191,664119N/A219N/A
6/30/20191,59890N/A154N/A
3/31/20191,51781N/A154N/A
12/31/20181,46076N/A119N/A
9/30/20181,43472N/A146N/A
6/30/20181,42189N/A174N/A
3/31/20181,42188N/A187N/A
12/31/20171,46290N/A162N/A
12/31/20161,704123N/A228N/A
12/31/20152,140135N/A293N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ACA ( 4.9% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di ACA ( 4.9% all'anno) cresceranno più lentamente rispetto al mercato US ( 16.8% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ACA cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che i ricavi di ACA diminuiranno nei prossimi 3 anni ( -1.8% all'anno).

Ricavi ad alta crescita: Si prevede che i ricavi di ACA diminuiranno nei prossimi 3 anni ( -1.8% all'anno).

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di ACA è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

7D

1Y

7D

1Y

7D

1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/20 11:41
Prezzo dell'azione a fine giornata2026/05/20 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Arcosa, Inc. è coperta da 8 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Adam SeidenBarclays
Daniel WangBerenberg
Robert LabickCJS Securities, Inc.