Arcosa Gestione
Criteri Gestione verificati 4/4
Arcosa Il CEO è Antonio Carrillo, nominato in Nov2018, e ha un mandato di 7.5 anni. la retribuzione annua totale è $ 8.09M, composta da 12.4% di stipendio e 87.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 1.07% delle azioni della società, per un valore di $ 65.57M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 7.5 anni e 7.7 anni.
Informazioni chiave
Antonio Carrillo
Amministratore delegato
US$8.1m
Compenso totale
| Percentuale dello stipendio del CEO | 12.36% |
| Mandato del CEO | 7.5yrs |
| Proprietà del CEO | 1.1% |
| Durata media del management | 7.5yrs |
| Durata media del Consiglio di amministrazione | 7.7yrs |
Aggiornamenti recenti sulla gestione
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 22ACA: 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
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 29ACA: 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 07Why Investors Shouldn't Be Surprised By Arcosa, Inc.'s (NYSE:ACA) P/E
Jul 23When Should You Buy Arcosa, Inc. (NYSE:ACA)?
Jul 04Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet
May 07Arcosa Is Poised For A Rebound In 2025 (Rating Upgrade)
Apr 01Arcosa: Turning Into An Aggregates Play
Dec 30Arcosa: Still Not Cheap Enough
Oct 23
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 09Analisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$220m |
| Dec 31 2025 | US$8m | US$1m | US$208m |
| Sep 30 2025 | n/a | n/a | US$148m |
| Jun 30 2025 | n/a | n/a | US$92m |
| Mar 31 2025 | n/a | n/a | US$78m |
| Dec 31 2024 | US$7m | US$1m | US$93m |
| Sep 30 2024 | n/a | n/a | US$128m |
| Jun 30 2024 | n/a | n/a | US$147m |
| Mar 31 2024 | n/a | n/a | US$142m |
| Dec 31 2023 | US$6m | US$981k | US$159m |
| Sep 30 2023 | n/a | n/a | US$286m |
| Jun 30 2023 | n/a | n/a | US$282m |
| Mar 31 2023 | n/a | n/a | US$280m |
| Dec 31 2022 | US$6m | US$925k | US$245m |
| Sep 30 2022 | n/a | n/a | US$100m |
| Jun 30 2022 | n/a | n/a | US$91m |
| Mar 31 2022 | n/a | n/a | US$74m |
| Dec 31 2021 | US$6m | US$925k | US$69m |
| Sep 30 2021 | n/a | n/a | US$70m |
| Jun 30 2021 | n/a | n/a | US$78m |
| Mar 31 2021 | n/a | n/a | US$90m |
| Dec 31 2020 | US$5m | US$875k | US$106m |
| Sep 30 2020 | n/a | n/a | US$116m |
| Jun 30 2020 | n/a | n/a | US$118m |
| Mar 31 2020 | n/a | n/a | US$116m |
| Dec 31 2019 | US$6m | US$850k | US$112m |
Compensazione vs Mercato: La retribuzione totale di Antonio ($USD 8.09M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 8.77M ).
Compensazione vs guadagni: La retribuzione di Antonio è stata coerente con le performance aziendali dell'ultimo anno.
AMMINISTRATORE DELEGATO
Antonio Carrillo (59 yo)
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...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 7.5yrs | US$8.09m | 1.07% $ 65.6m | |
| Chief Financial Officer | 5yrs | US$2.83m | 0.18% $ 11.0m | |
| Chief Legal Officer | 8.3yrs | US$2.11m | 0.090% $ 5.5m | |
| Group President | 8.3yrs | US$2.54m | 0.21% $ 12.7m | |
| Group President | 8.3yrs | US$1.98m | 0.057% $ 3.5m | |
| Principal Accounting Officer | 7.5yrs | Nessun dato | 0.011% $ 688.5k | |
| Chief Information Officer | 1.2yrs | Nessun dato | Nessun dato | |
| VP of Investor Relations | no data | Nessun dato | Nessun dato | |
| Chief Human Resources Officer | no data | Nessun dato | Nessun dato | |
| VP, Associate General Counsel & Corporate Secretary | no data | Nessun dato | Nessun dato | |
| Treasurer | no data | Nessun dato | Nessun dato |
Gestione esperta: Il team dirigenziale di ACA è esperto e expertise (durata media dell'incarico 7.5 anni).
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 7.5yrs | US$8.09m | 1.07% $ 65.6m | |
| Independent Non-Executive Chairman | 7.7yrs | US$360.04k | 0.12% $ 7.5m | |
| Independent Director | 3.3yrs | US$240.04k | 0.023% $ 1.4m | |
| Independent Director | 7.7yrs | US$265.04k | 0.038% $ 2.4m | |
| Independent Director | 4.5yrs | US$245.04k | 0.017% $ 1.1m | |
| Independent Director | 4.4yrs | US$245.04k | 0.017% $ 1.0m | |
| Independent Director | 7.7yrs | US$241.52k | 0.038% $ 2.4m | |
| Independent Director | 7.7yrs | US$260.04k | 0.038% $ 2.4m | |
| Independent Director | 7.7yrs | US$260.04k | 0.038% $ 2.4m |
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di ACA sono considerati esperti (durata media dell'incarico 7.7 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/04 11:40 |
| Prezzo dell'azione a fine giornata | 2026/05/04 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
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.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* 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. 4 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.
| Analista | Istituzione |
|---|---|
| Adam Seiden | Barclays |
| Daniel Wang | Berenberg |
| Robert Labick | CJS Securities, Inc. |