View ValuationArcosa 将来の成長Future 基準チェック /46Arcosa利益と収益がそれぞれ年間41%と9.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8% 40.7%なると予測されています。主要情報41.0%収益成長率40.72%EPS成長率Construction 収益成長15.9%収益成長率9.1%将来の株主資本利益率8.00%アナリストカバレッジLow最終更新日07 Mar 2025今後の成長に関する最新情報お知らせ • May 03Arcosa, Inc. Updates Earnings Guidance for the Full Year 2026ArcoArcosa, Inc. updated earnings guidance for the full year 2026. For the period, the company expects consolidated revenues in the range of $2.6 billion to $2.7 billion compared to $2.54 billion to $2.67 billion in the previous guidance.お知らせ • Feb 27Arcosa, Inc. Provides Earnings Guidance for the Full Year 2026Arcosa, Inc. provided earnings guidance for the full year 2026. For the period, the company expects consolidated revenues range of $2.95 billion to $3.10 billion, compared to $2.88 billion in 2025. Net income in the range of $224.4 million to $249.5 million.お知らせ • Oct 31Arcosa, Inc. Revises Consolidated Earnings Guidance for the Full Year 2025Arcosa, Inc. revised consolidated earnings guidance for the full year 2025. For the year, Consolidated revenues range of $2.86 billion to $2.91 billion, compared to its previous guidance range of $2.85 billion to $2.95 billion. Net income to be in the range of $201.4 million to $203.9 million.お知らせ • Aug 08Arcosa, Inc. Revised Earnings Guidance for 2025Arcosa, Inc. revised earnings guidance for 2025. For the year the Company is tightening the range for its guidance and expects consolidated revenues range of $2.85 billion to $2.95 billion, compared to its previous guidance range of $2.8 billion to $3.0 billion. Guidance range includes the direct impact of tariffs, as currently outlined, which is expected to be immaterial.お知らせ • May 07Arcosa, Inc. Reaffirms Earnings Guidance for the Full Year of 2025Arcosa, Inc. reaffirmed earnings guidance for the full year of 2025. For the year, the company is reaffirming consolidated revenues range of $2.8 billion to $3.0 billion, an increase of 17% at the mid-point of the range compared to full year 2024 results excluding the divested steel components business.お知らせ • Feb 28Arcosa, Inc. Provides Earnings Guidance for the Full Year 2025Arcosa, Inc. provided earnings guidance for the full year 2025. For the period, Company expects Consolidated revenues in the range of $2.8 billion to $3.0 billion, compared to $2.5 billion in 2024, excluding $87.8 million from the divested steel components business. Net income in the range of $170.9 million to $202.4 million.すべての更新を表示Recent updatesお知らせ • May 14Arcosa, Inc. Declares Quarterly Cash Dividend, Payable on July 31, 2026Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable on July 31, 2026 to stockholders of record as of July 15, 2026.お知らせ • May 03Arcosa, Inc. Updates Earnings Guidance for the Full Year 2026ArcoArcosa, Inc. updated earnings guidance for the full year 2026. For the period, the company expects consolidated revenues in the range of $2.6 billion to $2.7 billion compared to $2.54 billion to $2.67 billion in the previous guidance.お知らせ • Apr 17Arcosa, Inc. to Report Q1, 2026 Results on Apr 30, 2026Arcosa, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026お知らせ • Apr 02Arcosa, Inc., Annual General Meeting, May 13, 2026Arcosa, Inc., Annual General Meeting, May 13, 2026.お知らせ • Feb 27Arcosa, Inc. Provides Earnings Guidance for the Full Year 2026Arcosa, Inc. provided earnings guidance for the full year 2026. For the period, the company expects consolidated revenues range of $2.95 billion to $3.10 billion, compared to $2.88 billion in 2025. Net income in the range of $224.4 million to $249.5 million.お知らせ • Feb 25+ 1 more updateWynnchurch Capital, L.P entered into a definitive agreement to acquire Arcosa Marine Products, Inc. from Arcosa, Inc. (NYSE:ACA) for $450 million.Wynnchurch Capital, L.P entered into a definitive agreement to acquire Arcosa Marine Products, Inc. from Arcosa, Inc. (NYSE:ACA) for $450 million on February 24, 2026. A cash consideration of $450 million will be paid by Wynnchurch Capital, L.P. As part of consideration, $450 million is paid towards common equity of Arcosa Marine Products, Inc., subject to customary transaction adjustments. The transaction is subject to regulatory approval and satisfying other customary closing conditions. The sale is expected to close in the second quarter of 2026. Arcosa, Inc. intends to use the net after-tax proceeds to further invest in the expansion of its core growth platforms and reduce outstanding debt. Wells Fargo & Company acted as financial advisor for Arcosa, Inc. Gibson, Dunn & Crutcher LLP acted as legal advisor for Arcosa, Inc. Paul Hastings LLP acted as legal advisor for Wynnchurch Capital, L.P.お知らせ • Feb 05Arcosa, Inc. to Report Q4, 2025 Results on Feb 26, 2026Arcosa, Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026お知らせ • Dec 12Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 30, 2026Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable on January 30, 2026 to stockholders of record as of January 15, 2026.お知らせ • Oct 31Arcosa, Inc. Revises Consolidated Earnings Guidance for the Full Year 2025Arcosa, Inc. revised consolidated earnings guidance for the full year 2025. For the year, Consolidated revenues range of $2.86 billion to $2.91 billion, compared to its previous guidance range of $2.85 billion to $2.95 billion. Net income to be in the range of $201.4 million to $203.9 million.お知らせ • Oct 17Arcosa, Inc. to Report Q3, 2025 Results on Oct 30, 2025Arcosa, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025お知らせ • Sep 11Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on October 31, 2025Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend was declared on September 10, 2025 and is payable October 31, 2025 to stockholders of record as of October 15, 2025.お知らせ • Aug 08Arcosa, Inc. Revised Earnings Guidance for 2025Arcosa, Inc. revised earnings guidance for 2025. For the year the Company is tightening the range for its guidance and expects consolidated revenues range of $2.85 billion to $2.95 billion, compared to its previous guidance range of $2.8 billion to $3.0 billion. Guidance range includes the direct impact of tariffs, as currently outlined, which is expected to be immaterial.お知らせ • Jul 24Arcosa, Inc. to Report Q2, 2025 Results on Aug 07, 2025Arcosa, Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025お知らせ • May 15Arcosa, Inc. Declares Quarterly Dividend, Payable on July 31, 2025Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable July 31, 2025 to stockholders of record as of July 15, 2025.お知らせ • May 07Arcosa, Inc. Reaffirms Earnings Guidance for the Full Year of 2025Arcosa, Inc. reaffirmed earnings guidance for the full year of 2025. For the year, the company is reaffirming consolidated revenues range of $2.8 billion to $3.0 billion, an increase of 17% at the mid-point of the range compared to full year 2024 results excluding the divested steel components business.お知らせ • Apr 23Arcosa, Inc. to Report Q1, 2025 Results on May 06, 2025Arcosa, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025お知らせ • Apr 03Arcosa, Inc., Annual General Meeting, May 14, 2025Arcosa, Inc., Annual General Meeting, May 14, 2025.お知らせ • Feb 28Arcosa, Inc. Provides Earnings Guidance for the Full Year 2025Arcosa, Inc. provided earnings guidance for the full year 2025. For the period, Company expects Consolidated revenues in the range of $2.8 billion to $3.0 billion, compared to $2.5 billion in 2024, excluding $87.8 million from the divested steel components business. Net income in the range of $170.9 million to $202.4 million.お知らせ • Feb 26Arcosa, Inc. Declares Quarterly Cash Dividend, Payable on April 30, 2025Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable April 30, 2025 to stockholders of record as of April 15, 2025.お知らせ • Feb 15Arcosa, Inc. to Report Q4, 2024 Results on Feb 27, 2025Arcosa, Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025Board Change • Jan 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Steve Demetriou was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Dec 18Third quarter dividend of US$0.05 announcedShareholders will receive a dividend of US$0.05. Ex-date: 15th January 2025 Payment date: 31st January 2025 Dividend yield will be 0.1%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 8%.お知らせ • Dec 13+ 1 more updateArcosa, Inc. (NYSE:ACA) announces an Equity Buyback for $50 million worth of its shares.Arcosa, Inc. (NYSE:ACA) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares. The program is valid till December 31, 2026.お知らせ • Nov 02Arcosa, Inc. Revises Consolidated Earnings Guidance for the Year 2024Arcosa, Inc. revised consolidated earnings guidance for the year 2024. The company adjusted its consolidated revenues range to $2.56 billion to $2.63 billion, compared to the prior guidance range of $2.60 billion to $2.72 billion.お知らせ • Oct 16Arcosa, Inc. to Report Q3, 2024 Results on Oct 30, 2024Arcosa, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024お知らせ • Sep 13Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on October 31, 2024Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable October 31, 2024 to stockholders of record as of October 15, 2024.Recent Insider Transactions • Aug 21Chief Legal Officer recently sold Mex$6.3m worth of stockOn the 16th of August, Bryan Stevenson sold around 4k shares on-market at roughly Mex$1,563 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$18m more than they bought in the last 12 months.Recent Insider Transactions • Aug 10President recently bought Mex$19m worth of stockOn the 8th of August, Antonio Carrillo bought around 12k shares on-market at roughly Mex$1,568 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Antonio has been a net seller over the last 12 months, reducing personal holdings by Mex$46m.Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.94 (vs US$0.84 in 2Q 2023)Second quarter 2024 results: EPS: US$0.94 (up from US$0.84 in 2Q 2023). Revenue: US$664.7m (up 14% from 2Q 2023). Net income: US$45.5m (up 12% from 2Q 2023). Profit margin: 6.8% (down from 7.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Global Construction industry.お知らせ • Aug 06Stellex Capital Management LLC entered into a definitive agreement to acquire Standard Forged Products LLC & McConway & Torley, LLC from Arcosa, Inc. (NYSE:ACA).Stellex Capital Management LLC entered into a definitive agreement to acquire Standard Forged Products LLC & McConway & Torley, LLC from Arcosa, Inc. (NYSE:ACA) on August 5, 2024. Proskauer Rose LLP acted as legal advisor to Stellex Capital Management LLC and Stellex Capital Management LLC acted as legal counsel and Evercore Inc served as financial advisor to Arcosa, Inc. The expected completion of the transaction is during the third quarter.お知らせ • Jul 19Arcosa, Inc. to Report Q2, 2024 Results on Aug 01, 2024Arcosa, Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024お知らせ • May 09Arcosa, Inc. Declares Quarterly Dividend, Payable on July 31, 2024Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable July 31, 2024 to stockholders of record as of July 15, 2024.お知らせ • May 03Arcosa, Inc. Revises Consolidated Earnings Guidance for the Year 2024Arcosa, Inc. revised consolidated earnings guidance for the year 2024. The company increased full year 2024 consolidated revenues to a range of $2.58 billion to $2.78 billion, from the prior guidance range of $2.46 billion to $2.72 billion.お知らせ • Apr 20Arcosa, Inc. to Report Q1, 2024 Results on May 02, 2024Arcosa, Inc. announced that they will report Q1, 2024 results After-Market on May 02, 2024Declared Dividend • Mar 11Fourth quarter dividend of US$0.05 announcedShareholders will receive a dividend of US$0.05. Ex-date: 12th April 2024 Payment date: 30th April 2024 Dividend yield will be 0.2%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 17%.お知らせ • Mar 08Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 30, 2024Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable April 30, 2024 to stockholders of record as of April 15, 2024.お知らせ • Mar 02+ 1 more updateArcosa, Inc., Annual General Meeting, May 08, 2024Arcosa, Inc., Annual General Meeting, May 08, 2024.お知らせ • Feb 23Arcosa, Inc. Provides Consolidated Earnings Guidance for the Year 2024Arcosa, Inc. provided consolidated earnings guidance for the year 2024. For the year, the company expects consolidated revenues of $2.46 billion to $2.72 billion, compared to $2.31 billion in 2023.お知らせ • Feb 07Arcosa, Inc. to Report Q4, 2023 Results on Feb 22, 2024Arcosa, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2024お知らせ • Dec 15Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 31, 2024Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable January 31, 2024 to stockholders of record as of January 12, 2024.お知らせ • Nov 02Arcosa, Inc. Maintains Earnings Guidance for the Year 2023Arcosa, Inc. maintained earnings guidance for the year 2023. For the year, the company maintained consolidated revenue of $2.25 billion to $2.30 billion.お知らせ • Oct 18Arcosa, Inc. to Report Q3, 2023 Results on Nov 01, 2023Arcosa, Inc. announced that they will report Q3, 2023 results on Nov 01, 2023Upcoming Dividend • Oct 06Upcoming dividend of US$0.05 per share at 0.3% yieldEligible shareholders must have bought the stock before 12 October 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 3.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Mexican dividend payers (6.8%). Lower than average of industry peers (3.6%).お知らせ • Sep 08Arcosa, Inc. Declares Quarterly Dividend, Payable on October 31, 2023Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable October 31, 2023 to stockholders of record as of October 13, 2023.お知らせ • Aug 05Arcosa, Inc. Revises Earnings Guidance for the Year 2023Arcosa, Inc. revised earnings guidance for the year 2023. The Company made the following adjustments to its full year 2023 guidance: Increased the low end of its revenue guidance range to $2.25 billion from $2.20 billion, resulting in a full year range of $2.25 billion to $2.30 billion.お知らせ • Jul 22Arcosa, Inc. to Report Q2, 2023 Results on Aug 03, 2023Arcosa, Inc. announced that they will report Q2, 2023 results After-Market on Aug 03, 2023Recent Insider Transactions • May 12Independent Director recently sold Mex$2.9m worth of stockOn the 10th of May, Ronald Gafford sold around 2k shares on-market at roughly Mex$1,210 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$95m more than they bought in the last 12 months.お知らせ • May 10Arcosa, Inc. Declares Quarterly Dividend, Payable on July 31, 2023Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable July 31, 2023 to stockholders of record as of July 14, 2023.Reported Earnings • May 04First quarter 2023 earnings released: EPS: US$1.15 (vs US$0.42 in 1Q 2022)First quarter 2023 results: EPS: US$1.15 (up from US$0.42 in 1Q 2022). Revenue: US$549.2m (up 2.5% from 1Q 2022). Net income: US$55.5m (up 176% from 1Q 2022). Profit margin: 10% (up from 3.8% in 1Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Global Construction industry.お知らせ • Feb 07Arcosa, Inc. to Report Q4, 2022 Results on Feb 23, 2023Arcosa, Inc. announced that they will report Q4, 2022 results After-Market on Feb 23, 2023お知らせ • Feb 02Arcosa, Inc. Announces Appointment of Steven J. Demetriou as DirectorArcosa, Inc. announced that Steven J. Demetriou has been elected to serve on the Company’s Board of Directors as a new independent member effective February 1, 2023 and will serve as a member of the Company’s Governance and Sustainability and Human Resources Committees. Mr. Demetriou is Executive Chair of the Board of Jacobs Solutions Inc. Mr. Demetriou’s election fills the vacant seat on Arcosa’s Board following the November 4, 2022 retirement of Douglas L. Rock. Mr. Rock served on the Board since the Company’s spin-off as an independent company in November 2018, where he served as Chair of the Audit Committee until May 2022. He previously served on the Board of Trinity Industries, Inc., the Company’s former parent, joining in 2010. Mr. Demetriou was Chair of the Board and Chief Executive Officer of Jacobs from 2015 to January 2023. Prior to Jacobs, Mr. Demetriou served as Chairman and Chief Executive Officer of Aleris Corporation from 2004 to 2015, Chief Executive Officer of Noveon, Inc. from 2001 to 2004, Executive Vice President of IMC Global Inc. from 1999 to 2001, and held various leadership positions with Cytec Industries, Inc. and ExxonMobil Corporation from 1981 to 1999. Mr. Demetriou currently serves as Chair of the Board of C5 Acquisition Corporation and as a Director of FirstEnergy Corporation. He previously served as Non-Executive Chairman of Foster-Wheeler from 2011 to 2014 and as a Director for Kraton Performance Polymers from 2009 to 2017 and OM Group from 2005 to 2015. He holds a Bachelor of Science in Chemical Engineering from Tufts University.Recent Insider Transactions • Aug 13Independent Director recently sold Mex$2.6m worth of stockOn the 12th of August, Ronald Gafford sold around 2k shares on-market at roughly Mex$1,296 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$11m. Insiders have been net sellers, collectively disposing of Mex$23m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to Mex$1,200, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Construction industry globally. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,031 per share.Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$0.81 (vs US$0.43 in 2Q 2021)Second quarter 2022 results: EPS: US$0.81 (up from US$0.43 in 2Q 2021). Revenue: US$602.8m (up 17% from 2Q 2021). Net income: US$39.0m (up 88% from 2Q 2021). Profit margin: 6.5% (up from 4.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.5%, compared to a 12% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.Recent Insider Transactions • Jun 03Group President recently sold Mex$9.4m worth of stockOn the 1st of June, Jesse Collins sold around 9k shares on-market at roughly Mex$1,050 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.業績と収益の成長予測BMV:ACA * - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20263,086233186457512/31/20252,895186167378512/31/20242,57093312502N/A9/30/20242,486128121316N/A6/30/20242,43714716225N/A3/31/20242,357142101314N/A12/31/20232,30815958261N/A9/30/20232,226286-6191N/A6/30/20232,23828236218N/A3/31/20232,25628021177N/A12/31/20222,24324536174N/A9/30/20222,264100162272N/A6/30/20222,22091130227N/A3/31/20222,13274100191N/A12/31/20212,0366981167N/A9/30/20211,9747024110N/A6/30/20211,90478111191N/A3/31/20211,88890138219N/A12/31/20201,936106178260N/A9/30/20201,924116285367N/A6/30/20201,879118248338N/A3/31/20201,814116187275N/A12/31/20191,737112273359N/A9/30/20191,664119146219N/A6/30/20191,5989091154N/A3/31/20191,5178199154N/A12/31/20181,4607674119N/A9/30/20181,43472N/A146N/A6/30/20181,42189N/A174N/A3/31/20181,42188N/A187N/A12/31/20171,46290N/A162N/A12/31/20161,704123N/A228N/A12/31/20152,140135N/A293N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: ACA *の予測収益成長率 (年間41% ) は 貯蓄率 ( 8.2% ) を上回っています。収益対市場: ACA *の収益 ( 41% ) はMX市場 ( 9% ) よりも速いペースで成長すると予測されています。高成長収益: ACA *の収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: ACA *の収益 ( 9.1% ) MX市場 ( 6.2% ) よりも速いペースで成長すると予測されています。高い収益成長: ACA *の収益 ( 9.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: ACA *の 自己資本利益率 は、3年後には低くなると予測されています ( 8 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/03/19 22:51終値2024/12/20 00:00収益2024/12/31年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Arcosa, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Adam SeidenBarclaysDaniel WangBerenbergRobert LabickCJS Securities, Inc.5 その他のアナリストを表示
お知らせ • May 03Arcosa, Inc. Updates Earnings Guidance for the Full Year 2026ArcoArcosa, Inc. updated earnings guidance for the full year 2026. For the period, the company expects consolidated revenues in the range of $2.6 billion to $2.7 billion compared to $2.54 billion to $2.67 billion in the previous guidance.
お知らせ • Feb 27Arcosa, Inc. Provides Earnings Guidance for the Full Year 2026Arcosa, Inc. provided earnings guidance for the full year 2026. For the period, the company expects consolidated revenues range of $2.95 billion to $3.10 billion, compared to $2.88 billion in 2025. Net income in the range of $224.4 million to $249.5 million.
お知らせ • Oct 31Arcosa, Inc. Revises Consolidated Earnings Guidance for the Full Year 2025Arcosa, Inc. revised consolidated earnings guidance for the full year 2025. For the year, Consolidated revenues range of $2.86 billion to $2.91 billion, compared to its previous guidance range of $2.85 billion to $2.95 billion. Net income to be in the range of $201.4 million to $203.9 million.
お知らせ • Aug 08Arcosa, Inc. Revised Earnings Guidance for 2025Arcosa, Inc. revised earnings guidance for 2025. For the year the Company is tightening the range for its guidance and expects consolidated revenues range of $2.85 billion to $2.95 billion, compared to its previous guidance range of $2.8 billion to $3.0 billion. Guidance range includes the direct impact of tariffs, as currently outlined, which is expected to be immaterial.
お知らせ • May 07Arcosa, Inc. Reaffirms Earnings Guidance for the Full Year of 2025Arcosa, Inc. reaffirmed earnings guidance for the full year of 2025. For the year, the company is reaffirming consolidated revenues range of $2.8 billion to $3.0 billion, an increase of 17% at the mid-point of the range compared to full year 2024 results excluding the divested steel components business.
お知らせ • Feb 28Arcosa, Inc. Provides Earnings Guidance for the Full Year 2025Arcosa, Inc. provided earnings guidance for the full year 2025. For the period, Company expects Consolidated revenues in the range of $2.8 billion to $3.0 billion, compared to $2.5 billion in 2024, excluding $87.8 million from the divested steel components business. Net income in the range of $170.9 million to $202.4 million.
お知らせ • May 14Arcosa, Inc. Declares Quarterly Cash Dividend, Payable on July 31, 2026Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable on July 31, 2026 to stockholders of record as of July 15, 2026.
お知らせ • May 03Arcosa, Inc. Updates Earnings Guidance for the Full Year 2026ArcoArcosa, Inc. updated earnings guidance for the full year 2026. For the period, the company expects consolidated revenues in the range of $2.6 billion to $2.7 billion compared to $2.54 billion to $2.67 billion in the previous guidance.
お知らせ • Apr 17Arcosa, Inc. to Report Q1, 2026 Results on Apr 30, 2026Arcosa, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026
お知らせ • Apr 02Arcosa, Inc., Annual General Meeting, May 13, 2026Arcosa, Inc., Annual General Meeting, May 13, 2026.
お知らせ • Feb 27Arcosa, Inc. Provides Earnings Guidance for the Full Year 2026Arcosa, Inc. provided earnings guidance for the full year 2026. For the period, the company expects consolidated revenues range of $2.95 billion to $3.10 billion, compared to $2.88 billion in 2025. Net income in the range of $224.4 million to $249.5 million.
お知らせ • Feb 25+ 1 more updateWynnchurch Capital, L.P entered into a definitive agreement to acquire Arcosa Marine Products, Inc. from Arcosa, Inc. (NYSE:ACA) for $450 million.Wynnchurch Capital, L.P entered into a definitive agreement to acquire Arcosa Marine Products, Inc. from Arcosa, Inc. (NYSE:ACA) for $450 million on February 24, 2026. A cash consideration of $450 million will be paid by Wynnchurch Capital, L.P. As part of consideration, $450 million is paid towards common equity of Arcosa Marine Products, Inc., subject to customary transaction adjustments. The transaction is subject to regulatory approval and satisfying other customary closing conditions. The sale is expected to close in the second quarter of 2026. Arcosa, Inc. intends to use the net after-tax proceeds to further invest in the expansion of its core growth platforms and reduce outstanding debt. Wells Fargo & Company acted as financial advisor for Arcosa, Inc. Gibson, Dunn & Crutcher LLP acted as legal advisor for Arcosa, Inc. Paul Hastings LLP acted as legal advisor for Wynnchurch Capital, L.P.
お知らせ • Feb 05Arcosa, Inc. to Report Q4, 2025 Results on Feb 26, 2026Arcosa, Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026
お知らせ • Dec 12Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 30, 2026Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable on January 30, 2026 to stockholders of record as of January 15, 2026.
お知らせ • Oct 31Arcosa, Inc. Revises Consolidated Earnings Guidance for the Full Year 2025Arcosa, Inc. revised consolidated earnings guidance for the full year 2025. For the year, Consolidated revenues range of $2.86 billion to $2.91 billion, compared to its previous guidance range of $2.85 billion to $2.95 billion. Net income to be in the range of $201.4 million to $203.9 million.
お知らせ • Oct 17Arcosa, Inc. to Report Q3, 2025 Results on Oct 30, 2025Arcosa, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025
お知らせ • Sep 11Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on October 31, 2025Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend was declared on September 10, 2025 and is payable October 31, 2025 to stockholders of record as of October 15, 2025.
お知らせ • Aug 08Arcosa, Inc. Revised Earnings Guidance for 2025Arcosa, Inc. revised earnings guidance for 2025. For the year the Company is tightening the range for its guidance and expects consolidated revenues range of $2.85 billion to $2.95 billion, compared to its previous guidance range of $2.8 billion to $3.0 billion. Guidance range includes the direct impact of tariffs, as currently outlined, which is expected to be immaterial.
お知らせ • Jul 24Arcosa, Inc. to Report Q2, 2025 Results on Aug 07, 2025Arcosa, Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025
お知らせ • May 15Arcosa, Inc. Declares Quarterly Dividend, Payable on July 31, 2025Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable July 31, 2025 to stockholders of record as of July 15, 2025.
お知らせ • May 07Arcosa, Inc. Reaffirms Earnings Guidance for the Full Year of 2025Arcosa, Inc. reaffirmed earnings guidance for the full year of 2025. For the year, the company is reaffirming consolidated revenues range of $2.8 billion to $3.0 billion, an increase of 17% at the mid-point of the range compared to full year 2024 results excluding the divested steel components business.
お知らせ • Apr 23Arcosa, Inc. to Report Q1, 2025 Results on May 06, 2025Arcosa, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025
お知らせ • Apr 03Arcosa, Inc., Annual General Meeting, May 14, 2025Arcosa, Inc., Annual General Meeting, May 14, 2025.
お知らせ • Feb 28Arcosa, Inc. Provides Earnings Guidance for the Full Year 2025Arcosa, Inc. provided earnings guidance for the full year 2025. For the period, Company expects Consolidated revenues in the range of $2.8 billion to $3.0 billion, compared to $2.5 billion in 2024, excluding $87.8 million from the divested steel components business. Net income in the range of $170.9 million to $202.4 million.
お知らせ • Feb 26Arcosa, Inc. Declares Quarterly Cash Dividend, Payable on April 30, 2025Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable April 30, 2025 to stockholders of record as of April 15, 2025.
お知らせ • Feb 15Arcosa, Inc. to Report Q4, 2024 Results on Feb 27, 2025Arcosa, Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025
Board Change • Jan 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Steve Demetriou was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Dec 18Third quarter dividend of US$0.05 announcedShareholders will receive a dividend of US$0.05. Ex-date: 15th January 2025 Payment date: 31st January 2025 Dividend yield will be 0.1%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 8%.
お知らせ • Dec 13+ 1 more updateArcosa, Inc. (NYSE:ACA) announces an Equity Buyback for $50 million worth of its shares.Arcosa, Inc. (NYSE:ACA) announces a share repurchase program. Under the program, the company will repurchase up to $50 million worth of its shares. The program is valid till December 31, 2026.
お知らせ • Nov 02Arcosa, Inc. Revises Consolidated Earnings Guidance for the Year 2024Arcosa, Inc. revised consolidated earnings guidance for the year 2024. The company adjusted its consolidated revenues range to $2.56 billion to $2.63 billion, compared to the prior guidance range of $2.60 billion to $2.72 billion.
お知らせ • Oct 16Arcosa, Inc. to Report Q3, 2024 Results on Oct 30, 2024Arcosa, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024
お知らせ • Sep 13Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on October 31, 2024Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable October 31, 2024 to stockholders of record as of October 15, 2024.
Recent Insider Transactions • Aug 21Chief Legal Officer recently sold Mex$6.3m worth of stockOn the 16th of August, Bryan Stevenson sold around 4k shares on-market at roughly Mex$1,563 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$18m more than they bought in the last 12 months.
Recent Insider Transactions • Aug 10President recently bought Mex$19m worth of stockOn the 8th of August, Antonio Carrillo bought around 12k shares on-market at roughly Mex$1,568 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Antonio has been a net seller over the last 12 months, reducing personal holdings by Mex$46m.
Reported Earnings • Aug 07Second quarter 2024 earnings released: EPS: US$0.94 (vs US$0.84 in 2Q 2023)Second quarter 2024 results: EPS: US$0.94 (up from US$0.84 in 2Q 2023). Revenue: US$664.7m (up 14% from 2Q 2023). Net income: US$45.5m (up 12% from 2Q 2023). Profit margin: 6.8% (down from 7.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Global Construction industry.
お知らせ • Aug 06Stellex Capital Management LLC entered into a definitive agreement to acquire Standard Forged Products LLC & McConway & Torley, LLC from Arcosa, Inc. (NYSE:ACA).Stellex Capital Management LLC entered into a definitive agreement to acquire Standard Forged Products LLC & McConway & Torley, LLC from Arcosa, Inc. (NYSE:ACA) on August 5, 2024. Proskauer Rose LLP acted as legal advisor to Stellex Capital Management LLC and Stellex Capital Management LLC acted as legal counsel and Evercore Inc served as financial advisor to Arcosa, Inc. The expected completion of the transaction is during the third quarter.
お知らせ • Jul 19Arcosa, Inc. to Report Q2, 2024 Results on Aug 01, 2024Arcosa, Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024
お知らせ • May 09Arcosa, Inc. Declares Quarterly Dividend, Payable on July 31, 2024Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable July 31, 2024 to stockholders of record as of July 15, 2024.
お知らせ • May 03Arcosa, Inc. Revises Consolidated Earnings Guidance for the Year 2024Arcosa, Inc. revised consolidated earnings guidance for the year 2024. The company increased full year 2024 consolidated revenues to a range of $2.58 billion to $2.78 billion, from the prior guidance range of $2.46 billion to $2.72 billion.
お知らせ • Apr 20Arcosa, Inc. to Report Q1, 2024 Results on May 02, 2024Arcosa, Inc. announced that they will report Q1, 2024 results After-Market on May 02, 2024
Declared Dividend • Mar 11Fourth quarter dividend of US$0.05 announcedShareholders will receive a dividend of US$0.05. Ex-date: 12th April 2024 Payment date: 30th April 2024 Dividend yield will be 0.2%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 17%.
お知らせ • Mar 08Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 30, 2024Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable April 30, 2024 to stockholders of record as of April 15, 2024.
お知らせ • Mar 02+ 1 more updateArcosa, Inc., Annual General Meeting, May 08, 2024Arcosa, Inc., Annual General Meeting, May 08, 2024.
お知らせ • Feb 23Arcosa, Inc. Provides Consolidated Earnings Guidance for the Year 2024Arcosa, Inc. provided consolidated earnings guidance for the year 2024. For the year, the company expects consolidated revenues of $2.46 billion to $2.72 billion, compared to $2.31 billion in 2023.
お知らせ • Feb 07Arcosa, Inc. to Report Q4, 2023 Results on Feb 22, 2024Arcosa, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2024
お知らせ • Dec 15Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 31, 2024Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable January 31, 2024 to stockholders of record as of January 12, 2024.
お知らせ • Nov 02Arcosa, Inc. Maintains Earnings Guidance for the Year 2023Arcosa, Inc. maintained earnings guidance for the year 2023. For the year, the company maintained consolidated revenue of $2.25 billion to $2.30 billion.
お知らせ • Oct 18Arcosa, Inc. to Report Q3, 2023 Results on Nov 01, 2023Arcosa, Inc. announced that they will report Q3, 2023 results on Nov 01, 2023
Upcoming Dividend • Oct 06Upcoming dividend of US$0.05 per share at 0.3% yieldEligible shareholders must have bought the stock before 12 October 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 3.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Mexican dividend payers (6.8%). Lower than average of industry peers (3.6%).
お知らせ • Sep 08Arcosa, Inc. Declares Quarterly Dividend, Payable on October 31, 2023Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable October 31, 2023 to stockholders of record as of October 13, 2023.
お知らせ • Aug 05Arcosa, Inc. Revises Earnings Guidance for the Year 2023Arcosa, Inc. revised earnings guidance for the year 2023. The Company made the following adjustments to its full year 2023 guidance: Increased the low end of its revenue guidance range to $2.25 billion from $2.20 billion, resulting in a full year range of $2.25 billion to $2.30 billion.
お知らせ • Jul 22Arcosa, Inc. to Report Q2, 2023 Results on Aug 03, 2023Arcosa, Inc. announced that they will report Q2, 2023 results After-Market on Aug 03, 2023
Recent Insider Transactions • May 12Independent Director recently sold Mex$2.9m worth of stockOn the 10th of May, Ronald Gafford sold around 2k shares on-market at roughly Mex$1,210 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$95m more than they bought in the last 12 months.
お知らせ • May 10Arcosa, Inc. Declares Quarterly Dividend, Payable on July 31, 2023Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable July 31, 2023 to stockholders of record as of July 14, 2023.
Reported Earnings • May 04First quarter 2023 earnings released: EPS: US$1.15 (vs US$0.42 in 1Q 2022)First quarter 2023 results: EPS: US$1.15 (up from US$0.42 in 1Q 2022). Revenue: US$549.2m (up 2.5% from 1Q 2022). Net income: US$55.5m (up 176% from 1Q 2022). Profit margin: 10% (up from 3.8% in 1Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Global Construction industry.
お知らせ • Feb 07Arcosa, Inc. to Report Q4, 2022 Results on Feb 23, 2023Arcosa, Inc. announced that they will report Q4, 2022 results After-Market on Feb 23, 2023
お知らせ • Feb 02Arcosa, Inc. Announces Appointment of Steven J. Demetriou as DirectorArcosa, Inc. announced that Steven J. Demetriou has been elected to serve on the Company’s Board of Directors as a new independent member effective February 1, 2023 and will serve as a member of the Company’s Governance and Sustainability and Human Resources Committees. Mr. Demetriou is Executive Chair of the Board of Jacobs Solutions Inc. Mr. Demetriou’s election fills the vacant seat on Arcosa’s Board following the November 4, 2022 retirement of Douglas L. Rock. Mr. Rock served on the Board since the Company’s spin-off as an independent company in November 2018, where he served as Chair of the Audit Committee until May 2022. He previously served on the Board of Trinity Industries, Inc., the Company’s former parent, joining in 2010. Mr. Demetriou was Chair of the Board and Chief Executive Officer of Jacobs from 2015 to January 2023. Prior to Jacobs, Mr. Demetriou served as Chairman and Chief Executive Officer of Aleris Corporation from 2004 to 2015, Chief Executive Officer of Noveon, Inc. from 2001 to 2004, Executive Vice President of IMC Global Inc. from 1999 to 2001, and held various leadership positions with Cytec Industries, Inc. and ExxonMobil Corporation from 1981 to 1999. Mr. Demetriou currently serves as Chair of the Board of C5 Acquisition Corporation and as a Director of FirstEnergy Corporation. He previously served as Non-Executive Chairman of Foster-Wheeler from 2011 to 2014 and as a Director for Kraton Performance Polymers from 2009 to 2017 and OM Group from 2005 to 2015. He holds a Bachelor of Science in Chemical Engineering from Tufts University.
Recent Insider Transactions • Aug 13Independent Director recently sold Mex$2.6m worth of stockOn the 12th of August, Ronald Gafford sold around 2k shares on-market at roughly Mex$1,296 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$11m. Insiders have been net sellers, collectively disposing of Mex$23m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 17% share price gain to Mex$1,200, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Construction industry globally. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,031 per share.
Reported Earnings • Aug 04Second quarter 2022 earnings released: EPS: US$0.81 (vs US$0.43 in 2Q 2021)Second quarter 2022 results: EPS: US$0.81 (up from US$0.43 in 2Q 2021). Revenue: US$602.8m (up 17% from 2Q 2021). Net income: US$39.0m (up 88% from 2Q 2021). Profit margin: 6.5% (up from 4.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.5%, compared to a 12% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Jun 03Group President recently sold Mex$9.4m worth of stockOn the 1st of June, Jesse Collins sold around 9k shares on-market at roughly Mex$1,050 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.