Arcosa（ACA）株式概要
アルコサ社は、その子会社とともに、米国の建設、土木構造物、運輸市場向けにインフラ関連製品とソリューションを提供している。 詳細
ACA Community Fair Values
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Analyst Price Targets
Arcosa, Inc. 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$144.90 |
| 52週高値 | US$146.92 |
| 52週安値 | US$89.03 |
| ベータ | 1.07 |
| 1ヶ月の変化 | -0.069% |
| 3ヶ月変化 | 15.38% |
| 1年変化 | 47.21% |
| 3年間の変化 | 88.67% |
| 5年間の変化 | 181.41% |
| IPOからの変化 | 590.00% |
最新ニュース
Recent updates
Seeking Alpha • Jun 22
CRH plc Is Gobbling Up Arcosa - And That's A Good Thing
Summary Arcosa, Inc. will be acquired by CRH plc for $150/share, a 25% premium, in an all-cash deal valued around $8.3 billion–$8.5 billion. ACA shareholders receive fair value; I downgrade ACA to Hold as further upside is limited post-announcement. CRH's acquisition strategy has driven growth; management targets 7%–9% annual revenue growth and 22%–24% EBITDA margins through 2030. Synergies are projected at $60M in year one, rising to $175M by year three, but increased leverage and execution risks remain. Read the full article on Seeking Alpha分析記事 • Jun 20
Arcosa (ACA) Stock Could Be 7% Undervalued on Grid and Data Center Demand
Arcosa (ACA) has drawn fresh attention after recent trading left the stock near a last close of $135.84. This has prompted investors to reassess how its diversified infrastructure businesses line up with current expectations. See our latest analysis for Arcosa. Recent trading adds to what has already been strong momentum for Arcosa, with a 30 day share price return of 14.01% and a year to date share price return of 27.20%, alongside a 1 year total shareholder return of 60.51% that extends to...
ナラティブ更新 • Jun 18
ACA: Portfolio Shift And Strong Margins Will Support Balanced 2026 Stock Outlook
Analysts have kept their $146 price target for Arcosa unchanged, reflecting only small tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions. What’s in the News for Arcosa Arcosa reported Q1 2026 revenue of $571.7 million, which was 4.4% above estimates, and adjusted EBITDA that was 10% higher year over year, with record margins in the Engineered Structures segment, particularly utility structures, according to recent earnings reports.ナラティブ更新 • Jun 03
ACA: Stronger Margins And Completed Buyback Will Support Bullish 2026 Outlook
Analysts have lifted their price target for Arcosa from $128.40 to $146.00, citing updated expectations for fair value, a higher discount rate, softer revenue growth, a stronger profit margin outlook, and a slightly lower forward P/E assumption. What's in the News Arcosa completed a share repurchase of 159,595 shares, representing 0.33% of the company, for US$17.23 million under the buyback announced on December 12, 2024.分析記事 • 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...ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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).分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.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株主還元
| ACA | US Construction | US 市場 | |
|---|---|---|---|
| 7D | -0.08% | -9.8% | -1.2% |
| 1Y | 47.2% | 47.3% | 18.3% |
業界別リターン: ACA過去 1 年間で47.3 % のリターンをもたらしたUS Construction業界と一致しました。
リターン対市場: ACA過去 1 年間で18.3 % の収益を上げたUS市場を上回りました。
価格変動
| ACA volatility | |
|---|---|
| ACA Average Weekly Movement | 3.1% |
| Construction Industry Average Movement | 10.4% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.4% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: ACA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: ACAの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 2018 | 6,390 | Antonio Carrillo Rule | www.arcosa.com |
は、その子会社とともに、米国の建設、土木構造物、運輸市場向けにインフラ関連製品およびソリューションを提供している。同社は3つのセグメントで事業を展開している：建設資材部門、土木構造物部門、輸送資材部門である。建設関連製品部門は、天然骨材および再生骨材、特殊資材、住宅および非住宅建設用のトレンチシールドや支保工製品、特殊製品などの建設現場支援機器、インフラ建設用製品を提供している。土木構造物部門は、送配電、風力発電、高速道路建設、無線通信市場向けに、ユーティリティ構造物、風力タワー、交通・照明構造物、通信構造物を提供している。同部門はまた、州運輸省や州・自治体機関向けの請負業者や販売業者にも製品を販売している。運輸製品部門は、内陸はしけ、グラスファイバー製はしけカバー、ウインチ、船舶用金具、その他の運輸・産業機器を、商業用海上輸送会社、賃貸人、産業用荷主に提供している。Arcosa, Inc.は2018年に法人化され、テキサス州ダラスに本社を置いている。
Arcosa, Inc. 基礎のまとめ
| ACA 基礎統計学 | |
|---|---|
| 時価総額 | US$7.12b |
| 収益（TTM） | US$219.70m |
| 売上高(TTM) | US$2.92b |
32.4x
PER（株価収益率2.4x
P/SレシオACA は割高か？
公正価値と評価分析を参照収益と収入
| ACA 損益計算書（TTM） | |
|---|---|
| 収益 | US$2.92b |
| 売上原価 | US$2.25b |
| 売上総利益 | US$665.60m |
| その他の費用 | US$445.90m |
| 収益 | US$219.70m |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 4.47 |
| グロス・マージン | 22.80% |
| 純利益率 | 7.53% |
| 有利子負債／自己資本比率 | 48.1% |
ACA の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
0.1%
現在の配当利回り4%
配当性向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 | 2026/08/24 08:00 |
| 終値 | 2026/08/21 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
この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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
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. 3 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 Seiden | Barclays |
| Daniel Wang | Berenberg |
| Robert Labick | CJS Securities, Inc. |