Arcosa, Inc.

NYSE:ACA 주식 리포트

시가총액: US$6.2b

Arcosa 경영진

경영진 기준 점검 4/4

Arcosa CEO는 Antonio Carrillo, Nov2018 에 임명되었습니다 의 임기는 7.5 년입니다. 총 연간 보상은 $8.09M, 12.4% 급여 및 87.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $66.47M 가치에 해당하는 회사 주식의 1.07% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 7.5 년과 7.7 년입니다.

핵심 정보

Antonio Carrillo

최고경영자

US$8.1m

총 보수

CEO 급여 비율12.36%
CEO 재임 기간7.5yrs
CEO 지분 보유율1.1%
경영진 평균 재임 기간7.5yrs
이사회 평균 재임 기간7.7yrs

최근 경영진 업데이트

Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet

May 07
Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet

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 22

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).

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
Should You Investigate Arcosa, Inc. (NYSE:ACA) At US$116?

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 29
Arcosa, Inc.'s (NYSE:ACA) Share Price Matching Investor Opinion

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.

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 07
Is Arcosa (NYSE:ACA) Using Too Much Debt?

Why Investors Shouldn't Be Surprised By Arcosa, Inc.'s (NYSE:ACA) P/E

Jul 23
Why Investors Shouldn't Be Surprised By Arcosa, Inc.'s (NYSE:ACA) P/E

When Should You Buy Arcosa, Inc. (NYSE:ACA)?

Jul 04
When Should You Buy Arcosa, Inc. (NYSE:ACA)?

Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet

May 07
Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet

Arcosa Is Poised For A Rebound In 2025 (Rating Upgrade)

Apr 01

Arcosa: Turning Into An Aggregates Play

Dec 30

Arcosa: Still Not Cheap Enough

Oct 23
User avatar

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 09

CEO 보수 분석

Antonio Carrillo의 보수는 Arcosa의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$220m

Dec 31 2025US$8mUS$1m

US$208m

Sep 30 2025n/an/a

US$148m

Jun 30 2025n/an/a

US$92m

Mar 31 2025n/an/a

US$78m

Dec 31 2024US$7mUS$1m

US$93m

Sep 30 2024n/an/a

US$128m

Jun 30 2024n/an/a

US$147m

Mar 31 2024n/an/a

US$142m

Dec 31 2023US$6mUS$981k

US$159m

Sep 30 2023n/an/a

US$286m

Jun 30 2023n/an/a

US$282m

Mar 31 2023n/an/a

US$280m

Dec 31 2022US$6mUS$925k

US$245m

Sep 30 2022n/an/a

US$100m

Jun 30 2022n/an/a

US$91m

Mar 31 2022n/an/a

US$74m

Dec 31 2021US$6mUS$925k

US$69m

Sep 30 2021n/an/a

US$70m

Jun 30 2021n/an/a

US$78m

Mar 31 2021n/an/a

US$90m

Dec 31 2020US$5mUS$875k

US$106m

Sep 30 2020n/an/a

US$116m

Jun 30 2020n/an/a

US$118m

Mar 31 2020n/an/a

US$116m

Dec 31 2019US$6mUS$850k

US$112m

보상 대 시장: Antonio의 총 보수(USD8.09M)는 US 시장에서 비슷한 규모 기업의 평균(USD8.54M) 수준입니다.

보상과 수익: Antonio의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Antonio Carrillo (59 yo)

7.5yrs
재임 기간
US$8,092,216
보수

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...


리더십 팀

이름직위재임 기간보수지분
Antonio Carrillo
President7.5yrsUS$8.09m1.07%
$ 66.5m
Gail Peck
Chief Financial Officer5yrsUS$2.83m0.18%
$ 11.2m
Bryan Stevenson
Chief Legal Officer8.3yrsUS$2.11m0.090%
$ 5.6m
Reid Essl
Group President8.3yrsUS$2.54m0.21%
$ 12.8m
Kerry Cole
Group President8.3yrsUS$1.98m0.057%
$ 3.5m
Eric Hurst
Principal Accounting Officer7.5yrs데이터 없음0.011%
$ 697.9k
Robert Rosen
Chief Information Officer1.2yrs데이터 없음데이터 없음
Erin Drabek
VP of Investor Relationsno data데이터 없음데이터 없음
Suzanne Myers
Chief Human Resources Officerno data데이터 없음데이터 없음
Mark Elmore
VP, Associate General Counsel & Corporate Secretaryno data데이터 없음데이터 없음
Kevin Weber
Treasurerno data데이터 없음데이터 없음
7.5yrs
평균 재임 기간
54yo
평균 나이

경험이 풍부한 관리: ACA의 경영진은 노련하고 경험이 풍부합니다(평균 재임 7.5 년).


이사회 구성원

이름직위재임 기간보수지분
Antonio Carrillo
President7.5yrsUS$8.09m1.07%
$ 66.5m
Rhys Best
Independent Non-Executive Chairman7.7yrsUS$360.04k0.12%
$ 7.6m
Steven Demetriou
Independent Director3.3yrsUS$240.04k0.023%
$ 1.5m
Joseph Alvarado
Independent Director7.7yrsUS$265.04k0.038%
$ 2.4m
Kimberly Lubel
Independent Director4.5yrsUS$245.04k0.017%
$ 1.1m
Julie Piggott
Independent Director4.4yrsUS$245.04k0.017%
$ 1.1m
John Lindsay
Independent Director7.7yrsUS$241.52k0.038%
$ 2.4m
Melanie Trent
Independent Director7.7yrsUS$260.04k0.038%
$ 2.4m
Jeffrey Craig
Independent Director7.7yrsUS$260.04k0.038%
$ 2.4m
7.7yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: ACA의 이사회경험이 있음으로 간주됩니다(평균 재임 7.7 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/01 15:31
종가2026/05/01 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Arcosa, Inc.는 8명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Adam SeidenBarclays
Daniel WangBerenberg
Robert LabickCJS Securities, Inc.