Arcosa (ACA) Aandelenoverzicht
Arcosa, Inc. levert, samen met haar dochterondernemingen, infrastructuurgerelateerde producten en oplossingen voor de bouw-, constructie- en transportmarkten in de Verenigde Staten. Meer informatie
| Sneeuwvlok Score | |
|---|---|
| Waardering | 2/6 |
| Toekomstige groei | 1/6 |
| Prestaties in het verleden | 5/6 |
| Financiële gezondheid | 3/6 |
| Dividenden | 0/6 |
ACA Community Fair Values
Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Arcosa, Inc. Concurrenten
Prijsgeschiedenis en prestaties
| Historische aandelenkoersen | |
|---|---|
| Huidige aandelenkoers | US$144.97 |
| 52 Week Hoogtepunt | US$146.92 |
| 52 Week Laag | US$81.91 |
| Bèta | 1.04 |
| 1 maand verandering | 18.35% |
| 3 maanden verandering | 36.40% |
| 1 Jaar Verandering | 61.04% |
| 3 jaar verandering | 92.12% |
| 5 jaar verandering | 158.83% |
| Verandering sinds IPO | 590.33% |
Recent nieuws en 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 AlphaAnalyseartikel • 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...
Narratiefupdate • 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.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 AlphaAnalyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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).Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Narratiefupdate • 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).Analyseartikel • 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...Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Analyseartikel • 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...Analyseartikel • 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...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 AlphaRendement voor aandeelhouders
| ACA | US Construction | US Markt | |
|---|---|---|---|
| 7D | 0.3% | -5.7% | 1.6% |
| 1Y | 61.0% | 70.8% | 18.6% |
Rendement versus industrie: ACA presteerde slechter dan de US Construction -sector, die het afgelopen jaar een rendement van 70.8 % opleverde.
Rendement versus markt: ACA overtrof de US markt, die het afgelopen jaar een rendement opleverde van 18.6 %.
Prijsvolatiliteit
| ACA volatility | |
|---|---|
| ACA Average Weekly Movement | 5.4% |
| Construction Industry Average Movement | 8.8% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.7% |
| 10% least volatile stocks in US Market | 3.2% |
Stabiele aandelenkoers: ACA heeft de afgelopen 3 maanden geen significante prijsvolatiliteit gekend vergeleken met de US markt.
Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit ( 5% ) van ACA is het afgelopen jaar stabiel geweest.
Over het bedrijf
| Opgericht | Werknemers | CEO | Website |
|---|---|---|---|
| 2018 | 6,390 | Antonio Carrillo | www.arcosa.com |
Arcosa, Inc. levert, samen met haar dochterondernemingen, infrastructuurgerelateerde producten en oplossingen voor de bouw-, constructie- en transportmarkten in de Verenigde Staten. De onderneming is actief in drie segmenten: Bouwproducten, Engineered Structures en Transportproducten. Het segment Bouwproducten biedt natuurlijke en gerecyclede aggregaten, speciale materialen en ondersteuningsapparatuur voor bouwterreinen, waaronder sleufschilden en beschoeiingsproducten voor woningbouw en utiliteitsbouw, en speciale en andere producten voor de bouw van infrastructuur.
Arcosa, Inc. Samenvatting
| ACA fundamentele statistieken | |
|---|---|
| Marktkapitalisatie | US$7.12b |
| Inkomsten(TTM) | US$219.70m |
| Inkomsten(TTM) | US$2.91b |
32.4x
Koers/Winstverhouding2.4x
P/S-verhoudingIs ACA overgewaardeerd?
Zie Reële waarde en waarderingsanalyseInkomsten en omzet
| ACA resultatenrekening (TTM) | |
|---|---|
| Inkomsten | US$2.91b |
| Kosten van inkomsten | US$2.25b |
| Brutowinst | US$660.20m |
| Overige uitgaven | US$440.50m |
| Inkomsten | US$219.70m |
Laatst gerapporteerde inkomsten
Mar 31, 2026
Volgende inkomensdatum
n.v.t.
| Winst per aandeel (EPS) | 4.47 |
| Brutomarge | 22.71% |
| Nettowinstmarge | 7.56% |
| Schuld/Eigen Vermogen Verhouding | 57.3% |
Hoe presteerde ACA op de lange termijn?
Bekijk historische prestaties en vergelijkingDividenden
0.1%
Huidig dividendrendement4%
UitbetalingsratioBetaalt ACA een betrouwbaar dividend?
Zie ACA dividendgeschiedenis en benchmarks| Arcosa dividenddata | |
|---|---|
| Ex Dividend Datum | Jul 15 2026 |
| Betaaldatum dividend | Jul 31 2026 |
| Dagen tot Ex-dividend | 9 days |
| Dagen tot dividendbetaaldatum | 25 days |
Betaalt ACA een betrouwbaar dividend?
Zie ACA dividendgeschiedenis en benchmarksBedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/07/05 05:59 |
| Aandelenkoers aan het einde van de dag | 2026/07/02 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Arcosa, Inc. wordt gevolgd door 8 analisten. 3 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Adam Seiden | Barclays |
| Daniel Wang | Berenberg |
| Robert Labick | CJS Securities, Inc. |