Arcosa, Inc.

NYSE:ACA Voorraadrapport

Marktkapitalisatie: US$5.8b

Arcosa Toekomstige groei

Future criteriumcontroles 1/6

De omzet van Arcosa zal naar verwachting dalen met 1.8% per jaar, terwijl de jaarlijkse winst naar verwachting zal groeien met 4.9% per jaar. De winst per aandeel zal naar verwachting groeien met 4.7% per jaar.

Belangrijke informatie

4.9%

Groei van de winst

4.74%

Groei van de winst per aandeel

Construction winstgroei23.1%
Inkomstengroei-1.8%
Toekomstig rendement op eigen vermogenn/a
Dekking van analisten

Low

Laatst bijgewerkt11 May 2026

Recente toekomstige groei-updates

Recent updates

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).
Seeking Alpha • Mar 22

Arcosa: Making Strategic Progress

Summary Arcosa has strategically divested its inland barge business, enhancing its portfolio by reducing capital intensity and focusing on higher-margin segments. Arcosa trades at attractive valuations—about 22x earnings and 10–11x EBITDA—following a meaningful share price pullback from $130 to $100. Pro forma leverage drops to the low 1x range, with net debt expected to fall to $750 million and EBITDA comfortably exceeding $500 million. I remain upbeat on Arcosa's transformation, viewing current levels as an attractive entry, especially if shares dip into the $90s. Read the full article on Seeking Alpha
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...
Analyseartikel • Jul 04

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

While Arcosa, Inc. ( NYSE:ACA ) might not have the largest market cap around , it led the NYSE gainers with a...
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 Alpha
Seeking 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 Alpha
Seeking 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
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Nieuw narratief • Sep 02

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.

Winst- en omzetgroeiprognoses

NYSE:ACA - Toekomstschattingen van analisten en financiële gegevens uit het verleden (USD Millions )
DatumInkomstenInkomstenVrije kasstroomGeldmiddelen uit operationele activiteitenGem. Aantal analisten
12/31/20272,7982371794123
12/31/20262,6242111603883
3/31/20262,908220238414N/A
12/31/20252,883208176341N/A
9/30/20252,749136316469N/A
6/30/20252,59180295444N/A
3/31/20252,51966253421N/A
12/31/20242,57093312502N/A
9/30/20242,486128121316N/A
6/30/20242,43714716225N/A
3/31/20242,357142101314N/A
12/31/20232,30815958261N/A
9/30/20232,226286-6191N/A
6/30/20232,23828236218N/A
3/31/20232,25628021177N/A
12/31/20222,24324536174N/A
9/30/20222,264100162272N/A
6/30/20222,22091130227N/A
3/31/20222,13274100191N/A
12/31/20212,0366981167N/A
9/30/20211,9747024110N/A
6/30/20211,90478111191N/A
3/31/20211,88890138219N/A
12/31/20201,936106178260N/A
9/30/20201,924116285367N/A
6/30/20201,879118248338N/A
3/31/20201,814116187275N/A
12/31/20191,737112N/A359N/A
9/30/20191,664119N/A219N/A
6/30/20191,59890N/A154N/A
3/31/20191,51781N/A154N/A
12/31/20181,46076N/A119N/A
9/30/20181,43472N/A146N/A
6/30/20181,42189N/A174N/A
3/31/20181,42188N/A187N/A
12/31/20171,46290N/A162N/A
12/31/20161,704123N/A228N/A
12/31/20152,140135N/A293N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei ACA ( 4.9% per jaar) ligt boven de spaarquote ( 3.5% ).

Winst versus markt: De winst van ACA ( 4.9% per jaar) zal naar verwachting langzamer groeien dan de markt US ( 16.8% per jaar).

Hoge groeiwinsten: De winst van ACA zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van ACA zal naar verwachting de komende 3 jaar dalen ( -1.8% per jaar).

Hoge groei-inkomsten: De omzet van ACA zal naar verwachting de komende 3 jaar dalen ( -1.8% per jaar).

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Onvoldoende gegevens om te bepalen of het rendement op eigen vermogen van ACA naar verwachting over 3 jaar hoog zal zijn

Ontdek groeibedrijven

7D

1Y

7D

1Y

7D

1Y

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/20 08:07
Aandelenkoers aan het einde van de dag2026/05/20 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2025/12/31

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.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* 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 je 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.

AnalistInstelling
Adam SeidenBarclays
Daniel WangBerenberg
Robert LabickCJS Securities, Inc.