Arcosa Inkomsten in het verleden
Verleden criteriumcontroles 5/6
Arcosa heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 8.8%, terwijl de Construction-industrie de winst zag groeien met 24.2% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 7.7%. Het rendement op eigen vermogen van Arcosa is 8.3%, en het heeft een nettomarge van 7.6%.
Belangrijke informatie
8.78%
Groei van de winst
8.44%
Groei van de winst per aandeel
| Construction Groei van de industrie | 20.19% |
| Inkomstengroei | 7.74% |
| Rendement op eigen vermogen | 8.30% |
| Nettomarge | 7.56% |
| Laatste winstupdate | 31 Mar 2026 |
Recente prestatie-updates uit het verleden
Recent updates
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).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 AlphaNarratiefupdate • 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 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
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.Opbrengsten en kosten
Opbrengsten en kosten
Hoe Arcosa geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 31 Mar 26 | 2,908 | 220 | 311 | 0 |
| 31 Dec 25 | 2,883 | 208 | 307 | 0 |
| 30 Sep 25 | 2,749 | 136 | 306 | 0 |
| 30 Jun 25 | 2,591 | 80 | 289 | 0 |
| 31 Mar 25 | 2,519 | 66 | 297 | 0 |
| 31 Dec 24 | 2,570 | 93 | 295 | 0 |
| 30 Sep 24 | 2,486 | 128 | 274 | 0 |
| 30 Jun 24 | 2,437 | 147 | 268 | 0 |
| 31 Mar 24 | 2,357 | 142 | 258 | 0 |
| 31 Dec 23 | 2,308 | 159 | 261 | 0 |
| 30 Sep 23 | 2,226 | 286 | 259 | 0 |
| 30 Jun 23 | 2,238 | 282 | 267 | 0 |
| 31 Mar 23 | 2,256 | 280 | 263 | 0 |
| 31 Dec 22 | 2,243 | 245 | 263 | 0 |
| 30 Sep 22 | 2,264 | 100 | 277 | 0 |
| 30 Jun 22 | 2,220 | 91 | 270 | 0 |
| 31 Mar 22 | 2,132 | 74 | 262 | 0 |
| 31 Dec 21 | 2,036 | 69 | 256 | 0 |
| 30 Sep 21 | 1,974 | 70 | 233 | 0 |
| 30 Jun 21 | 1,904 | 78 | 229 | 0 |
| 31 Mar 21 | 1,888 | 90 | 222 | 0 |
| 31 Dec 20 | 1,936 | 106 | 223 | 0 |
| 30 Sep 20 | 1,924 | 116 | 204 | 0 |
| 30 Jun 20 | 1,879 | 118 | 196 | 0 |
| 31 Mar 20 | 1,814 | 116 | 190 | 0 |
| 31 Dec 19 | 1,737 | 112 | 179 | 0 |
| 30 Sep 19 | 1,664 | 119 | 172 | 0 |
| 30 Jun 19 | 1,598 | 90 | 164 | 0 |
| 31 Mar 19 | 1,517 | 81 | 157 | 0 |
| 31 Dec 18 | 1,460 | 76 | 154 | 0 |
| 30 Sep 18 | 1,434 | 72 | 160 | 0 |
| 30 Jun 18 | 1,421 | 89 | 161 | 0 |
| 31 Mar 18 | 1,421 | 88 | 164 | 0 |
| 31 Dec 17 | 1,462 | 90 | 163 | 0 |
| 31 Dec 16 | 1,704 | 123 | 147 | 0 |
| 31 Dec 15 | 2,140 | 135 | 173 | 0 |
Kwaliteitswinsten: ACA heeft hoge kwaliteitsinkomsten.
Groeiende winstmarge: De huidige netto winstmarges (7.6%) ACA } zijn hoger dan vorig jaar (2.6%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van ACA is de afgelopen 5 jaar met 8.8% per jaar gegroeid.
Versnelling van de groei: De winstgroei van ACA over het afgelopen jaar ( 233.4% ) overtreft het 5-jarig gemiddelde ( 8.8% per jaar).
Winst versus industrie: De winstgroei ACA over het afgelopen jaar ( 233.4% ) overtrof de Construction -sector 33.2%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 8.3% ) van ACA wordt als laag beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/09 22:36 |
| Aandelenkoers aan het einde van de dag | 2026/06/09 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 |
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| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
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* 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 9 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. |