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Arcosa, Inc. Stock Price

NYSE:ACA Community·US$7.1b Market Cap
  • 1 Narratives written by author
  • 0 Comments on narratives written by author
  • 6 Fair Values set on narratives written by author

ACA Share Price Performance

US$144.34
58.69 (68.52%)
US$146.00
Fair Value
US$144.34
58.69 (68.52%)
1.1% undervalued intrinsic discount
US$146.00
Fair Value
Price US$144.34
AnalystConsensusTarget US$146.00

ACA Community Narratives

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Fair Value US$146 1.1% undervalued intrinsic discount

ACA: Earnings Guidance And Market Multiples Will Drive Future Upside

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US$146
1.1% undervalued intrinsic discount
Revenue
-3.17% p.a.
Profit Margin
9.4%
Future PE
37.84x
Price in 2029
US$190.67

Trending Discussion

Updated Narratives

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ACA: Portfolio Shift And Strong Margins Will Support Balanced 2026 Stock Outlook

Fair Value: US$146 1.1% undervalued intrinsic discount
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Snowflake Analysis

Solid track record with mediocre balance sheet.

1 Risk
3 Rewards

Arcosa, Inc. Key Details

US$2.9b

Revenue

US$2.2b

Cost of Revenue

US$660.2m

Gross Profit

US$440.5m

Other Expenses

US$219.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
4.47
22.71%
7.56%
57.3%
View Full Analysis

About ACA

Founded
2018
Employees
6390
CEO
Antonio Carrillo
WebsiteView website
www.arcosa.com

Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States. The company operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and construction site support equipment, including trench shields and shoring products for residential and non-residential construction, and specialty and other products, as well as for infrastructure construction. The Engineered Structures segment offers utility structures, wind towers, traffic and lighting structures, and telecommunication structures for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets. This segment also sells its products to contractors and distributors serving state Departments of Transportation and state and municipality agencies. The Transportation Products segment offers inland barges, fiberglass barge covers, winches, marine hardware, and other transportation and industrial equipment to the commercial marine transportation companies, lessors, and industrial shippers. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.

Recent ACA News & 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

Recent updates

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