Arcosa Management

Management criteria checks 3/4

Arcosa's CEO is Antonio Carrillo, appointed in Nov 2018, has a tenure of 5.5 years. total yearly compensation is $6.47M, comprised of 15.1% salary and 84.9% bonuses, including company stock and options. directly owns 0.75% of the company’s shares, worth €26.04M. The average tenure of the management team and the board of directors is 5.9 years and 5.7 years respectively.

Key information

Antonio Carrillo

Chief executive officer

US$6.5m

Total compensation

CEO salary percentage	15.1%
CEO tenure	5.5yrs
CEO ownership	0.8%
Management average tenure	5.9yrs
Board average tenure	5.7yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Antonio Carrillo's remuneration changed compared to Arcosa's earnings?
Date	Total Compensation	Salary	Company Earnings
Dec 31 2023	US$6m	US$981k	US$159m
Sep 30 2023	n/a	n/a	US$286m
Jun 30 2023	n/a	n/a	US$282m
Mar 31 2023	n/a	n/a	US$280m
Dec 31 2022	US$6m	US$925k	US$245m
Sep 30 2022	n/a	n/a	US$100m
Jun 30 2022	n/a	n/a	US$91m
Mar 31 2022	n/a	n/a	US$74m
Dec 31 2021	US$6m	US$925k	US$69m
Sep 30 2021	n/a	n/a	US$70m
Jun 30 2021	n/a	n/a	US$78m
Mar 31 2021	n/a	n/a	US$90m
Dec 31 2020	US$5m	US$875k	US$106m
Sep 30 2020	n/a	n/a	US$116m
Jun 30 2020	n/a	n/a	US$118m
Mar 31 2020	n/a	n/a	US$116m
Dec 31 2019	US$6m	US$850k	US$112m
Sep 30 2019	n/a	n/a	US$119m
Jun 30 2019	n/a	n/a	US$90m
Mar 31 2019	n/a	n/a	US$81m
Dec 31 2018	US$9m	US$586k	US$76m
Sep 30 2018	n/a	n/a	US$72m
Jun 30 2018	n/a	n/a	US$89m
Mar 31 2018	n/a	n/a	US$88m
Dec 31 2017	US$244k	n/a	US$90m

Compensation vs Market: Antonio's total compensation ($USD6.47M) is above average for companies of similar size in the German market ($USD2.55M).

Compensation vs Earnings: Antonio's compensation has been consistent with company performance over the past year.

CEO

Antonio Carrillo (57 yo)

5.5yrs

Tenure

US$6,474,120

Compensation

Mr. Antonio Carrillo has been an Independent Director at NRG Energy Inc. since October 15, 2019. Mr. Carrillo’s executive management experience with industrial and infrastructure companies, balanced with s...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Antonio Carrillo	President	5.5yrs	US$6.47m	0.75% $ 26.0m
Gail Peck	Chief Financial Officer	3yrs	US$3.36m	0.13% $ 4.6m
Bryan Stevenson	Chief Legal Officer	6.3yrs	US$1.41m	0.074% $ 2.6m
Reid Essl	Group President	6.3yrs	US$3.25m	0.16% $ 5.7m
Kerry Cole	Group President	6.3yrs	US$1.46m	0.052% $ 1.8m
Jesse Collins	Group President	6.3yrs	US$1.49m	0.039% $ 1.4m
Eric Hurst	Principal Accounting Officer & Corporate Controller	5.5yrs	no data	0.0069% $ 238.3k
Mary Henderson	Senior Vice President of Corporate Administration	1.2yrs	no data	0.085% $ 2.9m
Erin Drabek	Director of Investor Relations	no data	no data	no data
Suzanne Myers	Chief Human Resources Officer	no data	no data	no data
Mark Elmore	VP, Associate General Counsel & Corporate Secretary	no data	no data	no data

5.9yrs

Average Tenure

54.5yo

Average Age

Experienced Management: EOB's management team is seasoned and experienced (5.9 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Antonio Carrillo	President	5.5yrs	US$6.47m	0.75% $ 26.0m
Rhys Best	Independent Non-Executive Chairman	5.7yrs	US$360.05k	0.046% $ 1.6m
Steven Demetriou	Independent Director	1.3yrs	no data	0.0011% $ 39.4k
Joseph Alvarado	Independent Director	5.7yrs	US$265.02k	0.032% $ 1.1m
Kimberly Lubel	Independent Director	2.5yrs	US$245.05k	0.011% $ 389.8k
Julie Piggott	Independent Director	2.4yrs	US$245.24k	0.0020% $ 70.2k
Ronald Gafford	Independent Director	5.7yrs	US$250.58k	0.0039% $ 135.6k
John Lindsay	Independent Director	5.7yrs	US$241.52k	0.013% $ 457.2k
Melanie Trent	Independent Director	5.7yrs	US$260.75k	0.016% $ 541.6k
Jeffrey Craig	Independent Director	5.7yrs	US$260.05k	0.032% $ 1.1m

5.7yrs

Average Tenure

62.5yo

Average Age

Experienced Board: EOB's board of directors are considered experienced (5.7 years average tenure).

Arcosa Management

Management criteria checks 3/4

Key information

Recent management updates

Arcosa, Inc., Annual General Meeting, May 08, 2024

President recently sold €2.9m worth of stock

Independent Director recently sold €148k worth of stock

Arcosa, Inc. Announces Appointment of Steven J. Demetriou as Director

Chief Accounting Officer recently sold €333k worth of stock

Chief Legal Officer recently sold €284k worth of stock

Recent updates

Arcosa, Inc. Revises Consolidated Earnings Guidance for the Year 2024

Arcosa, Inc. to Report Q1, 2024 Results on May 02, 2024

Upcoming dividend of US$0.05 per share

Fourth quarter dividend of US$0.05 announced

Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 30, 2024

Arcosa, Inc., Annual General Meeting, May 08, 2024

Full year 2023 earnings released: EPS: US$3.28 (vs US$5.08 in FY 2022)

Arcosa, Inc. Provides Consolidated Earnings Guidance for the Year 2024

Arcosa, Inc. to Report Q4, 2023 Results on Feb 22, 2024

Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 31, 2024

Third quarter 2023 earnings released: EPS: US$0.73 (vs US$0.66 in 3Q 2022)

Arcosa, Inc. Maintains Earnings Guidance for the Year 2023

Arcosa, Inc. to Report Q3, 2023 Results on Nov 01, 2023

Upcoming dividend of US$0.05 per share at 0.3% yield

Arcosa, Inc. Declares Quarterly Dividend, Payable on October 31, 2023

President recently sold €2.9m worth of stock

Arcosa, Inc. Revises Earnings Guidance for the Year 2023

Second quarter 2023 earnings released: EPS: US$0.84 (vs US$0.80 in 2Q 2022)

Arcosa, Inc. to Report Q2, 2023 Results on Aug 03, 2023

Upcoming dividend of US$0.05 per share at 0.3% yield

Independent Director recently sold €148k worth of stock

Arcosa, Inc. Declares Quarterly Dividend, Payable on July 31, 2023

First quarter 2023 earnings released: EPS: US$1.15 (vs US$0.42 in 1Q 2022)

Upcoming dividend of US$0.05 per share at 0.3% yield

Full year 2022 earnings released: EPS: US$5.10 (vs US$1.44 in FY 2021)

Arcosa, Inc. to Report Q4, 2022 Results on Feb 23, 2023

Arcosa, Inc. Announces Appointment of Steven J. Demetriou as Director

Upcoming dividend of US$0.05 per share

Chief Accounting Officer recently sold €333k worth of stock

Arcosa, Inc. (NYSE:ACA) announces an Equity Buyback for $50 million worth of its shares.

Chief Legal Officer recently sold €284k worth of stock

Arcosa Announces Retirement of Douglas L. Rock as Director and Member of the Board of Directors

Third quarter 2022 earnings released: EPS: US$0.66 (vs US$0.49 in 3Q 2021)

Arcosa, Inc. to Report Q3, 2022 Results on Nov 02, 2022

Upcoming dividend of US$0.05 per share

BDCM Opportunity Fund V, L.P., a fund managed by Black Diamond Capital Management, L.L.C. acquired the Arcosa Tank, LLC from Arcosa, Inc. (NYSE:ACA) for approximately $280 million.

Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on October 31, 2022

President recently sold €2.3m worth of stock

Independent Director recently sold €128k worth of stock

Investor sentiment improved over the past week

Arcosa, Inc. Revises Earnings Guidance for the Full Year 2022

Second quarter 2022 earnings released: EPS: US$0.81 (vs US$0.43 in 2Q 2021)

Arcosa, Inc. (NYSE : ACA) acquired Recycled Aggregate Materials Company, Inc. for $75 million.

Arcosa, Inc. to Report Q2, 2022 Results on Aug 03, 2022

Upcoming dividend of US$0.05 per share

Group President recently sold €448k worth of stock

Arcosa, Inc. Declares Quarterly Dividend, Payable July 29, 2022

First quarter 2022 earnings released: EPS: US$0.42 (vs US$0.33 in 1Q 2021)

Black Diamond Capital Management, L.L.C. signed a definitive agreement to acquire the Storage Tanks Business of Arcosa, Inc. (NYSE:ACA) for $275 million.

Arcosa, Inc. to Report Q1, 2022 Results on Apr 28, 2022

Upcoming dividend of US$0.05 per share

Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 29, 2022

Arcosa, Inc. Provides Consolidated Revenue Guidance for the Full Year of 2022

Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat

Arcosa, Inc. to Report Q4, 2021 Results on Feb 23, 2022

Upcoming dividend of US$0.05 per share

Insufficient new directors

Third quarter 2021 earnings released: EPS US$0.49 (vs US$0.64 in 3Q 2020)

Insufficient new directors

Insufficient new directors

Upcoming dividend of US$0.05 per share

Independent Director David Biegler has left the company

Independent Director David Biegler has left the company

Second quarter 2021 earnings released: EPS US$0.43 (vs US$0.69 in 2Q 2020)

Upcoming dividend of US$0.05 per share

Group President recently sold €563k worth of stock

Independent Director recently sold €193k worth of stock

Arcosa, Inc. Declares Quarterly Dividend, Payable on July 30, 2021

First quarter 2021 earnings released: EPS US$0.33 (vs US$0.66 in 1Q 2020)