Announcement • May 14
Arcosa, Inc. Declares Quarterly Cash Dividend, Payable on July 31, 2026 Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable on July 31, 2026 to stockholders of record as of July 15, 2026. Announcement • May 03
Arcosa, Inc. Updates Earnings Guidance for the Full Year 2026 ArcoArcosa, Inc. updated earnings guidance for the full year 2026. For the period, the company expects consolidated revenues in the range of $2.6 billion to $2.7 billion compared to $2.54 billion to $2.67 billion in the previous guidance. Announcement • Apr 17
Arcosa, Inc. to Report Q1, 2026 Results on Apr 30, 2026 Arcosa, Inc. announced that they will report Q1, 2026 results After-Market on Apr 30, 2026 Announcement • Apr 02
Arcosa, Inc., Annual General Meeting, May 13, 2026 Arcosa, Inc., Annual General Meeting, May 13, 2026. Announcement • Feb 27
Arcosa, Inc. Provides Earnings Guidance for the Full Year 2026 Arcosa, Inc. provided earnings guidance for the full year 2026. For the period, the company expects consolidated revenues range of $2.95 billion to $3.10 billion, compared to $2.88 billion in 2025. Net income in the range of $224.4 million to $249.5 million. Announcement • Feb 05
Arcosa, Inc. to Report Q4, 2025 Results on Feb 26, 2026 Arcosa, Inc. announced that they will report Q4, 2025 results After-Market on Feb 26, 2026 Announcement • Dec 12
Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 30, 2026 Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable on January 30, 2026 to stockholders of record as of January 15, 2026. Announcement • Oct 31
Arcosa, Inc. Revises Consolidated Earnings Guidance for the Full Year 2025 Arcosa, Inc. revised consolidated earnings guidance for the full year 2025. For the year, Consolidated revenues range of $2.86 billion to $2.91 billion, compared to its previous guidance range of $2.85 billion to $2.95 billion. Net income to be in the range of $201.4 million to $203.9 million. Announcement • Oct 17
Arcosa, Inc. to Report Q3, 2025 Results on Oct 30, 2025 Arcosa, Inc. announced that they will report Q3, 2025 results After-Market on Oct 30, 2025 Announcement • Sep 11
Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on October 31, 2025 Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend was declared on September 10, 2025 and is payable October 31, 2025 to stockholders of record as of October 15, 2025. Announcement • Aug 08
Arcosa, Inc. Revised Earnings Guidance for 2025 Arcosa, Inc. revised earnings guidance for 2025. For the year the Company is tightening the range for its guidance and expects consolidated revenues range of $2.85 billion to $2.95 billion, compared to its previous guidance range of $2.8 billion to $3.0 billion. Guidance range includes the direct impact of tariffs, as currently outlined, which is expected to be immaterial. Announcement • Jul 24
Arcosa, Inc. to Report Q2, 2025 Results on Aug 07, 2025 Arcosa, Inc. announced that they will report Q2, 2025 results After-Market on Aug 07, 2025 Announcement • May 15
Arcosa, Inc. Declares Quarterly Dividend, Payable on July 31, 2025 Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable July 31, 2025 to stockholders of record as of July 15, 2025. Announcement • May 07
Arcosa, Inc. Reaffirms Earnings Guidance for the Full Year of 2025 Arcosa, Inc. reaffirmed earnings guidance for the full year of 2025. For the year, the company is reaffirming consolidated revenues range of $2.8 billion to $3.0 billion, an increase of 17% at the mid-point of the range compared to full year 2024 results excluding the divested steel components business. Announcement • Apr 23
Arcosa, Inc. to Report Q1, 2025 Results on May 06, 2025 Arcosa, Inc. announced that they will report Q1, 2025 results After-Market on May 06, 2025 Announcement • Apr 03
Arcosa, Inc., Annual General Meeting, May 14, 2025 Arcosa, Inc., Annual General Meeting, May 14, 2025. Announcement • Feb 28
Arcosa, Inc. Provides Earnings Guidance for the Full Year 2025 Arcosa, Inc. provided earnings guidance for the full year 2025. For the period, Company expects Consolidated revenues in the range of $2.8 billion to $3.0 billion, compared to $2.5 billion in 2024, excluding $87.8 million from the divested steel components business. Net income in the range of $170.9 million to $202.4 million. Announcement • Feb 26
Arcosa, Inc. Declares Quarterly Cash Dividend, Payable on April 30, 2025 Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable April 30, 2025 to stockholders of record as of April 15, 2025. Announcement • Feb 15
Arcosa, Inc. to Report Q4, 2024 Results on Feb 27, 2025 Arcosa, Inc. announced that they will report Q4, 2024 results After-Market on Feb 27, 2025 Board Change • Jan 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 8 experienced directors. No highly experienced directors. Independent Director Steve Demetriou was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • Dec 18
Third quarter dividend of US$0.05 announced Shareholders will receive a dividend of US$0.05. Ex-date: 15th January 2025 Payment date: 31st January 2025 Dividend yield will be 0.1%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 8%. Cash payout ratio: 8%. Announcement • Nov 02
Arcosa, Inc. Revises Consolidated Earnings Guidance for the Year 2024 Arcosa, Inc. revised consolidated earnings guidance for the year 2024. The company adjusted its consolidated revenues range to $2.56 billion to $2.63 billion, compared to the prior guidance range of $2.60 billion to $2.72 billion. Announcement • Oct 16
Arcosa, Inc. to Report Q3, 2024 Results on Oct 30, 2024 Arcosa, Inc. announced that they will report Q3, 2024 results After-Market on Oct 30, 2024 Announcement • Sep 13
Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on October 31, 2024 Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable October 31, 2024 to stockholders of record as of October 15, 2024. Recent Insider Transactions • Aug 21
Chief Legal Officer recently sold Mex$6.3m worth of stock On the 16th of August, Bryan Stevenson sold around 4k shares on-market at roughly Mex$1,563 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$18m more than they bought in the last 12 months. Recent Insider Transactions • Aug 10
President recently bought Mex$19m worth of stock On the 8th of August, Antonio Carrillo bought around 12k shares on-market at roughly Mex$1,568 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent buy, Antonio has been a net seller over the last 12 months, reducing personal holdings by Mex$46m. Reported Earnings • Aug 07
Second quarter 2024 earnings released: EPS: US$0.94 (vs US$0.84 in 2Q 2023) Second quarter 2024 results: EPS: US$0.94 (up from US$0.84 in 2Q 2023). Revenue: US$664.7m (up 14% from 2Q 2023). Net income: US$45.5m (up 12% from 2Q 2023). Profit margin: 6.8% (down from 7.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Global Construction industry. Announcement • Aug 06
Stellex Capital Management LLC entered into a definitive agreement to acquire Standard Forged Products LLC & McConway & Torley, LLC from Arcosa, Inc. (NYSE:ACA). Stellex Capital Management LLC entered into a definitive agreement to acquire Standard Forged Products LLC & McConway & Torley, LLC from Arcosa, Inc. (NYSE:ACA) on August 5, 2024. Proskauer Rose LLP acted as legal advisor to Stellex Capital Management LLC and Stellex Capital Management LLC acted as legal counsel and Evercore Inc served as financial advisor to Arcosa, Inc. The expected completion of the transaction is during the third quarter. Announcement • Jul 19
Arcosa, Inc. to Report Q2, 2024 Results on Aug 01, 2024 Arcosa, Inc. announced that they will report Q2, 2024 results After-Market on Aug 01, 2024 Announcement • May 09
Arcosa, Inc. Declares Quarterly Dividend, Payable on July 31, 2024 Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable July 31, 2024 to stockholders of record as of July 15, 2024. Announcement • May 03
Arcosa, Inc. Revises Consolidated Earnings Guidance for the Year 2024 Arcosa, Inc. revised consolidated earnings guidance for the year 2024. The company increased full year 2024 consolidated revenues to a range of $2.58 billion to $2.78 billion, from the prior guidance range of $2.46 billion to $2.72 billion. Announcement • Apr 20
Arcosa, Inc. to Report Q1, 2024 Results on May 02, 2024 Arcosa, Inc. announced that they will report Q1, 2024 results After-Market on May 02, 2024 Declared Dividend • Mar 11
Fourth quarter dividend of US$0.05 announced Shareholders will receive a dividend of US$0.05. Ex-date: 12th April 2024 Payment date: 30th April 2024 Dividend yield will be 0.2%, which is lower than the industry average of 2.9%. Payout Ratios Payout ratio: 6%. Cash payout ratio: 17%. Announcement • Mar 08
Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on April 30, 2024 Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable April 30, 2024 to stockholders of record as of April 15, 2024. Announcement • Feb 23
Arcosa, Inc. Provides Consolidated Earnings Guidance for the Year 2024 Arcosa, Inc. provided consolidated earnings guidance for the year 2024. For the year, the company expects consolidated revenues of $2.46 billion to $2.72 billion, compared to $2.31 billion in 2023. Announcement • Feb 07
Arcosa, Inc. to Report Q4, 2023 Results on Feb 22, 2024 Arcosa, Inc. announced that they will report Q4, 2023 results at 4:00 PM, US Eastern Standard Time on Feb 22, 2024 Announcement • Dec 15
Arcosa, Inc. Declares Regular Quarterly Cash Dividend, Payable on January 31, 2024 Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable January 31, 2024 to stockholders of record as of January 12, 2024. Announcement • Nov 02
Arcosa, Inc. Maintains Earnings Guidance for the Year 2023 Arcosa, Inc. maintained earnings guidance for the year 2023. For the year, the company maintained consolidated revenue of $2.25 billion to $2.30 billion. Announcement • Oct 18
Arcosa, Inc. to Report Q3, 2023 Results on Nov 01, 2023 Arcosa, Inc. announced that they will report Q3, 2023 results on Nov 01, 2023 Upcoming Dividend • Oct 06
Upcoming dividend of US$0.05 per share at 0.3% yield Eligible shareholders must have bought the stock before 12 October 2023. Payment date: 31 October 2023. Payout ratio is a comfortable 3.4% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Mexican dividend payers (6.8%). Lower than average of industry peers (3.6%). Announcement • Sep 08
Arcosa, Inc. Declares Quarterly Dividend, Payable on October 31, 2023 Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable October 31, 2023 to stockholders of record as of October 13, 2023. Announcement • Aug 05
Arcosa, Inc. Revises Earnings Guidance for the Year 2023 Arcosa, Inc. revised earnings guidance for the year 2023. The Company made the following adjustments to its full year 2023 guidance: Increased the low end of its revenue guidance range to $2.25 billion from $2.20 billion, resulting in a full year range of $2.25 billion to $2.30 billion. Announcement • Jul 22
Arcosa, Inc. to Report Q2, 2023 Results on Aug 03, 2023 Arcosa, Inc. announced that they will report Q2, 2023 results After-Market on Aug 03, 2023 Recent Insider Transactions • May 12
Independent Director recently sold Mex$2.9m worth of stock On the 10th of May, Ronald Gafford sold around 2k shares on-market at roughly Mex$1,210 per share. This transaction amounted to 8.7% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$95m more than they bought in the last 12 months. Announcement • May 10
Arcosa, Inc. Declares Quarterly Dividend, Payable on July 31, 2023 Arcosa, Inc. announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable July 31, 2023 to stockholders of record as of July 14, 2023. Reported Earnings • May 04
First quarter 2023 earnings released: EPS: US$1.15 (vs US$0.42 in 1Q 2022) First quarter 2023 results: EPS: US$1.15 (up from US$0.42 in 1Q 2022). Revenue: US$549.2m (up 2.5% from 1Q 2022). Net income: US$55.5m (up 176% from 1Q 2022). Profit margin: 10% (up from 3.8% in 1Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 7.7% growth forecast for the Global Construction industry. Announcement • Feb 07
Arcosa, Inc. to Report Q4, 2022 Results on Feb 23, 2023 Arcosa, Inc. announced that they will report Q4, 2022 results After-Market on Feb 23, 2023 Announcement • Feb 02
Arcosa, Inc. Announces Appointment of Steven J. Demetriou as Director Arcosa, Inc. announced that Steven J. Demetriou has been elected to serve on the Company’s Board of Directors as a new independent member effective February 1, 2023 and will serve as a member of the Company’s Governance and Sustainability and Human Resources Committees. Mr. Demetriou is Executive Chair of the Board of Jacobs Solutions Inc. Mr. Demetriou’s election fills the vacant seat on Arcosa’s Board following the November 4, 2022 retirement of Douglas L. Rock. Mr. Rock served on the Board since the Company’s spin-off as an independent company in November 2018, where he served as Chair of the Audit Committee until May 2022. He previously served on the Board of Trinity Industries, Inc., the Company’s former parent, joining in 2010. Mr. Demetriou was Chair of the Board and Chief Executive Officer of Jacobs from 2015 to January 2023. Prior to Jacobs, Mr. Demetriou served as Chairman and Chief Executive Officer of Aleris Corporation from 2004 to 2015, Chief Executive Officer of Noveon, Inc. from 2001 to 2004, Executive Vice President of IMC Global Inc. from 1999 to 2001, and held various leadership positions with Cytec Industries, Inc. and ExxonMobil Corporation from 1981 to 1999. Mr. Demetriou currently serves as Chair of the Board of C5 Acquisition Corporation and as a Director of FirstEnergy Corporation. He previously served as Non-Executive Chairman of Foster-Wheeler from 2011 to 2014 and as a Director for Kraton Performance Polymers from 2009 to 2017 and OM Group from 2005 to 2015. He holds a Bachelor of Science in Chemical Engineering from Tufts University. Recent Insider Transactions • Aug 13
Independent Director recently sold Mex$2.6m worth of stock On the 12th of August, Ronald Gafford sold around 2k shares on-market at roughly Mex$1,296 per share. In the last 3 months, there was an even bigger sale from another insider worth Mex$11m. Insiders have been net sellers, collectively disposing of Mex$23m more than they bought in the last 12 months. Valuation Update With 7 Day Price Move • Aug 11
Investor sentiment improved over the past week After last week's 17% share price gain to Mex$1,200, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 11x in the Construction industry globally. Total returns to shareholders of 89% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,031 per share. Reported Earnings • Aug 04
Second quarter 2022 earnings released: EPS: US$0.81 (vs US$0.43 in 2Q 2021) Second quarter 2022 results: EPS: US$0.81 (up from US$0.43 in 2Q 2021). Revenue: US$602.8m (up 17% from 2Q 2021). Net income: US$39.0m (up 88% from 2Q 2021). Profit margin: 6.5% (up from 4.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 1.5%, compared to a 12% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Recent Insider Transactions • Jun 03
Group President recently sold Mex$9.4m worth of stock On the 1st of June, Jesse Collins sold around 9k shares on-market at roughly Mex$1,050 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.