Arcosa Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Antonio Carrillo

Chief executive officer

US$6.5m

Total compensation

CEO salary percentage	15.1%
CEO tenure	6yrs
CEO ownership	0.8%
Management average tenure	6.4yrs
Board average tenure	6.2yrs

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
Sep 30 2024	n/a	n/a	US$128m
Jun 30 2024	n/a	n/a	US$147m
Mar 31 2024	n/a	n/a	US$142m
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 ($USD6.47M) is above average for companies of similar size in the MX market ($USD2.37M).

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

CEO

Antonio Carrillo (58 yo)

6yrs

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	6yrs	US$6.47m	0.83% MX$ 873.5m
Gail Peck	Chief Financial Officer	3.5yrs	US$3.36m	0.14% MX$ 144.6m
Bryan Stevenson	Chief Legal Officer	6.8yrs	US$1.41m	0.071% MX$ 74.8m
Reid Essl	Group President	6.8yrs	US$3.25m	0.17% MX$ 179.4m
Kerry Cole	Group President	6.8yrs	US$1.46m	0.038% MX$ 39.8m
Jesse Collins	Group President	6.8yrs	US$1.49m	0.027% MX$ 27.9m
Eric Hurst	Principal Accounting Officer & Corporate Controller	6yrs	no data	0.0077% MX$ 8.1m
Mary Henderson	Senior Vice President of Corporate Administration	1.7yrs	no data	0.085% MX$ 88.8m
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

6.4yrs

Average Tenure

55.5yo

Average Age

Experienced Management: ACA *'s management team is seasoned and experienced (6.4 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Antonio Carrillo	President	6yrs	US$6.47m	0.83% MX$ 873.5m
Rhys Best	Independent Non-Executive Chairman	6.2yrs	US$360.05k	0.12% MX$ 121.9m
Steven Demetriou	Independent Director	1.8yrs	US$263.39k	0.020% MX$ 21.4m
Joseph Alvarado	Independent Director	6.2yrs	US$265.05k	0.035% MX$ 37.1m
Kimberly Lubel	Independent Director	3yrs	US$245.05k	0.014% MX$ 15.0m
Julie Piggott	Independent Director	2.9yrs	US$244.52k	0.014% MX$ 14.5m
John Lindsay	Independent Director	6.2yrs	US$241.52k	0.035% MX$ 37.1m
Melanie Trent	Independent Director	6.2yrs	US$260.75k	0.035% MX$ 37.1m
Jeffrey Craig	Independent Director	6.2yrs	US$260.05k	0.035% MX$ 37.1m

6.2yrs

Average Tenure

63yo

Average Age

Experienced Board: ACA *'s board of directors are considered experienced (6.2 years average tenure).

Arcosa Management

Management criteria checks 3/4

Key information

Recent management updates

Chief Legal Officer recently sold Mex$6.3m worth of stock

President recently bought Mex$19m worth of stock

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

Independent Director recently sold Mex$2.9m worth of stock

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

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

Recent updates

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

Arcosa, Inc. to Report Q3, 2024 Results on Oct 30, 2024

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

Chief Legal Officer recently sold Mex$6.3m worth of stock

President recently bought Mex$19m worth of stock

Second quarter 2024 earnings released: EPS: US$0.94 (vs US$0.84 in 2Q 2023)

Stellex Capital Management LLC entered into a definitive agreement to acquire Standard Forged Products LLC & McConway & Torley, LLC from Arcosa, Inc. (NYSE:ACA).

Arcosa, Inc. to Report Q2, 2024 Results on Aug 01, 2024

Arcosa, Inc. Declares Quarterly Dividend, Payable on July 31, 2024

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

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

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

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

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

Arcosa, Inc. Revises Earnings Guidance for the Year 2023

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

Independent Director recently sold Mex$2.9m 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)

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

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

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

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

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

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

Independent Director recently sold Mex$2.6m 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

Group President recently sold Mex$9.4m worth of stock

CEO Compensation Analysis

CEO

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Compensation

Leadership Team

Average Tenure

Average Age

Board Members

Average Tenure

Average Age