Arcosa, Inc.

NYSE:ACA Stock Report

Market Cap: US$7.1b

Arcosa Future Growth

Future criteria checks 1/6

Arcosa's revenue is forecast to decline at 0.7% per annum while its annual earnings are expected to grow at 5.6% per year. EPS is expected to grow by 5.2% per annum.

Key information

5.6%

Earnings growth rate

5.16%

EPS growth rate

Construction earnings growth24.5%
Revenue growth rate-0.7%
Future return on equityn/a
Analyst coverage

Low

Last updated23 Jun 2026

Recent future growth updates

Recent 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
Analysis Article • Jun 20

Arcosa (ACA) Stock Could Be 7% Undervalued on Grid and Data Center Demand

Arcosa (ACA) has drawn fresh attention after recent trading left the stock near a last close of $135.84. This has prompted investors to reassess how its diversified infrastructure businesses line up with current expectations. See our latest analysis for Arcosa. Recent trading adds to what has already been strong momentum for Arcosa, with a 30 day share price return of 14.01% and a year to date share price return of 27.20%, alongside a 1 year total shareholder return of 60.51% that extends to...
Narrative Update • Jun 18

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

Analysts have kept their $146 price target for Arcosa unchanged, reflecting only small tweaks to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions. What’s in the News for Arcosa Arcosa reported Q1 2026 revenue of $571.7 million, which was 4.4% above estimates, and adjusted EBITDA that was 10% higher year over year, with record margins in the Engineered Structures segment, particularly utility structures, according to recent earnings reports.
Narrative Update • 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.
Analysis Article • 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...
Narrative Update • 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).
Narrative Update • 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).
Narrative Update • 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).
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Analysis Article • 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...
Narrative Update • 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).
Analysis Article • 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...
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Narrative Update • 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.
Analysis Article • 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...
Analysis Article • 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...
Analysis Article • 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 Alpha
Seeking 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 Alpha
Seeking 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

Earnings and Revenue Growth Forecasts

NYSE:ACA - Analysts future estimates and past financials data (USD Millions)
DateRevenueEarningsFree Cash FlowCash from OpAvg. No. Analysts
12/31/20272,8492411984123
12/31/20262,6212171593883
3/31/20262,908220238414N/A
12/31/20252,883208176341N/A
9/30/20252,749136316469N/A
6/30/20252,59180295444N/A
3/31/20252,51966253421N/A
12/31/20242,57093312502N/A
9/30/20242,486128121316N/A
6/30/20242,43714716225N/A
3/31/20242,357142101314N/A
12/31/20232,30815958261N/A
9/30/20232,226286-6191N/A
6/30/20232,23828236218N/A
3/31/20232,25628021177N/A
12/31/20222,24324536174N/A
9/30/20222,264100162272N/A
6/30/20222,22091130227N/A
3/31/20222,13274100191N/A
12/31/20212,0366981167N/A
9/30/20211,9747024110N/A
6/30/20211,90478111191N/A
3/31/20211,88890138219N/A
12/31/20201,936106178260N/A
9/30/20201,924116285367N/A
6/30/20201,879118248338N/A
3/31/20201,814116187275N/A
12/31/20191,737112N/A359N/A
9/30/20191,664119N/A219N/A
6/30/20191,59890N/A154N/A
3/31/20191,51781N/A154N/A
12/31/20181,46076N/A119N/A
9/30/20181,43472N/A146N/A
6/30/20181,42189N/A174N/A
3/31/20181,42188N/A187N/A
12/31/20171,46290N/A162N/A
12/31/20161,704123N/A228N/A
12/31/20152,140135N/A293N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: ACA's forecast earnings growth (5.6% per year) is above the savings rate (3.5%).

Earnings vs Market: ACA's earnings (5.6% per year) are forecast to grow slower than the US market (18.9% per year).

High Growth Earnings: ACA's earnings are forecast to grow, but not significantly.

Revenue vs Market: ACA's revenue is expected to decline over the next 3 years (-0.7% per year).

High Growth Revenue: ACA's revenue is forecast to decline over the next 3 years (-0.7% per year).

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: Insufficient data to determine if ACA's Return on Equity is forecast to be high in 3 years time

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/06/23 04:19
End of Day Share Price 2026/06/23 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arcosa, Inc. is covered by 9 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Adam SeidenBarclays
Daniel WangBerenberg
Robert LabickCJS Securities, Inc.