Arcosa Future Growth

Future criteria checks 2/6

Arcosa is forecast to grow earnings and revenue by 8.8% and 8.6% per annum respectively. EPS is expected to grow by 7% per annum. Return on equity is forecast to be 6.9% in 3 years.

Key information

8.8%

Earnings growth rate

7.0%

EPS growth rate

Construction earnings growth	24.2%
Revenue growth rate	8.6%
Future return on equity	6.9%
Analyst coverage	Low
Last updated	10 Apr 2024

Recent future growth updates

Recent updates

Arcosa Non-GAAP EPS of $0.24 beats by $0.04, revenue of $500.3M beats by $23.65M

Feb 23

Arcosa Q4 2022 Earnings Preview: Opinion Unchanged

Feb 17

Does Arcosa (NYSE:ACA) Have A Healthy Balance Sheet?

Dec 29

Arcosa declares $0.05 dividend, renews $50M stock buyback program

Dec 08

Arcosa Should Sell Its Transportation Segment

Nov 16

Calculating The Fair Value Of Arcosa, Inc. (NYSE:ACA)

Oct 20

We Think Arcosa (NYSE:ACA) Can Stay On Top Of Its Debt

Sep 01

Arcosa Non-GAAP EPS of $0.83 beats by $0.37, revenue of $602.8M beats by $55.67M

Aug 03

Arcosa, Inc. (NYSE:ACA) Shares Could Be 32% Below Their Intrinsic Value Estimate

Jul 21

Is Arcosa (NYSE:ACA) Using Too Much Debt?

May 17

Arcosa: Challenges Will Likely Remain

May 16

Is Arcosa, Inc. (NYSE:ACA) Trading At A 42% Discount?

Apr 06

Earnings and Revenue Growth Forecasts

NYSE:ACA - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2025	2,743	188	135	355	5
12/31/2024	2,555	162	83	293	5
12/31/2023	2,308	159	58	261	N/A
9/30/2023	2,226	286	-6	191	N/A
6/30/2023	2,238	282	36	218	N/A
3/31/2023	2,256	280	21	177	N/A
12/31/2022	2,243	245	36	174	N/A
9/30/2022	2,264	100	162	272	N/A
6/30/2022	2,220	91	130	227	N/A
3/31/2022	2,132	74	100	191	N/A
12/31/2021	2,036	69	81	167	N/A
9/30/2021	1,974	70	24	110	N/A
6/30/2021	1,904	78	111	191	N/A
3/31/2021	1,888	90	138	219	N/A
12/31/2020	1,936	106	178	260	N/A
9/30/2020	1,924	116	285	367	N/A
6/30/2020	1,879	118	248	338	N/A
3/31/2020	1,814	116	187	275	N/A
12/31/2019	1,737	112	273	359	N/A
9/30/2019	1,664	119	146	219	N/A
6/30/2019	1,598	90	91	154	N/A
3/31/2019	1,517	81	99	154	N/A
12/31/2018	1,460	76	74	119	N/A
9/30/2018	1,434	72	77	146	N/A
6/30/2018	1,421	89	103	174	N/A
3/31/2018	1,421	88	115	187	N/A
12/31/2017	1,462	90	80	162	N/A
12/31/2016	1,704	123	N/A	228	N/A
12/31/2015	2,140	135	N/A	293	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: ACA's forecast earnings growth (8.8% per year) is above the savings rate (2.3%).

Earnings vs Market: ACA's earnings (8.8% per year) are forecast to grow slower than the US market (14.7% per year).

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

Revenue vs Market: ACA's revenue (8.6% per year) is forecast to grow faster than the US market (8.1% per year).

High Growth Revenue: ACA's revenue (8.6% per year) is forecast to grow slower than 20% per year.

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: ACA's Return on Equity is forecast to be low in 3 years time (6.9%).

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Arcosa Future Growth

Future criteria checks 2/6

Key information

Recent future growth updates

Price target increased by 9.1% to US$93.40

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

Arcosa, Inc. Maintains Earnings Guidance for the Year 2023

Price target increased by 7.8% to US$88.00

Arcosa, Inc. Revises Earnings Guidance for the Year 2023

Consensus EPS estimates increase by 36%

Recent updates

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

Arcosa: Infrastructure Play Looking Sound

What Arcosa, Inc.'s (NYSE:ACA) P/E Is Not Telling You

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

Price target increased by 9.1% to US$93.40

Full year 2023 earnings: EPS and revenues exceed analyst expectations

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

Estimating The Fair Value Of Arcosa, Inc. (NYSE:ACA)

Arcosa: A Good Business But Already Priced In

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

Does Arcosa (NYSE:ACA) Have A Healthy Balance Sheet?

Now 20% overvalued after recent price rise

Does Arcosa (NYSE:ACA) Deserve A Spot On Your Watchlist?

Benign Growth For Arcosa, Inc. (NYSE:ACA) Underpins Its Share Price

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

Calculating The Intrinsic Value Of Arcosa, Inc. (NYSE:ACA)

Arcosa: Government Spending Is A Tailwind But Valuation Is High

Third quarter 2023 earnings: EPS exceeds analyst expectations

Arcosa, Inc. Maintains Earnings Guidance for the Year 2023

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

Arcosa (NYSE:ACA) Seems To Use Debt Quite Sensibly

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

Do Arcosa's (NYSE:ACA) Earnings Warrant Your Attention?

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

President recently sold US$3.2m worth of stock

President notifies of intention to sell stock

Price target increased by 7.8% to US$88.00

Arcosa: Some Warning Signs

Arcosa, Inc. Revises Earnings Guidance for the Year 2023

Second quarter 2023 earnings: EPS and revenues exceed analyst expectations

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

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

We Think Arcosa (NYSE:ACA) Can Stay On Top Of Its Debt

Is Now The Time To Put Arcosa (NYSE:ACA) On Your Watchlist?

Independent Director recently sold US$163k worth of stock

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

Consensus EPS estimates increase by 36%

Price target increased by 10% to US$77.20

First quarter 2023 earnings: EPS and revenues exceed analyst expectations

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

We Think Arcosa (NYSE:ACA) Can Stay On Top Of Its Debt

Here's Why We Think Arcosa (NYSE:ACA) Is Well Worth Watching

Consensus EPS estimates increase by 25%

Calculating The Fair Value Of Arcosa, Inc. (NYSE:ACA)

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

Arcosa Non-GAAP EPS of $0.24 beats by $0.04, revenue of $500.3M beats by $23.65M

Arcosa Q4 2022 Earnings Preview: Opinion Unchanged

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

Does Arcosa (NYSE:ACA) Have A Healthy Balance Sheet?

Chief Accounting Officer recently sold US$351k worth of stock

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

Arcosa declares $0.05 dividend, renews $50M stock buyback program

Arcosa Should Sell Its Transportation Segment

Chief Legal Officer recently sold US$289k worth of stock

Consensus forecasts updated

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

Third quarter 2022 earnings: EPS and revenues exceed analyst expectations

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

Calculating The Fair Value Of Arcosa, Inc. (NYSE:ACA)

Upcoming dividend of US$0.05 per share

Investor sentiment improved over the past week

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 notifies of intention to sell stock