Arcosa, Inc.

NYSE:ACA Stock Report

Market Cap: US$5.3b

Arcosa Management

Management criteria checks 4/4

Arcosa's CEO is Antonio Carrillo, appointed in Nov 2018, has a tenure of 7.17 years. total yearly compensation is $7.30M, comprised of 13.7% salary and 86.3% bonuses, including company stock and options. directly owns 0.97% of the company’s shares, worth $51.57M. The average tenure of the management team and the board of directors is 7.2 years and 7.3 years respectively.

Key information

Antonio Carrillo

Chief executive officer

US$7.3m

Total compensation

CEO salary percentage13.71%
CEO tenure7.2yrs
CEO ownership1.0%
Management average tenure7.2yrs
Board average tenure7.3yrs

Recent management updates

Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet

May 07
Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet

Recent updates

Arcosa: Growth Visibility Keeps The Upside Intact

Dec 29

Arcosa, Inc.'s (NYSE:ACA) Share Price Matching Investor Opinion

Dec 29
Arcosa, Inc.'s (NYSE:ACA) Share Price Matching Investor Opinion

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

Aug 07
Is Arcosa (NYSE:ACA) Using Too Much Debt?

Why Investors Shouldn't Be Surprised By Arcosa, Inc.'s (NYSE:ACA) P/E

Jul 23
Why Investors Shouldn't Be Surprised By Arcosa, Inc.'s (NYSE:ACA) P/E

When Should You Buy Arcosa, Inc. (NYSE:ACA)?

Jul 04
When Should You Buy Arcosa, Inc. (NYSE:ACA)?

Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet

May 07
Here's Why Shareholders May Want To Be Cautious With Increasing Arcosa, Inc.'s (NYSE:ACA) CEO Pay Packet

These 4 Measures Indicate That Arcosa (NYSE:ACA) Is Using Debt Reasonably Well

Apr 28
These 4 Measures Indicate That Arcosa (NYSE:ACA) Is Using Debt Reasonably Well

Arcosa Is Poised For A Rebound In 2025 (Rating Upgrade)

Apr 01

What Does Arcosa, Inc.'s (NYSE:ACA) Share Price Indicate?

Mar 28
What Does Arcosa, Inc.'s (NYSE:ACA) Share Price Indicate?

Arcosa's (NYSE:ACA) Soft Earnings Are Actually Better Than They Appear

Mar 07
Arcosa's (NYSE:ACA) Soft Earnings Are Actually Better Than They Appear

A Look At The Intrinsic Value Of Arcosa, Inc. (NYSE:ACA)

Mar 04
A Look At The Intrinsic Value Of Arcosa, Inc. (NYSE:ACA)

Investors Still Waiting For A Pull Back In Arcosa, Inc. (NYSE:ACA)

Feb 13
Investors Still Waiting For A Pull Back In Arcosa, Inc. (NYSE:ACA)

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

Jan 21
We Think Arcosa (NYSE:ACA) Can Stay On Top Of Its Debt

Arcosa: Turning Into An Aggregates Play

Dec 30

Arcosa: Still Not Cheap Enough

Oct 23
User avatar

Critical Acquisitions And Market Adaptations Set Stage For Enhanced Earnings Growth

Arcosa's acquisition of Stavola and divestitures aim to enhance its geographic reach, improve EBITDA margins, and focus on lower-volatility markets.

Arcosa: Acquisition Of Stavola Is Expected To Strengthen Its Construction Products Segment

Aug 09

Arcosa: Robust Infrastructure Spending And Electric Utility Transmission CAPEX

Jun 15

Arcosa: Infrastructure Play Looking Sound

Apr 11

CEO Compensation Analysis

How has Antonio Carrillo's remuneration changed compared to Arcosa's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2025n/an/a

US$148m

Jun 30 2025n/an/a

US$92m

Mar 31 2025n/an/a

US$78m

Dec 31 2024US$7mUS$1m

US$93m

Sep 30 2024n/an/a

US$128m

Jun 30 2024n/an/a

US$147m

Mar 31 2024n/an/a

US$142m

Dec 31 2023US$6mUS$981k

US$159m

Sep 30 2023n/an/a

US$286m

Jun 30 2023n/an/a

US$282m

Mar 31 2023n/an/a

US$280m

Dec 31 2022US$6mUS$925k

US$245m

Sep 30 2022n/an/a

US$100m

Jun 30 2022n/an/a

US$91m

Mar 31 2022n/an/a

US$74m

Dec 31 2021US$6mUS$925k

US$69m

Sep 30 2021n/an/a

US$70m

Jun 30 2021n/an/a

US$78m

Mar 31 2021n/an/a

US$90m

Dec 31 2020US$5mUS$875k

US$106m

Sep 30 2020n/an/a

US$116m

Jun 30 2020n/an/a

US$118m

Mar 31 2020n/an/a

US$116m

Dec 31 2019US$6mUS$850k

US$112m

Compensation vs Market: Antonio's total compensation ($USD7.30M) is about average for companies of similar size in the US market ($USD8.22M).

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

CEO

Antonio Carrillo (59 yo)

7.2yrs
Tenure
US$7,296,479
Compensation

Mr. Antonio Carrillo has been an Independent Director at NRG Energy Inc. since October 15, 2019 and has been its Lead Independent Director since August 1, 2024. He serves as Non Independent Director, Presi...

Leadership Team

NamePositionTenureCompensationOwnership
Antonio Carrillo
President7.2yrsUS$7.30m0.97%
$ 51.6m
Gail Peck
Chief Financial Officer4.7yrsUS$2.10m0.16%
$ 8.4m
Bryan Stevenson
Chief Legal Officer8yrsUS$1.65m0.077%
$ 4.1m
Reid Essl
Group President8yrsUS$1.95m0.19%
$ 10.0m
Kerry Cole
Group President8yrsUS$1.65m0.040%
$ 2.2m
Jesse Collins
Group President8yrsUS$1.68m0.026%
$ 1.4m
Eric Hurst
Principal Accounting Officer7.2yrsno data0.0084%
$ 447.4k
Robert Rosen
Chief Information Officerless than a yearno datano data
Mary Henderson
Senior Vice President of Corporate Administration2.8yrsno datano data
Erin Drabek
VP of Investor Relationsno datano datano data
Suzanne Myers
Chief Human Resources Officerno datano datano data
Mark Elmore
VP, Associate General Counsel & Corporate Secretaryno datano datano data
7.2yrs
Average Tenure
56.5yo
Average Age

Experienced Management: ACA's management team is seasoned and experienced (7.2 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Antonio Carrillo
President7.2yrsUS$7.30m0.97%
$ 51.6m
Rhys Best
Independent Non-Executive Chairman7.3yrsUS$360.04k0.12%
$ 6.5m
Steven Demetriou
Independent Director2.9yrsUS$240.04k0.024%
$ 1.3m
Joseph Alvarado
Independent Director7.3yrsUS$265.04k0.038%
$ 2.1m
Kimberly Lubel
Independent Director4.2yrsUS$245.04k0.017%
$ 929.5k
Julie Piggott
Independent Director4.1yrsUS$245.04k0.017%
$ 906.6k
John Lindsay
Independent Director7.3yrsUS$241.52k0.038%
$ 2.1m
Melanie Trent
Independent Director7.3yrsUS$260.04k0.038%
$ 2.1m
Jeffrey Craig
Independent Director7.3yrsUS$260.04k0.038%
$ 2.1m
7.3yrs
Average Tenure
64yo
Average Age

Experienced Board: ACA's board of directors are considered experienced (7.3 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/06 16:32
End of Day Share Price 2026/01/05 00:00
Earnings2025/09/30
Annual Earnings2024/12/31

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. 5 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.