Arcosa (ACA) Aktievy
Arcosa, Inc. tillsammans med sina dotterbolag, tillhandahåller infrastrukturrelaterade produkter och lösningar för bygg-, anläggnings- och transportmarknaderna i USA. Mer information
| Snöflinga Score | |
|---|---|
| Värdering | 2/6 |
| Framtida tillväxt | 1/6 |
| Tidigare resultat | 5/6 |
| Finansiell hälsa | 3/6 |
| Utdelningar | 0/6 |
ACA Community Fair Values
Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Arcosa, Inc. Konkurrenter
Prishistorik och prestanda
| Historiska aktiekurser | |
|---|---|
| Aktuell aktiekurs | US$119.15 |
| 52 veckors högsta | US$135.58 |
| 52 veckors lägsta | US$81.91 |
| Beta | 1.08 |
| 1 månads förändring | 4.12% |
| 3 månaders förändring | -5.68% |
| 1 års förändring | 40.56% |
| 3 års förändring | 77.49% |
| 5 års förändring | 87.02% |
| Förändring sedan börsintroduktionen | 467.38% |
Senaste nyheter och uppdateringar
Recent updates
Analysartikel • 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...
Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Seeking Alpha • Mar 22
Arcosa: Making Strategic Progress
Summary Arcosa has strategically divested its inland barge business, enhancing its portfolio by reducing capital intensity and focusing on higher-margin segments. Arcosa trades at attractive valuations—about 22x earnings and 10–11x EBITDA—following a meaningful share price pullback from $130 to $100. Pro forma leverage drops to the low 1x range, with net debt expected to fall to $750 million and EBITDA comfortably exceeding $500 million. I remain upbeat on Arcosa's transformation, viewing current levels as an attractive entry, especially if shares dip into the $90s. Read the full article on Seeking AlphaUppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Uppdatering av berättelse • 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).Analysartikel • 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...Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Analysartikel • 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...Analysartikel • 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...Analysartikel • 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 AlphaSeeking 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 AlphaSeeking 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
Ny berättelse • Sep 02
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.Aktieägarnas avkastning
| ACA | US Construction | US Marknad | |
|---|---|---|---|
| 7D | -8.3% | -8.9% | -0.8% |
| 1Y | 40.6% | 104.6% | 27.1% |
Avkastning vs industri: ACA presterade sämre än US Construction branschen som gav 104.6 % under det senaste året.
Avkastning vs Marknaden: ACA översteg US marknaden som gav 27.1 % under det senaste året.
Prisvolatilitet
| ACA volatility | |
|---|---|
| ACA Average Weekly Movement | 6.8% |
| Construction Industry Average Movement | 8.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.2% |
Stabil aktiekurs: ACA har inte haft någon betydande prisvolatilitet under de senaste 3 månaderna jämfört med marknaden för US.
Volatilitet över tid: ACA s veckovolatilitet ( 7% ) har varit stabil under det senaste året.
Om företaget
| Grundad | Anställda | VD OCH KONCERNCHEF | Webbplats |
|---|---|---|---|
| 2018 | 6,390 | Antonio Carrillo | www.arcosa.com |
Arcosa, Inc. och dess dotterbolag tillhandahåller infrastrukturrelaterade produkter och lösningar för bygg-, anläggnings- och transportmarknaderna i USA. Bolaget är verksamt inom tre segment: Construction Products, Engineered Structures och Transportation Products. Segmentet Construction Products erbjuder naturliga och återvunna ballastmaterial, specialmaterial och utrustning för stöd på byggarbetsplatser, inklusive grävskydd och stöttningsprodukter för bostads- och yrkesbyggnation, specialprodukter och andra produkter samt för infrastrukturbyggande.
Arcosa, Inc. Sammanfattning av grunderna
| ACA grundläggande statistik | |
|---|---|
| Börsvärde | US$5.90b |
| Vinst(TTM) | US$219.70m |
| Intäkter(TTM) | US$2.91b |
26.6x
P/E-förhållande2.0x
P/S-förhållandeÄr ACA övervärderat?
Se Verkligt värde och värderingsanalysResultat & intäkter
| ACA resultaträkning (TTM) | |
|---|---|
| Intäkter | US$2.91b |
| Kostnad för intäkter | US$2.25b |
| Bruttovinst | US$660.20m |
| Övriga kostnader | US$440.50m |
| Intäkter | US$219.70m |
Senast redovisade vinst
Mar 31, 2026
Nästa vinstdatum
n/a
| Vinst per aktie (EPS) | 4.47 |
| Bruttomarginal | 22.71% |
| Nettovinstmarginal | 7.56% |
| Skuld/egenkapitalförhållande | 57.3% |
Hur har ACA utvecklats på lång sikt?
Se historisk utveckling och jämförelseUtdelningar
0.2%
Aktuell utdelningsavkastning4%
UtbetalningskvotGer ACA en tillförlitlig utdelning?
Se ACA utdelningshistorik och jämförelsetal| Arcosa datum för utdelning | |
|---|---|
| Ex utdelningsdag | Jul 15 2026 |
| Utbetalningsdag för utdelning | Jul 31 2026 |
| Dagar till Ex-utdelning | 53 days |
| Dagar till utdelningsdag | 69 days |
Ger ACA en tillförlitlig utdelning?
Se ACA utdelningshistorik och jämförelsetalFöretagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/21 18:16 |
| Aktiekurs vid dagens slut | 2026/05/21 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/12/31 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Arcosa, Inc. bevakas av 8 analytiker. 3 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| Adam Seiden | Barclays |
| Daniel Wang | Berenberg |
| Robert Labick | CJS Securities, Inc. |