Arcosa, Inc.

NYSE:ACA Stok Raporu

Piyasa değeri: US$5.9b

Arcosa Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

Arcosa şu anki getirisi 0.17% olan temettü ödeyen bir şirkettir. Bir sonraki ödeme tarihi olan 31st July, 2026 temettüden önceki tarihi 15th July, 2026 dir.

Anahtar bilgiler

0.2%

Temettü verimi

0.7%

Geri Alım Getirisi

Toplam Hissedar Getirisi0.9%
Gelecekteki Temettü Verimi0.2%
Temettü Büyümesi3.9%
Bir sonraki temettü ödeme tarihi31 Jul 26
Eski temettü tarihi15 Jul 26
Hisse başına temettün/a
Ödeme oranı4%

Son temettü ve geri alım güncellemeleri

Recent updates

Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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 Alpha
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Anlatı Güncellemesi 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).
Analiz Makalesi 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...
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Analiz Makalesi 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...
Analiz Makalesi 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...
Analiz Makalesi 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
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Yeni Anlatı 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.

Yaklaşan Temettü Ödemesi

BugünMay 22 2026Eski Temettü TarihiJul 15 2026Temettü Ödeme TarihiJul 31 202616 days Eski TemettüdenGelecek temettüyü almak için bir sonraki 53 days adresinden satın alın

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: ACA US piyasası için dikkate değer bir temettü ödemesi yapmıyor, bu nedenle ödemelerin istikrarlı olup olmadığını kontrol etmeye gerek yok.

Büyüyen Temettü: ACA US piyasası için dikkate değer bir temettü ödemiyor, bu nedenle ödemelerin artıp artmadığını kontrol etmeye gerek yok.


Piyasaya Karşı Temettü Getirisi

Arcosa Piyasaya Karşı Temettü Getirisi
ACA temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (ACA)0.2%
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.3%
Sektör Ortalaması (Construction)0.2%
Analist tahmini (ACA) (3 yıla kadar)0.2%

Önemli Temettü: ACA şirketinin temettüsü ( 0.17% ), US pazarındaki temettü ödeyenlerin en alttaki %25'ine ( 1.42% ) kıyasla dikkate değer değil.

Yüksek Temettü: ACA 'in temettüsü ( 0.17% ), US piyasasındaki temettü ödeyenlerin en üst %25'ine ( 4.25% ) kıyasla düşüktür.


Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: ACA US piyasası için dikkate değer bir temettü ödemiyor.


Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: ACA US piyasası için dikkate değer bir temettü ödemiyor.


Güçlü temettü ödeyen şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 12:38
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Arcosa, Inc. 8 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Adam SeidenBarclays
Daniel WangBerenberg
Robert LabickCJS Securities, Inc.