Industrials · Industrial - Infrastructure Operations
Price
$144.52
Market Cap
$7.1B
Employees
6,250
Beta
1.07
Avg Volume
357,455
CEO
Antonio Carrillo
Business Description
Arcosa, Inc. (ACA), founded in 2018 and headquartered in Dallas, Texas, is a leading North American supplier of essential infrastructure products and solutions. The company primarily serves the construction, energy, and transportation industries, operating through three distinct business segments. The Construction Products division provides natural and recycled aggregates, specialized materials, and protective equipment like trench shields and shoring, supporting a wide range of residential, commercial, agricultural, and general infrastructure projects. Its Engineered Structures segment manufactures diverse components, including utility poles, wind turbine towers, traffic and lighting structures, and telecommunication infrastructure, alongside tanks for storing and distributing gas and liquids. These products are crucial for electricity transmission, wind power generation, highway construction, wireless communications, and various residential, commercial, energy, agricultural, and industrial storage and transport needs. Lastly, the Transportation Products segment produces inland barges and related accessories such as fiberglass covers and winches. It also supplies cast components for industrial and mining applications, as well as specialized parts like axles, circular forgings, and coupling devices, which are vital for freight, tank, locomotive, and passenger rail equipment, in addition to other industrial uses.
Business History
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
CALCStock Price / EPS (Diluted)
34.00
Stock Price: $144.52
EPS (Diluted): 4.25
EPS (Diluted): 4.25
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
1.98
Stock Price: $144.52
Total Equity: $2.62B
Shares: 49,000,000
Total Equity: $2.62B
Shares: 49,000,000
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
11.35
Market Cap: $7.10B
Total Debt: $1.52B
Cash: $214.60M
EBITDA: $573.10M
Total Debt: $1.52B
Cash: $214.60M
EBITDA: $573.10M
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$6.5B
Market Cap: $7.10B
Total Debt: $1.52B
Cash: $214.60M
Total Debt: $1.52B
Cash: $214.60M
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
22.4%
Gross Profit: $647.20M
Revenue: $2.88B
Revenue: $2.88B
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
11.8%
Operating Income: $340.10M
Revenue: $2.88B
Revenue: $2.88B
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
7.2%
Net Income: $208.40M
Revenue: $2.88B
Revenue: $2.88B
ROE (Profit from shareholder equity)
CALCNet Income / Total Equity
7.9%
Net Income: $208.40M
Total Equity: $2.62B
Total Equity: $2.62B
ROIC (Profit from all invested capital)
CALCNOPAT / Invested Capital
7.5%
Operating Income: $340.10M
Tax Rate: 13.6%
Equity: $2.62B
Total Debt: $1.52B
Cash: $214.60M
Tax Rate: 13.6%
Equity: $2.62B
Total Debt: $1.52B
Cash: $214.60M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
2.20
Current Assets: $1.11B
Current Liabilities: $503.60M
Current Liabilities: $503.60M
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
0.58
Short-Term Debt: $8.50M
Long-Term Debt: $1.51B
Total Debt: $1.52B
Total Equity: $2.62B
Long-Term Debt: $1.51B
Total Debt: $1.52B
Total Equity: $2.62B
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$58.84
Revenue: $2.88B
Shares: 49,000,000
Shares: 49,000,000
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$53.52
Total Equity: $2.62B
Shares: 49,000,000
Shares: 49,000,000
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$3.58
Operating CF: $341.10M
CapEx: -$165.60M
Shares: 49,000,000
CapEx: -$165.60M
Shares: 49,000,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
0.2%
Last Dividend: N/A
Stock Price: $144.52
Stock Price: $144.52
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $208.40M
Net Income: $208.40M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares ACA against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 21, 2026 6:41pm (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $2.0B | $2.2B | $2.3B | $2.6B | $2.9B |
| Cost of Revenue | $1.7B | $1.8B | $1.9B | $2.1B | $2.2B |
| Gross Profit | $355.9M | $411.1M | $443.8M | $515.2M | $647.2M |
| Operating Expenses | $248.6M | $62.1M | $261.1M | $317.6M | $307.1M |
| Operating Income | $107.3M | $349.0M | $182.7M | $197.6M | $340.1M |
| Net Income | $69.6M | $245.8M | $159.2M | $93.7M | $208.4M |
| EBITDA | $251.3M | $501.3M | $383.5M | $395.9M | $573.1M |
| EPS | $1.44 | $5.08 | $3.27 | $1.92 | $4.25 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jun 21, 2026 6:41pm (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $72.9M | $160.4M | $104.8M | $187.3M | $214.6M |
| Total Current Assets | $767.9M | $856.8M | $912.0M | $954.0M | $1.1B |
| Total Assets | $3.2B | $3.3B | $3.6B | $4.9B | $4.9B |
| Current Liabilities | $364.0M | $367.7M | $431.2M | $516.0M | $503.6M |
| Long-Term Debt | $664.7M | $523.1M | $555.6M | $1.7B | $1.5B |
| Total Liabilities | $1.2B | $1.2B | $1.2B | $2.5B | $2.2B |
| Total Equity | $2.0B | $2.2B | $2.3B | $2.4B | $2.6B |
| Retained Earnings | $279.5M | $515.5M | $664.9M | $748.9M | $947.3M |
Cash Flow (Annual)
Last updated: Jun 21, 2026 6:41pm (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $166.5M | $174.3M | $261.0M | $502.0M | $341.1M |
| Capital Expenditure | -$85.1M | -$138.0M | -$203.5M | -$189.7M | -$165.6M |
| Free Cash Flow | $81.4M | $36.3M | $57.5M | $312.3M | $175.5M |
| Acquisitions (net) | -$505.2M | $196.5M | -$120.9M | -$1.4B | $17.6M |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | -$19.5M | -$27.5M | -$25.2M | -$10.6M | $0 |
| Net Change in Cash | -$22.9M | $87.5M | -$55.6M | $82.5M | $27.3M |
Analyst Estimates (Annual)
Last updated: Jun 26, 2026 1:38pm (19h ago)| Metric | 2025 | 2026 | 2027 | 2028 |
|---|---|---|---|---|
| Revenue |
$2.9B $2.9B – $2.9B
|
$2.6B $2.6B – $2.6B
|
$2.9B $2.8B – $2.9B
|
$3.7B $3.7B – $3.8B
|
| EBITDA |
$499.8M $498.0M – $501.5M
|
$456.3M $450.2M – $458.0M
|
$493.9M $481.9M – $507.6M
|
$649.3M $640.7M – $661.5M
|
| Net Income |
$206.3M $205.6M – $207.0M
|
$210.4M $206.0M – $214.8M
|
$246.1M $241.0M – $251.1M
|
$351.3M $345.3M – $359.9M
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jun 21, 2026 6:41pm (5d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +10.1% | +2.9% | +11.4% | +12.2% |
| Gross Profit Growth | +15.5% | +8.0% | +16.1% | +25.6% |
| Operating Income Growth | +225.3% | -47.7% | +8.2% | +72.1% |
| Net Income Growth | +253.2% | -35.2% | -41.1% | +122.4% |
| EBITDA Growth | +99.5% | -23.5% | +3.2% | +44.8% |
Dividend History (Last 20)
Last updated: Jun 21, 2026 6:41pm (5d ago)| Date | Dividend | Declaration | Record | Payment |
|---|---|---|---|---|
| 2026-07-15 | $0.05 | 2026-05-13 | 2026-07-15 | 2026-07-31 |
| 2026-04-15 | $0.05 | 2026-02-24 | 2026-04-15 | 2026-04-30 |
| 2026-01-15 | $0.05 | 2025-12-11 | 2026-01-15 | 2026-01-30 |
| 2025-10-15 | $0.05 | 2025-09-10 | 2025-10-15 | 2025-10-31 |
| 2025-07-15 | $0.05 | 2025-05-14 | 2025-07-15 | 2025-07-31 |
| 2025-04-15 | $0.05 | 2025-02-25 | 2025-04-15 | 2025-04-30 |
| 2025-01-15 | $0.05 | 2024-12-12 | 2025-01-15 | 2025-01-31 |
| 2024-10-15 | $0.05 | 2024-09-12 | 2024-10-15 | 2024-10-31 |
| 2024-07-15 | $0.05 | 2024-05-08 | 2024-07-15 | 2024-07-31 |
| 2024-04-12 | $0.05 | 2024-03-07 | 2024-04-15 | 2024-04-30 |
| 2024-01-11 | $0.05 | 2023-12-14 | 2024-01-12 | 2024-01-31 |
| 2023-10-12 | $0.05 | 2023-09-07 | 2023-10-13 | 2023-10-31 |
| 2023-07-13 | $0.05 | 2023-05-09 | 2023-07-14 | 2023-07-31 |
| 2023-04-13 | $0.05 | 2023-03-02 | 2023-04-14 | 2023-04-28 |
| 2023-01-12 | $0.05 | 2022-12-08 | 2023-01-13 | 2023-01-31 |
| 2022-10-13 | $0.05 | 2022-09-08 | 2022-10-14 | 2022-10-31 |
| 2022-07-14 | $0.05 | 2022-05-03 | 2022-07-15 | 2022-07-29 |
| 2022-04-13 | $0.05 | 2022-03-03 | 2022-04-14 | 2022-04-29 |
| 2022-01-13 | $0.05 | 2021-12-09 | 2022-01-14 | 2022-01-31 |
| 2021-10-14 | $0.05 | 2021-09-02 | 2021-10-15 | 2021-10-29 |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for ACA — it's generated by the pipeline (
market-narrative step).
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30