Arcosa, Inc. (ACA) AI Stock Analysis

Arcosa, Inc., along with its subsidiaries, provides a diverse range of infrastructure-related products and solutions for the construction, engineered structures, and transportation markets across North America. The company operates through three main segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates, specialty materials, and construction site support equipment such as trench shields and shoring products. The Engineered Structures segment supplies utility structures, wind towers, traffic structures, and telecommunication structures for power transmission, renewable energy, and communications. The Transportation Products segment delivers inland barges, fiberglass covers, marine hardware, railcar steel components, axles, circular forgings, and cast components.

Arcosa grew revenue from $2.04B in FY2021 to $2.88B in FY2025, delivering an 8.3% five-year revenue CAGR through FY2025. Annual revenue expanded 12.2% in FY2025, up from 11.4% in FY2024 and 2.9% in FY2023. Gross margin widened from 17.5% in FY2021 to 22.4% in FY2025, while operating margin rose to 11.8% in FY2025 from 7.7% in FY2024. Net income reached $208.4M in FY2025, representing EPS of $4.47 compared to $3.01 in FY2024. For the latest quarter ended June 30, 2026, revenue increased 1.7% year-over-year, while quarterly earnings grew 448.6%. Trailing twelve months revenue reached $2.92B, with a profit margin of 16.8% and EPS of $4.05.

As of June 30, 2026, Arcosa held $432.1M in cash and short-term investments alongside total debt of $1.44B, resulting in net debt of $1.01B. Total assets stood at $5.30B against shareholders' equity of $2.98B, with a current ratio of 3.12 and a debt-to-equity ratio of 0.48. In FY2025, the company generated $340.3M in operating cash flow and $175.5M in free cash flow. Capital expenditures absorbed $165.6M, while Arcosa allocated $12.9M to share buybacks and $10.0M to dividends.

At $147.06 per share, Arcosa has a market capitalization of $7.22B and an enterprise value of $8.20B. ACA trades at a trailing P/E of 36.3x and a forward P/E of 29.9x, both higher than the median of its US-listed Industrials peers at 24.8x and 17.2x, respectively. Its price-to-sales multiple is 2.5x compared to the peer median of 1.5x, and its EV/EBITDA is 14.0x versus the peer median of 13.9x. The stock has risen 59.4% over the past year and 186.4% over five years, compared to gains of 16.8% and 83.0% for the S&P 500 (SPY).

Arcosa pays an annual forward dividend of $0.20 per share, resulting in a dividend yield of 0.14%. The payout ratio is 4.3%, and the company has paid dividends for 8 consecutive years. Its five-year annualized dividend growth rate is 0.0%, with payments distributed on a quarterly schedule.

Wall Street coverage includes 1 Buy rating, 2 Hold ratings, and 0 Sell ratings. The mean price target is $146.67, which sits 0.3% below the last close of $147.06. For the fiscal year ending December 31, 2026, analysts estimate EPS of $4.29 on revenue of $2.59B. For the following fiscal year, 4 analysts forecast EPS to grow 19.3% to $5.12 with revenue growing 9.7% to $2.84B. The company beat EPS estimates in 3 of the last 4 quarters, and the next earnings date is October 29, 2026.

This page is an AI-written research summary of Arcosa, Inc. (ACA). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ACA income statement, ACA balance sheet, ACA key metrics, ACA analyst forecast, ACA chart. See the ACA stock overview for the latest quote and news.