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ACA

Arcosa, Inc.

ACA

NYSE·Basic Materials·Construction Materials·Mkt cap $7.1B

$145.45

-0.02%

P/E

14.57

Mkt Cap

$7.1B

52-Wk Range

$89.03–$146.92

52-Week Range

$89.03 - $146.92

P/E

14.57

Fwd P/E

33.98

Beta

1.07

Div Yield

0.14%

Avg Vol

631.9K

Shares Out

49.1M

Mkt Cap

$7.1B

Price action

Price chart

Up 49.9% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Diversified infrastructure portfolio
  • Strong market positioning in essential sectors
  • Vertical integration across multiple industries
  • Comprehensive solution offerings

Bear Case

2 risks

  • Average volatility.
  • Significant premium - growth priced in

Growth

Mild headwinds expected

Infrastructure investment trends

Value

Significant premium - growth priced in

Momentum

Strong

+17.7% over 3m

Quality

Stable

Excellent business quality

Dividend

Token

0.14% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

AUG 5, 2026

Reported EPS of $1.13 vs $1.19 consensus (-5.0% surprise). Revenue of $658.7M vs $687.5M expected (-4.2%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-5.0%

Revenue trend · last 8Q

+14%

+6%

+11%

+25%

+8%

-10%

-11%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$640.4M

$666.2M

$632.0M

$736.9M

$797.8M

$716.7M

$571.7M

$658.7M

Margins · last 8Q

Gross

23.6%

Operating

-2.7%

Profit

49.9%

Wall Street consensus

3 analysts · 33% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

1

33%

Hold

2

67%

Sell

0%

Median Price Target

Latest: Oppenheimer · Jun 26, 2026

vs Industry

How ACA stacks vs Construction Materials

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.