Arcosa, Inc. (ACA) Stock Price & Analysis
Arcosa, Inc. (ACA) closed at USD 149.15 on Thursday, October 22, 2026, up 0.08% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 149.03; the Oct 22, 2026 session ranged USD 148.92–149.21 on volume of 875,023 shares. Market capitalization is $7.32B, with a 52-week range of USD 91.4–149.21 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:24 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ACA.md
Key facts (ACA)
- Last four reported quarters (through Jun 30, 2026): revenue $2.74B, net income $491M (17.9% margin), free cash flow $135M (SEC filings).
- Valuation: P/E 14.9x (avg 33.6x at the last 3 fiscal year-ends), EV/EBITDA 15.2x, net debt $1.02B.
- Earnings quality: non-operating income -$105M vs operating income $323M over the last four quarters; P/E excluding non-operating income ≈12.6x (estimate: non-operating income taxed at the company's 13% effective rate).
- 1 of 80 tracked superinvestors hold ACA (13F, Q2 2026): 0 new, 1 added, 0 reduced, 0 unchanged.
- Analysts: Buy (mean 2.33 on a 1–5 scale) (3 analysts), mean target USD 146.67 (range 140–150).
- Total return with dividends: 1Y +60.5% vs S&P 500 +14.9%; 5Y +185.6% vs S&P 500 +80.3%.
- Next earnings: 2026-10-29, EPS estimate USD 1.58, revenue estimate $720M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ACA)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $2.04B | $2.24B | $2.31B | $2.57B | $2.88B | $2.74B |
| Gross profit | $356M | $411M | $444M | $515M | $647M | — |
| Operating income | $107M | $349M | $217M | $198M | $342M | $323M |
| Net income | $69.6M | $246M | $159M | $93.7M | $208M | $491M |
| EPS (diluted) | $1.42 | $5.05 | $3.26 | $1.91 | $4.24 | — |
| Free cash flow | $81.4M | $36.3M | $57.5M | $312M | $176M | $135M |
| Gross margin | 17.5% | 18.3% | 19.2% | 20.0% | 22.4% | — |
| Operating margin | 5.3% | 15.6% | 9.4% | 7.7% | 11.9% | 11.8% |
| Net margin | 3.4% | 11.0% | 6.9% | 3.6% | 7.2% | 17.9% |
| Revenue growth | +5.2% | +10.1% | +2.9% | +11.4% | +12.2% | — |
| Cash + short-term investments | $72.9M | $160M | $105M | $187M | $215M | — |
| Total debt | $686M | $556M | $573M | $1.71B | $1.54B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ACA)
P/E 14.9x · P/E ex non-operating (est.) ≈12.6x · P/S 2.7x · EV/EBITDA 15.2x · EV/Sales 3.0x · P/FCF 54.2x · P/B 2.5x · FCF yield 1.85% · Earnings yield 6.71% · Dividend yield (paid, TTM) 0.14% · Net debt $1.02B · EV $8.34B
P/E at fiscal year-ends: Dec 2025 25.0x, Dec 2024 50.4x, Dec 2023 25.3x.
Superinvestors (SEC 13F-HR, Q2 2026) (ACA)
1 of 80 tracked investors hold ACA. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.03% | $18.6M | Added +0.9% |
Analysts (ACA)
Consensus Buy (mean 2.33 on a 1–5 scale), 3 analysts; mean target USD 146.67 (low 140, high 150).
Total return (dividends reinvested) (ACA)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +60.5% | +185.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +60.8% | +23.3% |
| Volatility (annualized) | 31.7% | 32.4% |
| Max drawdown | -21.4% (Feb 2026→Mar 2026) | -34.5% (Nov 2024→Mar 2025) |
ACA revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Construction Products | $357.0M | 54.2% | +0.7% |
| Engineered Structures | $301.7M | 45.8% | +3.0% |
| Total revenue | $658.7M | 100% | — |
ACA revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Total Construction Materials | $312.9M | 47.5% | -1.3% |
| Utility & Related Structures | $230.6M | 35.0% | +12.4% |
| Aggregates | $191.5M | 29.1% | -1.3% |
| Specialty Materials & Asphalt | $134.2M | 20.4% | +0.7% |
| Wind Towers | $71.1M | 10.8% | -19.0% |
| Construction Site Support | $44.1M | 6.7% | +17.6% |
| Total revenue | $658.7M | 100% | — |
ACA revenue by region (fiscal year ended Dec 31, 2025)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| United States | $2.99B | 103.7% | +14.8% |
| Non Us | $90.0M | 3.1% | -1.6% |
| Total revenue | $2.88B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ACA suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | GE Vernova (GEV) | “Revenues from GE Vernova, Inc. ("GE Vernova"), a customer in our” |
Quoted from the company's 10-K filed Feb 27, 2026.
ACA company outlook (results filed Aug 5, 2026)
- “The transaction is expected to close in the first quarter of 2027, subject to the satisfaction or waiver of customary closing conditions set forth in the merger agreement, including, among other things, approval by the Company's stockholders and the receipt of required regulatory approvals.”
- “Due to the pending merger, Arcosa is not hosting a quarterly conference call to review its second quarter results and is suspending its practice of providing financial guidance. 972.942.6500 3 arcosa.com Non-GAAP Financial Information This earnings release contains financial measures that have not been prepared in accordance with U.S. generally accepted accounting principles ("GAAP").”
- “Arcosa uses the words "anticipates," "assumes," "believes," "estimates," "expects," "intends," "forecasts," "may," "will," "should," "guidance," "outlook," "strategy," "plans," "goal," and similar expressions to identify these forward-looking statements.”
Quoted word-for-word from the SEC 8-K results press release.
ACA analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.58 | $1.56 | +1.0% | $720.0M | 4 |
| Next quarter (ends Dec 2026) | $1.01 | $1.00 | +1.0% | $638.7M | 4 |
| Current fiscal year (ends Dec 2026) | $4.29 | $4.38 | -2.1% | $2.59B | 3 |
| Next fiscal year (ends Dec 2027) | $5.12 | $5.08 | +0.7% | $2.84B | 4 |
Key Statistics (as of October 23, 2026 at 09:24 UTC)
| Price | USD 149.15 |
|---|---|
| Change | ▲ 0.08% (up) |
| Previous Close | USD 149.03 |
| Open | USD 148.9 |
| Day Range | USD 148.92 – 149.21 |
| 52-Week Range | USD 91.4 – 149.21 |
| Volume | 875,023 shares |
| Market Cap | $7.32B |
| Exchange | NYQ |
Technical Analysis (ACA)
Nexqual's technical model rates ACA "BUY" based on 5 bullish and 3 bearish signals across 127 daily candles, as of October 23, 2026 at 09:24 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 82.2 (overbought) |
| vs SMA50 | Above (USD 146.08) |
| MACD | 0.67 (positive) |
Analyst Ratings (ACA)
Wall Street analysts rate ACA "Buy" based on 3 analysts, with a mean price target of USD 146.67 (range USD 140–150), per Nexqual as of October 23, 2026 at 09:24 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 3 |
| Mean Target | USD 146.67 |
| High Target | USD 150 |
| Low Target | USD 140 |
| Buy / Hold / Sell | 1 / 2 / 0 |
Earnings (ACA)
| Next Earnings Date | 2026-10-29 |
|---|---|
| EPS Estimate | USD 1.58 |
| Revenue Estimate | $719.97M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 1.13 vs est 1.18 ▼ miss |
| 2026-03-31 | USD 0.81 vs est 0.35 ▲ beat |
| 2025-12-31 | USD 1.15 vs est 0.92 ▲ beat |
| 2025-09-30 | USD 1.56 vs est 1.35 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financials & Fundamentals (ACA)
| Total Revenue | $2.92B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +1.70% |
| Gross Margin | +22.81% |
| Operating Margin | +12.31% |
| Profit Margin | +16.84% |
| ROE | +8.03% |
| Debt / Equity | 0.51 |
| Current Ratio | 3.12 |
| Total Cash | $432.10M |
| Total Debt | $1.51B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $135.20M (4.9% of revenue) |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Financial Health Score (ACA)
Nexqual rates Arcosa, Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:24 UTC.
| Growth | Solid — Revenue +12% YoY (annual) |
|---|---|
| Profitability | Mixed — Gross margin 23%, operating 12% (last 12 months) |
| Balance Sheet | Strong — $432M cash and investments vs $1.45B debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $135M (last 4 quarters to Jun 2026, SEC), slim 4.9% margin |
| Efficiency | Mixed — ROE 8%, ROA 3.9% |
Ownership (ACA)
| Insider Ownership | +1.71% |
|---|---|
| Institutional Ownership | +93.60% |
| Shares Outstanding | 49.11M |
| Float | 48.15M |
| Short % of Float | +3.64% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
Leadership (ACA)
Arcosa, Inc. is led by Antonio Carrillo Rule, President, CEO & Director, per Nexqual as of October 23, 2026 at 09:24 UTC.
| President, CEO & Director | Antonio Carrillo Rule |
|---|---|
| Chief Financial Officer | Gail M. Peck |
| Group President | Reid S. Essl |
| Group President | Kerry S. Cole |
Major Backers & Investors (ACA)
Notable institutional backers of Arcosa, Inc. include SmallCap World Fund Inc, Neuberger Berman Group, LLC, Capital International Investors, according to Nexqual as of October 23, 2026 at 09:24 UTC.
Active Investors
| Investor | Stake |
|---|---|
| SmallCap World Fund Inc | 3.71% |
| Neuberger Berman Group, LLC | 3.22% |
| Capital International Investors | 2.77% |
| Nomura Asset Management International Inc | 2.05% |
| Royce & Associates LP | 2.02% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 17.13% |
| Vanguard Group | 10.24% |
| Dimensional Fund Advisors | 4.79% |
| State Street | 4.23% |
| Geode Capital | 2.62% |
Source: Nexqual, October 23, 2026 at 09:24 UTC.
From Arcosa, Inc.'s Latest SEC 10-K Filing (filed 2026-02-27)
Key Strengths & Strategy (as disclosed to the SEC)
- Stavola is an aggregates-led and vertically integrated construction materials company with a network of five hard rock natural aggregates quarries, twelve asphalt plants, and three recycled aggregates sites. •Recycled Aggregates: We are the largest producer of recycled aggregates in the U.S. with operations in Texas, New Jersey, California, Florida, and Arizona.
- Through our recognized brands in our utility structures business, we have developed strong relationships with our primary customers, public and private utilities.
Legal & Regulatory Risks (Item 1A, quoted)
- Arcosa's adoption and use of AI technologies present operational, legal, and compliance risks that could increase our costs and expose us to liability.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
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|---|---|---|---|
| DY | Dycom Industries, Inc. | USD 225.16 | ▼ 5.18% |
| ACM | AECOM | USD 60.83 | ▲ 2.25% |
| STN | Stantec Inc | USD 72.77 | ▲ 3.63% |
| FLR | Fluor Corporation | USD 43.42 | ▼ 6.44% |
| TTEK | Tetra Tech, Inc. | USD 36.81 | ▲ 5.02% |
| ECG | Everus Construction Group, Inc. | USD 97.05 | ▼ 8.44% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:24 UTC. This page is informational and not investment advice.
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