Arcosa, Inc.

Arcosa, Inc.

ACAยทNYSE

$123.80

+0.38%
IndustrialsIndustrial - Infrastructure Operations

Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, energy, and transportation markets in North America. It operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and trench shields and shoring products for residential and non-residential construction, agriculture, specialty building products, as well as for infrastructure related projects. The Engineered Structures segment provides utility structures, wind towers, traffic and lighting structures, telecommunication structures, storage and distribution tanks for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets, as well as for gas and liquids storage and transportation for residential, commercial, energy, agriculture, and industrial markets. The Transportation Products segment offers inland barges; fiberglass barge covers, winches, and other components; cast components for industrial and mining sectors; and axles, circular forgings, coupling devices for freight, tank, locomotive, and passenger rail transportation equipment, as well as other industrial uses. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.

At a Glance

Live Snapshot
Market Cap$6.08B
EPS4.2500
P/E Ratio29.13
Earnings Date08/06/2026
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Arcosa, Inc. Street Expectations Map

ACA ยท NYSE

Wall Street analysts project that ACA stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 140.00, with estimates ranging from a low of 140.00 to a high of 140.00.

Lowest Target
140.00
13.09%
Consensus Target
140.00
13.09%
Highest Target
140.00
13.09%

The consensus 1-year price target stands at 140.00, with estimates ranging from a low of 140.00 to a high of 140.00.

Analyst Consensus Analysis

Upside Potential

+13.1%

Moderate upside. Analysts expect positive returns but with limited margin of safety. Consider entry timing.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

High

Positive outlook with reasonable agreement. Analysts generally optimistic about prospects with manageable uncertainty.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

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Arcosa, Inc. Forward Estimates of Revenue

ACA ยท NYSE
Latest Revenue
2.88B
FY 2025
Avg Estimate
2.63B
FY 2026
Estimate Range
2.60B - 2.64B
Analyst Spread

Forward Growth Analysis

Projected Growth-8.6%

Declining expectations indicate headwindsโ€”investigate whether temporary or structural issues.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Arcosa, Inc. Forward Estimates of Net Income

ACA ยท NYSE
Latest Net Income
208.40M
FY 2025
Avg Estimate
210.41M
FY 2026
Estimate Range
206.04M - 214.77M
Analyst Spread

Forward Growth Analysis

Projected Growth+1.0%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Arcosa, Inc. Forward Estimates of EPS

ACA ยท NYSE
Latest EPS
4.25
FY 2025
Avg Estimate
$4.28
FY 2026
Estimate Range
$4.20 - $4.38
Analyst Spread

Forward Growth Analysis

Projected Growth+0.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread4%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Arcosa, Inc. Forward Estimates of EBIT

ACA ยท NYSE
Latest EBIT
340.10M
FY 2025
Avg Estimate
263.74M
FY 2026
Estimate Range
260.26M - 264.75M
Analyst Spread

Forward Growth Analysis

Projected Growth-22.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Arcosa, Inc. Forward Estimates of EBITDA

ACA ยท NYSE
Latest EBITDA
563.10M
FY 2025
Avg Estimate
454.44M
FY 2026
Estimate Range
448.44M - 456.17M
Analyst Spread

Forward Growth Analysis

Projected Growth-19.3%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

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Arcosa, Inc. Forward Estimates of SG&A Expense

ACA ยท NYSE
Latest SG&A Expense
307.10M
FY 2025
Avg Estimate
309.33M
FY 2026
Estimate Range
305.25M - 310.51M
Analyst Spread

Forward Growth Analysis

Projected Growth+0.7%

Flat growth suggests market maturity or near-term challenges offsetting expansion efforts.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread2%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookNeutral

Mixed signalsโ€”some positive indicators offset by concerns about growth or uncertainty.

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Arcosa, Inc. Insider Positioning

ACA ยท NYSE

During the last 12 months, insiders have sold $1.52M worth of ACA shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

16.1K

1.52M

Net Activity

-1.5M

-$1.52M

Top Buyers

No buying activity

Top Sellers

1
CKS

Cole Kerry S

Officer: Group President

8.0K sharesโ€ข1 transactions

$763K

2
SB

Stevenson Bryan

Officer: Clo & Asst Corp Sec.

4.0K sharesโ€ข1 transactions

$396K

3
CJEJ

Collins Jesse E. Jr.

Officer: Group President

4.2K sharesโ€ข1 transactions

$360K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.52M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

3 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.