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Industrials - Industrial - Infrastructure Operations - NYSE - US
$ 101.39
-2.2 %
$ 4.95 B
Market Cap
38.55
P/E
1. INTRINSIC VALUE

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.[ Read More ]

The intrinsic value of one ACA stock under the base case scenario is HIDDEN Compared to the current market price of 101 USD, Arcosa, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ACA

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FINANCIALS
2.31 B REVENUE
2.90%
183 M OPERATING INCOME
15.49%
159 M NET INCOME
-35.23%
261 M OPERATING CASH FLOW
49.74%
-286 M INVESTING CASH FLOW
-315.10%
-30.8 M FINANCING CASH FLOW
82.65%
640 M REVENUE
-3.66%
33.8 M OPERATING INCOME
-42.22%
16.8 M NET INCOME
-63.08%
135 M OPERATING CASH FLOW
252.48%
-9.4 M INVESTING CASH FLOW
95.25%
528 M FINANCING CASH FLOW
509.12%
Balance Sheet Decomposition Arcosa, Inc.
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Current Assets 912 M
Cash & Short-Term Investments 105 M
Receivables 357 M
Other Current Assets 450 M
Non-Current Assets 2.67 B
Long-Term Investments 0
PP&E 1.37 B
Other Non-Current Assets 1.29 B
Current Liabilities 431 M
Accounts Payable 272 M
Short-Term Debt 6.8 M
Other Current Liabilities 152 M
Non-Current Liabilities 815 M
Long-Term Debt 592 M
Other Non-Current Liabilities 223 M
EFFICIENCY
Earnings Waterfall Arcosa, Inc.
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Revenue 2.31 B
Cost Of Revenue 1.86 B
Gross Profit 444 M
Operating Expenses 261 M
Operating Income 183 M
Other Expenses 23.5 M
Net Income 159 M
RATIOS
19.23% GROSS MARGIN
19.23%
7.92% OPERATING MARGIN
7.92%
6.90% NET MARGIN
6.90%
6.83% ROE
6.83%
4.45% ROA
4.45%
5.13% ROIC
5.13%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Arcosa, Inc.
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Net Income 159 M
Depreciation & Amortization 160 M
Capital Expenditures -204 M
Stock-Based Compensation 23.9 M
Change in Working Capital -148 M
Others -59.3 M
Free Cash Flow 57.5 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Arcosa, Inc.
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Wall Street analysts predict an average 1-year price target for ACA of $105 , with forecasts ranging from a low of $96 to a high of $110 .
ACA Lowest Price Target Wall Street Target
96 USD -5.32%
ACA Average Price Target Wall Street Target
105 USD 3.96%
ACA Highest Price Target Wall Street Target
110 USD 8.49%
4. DIVIDEND ANALYSIS
0.05% DIVIDEND YIELD
0.05 USD DIVIDEND PER SHARE
5. COMPETITION
6. Ownership
Insider Ownership Arcosa, Inc.
image
Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
335 K USD 1
6-9 MONTHS
1.83 M USD 2
9-12 MONTHS
0 USD 0
Bought
526 K USD 1
0-3 MONTHS
995 K USD 1
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
2 months ago
Sep 12, 2024
Bought 526 K USD
DEMETRIOU STEVEN J.
Director
+ 6000
87.7 USD
3 months ago
Aug 16, 2024
Sell 335 K USD
Stevenson Bryan
CLO & Asst Corp Sec.
- 4000
83.78 USD
3 months ago
Aug 08, 2024
Bought 583 K USD
Carrillo Antonio
President & CEO
+ 7083
82.27 USD
3 months ago
Aug 08, 2024
Bought 397 K USD
Carrillo Antonio
President & CEO
+ 4859
81.8 USD
3 months ago
Aug 08, 2024
Bought 14.7 K USD
Carrillo Antonio
President & CEO
+ 183
80.46 USD
6 months ago
May 15, 2024
Sell 350 K USD
Cole Kerry S
Group President
- 3959
88.42 USD
6 months ago
May 15, 2024
Sell 624 K USD
Cole Kerry S
Group President
- 7019
88.87 USD
6 months ago
May 15, 2024
Sell 323 K USD
Collins Jesse E. Jr.
Group President
- 3649
88.44 USD
6 months ago
May 15, 2024
Sell 531 K USD
Collins Jesse E. Jr.
Group President
- 5977
88.88 USD
1 year ago
Aug 17, 2023
Sell 95.7 K USD
Carrillo Antonio
President & CEO
- 1264
75.69 USD
1 year ago
Aug 17, 2023
Sell 311 K USD
Carrillo Antonio
President & CEO
- 4074
76.45 USD
1 year ago
Aug 17, 2023
Sell 236 K USD
Carrillo Antonio
President & CEO
- 3060
77.15 USD
1 year ago
Aug 15, 2023
Sell 132 K USD
Carrillo Antonio
President & CEO
- 1700
77.6 USD
1 year ago
Aug 15, 2023
Sell 996 K USD
Carrillo Antonio
President & CEO
- 12711
78.34 USD
1 year ago
Aug 16, 2023
Sell 876 K USD
Carrillo Antonio
President & CEO
- 11431
76.65 USD
1 year ago
Aug 16, 2023
Sell 607 K USD
Carrillo Antonio
President & CEO
- 7835
77.51 USD
1 year ago
Aug 16, 2023
Sell 545 K USD
Carrillo Antonio
President & CEO
- 6967
78.22 USD
1 year ago
May 25, 2023
Sell 331 K USD
Cole Kerry S
Group President
- 5000
66.24 USD
1 year ago
May 18, 2023
Sell 622 K USD
Cole Kerry S
Group President
- 9001
69.12 USD
1 year ago
May 17, 2023
Sell 226 K USD
Collins Jesse E. Jr.
Group President
- 3290
68.57 USD
1 year ago
May 17, 2023
Sell 369 K USD
Collins Jesse E. Jr.
Group President
- 5301
69.58 USD
1 year ago
May 10, 2023
Sell 163 K USD
GAFFORD RONALD J
Director
- 2370
68.65 USD
1 year ago
Dec 12, 2022
Sell 351 K USD
Henderson Mary E
CAO
- 6000
58.46 USD
2 years ago
Nov 16, 2022
Sell 499 K USD
Peck Gail M
Chief Financial Officer
- 8500
58.73 USD
2 years ago
Nov 10, 2022
Sell 289 K USD
Stevenson Bryan
CLO & Asst Corp Sec.
- 4988
57.96 USD
2 years ago
Aug 31, 2022
Sell 2.34 M USD
Carrillo Antonio
President & CEO
- 40000
58.54 USD
2 years ago
Aug 12, 2022
Sell 131 K USD
GAFFORD RONALD J
director:
- 2017
65.16 USD
2 years ago
Jun 02, 2022
Sell 415 K USD
Cole Kerry S
Group President
- 7857
52.81 USD
2 years ago
Jun 02, 2022
Sell 140 K USD
Cole Kerry S
Group President
- 2643
52.86 USD
2 years ago
May 31, 2022
Sell 431 K USD
Collins Jesse E. Jr.
Group President
- 8096
53.25 USD
3 years ago
Jun 02, 2021
Sell 610 K USD
Henderson Mary E
CAO
- 10000
60.99 USD
3 years ago
Jun 01, 2021
Sell 1.02 M USD
Cole Kerry S
Group President
- 16025
63.36 USD
3 years ago
May 28, 2021
Sell 687 K USD
Collins Jesse E. Jr.
Group President
- 10990
62.49 USD
3 years ago
May 21, 2021
Sell 235 K USD
GAFFORD RONALD J
Director
- 3788
62.14 USD
4 years ago
Jun 08, 2020
Sell 199 K USD
Cole Kerry S
Pres of Energy Equip.
- 4482
44.51 USD
4 years ago
May 26, 2020
Sell 376 K USD
GAFFORD RONALD J
Director
- 10024
37.55 USD
4 years ago
Mar 19, 2020
Bought 355 K USD
Carrillo Antonio
President & CEO
+ 11722
30.32 USD
4 years ago
Mar 19, 2020
Bought 95.6 K USD
Carrillo Antonio
President & CEO
+ 3278
29.17 USD
5 years ago
Jun 12, 2019
Sell 54 M USD
ValueAct Holdings, L.P.
- 1500000
36.03 USD
5 years ago
Mar 12, 2019
Sell 46.1 M USD
ValueAct Holdings, L.P.
10 percent owner
- 1395000
33.02 USD
5 years ago
Nov 29, 2018
Bought 99.8 K USD
Beasley Scott C
CFO
+ 3570
27.96 USD
5 years ago
Nov 21, 2018
Bought 291 K USD
Carrillo Antonio
President & CEO
+ 10000
29.1 USD
16 years ago
Dec 17, 2007
Bought 826 K USD
STEPHENS WARREN A
director, other: See Remarks
+ 2428160
0.34 USD
16 years ago
Dec 17, 2007
Sell 1.65 M USD
STEPHENS WARREN A
director, other: See Remarks
- 4856320
0.34 USD
16 years ago
Dec 17, 2007
Sell 1.65 M USD
SF HOLDING CORP
other: See Remarks
- 4856320
0.34 USD
7. News
5 Building Products Stocks for Better Returns Despite the Industry Woes A focus on operational efficiencies and higher government spending raises hope for AWI, ACA, ROAD, FTDR and SWIM. zacks.com - 1 week ago
UnitedHealthcare Expands its Individual & Family Plans on the Health Insurance Marketplace to 30 States --(BUSINESS WIRE)--UnitedHealthcare has announced a significant expansion of its Individual & Family Affordable Care Act (ACA) Marketplace plans, now offering coverage in 30 states. This increase includes new coverage areas in Indiana, Iowa, Nebraska and Wyoming, as well as additional counties in 13 other states. With the inclusion of these new coverage areas, UnitedHealthcare now provides Individual & Family ACA Marketplace plans in over 1,250 counties across the following states: Alab. businesswire.com - 2 weeks ago
Arcosa, Inc. (ACA) Q3 2024 Earnings Call Transcript Arcosa, Inc. (NYSE:ACA ) Q3 2024 Earnings Conference Call October 31, 2024 8:30 AM ET Company Participants Erin Drabek - Director of Investor Relations Antonio Carrillo - President and Chief Executive Officer Gail Peck - Chief Financial Officer Conference Call Participants Trey Grooms - Stephens, Inc. Ian Zaffino - Oppenheimer & Co. Inc. Brent Thielman - D.A. Davidson & Co. Operator Good morning, ladies and gentlemen, and welcome to the Arcosa, Inc. Third Quarter 2024 Earnings Conference Call. seekingalpha.com - 2 weeks ago
Arcosa (ACA) Q3 Earnings Beat Estimates Arcosa (ACA) came out with quarterly earnings of $0.91 per share, beating the Zacks Consensus Estimate of $0.78 per share. This compares to earnings of $0.73 per share a year ago. zacks.com - 2 weeks ago
Here is Why Growth Investors Should Buy Arcosa (ACA) Now Arcosa (ACA) possesses solid growth attributes, which could help it handily outperform the market. zacks.com - 2 weeks ago
Arcosa (ACA) Is a Great Choice for 'Trend' Investors, Here's Why Arcosa (ACA) made it through our "Recent Price Strength" screen and could be a great choice for investors looking to make a profit from stocks that are currently on the move. zacks.com - 2 weeks ago
Arcosa (ACA) Earnings Expected to Grow: What to Know Ahead of Next Week's Release Arcosa (ACA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 3 weeks ago
American Citizens Abroad (ACA) joins amicus brief supporting voting by U.S. citizens overseas WASHINGTON, Oct. 21, 2024 (GLOBE NEWSWIRE) -- American Citizens Abroad (ACA) has joined parties opposing actions which would narrow the ability of U.S. citizens living overseas to vote. In Pennsylvania, steps have been taken by state officials to make it easier for voters overseas to vote. Plaintiffs in the lawsuit would narrow voter registration rules as they apply to U.S. citizens living overseas. globenewswire.com - 3 weeks ago
Arcosa, Inc. Announces Timing of Third Quarter 2024 Earnings Release and Conference Call DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that it will release results for the third quarter ended September 30, 2024 after markets close on Wednesday, October 30, 2024. The Company will host an earnings call to discuss the results at 8:30 a.m. Eastern Time on Thursday, October 31, 2024. The call can be accessed as follows: Webcast and slide presentation: https://ir.arcosa.com   The. businesswire.com - 1 month ago
Arcosa Acquires Stavola for $1.2B, Divests Steel Components Business ACA bolsters its aggregates-led business through the Stavola acquisition. zacks.com - 1 month ago
Arcosa, Inc. Announces Completion of Stavola Acquisition and Sale of Steel Components Business DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced it has completed the previously announced acquisition of the construction materials business of Stavola Holding Corporation and its affiliated entities (“Stavola”) for $1.2 billion. Founded in 1948, Stavola is an aggregates-led and vertically integrated construction materials company primarily serving the New York-New Jersey Metropolitan Sta. businesswire.com - 1 month ago
Arcosa, Inc. Declares Quarterly Dividend DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable October 31, 2024 to stockholders of record as of October 15, 2024. About Arcosa Arcosa, Inc. (NYSE:ACA), headquartered in Dallas, Texas, is a provider of infrastructure-rela. businesswire.com - 2 months ago
8. Profile Summary

Arcosa, Inc. ACA

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COUNTRY US
INDUSTRY Industrial - Infrastructure Operations
MARKET CAP $ 4.95 B
Dividend Yield 0.05%
Description 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.
Contact 500 North Akard Street, Dallas, TX, 75201 https://www.arcosa.com
IPO Date Nov. 5, 2018
Employees 6075
Officers Mr. Erin Drabek Director of Investor Relations Mr. Kerry S. Cole Group President Mr. Eric D. Hurst Principal Accounting Officer & Corporate Controller Mr. Mark J. Elmore Vice President, Associate General Counsel & Corporate Secretary Ms. Suzanne M. Myers Chief Human Resources Officer Mr. Jesse E. Collins Jr. Group President Mr. Antonio Carrillo President, Chief Executive Officer & Director Ms. Gail M. Peck Chief Financial Officer Mr. Reid S. Essl Group President Ms. Mary E. Henderson Senior Vice President of Corporate Administration