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Industrials - Industrial - Infrastructure Operations - NYSE - US
$ 71.82
-0.787 %
$ 3.5 B
Market Cap
37.6
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ACA stock under the worst case scenario is HIDDEN Compared to the current market price of 71.8 USD, Arcosa, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ACA stock under the base case scenario is HIDDEN Compared to the current market price of 71.8 USD, Arcosa, Inc. is HIDDEN

This DCF valuation model was last updated on Apr, 8, 2025.

The intrinsic value of one ACA stock under the best case scenario is HIDDEN Compared to the current market price of 71.8 USD, Arcosa, Inc. is HIDDEN

2. FUNDAMENTAL ANALYSIS

Price Chart ACA

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$115.0$115.0$110.0$110.0$105.0$105.0$100.0$100.0$95.0$95.0$90.0$90.0$85.0$85.0$80.0$80.0$75.0$75.0$70.0$70.015 Oct15 OctNov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '25
FINANCIALS
2.57 B REVENUE
11.35%
198 M OPERATING INCOME
8.16%
93.7 M NET INCOME
-41.14%
502 M OPERATING CASH FLOW
92.34%
-1.51 B INVESTING CASH FLOW
-427.96%
1.09 B FINANCING CASH FLOW
3637.01%
666 M REVENUE
4.03%
43.2 M OPERATING INCOME
27.81%
-7.7 M NET INCOME
-46.39%
248 M OPERATING CASH FLOW
83.85%
-1.26 B INVESTING CASH FLOW
-13286.17%
441 M FINANCING CASH FLOW
-16.47%
Balance Sheet Arcosa, Inc.
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Current Assets 954 M
Cash & Short-Term Investments 187 M
Receivables 350 M
Other Current Assets 416 M
Non-Current Assets 3.96 B
Long-Term Investments 0
PP&E 2.13 B
Other Non-Current Assets 1.83 B
3.81 %7.12 %8.47 %43.32 %37.27 %Total Assets$4.9b
Current Liabilities 516 M
Accounts Payable 237 M
Short-Term Debt 12.1 M
Other Current Liabilities 267 M
Non-Current Liabilities 1.97 B
Long-Term Debt 1.68 B
Other Non-Current Liabilities 294 M
9.54 %10.72 %67.41 %11.84 %Total Liabilities$2.5b
EFFICIENCY
Earnings Waterfall Arcosa, Inc.
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Revenue 2.57 B
Cost Of Revenue 2.05 B
Gross Profit 515 M
Operating Expenses 318 M
Operating Income 198 M
Other Expenses 104 M
Net Income 93.7 M
3b3b3b3b2b2b2b2b1b1b500m500m003b(2b)515m(318m)198m(104m)94mRevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
20.05% GROSS MARGIN
20.05%
7.69% OPERATING MARGIN
7.69%
3.65% NET MARGIN
3.65%
3.86% ROE
3.86%
1.91% ROA
1.91%
3.23% ROIC
3.23%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Arcosa, Inc.
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350m350m300m300m250m250m200m200m150m150m100m100m50m50m0020162016201720172018201820192019202020202021202120222022202320232024202420252025
Net Income 93.7 M
Depreciation & Amortization 195 M
Capital Expenditures -190 M
Stock-Based Compensation 24.3 M
Change in Working Capital 185 M
Others 82.9 M
Free Cash Flow 312 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 33.67%
ACA Average Price Target Wall Street Target
105 USD 46.76%
ACA Highest Price Target Wall Street Target
110 USD 53.16%
Price
Max Price Target
Min Price Target
Average Price Target
115115110110105105100100959590908585808075757070May '24May '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.05% DIVIDEND YIELD
0.05 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
0.250.250.200.200.150.150.100.100.050.050.000.000.050.050.050.050.050.050.050.050.050.050.050.050.050.050.050.050.050.050.050.050.050.200.050.200.050.200.050.200.050.200.050.200.1020192019202020202021202120222022202320232024202420252025
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5. COMPETITION
slide 2 of 10
6. Ownership
Insider Ownership Arcosa, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
335 K USD 1
9-12 MONTHS
1.83 M USD 2
Bought
618 K USD 2
0-3 MONTHS
0 USD 0
3-6 MONTHS
1.52 M USD 2
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
New Strong Sell Stocks for April 7th ASTS, AMPY and ACA have been added to the Zacks Rank #5 (Strong Sell) List on April 7, 2025. zacks.com - 1 week ago
Arcosa Is Poised For A Rebound In 2025 (Rating Upgrade) ACA's topline grew 14.4% YoY in Q4 2024, driven by strong pricing and recent acquisitions, despite a 14% decline in Transportation Products revenue. Expect continued growth in 2025, fueled by strong infrastructure demand, significant backlogs, and contributions from recent acquisitions like Stavola. ACA is optimizing its portfolio through strategic acquisitions and divestitures, aiming to reduce net leverage from 2.9x to its long-term target of 2-2.5x. seekingalpha.com - 2 weeks ago
Arcosa, Inc. (ACA) Q4 2024 Earnings Call Transcript Arcosa, Inc. (NYSE:ACA ) Q4 2024 Earnings Conference Call February 28, 2025 8:30 AM ET Company Participants Erin Drabek - Vice President of Investor Relations Antonio Carrillo - President and CEO Gail Peck - CFO Conference Call Participants Ian Zaffino - Oppenheimer Garik Shmois - Loop Capital Markets Operator Good morning ladies and gentlemen, and welcome to the Arcosa Inc. Fourth Quarter and Full Year 2024 Earnings Conference Call. My name is Britney, and I will be your conference call coordinator today. seekingalpha.com - 1 month ago
Arcosa (ACA) Lags Q4 Earnings and Revenue Estimates Arcosa (ACA) came out with quarterly earnings of $0.46 per share, missing the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.68 per share a year ago. zacks.com - 1 month ago
Arcosa, Inc. Announces Fourth Quarter and Full Year 2024 Results DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa,” the “Company,” “We,” or “Our”), a provider of infrastructure-related products and solutions, today announced results for the fourth quarter and full year ended December 31, 2024. As previously announced, Arcosa completed the acquisition of the construction materials business of Stavola Holding Corporation and its affiliated entities (“Stavola”) for $1.2 billion on October 1, 2024. Founded in 1948, Stavola is an aggregates-led and vert. 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 April 30, 2025 to stockholders of record as of April 15, 2025. About Arcosa Arcosa, Inc. (NYSE:ACA), headquartered in Dallas, Texas, is a provider of infrastructure-related. businesswire.com - 1 month ago
Arcosa, Inc. Announces Timing of Fourth Quarter and Full Year 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 fourth quarter and full year ended December 31, 2024 after markets close on Thursday, February 27, 2025. The Company will host an earnings call to discuss the results at 8:30 a.m. Eastern Time on Friday, February 28, 2025. The call can be accessed as follows: Webcast and slide presentation: https://ir.arc. businesswire.com - 2 months ago
New Strong Sell Stocks for February 14th EADSY, CSX and ACA have been added to the Zacks Rank #5 (Strong Sell) List on February 14, 2025. zacks.com - 2 months ago
Arcosa, Inc. Declares Quarterly Dividend and Renews $50 Million Share Repurchase Authorization 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 January 31, 2025 to stockholders of record as of January 15, 2025. The Company also renewed its $50 million share repurchase program, effective January 1, 2025 through Decem. businesswire.com - 4 months ago
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 - 5 months 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 - 5 months 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 - 5 months ago
8. Profile Summary

Arcosa, Inc. ACA

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COUNTRY US
INDUSTRY Industrial - Infrastructure Operations
MARKET CAP $ 3.5 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 6250
Officers Mr. Eric D. Hurst Principal Accounting Officer, Vice President & Corporate Controller Mr. Antonio Carrillo President, Chief Executive Officer & Director Ms. Gail M. Peck Chief Financial Officer Mr. Bryan P. Stevenson J.D. Chief Legal Officer Mr. Reid S. Essl Group President Mr. Kerry S. Cole Group President Mr. Jesse E. Collins Jr. Group President