Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$7.1B
49M shares
52-week range
$81.91 – $146.92
96% from low
Sector
FABRICATED STRUCTURAL METAL PRODUCTS
Exchange
NYSE
CS
Borrow rate
0.27%
Easy to borrow
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| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.46B | $1.74B | $1.94B | $2.04B | $2.24B | $2.31B | $2.57B | $2.88B |
| Cost of revenue | $1.19B | $1.40B | $1.55B | $1.68B | $1.83B | $1.86B | $2.05B | $2.24B |
| Gross profit | $272.0M | $332.4M | $382.0M | $355.9M | $411.1M | $443.8M | $515.2M | $647.2M |
| Gross margin | 18.6% | 19.1% | 19.7% | 17.5% | 18.3% | 19.2% | 20.0% | 22.4% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $94.9M | $152.9M | $151.8M | $107.3M | $349.0M | $182.7M | $197.6M | $340.1M |
| EBITDA | $163.5M | $239.4M | $263.3M | $251.3M | $501.3M | $383.5M | $395.9M | $573.1M |
| Net income | $75.7M | $113.3M | $106.6M | $69.6M | $245.8M | $159.2M | $93.7M | $208.4M |
| Net margin | 5.2% | 6.5% | 5.5% | 3.4% | 11.0% | 6.9% | 3.6% | 7.2% |
| EPS (diluted) | 1.55 | 2.34 | 2.18 | 1.42 | 5.05 | 3.26 | 1.91 | 4.24 |
Annual figures · source: Financial Modeling Prep
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $2.6B | $4.28 | $4.20–$4.38 | 2 |
| 2027 | $2.9B | $5.02 | $4.92–$5.13 | 3 |
| 2028 | $3.7B | $7.17 | $7.05–$7.35 | 1 |
Forward consensus · source: Financial Modeling Prep
Arcosa Inc is a manufacturer and producer of infrastructure-related products and solutions in the U.S. It operates in three segments: Construction Products, Engineered Structures, and Transportation Products. Maximum revenue is generated from the Construction Products segment, which produces aggregates, specialty materials, asphalt, and construction support gear. The Engineered Structures segment mainly manufactures and sells steel and concrete structures for infrastructure businesses, including utility structures for electricity transmission and distribution, structural wind towers, traffic and lighting structures, and telecommunication structures; and the Transportation Products segment builds inland barges, fiberglass covers, winches, marine hardware, and other industrial equipment.
www.arcosa.comNo one on the platform currently holds ACA.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-09-30 | 44,100 | $4.1M |
| Bridgewater Associatesas of 2026-03-31 | 22,588 | $2.4M |
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-07-15 | $0.0500 | 2026-07-31 |
| 2026-04-15 | $0.0500 | 2026-04-30 |
| 2026-01-15 | $0.0500 | 2026-01-30 |
| 2025-10-15 | $0.0500 | 2025-10-31 |
| 2025-07-15 | $0.0500 | 2025-07-31 |
| 2025-04-15 | $0.0500 | 2025-04-30 |
| 2025-01-15 | $0.0500 | 2025-01-31 |
| 2024-10-15 | $0.0500 | 2024-10-31 |
| 2024-07-15 | $0.0500 | 2024-07-31 |
| 2024-04-12 | $0.0500 | 2024-04-30 |
No one on the platform has traded ACA yet.
| $7.0B |
| — |
| MSMMSC Industrial Direct Co., Inc. | $116.67 | -1.28% | $6.5B | — |
| NPOEnPro Industries, Inc. | $372.50 | -1.78% | $7.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
| 2024-01-11 |
| $0.0500 |
| 2024-01-31 |
| 2023-10-12 | $0.0500 | 2023-10-31 |
Trading at 91.0× earnings vs its 21.8× historical median P/E.
Fair value ≈ $34.65 · price $144.62 today
Fair-value line = the stock's median historical P/E × earnings. Price below the orange line = cheap vs its own history; above = expensive. Not investment advice.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
New research today on $ACA #sidotiresearch Read note: http://dlvr.it/TT9fqv #investing #smallcap #microcap
View on StockTwits ↗$SMCI $GOOG $LCID $ABBV $ACA Late Night Market Recap Stocks Making the Biggest Moves https://stocksrunner.com/news/2026-06-22-late-night-market-recap-stocks-making-the-biggest-moves
View on StockTwits ↗$ACA thank you, going to miss yah. All that research and notes I have on you may be no longer usuable but it sure was fun.
View on StockTwits ↗Pre-Market Fly By for Monday, June 22nd: Breaking Stock Market News $SPCX $RGNX $APGE $ACA $GETY
View on StockTwits ↗$CRH strengthens its U.S. presence with an $8.5 billion all-cash acquisition of $ACA. The deal boosts exposure to aggregates, energy transmission, and "infrastructure megatrends."
View on StockTwits ↗$ACA (+7.5% pre) $CRH to buy Arcosa in $8.5 billion all-cash deal ($150/sh) https://ooc.bz/l/105656
View on StockTwits ↗$CRH is in advanced talks to acquire US construction firm $ACA in a deal worth over $8 billion, which would be the Irish company’s largest-ever takeover. https://notreload.xyz/crh-nears-record-8b-deal-to-acquire-us-rival-arcosa/
View on StockTwits ↗$CNC Changes to Medicaid, the $ACA and other key provisions of the One Big Beautiful Bill Act Updated Apr 24, 2026 | 5 Min Read The One Big Beautiful Bill Act of 2025 (OBBBA), the massive budget reconciliation bill implementing many of the administration’s top legislative priorities, was signed into law (Public Law 119-21) on July 4, 2025. The law includes significant funding cuts and policy changes to Medicaid and the Health Insurance Marketplaces, Medicare physician payment and medical student loans, among other health care related items, all of which will worsen patient access to care.
View on StockTwits ↗Fundamental analysis of $ACA (Arcosa, Inc.) based on financial data and reported results. #ACA
View on StockTwits ↗Wall St is expecting 1.22 EPS for $ACA Q2 [Reporting 08/05 AMC] http://www.estimize.com/intro/aca?chart=historical&metric_name=eps&utm_cont
View on StockTwits ↗New research today on $ACA #sidotiresearch Read note: http://dlvr.it/TSNZBB #investing #smallcap #microcap
View on StockTwits ↗$ACA Q1 '26 Earnings Results & Recap • Reported GAAP EPS of $0.77 up 60.42% YoY • Reported revenue of $571.7M down -9.54% YoY • Arcosa raised its full-year 2026 guidance for continuing operations, with revenues now expected between $2.6 billion and $2.7 billion, and Adjusted EBITDA between $545 million and $585 million.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.