Arcosa, Inc.

Arcosa, Inc.

ACA
Arcosa, Inc.US flagNew York Stock Exchange
122.85
USD
-1.79
- -
6.03BMarket Cap
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
43.86
34.92
29.97
29.93
36.26
40.33
42.34
46.53
47.59
52.88
58.97
57.64
Basic EPS, GAAP
2.77
2.52
1.84
1.55
2.37
2.22
1.45
5.1
3.28
1.93
4.26
4.55
Free Cash Flow per Basic Share
6.01
4.67
3.32
2.43
7.49
5.41
3.46
3.62
5.38
10.33
6.98
8.45
Dividend per Share
- -
- -
- -
- -
0.21
0.2
0.2
0.2
0.2
0.2
0.2
0.2
Book Value per Share
- -
- -
- -
0.41
2.58
4.59
5.82
10.71
13.72
15.42
19.38
20.08
Tangible Book Value per Share
- -
17.88
18.72
21.91
23.32
18.44
16.59
20.12
22.07
14.99
20.08
20.53
Basic Weighted Avg Shares
49
49
49
49
48
48
48
48
48
49
49
49
Sales/Revenue/Turnover
2,140
1,704
1,462
1,460
1,737
1,936
2,036
2,243
2,308
2,570
2,883
2,823
Operating Margin (%)
14.36
11.78
9.01
8.09
8.8
8.21
4.91
6.61
9.42
7.69
11.86
11.74
Depreciation Expense
68
66
66
68
86
114
144
154
160
195
223
225
Net Income, GAAP
135
123
90
76
113
107
70
246
159
94
208
223
Effective Tax Rate (%)
38.41
37.63
31.05
20.32
22.82
22.87
16.75
22.26
18.73
27.92
13.63
12.08
Profit Margin (%)
6.31
7.22
6.13
5.18
6.52
5.51
3.42
10.96
6.9
3.65
7.23
7.88
Working Capital
- -
252
255
458
473
355
404
489
481
438
603
644
LT Debt
- -
- -
- -
184
104
248
665
536
562
1,677
1,514
1,513
Total Equity
- -
1,342
1,408
1,684
1,790
1,892
1,953
2,184
2,332
2,428
2,641
2,653
Return on Invested Capital (%)
- -
18.71
6.63
5.77
6.28
6.07
3.49
4.3
6.28
4.07
7.15
7.01
Return on Capital (%)
- -
- -
35,880
74.19
54.35
32.54
12.42
26.64
15.82
7.89
12.32
12.68
Return on Common Equity (%)
- -
- -
- -
757
158.02
62.05
27.83
61.76
26.95
13.25
24.56
25.39

Capital Structure

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
ST Debt
9
8
8
LT Borrowings
1,574
1,514
1,513
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
49
49
49
Market Capitalization
4,575
5,199
5,198

Working Capital

FRC

in mil. unless spec.
Sep'25
Dec'25
Mar'26
Total Current Assets
1,172
1,106
1,133
Cash, Cash Equivalents & STI
220
215
153
Accounts Receivable, Net
480
418
414
Inventories
421
424
350
Total Current Liabilities
580
504
490
Payables & Accruals
499
438
371
ST Debt
9
8
8
Deferred Revenue
71
57
27

Growth Rates

FRC

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
- -
6.95%
8.78%
Free Cash Flow
17.6%
15.75%
-32.05%
Net Income, GAAP
25.67%
52.9%
122.41%
Sales/Revenue/Turnover
3.75%
8.36%
12.2%
Total Cash Common Dividend
- -
- -
3.09%

Quarterly Revenue

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
599
665
640
666
2,570
2025
548
737
798
717
2,883
2026
572
- -
- -
- -
- -

Quarterly Earnings Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.81
0.94
0.34
-0.16
1.93
2025
0.48
1.22
1.49
1.06
4.26
2026
0.77
- -
- -
- -
- -

Quarterly Dividends Per Share

FRC

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.05
0.05
0.05
0.05
0.2
2025
0.05
0.05
0.05
0.05
0.2
2026
0.05
- -
- -
- -
- -

Company Description

APIChat
CEO
Antonio Carrillo
Full Time Employees
6,250
Sector
Industrials
Industry
Industrial - Infrastructure Operations
Address
500 North Akard Street Dallas TX United States of America 75201
IPO Date
Nov 5, 2018
Website
arcosa.com
Business
Arcosa, Inc. (NYSE: ACA) provides infrastructure-related products and solutions through leading brands serving the construction, engineered structures, and transportation markets. The company operates in three primary segments: Construction Products, offering aggregates, specialty materials including lightweight aggregates, and construction site support; Engineered Structures, encompassing utility structures, pole products, telecom structures, traffic structures, and wind towers; and Transportation Products, including barges and marine hardware as well as industrial components. Arcosa manufactures and sells these products primarily to infrastructure, energy, residential, non-residential, agricultural, and transportation end markets across North America. Founded in 2018 through a spin-off from Trinity Industries, Inc., Arcosa maintains its headquarters in Dallas, Texas, and employs approximately 6,250 people. The company's businesses leverage strong geographic footprints in the United States to support infrastructure growth, population expansion, and the replacement of aging transportation and energy infrastructure. In recent developments, Arcosa completed the $1.2 billion acquisition of the construction materials business of Stavola Holding Corporation on October 1, 2024, significantly expanding its aggregates-led platform into high-growth markets and increasing Construction Products to nearly two-thirds of adjusted EBITDA. This transaction, funded partly through a $600 million senior note issuance, aligned with the company's strategy to grow in attractive markets, reduce cyclicality, and enhance returns on invested capital while divesting non-core assets like its steel components business. For 2025, Arcosa projects consolidated revenues of $2.8-3.0 billion and adjusted EBITDA of $545-595 million, driven by approximately 40% organic growth and contributions from the Stavola integration.

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