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ACA 
Arcosa Inc (ACA)
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Upturn Advisory Summary
12/04/2025: ACA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
6 Analysts rated it
Limited analyst coverage, niche firm, research info may be scarce.
1 Year Target Price $119.83
1 Year Target Price $119.83
| 5 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 3.75% | Avg. Invested days 51 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 5.25B USD | Price to earnings Ratio 35.09 | 1Y Target Price 119.83 |
Price to earnings Ratio 35.09 | 1Y Target Price 119.83 | ||
Volume (30-day avg) 6 | Beta 1 | 52 Weeks Range 67.99 - 110.94 | Updated Date 12/4/2025 |
52 Weeks Range 67.99 - 110.94 | Updated Date 12/4/2025 | ||
Dividends yield (FY) 0.19% | Basic EPS (TTM) 3.05 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.25% | Operating Margin (TTM) 14.09% |
Management Effectiveness
Return on Assets (TTM) 4.23% | Return on Equity (TTM) 5.92% |
Valuation
Trailing PE 35.09 | Forward PE 21.98 | Enterprise Value 6566286702 | Price to Sales(TTM) 1.85 |
Enterprise Value 6566286702 | Price to Sales(TTM) 1.85 | ||
Enterprise Value to Revenue 2.32 | Enterprise Value to EBITDA 12.11 | Shares Outstanding 49045025 | Shares Floating 48143087 |
Shares Outstanding 49045025 | Shares Floating 48143087 | ||
Percent Insiders 1.8 | Percent Institutions 94.81 |
Upturn AI SWOT
Arcosa Inc
Company Overview
History and Background
Arcosa, Inc. was formed in November 2018 when Trinity Industries spun off its infrastructure-related businesses. Trinity Industries was founded in 1933. Arcosa operates as an infrastructure products and solutions provider.
Core Business Areas
- Construction Products: Manufactures and markets aggregates for infrastructure projects, commercial construction and specialty applications. Also produces lightweight and natural aggregates, and concrete and clay products.
- Engineered Structures: Manufactures and markets structural wind towers, utility structures, storage tanks and other engineered products.
- Transportation Products: Manufactures and markets inland barges, fiberglass barge covers and related services.
Leadership and Structure
Antonio Carrillo is the President and CEO. The company is structured with corporate functions supporting the three main business segments.
Top Products and Market Share
Key Offerings
- Aggregates: Aggregates are used in road construction, commercial building, and infrastructure projects. Arcosa competes with Vulcan Materials (VMC) and Martin Marietta Materials (MLM). Market share data is difficult to find precisely, but these are large players in a fragmented market.
- Wind Towers: Arcosa manufactures wind towers for the renewable energy sector. Competitors include Marmen Energy and CS Wind. Market share is influenced by contracts awarded on a project basis and varies over time.
- Inland Barges: Arcosa manufactures barges for transporting goods along inland waterways. Competitors include Jeffboat and other smaller barge manufacturers. Market share data is fragmented and varies based on demand cycles.
Market Dynamics
Industry Overview
The infrastructure products industry is driven by infrastructure spending, construction activity, and energy demand. Renewable energy mandates are also impacting wind tower demand.
Positioning
Arcosa is positioned as a diversified infrastructure solutions provider, with leading positions in aggregates, wind towers, and barges. Its diversification helps mitigate cyclical downturns in specific sectors.
Total Addressable Market (TAM)
The total addressable market across Arcosa's segments is estimated to be several billion dollars annually. The company is well-positioned to capture a significant share due to its scale and diversification.
Upturn SWOT Analysis
Strengths
- Diversified Product Portfolio
- Leading Market Positions in Key Segments
- Strong Customer Relationships
- Experienced Management Team
- Efficient Operations
Weaknesses
- Cyclical Demand in Some Segments
- Exposure to Commodity Price Fluctuations
- Integration Risks from Acquisitions
- Dependence on Government Infrastructure Spending
- Potential for Environmental Regulation Impacts
Opportunities
- Increased Infrastructure Spending
- Growth in Renewable Energy Sector
- Expansion into New Geographic Markets
- Strategic Acquisitions
- New Product Development
Threats
- Economic Downturn
- Increased Competition
- Rising Raw Material Costs
- Changes in Government Regulations
- Disruptions in Supply Chains
Competitors and Market Share
Key Competitors
- VMC
- MLM
- NUE
Competitive Landscape
Arcosa benefits from its diversified portfolio and strong market positions. However, it faces competition from larger players in specific segments.
Major Acquisitions
Koppers Utility and Industrial Products business
- Year: 2021
- Acquisition Price (USD millions): 600
- Strategic Rationale: Increased Arcosa's position in utility structures.
Growth Trajectory and Initiatives
Historical Growth: Arcosa's growth has been driven by organic expansion and acquisitions. Data required, up-to-date information. This is a placeholder.
Future Projections: Analyst estimates suggest continued growth driven by infrastructure spending and renewable energy projects. Data required, up-to-date information. This is a placeholder.
Recent Initiatives: Recent initiatives include capacity expansion in aggregates and wind towers, as well as strategic acquisitions.
Summary
Arcosa is a diversified infrastructure company with leading positions in several markets. Infrastructure spending and renewable energy tailwinds provide growth opportunities. However, the company faces cyclical demand and commodity price risks. Diversification provides stability and long term viability.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Analyst Reports
- Industry Associations
- Company Website
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Data is based on available information and may be subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Arcosa Inc
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 2018-10-30 | President, CEO & Director Mr. Antonio Carrillo | ||
Sector Industrials | Industry Engineering & Construction | Full time employees 6250 | Website https://www.arcosa.com |
Full time employees 6250 | Website https://www.arcosa.com | ||
Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States. The company operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and construction site support equipment, including trench shields and shoring products for residential and non-residential construction, and specialty/other products, as well as for infrastructure construction. The Engineered Structures segment offers utility structures, wind towers, traffic and lighting structures, and telecommunication structures for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets. This segment sells its products to contractors and distributors serving state Departments of Transportation and state and municipality agencies. The Transportation Products segment offers inland barges, fiberglass barge covers, winches, marine hardware, and other transportation and industrial equipment to the commercial marine transportation companies, lessors, and industrial shippers. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.
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