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Upturn AI SWOT - About
ACA 
Arcosa Inc (ACA)
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Upturn Advisory Summary
06/30/2025: 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
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $111.83
1 Year Target Price $111.83
| 5 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.1% | Avg. Invested days 53 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.30B USD | Price to earnings Ratio 55.35 | 1Y Target Price 111.83 |
Price to earnings Ratio 55.35 | 1Y Target Price 111.83 | ||
Volume (30-day avg) 6 | Beta 1 | 52 Weeks Range 68.07 - 113.30 | Updated Date 06/29/2025 |
52 Weeks Range 68.07 - 113.30 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 0.23% | Basic EPS (TTM) 1.59 |
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 3% | Operating Margin (TTM) 8.31% |
Management Effectiveness
Return on Assets (TTM) 3.4% | Return on Equity (TTM) 3.24% |
Valuation
Trailing PE 55.35 | Forward PE 24.27 | Enterprise Value 5814703816 | Price to Sales(TTM) 1.65 |
Enterprise Value 5814703816 | Price to Sales(TTM) 1.65 | ||
Enterprise Value to Revenue 2.23 | Enterprise Value to EBITDA 14.23 | Shares Outstanding 48816100 | Shares Floating 47902738 |
Shares Outstanding 48816100 | Shares Floating 47902738 | ||
Percent Insiders 1.84 | Percent Institutions 97.02 |
Analyst Ratings
Rating 3 | Target Price 111.83 | Buy 1 | Strong Buy 5 |
Buy 1 | Strong Buy 5 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Arcosa Inc
Company Overview
History and Background
Arcosa, Inc. was formed in 2018 when Trinity Industries spun off its infrastructure-related businesses. Trinity Industries, founded in 1933, had grown into a diversified industrial company. The spin-off created Arcosa, focused on infrastructure products and solutions.
Core Business Areas
- Construction Products: Manufactures and sells aggregates, specialty materials, and concrete-related products for infrastructure and construction applications.
- Engineered Structures: Fabricates and sells structural wind towers, storage tanks, and other engineered structures.
- Transportation Products: Manufactures and sells barges and related components for inland waterways.
Leadership and Structure
Antonio Carrillo serves as the President and CEO. The company has a board of directors and operates with a decentralized structure across its business segments.
Top Products and Market Share
Key Offerings
- Aggregates: Produces and sells crushed stone, sand, and gravel used in road construction, buildings, and other infrastructure projects. This market is highly fragmented, with Arcosa holding a notable regional presence, but no dominant national share. Competitors include Vulcan Materials (VMC) and Martin Marietta Materials (MLM).
- Structural Wind Towers: Manufactures steel wind towers for the renewable energy sector. Arcosa has established itself as a supplier to major wind turbine manufacturers, capturing a significant share of the North American market. Competitors include Trinity Structural Towers (formerly part of parent company, Trinity Industries), Vestas, and various international tower manufacturers.
- Barges: Manufactures barges for transporting commodities on inland waterways, particularly grain, coal, and aggregates. Arcosa is one of the leading barge manufacturers in the US, holding a significant market share. Competitors include Kirby Corporation (KEX) and various smaller private manufacturers.
Market Dynamics
Industry Overview
The infrastructure, renewable energy, and transportation industries are experiencing varied dynamics. Infrastructure spending is increasing due to government initiatives. Renewable energy is growing rapidly, driving demand for wind towers. Barge demand fluctuates with commodity prices and shipping volumes.
Positioning
Arcosa is positioned as a provider of critical infrastructure products and solutions, benefiting from government spending, renewable energy growth, and commodity transportation needs. Competitive advantages include its diversified product portfolio and established market positions in key sectors.
Total Addressable Market (TAM)
The combined TAM for Arcosa's business segments is estimated to be in the billions of dollars. Arcosa is well-positioned to capture a significant portion of this TAM due to its market leadership in key segments, geographic reach, and product diversification.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio
- Leading market positions in key segments
- Strong relationships with customers
- Experienced management team
- Geographic reach
Weaknesses
- Exposure to cyclical industries
- Dependence on government spending and regulation
- Commodity price volatility
- Integration risks associated with acquisitions
Opportunities
- Increased infrastructure spending
- Growth in renewable energy sector
- Acquisition opportunities
- Expansion into new geographies
- Product innovation
Threats
- Economic downturn
- Increased competition
- Changes in government regulation
- Raw material price increases
- Disruptions in supply chain
Competitors and Market Share
Key Competitors
- VMC
- MLM
- KEX
Competitive Landscape
Arcosa benefits from a diversified portfolio but faces competition from larger and more specialized players in specific segments. Its vertically integrated structure and established customer relationships provide competitive advantages.
Major Acquisitions
Cherry Industries
- Year: 2020
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded Arcosa's aggregates business and geographic presence in the Texas market.
Growth Trajectory and Initiatives
Historical Growth: Arcosa's historical growth has been driven by organic growth and acquisitions in its core business segments.
Future Projections: Analyst estimates suggest continued growth for Arcosa, driven by infrastructure spending, renewable energy demand, and strategic acquisitions. Growth projections data is not available.
Recent Initiatives: Recent strategic initiatives include acquisitions to expand its product portfolio and geographic reach, as well as investments in innovation to improve efficiency and sustainability.
Summary
Arcosa is a diversified infrastructure company with a strong market position in aggregates, wind towers, and barges. It is well-positioned to benefit from infrastructure spending and renewable energy growth. Key areas to watch include commodity price volatility and integration of future acquisitions. Given its diverse portfolio, the company presents a balanced risk profile with moderate growth potential.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Arcosa Inc. Investor Relations
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is based on publicly available information and analyst estimates. It is not financial advice. Market conditions and company performance can change rapidly, and investors should conduct their own due diligence before making any investment decisions.
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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