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ACA 
Arcosa Inc (ACA)
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Upturn Advisory Summary
11/04/2025: 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 $118.17
1 Year Target Price $118.17
| 5 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -2.9% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.99B USD | Price to earnings Ratio 33.7 | 1Y Target Price 118.17 |
Price to earnings Ratio 33.7 | 1Y Target Price 118.17 | ||
Volume (30-day avg) 6 | Beta 0.98 | 52 Weeks Range 67.99 - 113.17 | Updated Date 11/3/2025 |
52 Weeks Range 67.99 - 113.17 | Updated Date 11/3/2025 | ||
Dividends yield (FY) 0.20% | Basic EPS (TTM) 3.02 |
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 2025-10-30 | When - | Estimate 1.33 | Actual 1.56 |
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 33.7 | Forward PE 19.27 | Enterprise Value 6029963355 | Price to Sales(TTM) 1.76 |
Enterprise Value 6029963355 | Price to Sales(TTM) 1.76 | ||
Enterprise Value to Revenue 2.25 | Enterprise Value to EBITDA 13.35 | Shares Outstanding 49045025 | Shares Floating 48144558 |
Shares Outstanding 49045025 | Shares Floating 48144558 | ||
Percent Insiders 1.8 | Percent Institutions 95.45 |
Upturn AI SWOT
Arcosa Inc
Company Overview
History and Background
Arcosa, Inc. was formed in 2018 as a spin-off from Trinity Industries. Trinity Industries was founded in 1933, and the infrastructure-related businesses that form Arcosa today were part of Trinity for many years. The spin-off was designed to allow both companies to focus on their respective growth strategies.
Core Business Areas
- Construction Products: Manufactures and sells natural and recycled aggregates, specialty materials, and construction site support products.
- Engineered Structures: Produces structural wind towers, storage tanks, and other engineered structures for the energy, chemical, and transportation sectors.
- Transportation Products: Manufactures and leases tank containers used to transport liquid and dry bulk products by rail, truck and water.
Leadership and Structure
Antonio Carrillo serves as the President and Chief Executive Officer. The company operates with a divisional structure, each focusing on its core business area.
Top Products and Market Share
Key Offerings
- Aggregates: Crushed stone, sand, and gravel used in construction. Arcosa is a significant aggregates producer in the U.S. Competitors include Vulcan Materials Company (VMC) and Martin Marietta Materials (MLM).
- Wind Towers: Steel towers used to support wind turbines. They face competition from Broadwind (BWEN) and other global tower manufacturers.
- Tank Containers: Leases and sells tank containers that are used to transport liquid and dry bulk across multiple modes of transportation. The competition for tank container leasing is broad and more global.
Market Dynamics
Industry Overview
The construction materials industry is heavily influenced by infrastructure spending and construction activity. The engineered structures market is tied to renewable energy development and industrial capital expenditures. The transportation segment is influenced by shipping demand and availability of alternative transport solutions.
Positioning
Arcosa is positioned as a provider of infrastructure-related products and solutions. Its competitive advantages include its diversified product portfolio and established customer relationships.
Total Addressable Market (TAM)
The TAM for Arcosa's segments is estimated to be in the tens of billions of dollars annually, considering the infrastructure, renewable energy, and transportation markets. Arcosa is a significant player in several of these markets but holds only a fraction of the total TAM.
Upturn SWOT Analysis
Strengths
- Diversified product portfolio
- Strong customer relationships
- Vertically integrated operations
- Experienced management team
- Solid financial position
Weaknesses
- Cyclicality of end markets
- Exposure to commodity price fluctuations
- Dependence on infrastructure spending
- Seasonality in construction products
Opportunities
- Increased infrastructure spending
- Growth in renewable energy sector
- Expansion into new geographic markets
- Acquisitions of complementary businesses
- Increased demand for sustainable materials
Threats
- Economic downturns
- Increased competition
- Changes in government regulations
- Fluctuations in commodity prices
- Disruptions in supply chain
Competitors and Market Share
Key Competitors
- VMC
- MLM
- USCR
Competitive Landscape
Arcosa competes with larger, more established companies in its various business segments. Its strengths lie in its diversified product portfolio and customer relationships. However, it may lack the scale and financial resources of some of its larger competitors.
Major Acquisitions
Cherry Industries
- Year: 2023
- Acquisition Price (USD millions): 305
- Strategic Rationale: Expanded Arcosa's aggregates business in Texas and strengthened its position in the infrastructure market.
Growth Trajectory and Initiatives
Historical Growth: Need historical data to do an accurate analysis.
Future Projections: Need actual data to do an accurate analysis.
Recent Initiatives: Arcosa has been focused on acquisitions to expand its product offerings and geographic reach. They have also invested in operational improvements to enhance efficiency.
Summary
Arcosa is a diversified infrastructure company with exposure to growing markets. It has made strategic acquisitions to expand its offerings and has good customer relationships. The cyclicality of its end markets is a concern, and commodity price fluctuations may pose challenges. Long-term, growth in renewable energy and infrastructure spending present significant opportunities. The company needs to watch out for any disruptions in the supply chain.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Arcosa Inc. Investor Relations
- Company SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a financial professional.
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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