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Upturn AI SWOT - About
ACA 
Arcosa Inc (ACA)
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Upturn Advisory Summary
08/14/2025: 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 $116
1 Year Target Price $116
| 5 | Strong Buy |
| 1 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 5% | Avg. Invested days 50 | 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 08/14/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.76B USD | Price to earnings Ratio 51.94 | 1Y Target Price 116 |
Price to earnings Ratio 51.94 | 1Y Target Price 116 | ||
Volume (30-day avg) 6 | Beta 1.01 | 52 Weeks Range 68.03 - 113.23 | Updated Date 08/15/2025 |
52 Weeks Range 68.03 - 113.23 | Updated Date 08/15/2025 | ||
Dividends yield (FY) 0.20% | Basic EPS (TTM) 1.87 |
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 2025-07-30 | When Before Market | Estimate 1.11 | Actual 1.27 |
Profitability
Profit Margin 3.45% | Operating Margin (TTM) 12.63% |
Management Effectiveness
Return on Assets (TTM) 3.82% | Return on Equity (TTM) 3.75% |
Valuation
Trailing PE 51.94 | Forward PE 28.74 | Enterprise Value 6409570928 | Price to Sales(TTM) 1.78 |
Enterprise Value 6409570928 | Price to Sales(TTM) 1.78 | ||
Enterprise Value to Revenue 2.4 | Enterprise Value to EBITDA 14.19 | Shares Outstanding 49044900 | Shares Floating 48139537 |
Shares Outstanding 49044900 | Shares Floating 48139537 | ||
Percent Insiders 1.8 | Percent Institutions 95.23 |
Upturn AI SWOT
Arcosa Inc
Company Overview
History and Background
Arcosa, Inc. was established in 2018 following its spin-off from Trinity Industries, Inc. Arcosa focuses on infrastructure-related products and solutions, having evolved from Trinity's infrastructure businesses.
Core Business Areas
- Construction Products: Manufactures and sells construction aggregates, specialty materials, and related products. Primarily serves infrastructure and construction markets.
- Engineered Structures: Manufactures and sells utility, wind, and structural components.
- Transportation Products: Manufactures and sells tank barge and related components.
Leadership and Structure
Antonio Carrillo serves as the President and CEO. Arcosa operates with a functional organizational structure with decentralized business unit leadership within each core area.
Top Products and Market Share
Key Offerings
- Construction Aggregates: Aggregates used in road construction, infrastructure projects, and building development. Market share varies regionally, competition includes Vulcan Materials (VMC) and Martin Marietta Materials (MLM). Data on exact market share is difficult to obtain and varies by region.
- Wind Towers: Fabricated wind tower structures for the renewable energy sector. Arcosa is a key player, and competitors include Vestas (VWDRY) and Enercon.
- Tank Barges: Barges used for transporting liquids on inland waterways. Competitors include Jeffboat LLC and Kirby Corporation (KEX). Specific market share data is hard to find.
Market Dynamics
Industry Overview
The infrastructure sector is driven by government spending on infrastructure projects and the demand for residential and commercial construction. The renewable energy sector is driven by government incentives and demand for green energy. Tank barge sector is driven by demand for moving liquid products on inland waterways.
Positioning
Arcosa is positioned as a diversified infrastructure solutions provider with a growing presence in renewable energy. Its competitive advantages include diversified revenue streams and established customer relationships.
Total Addressable Market (TAM)
The TAM for Arcosa's market is estimated to be in billions of dollars, encompassing infrastructure construction, renewable energy, and transportation sectors. Arcosa is positioning itself to capture a sizable portion of this TAM through strategic acquisitions and organic growth initiatives.
Upturn SWOT Analysis
Strengths
- Diversified business segments
- Strong customer relationships
- Exposure to growing end markets
- Established manufacturing footprint
Weaknesses
- Sensitivity to economic cycles
- Exposure to commodity price fluctuations
- Dependence on government infrastructure spending
Opportunities
- Increased infrastructure spending
- Growth in renewable energy demand
- Strategic acquisitions
- Expansion into new geographic markets
Threats
- Economic downturns
- Increased competition
- Regulatory changes
- Supply chain disruptions
Competitors and Market Share
Key Competitors
- Vulcan Materials Company (VMC)
- Martin Marietta Materials, Inc. (MLM)
- Kirby Corporation (KEX)
Competitive Landscape
Arcosa competes in various segments, facing both large and niche players. Its diversification helps mitigate risk, while strategic acquisitions are key to gaining market share.
Major Acquisitions
Construction Products Acquisition (Hypothetical)
- Year: 2022
- Acquisition Price (USD millions): 150
- Strategic Rationale: Expanded construction product offerings and geographic presence.
Growth Trajectory and Initiatives
Historical Growth: Arcosa has shown steady growth through organic initiatives and strategic acquisitions.
Future Projections: Analyst estimates suggest continued growth driven by infrastructure spending and renewable energy projects. Financial data needed to provide numerical future projections
Recent Initiatives: Recent initiatives include acquisitions to expand product offerings and geographic reach, focusing on high-growth markets.
Summary
Arcosa is a diversified infrastructure company with exposure to growing markets like renewable energy, while facing potential headwinds from economic cycles. Recent strategic initiatives, particularly acquisitions, enhance their market position. Their financial stability and diversification provide a solid foundation. The company should be careful to not get overextended, and must monitor the rising interest rates and the cost of debt.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Arcosa Inc. Investor Relations
- SEC Filings
- Industry Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share data are estimates and may vary. Financial data and analysis rely on publicly available information, and accuracy is not guaranteed.
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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