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Upturn AI Summary - About
Arcosa Inc(ACA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for ACA
10/22/2026: ACA (2-star) has a low Upturn Star Rating. Not recommended to BUY.
Arcosa Inc is an infrastructure-focused industrial company that manufactures construction materials and engineered structures. Its business is built on supplying essential components for U.S. construction, grid modernization, and transport markets. The company's primary strength lies in its disciplined operational approach and strategic focus on high-demand infrastructure niches. Its investment story centers on the multi-year opportunity provided by federal funding for grid and construction upgrades. Risks include cyclical economic exposure, potential increases in material costs, and execution challenges regarding acquisitions. Overall, Arcosa serves as a growth-oriented industrial play for investors seeking exposure to the long-term renewal of U.S. infrastructure and energy networks.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company is positioned to benefit from multi-year infrastructure spending trends. |
| Momentum investor | Mixed fit | Suitability depends on current price action and the timing of infrastructure project cycles. |
| Value investor | Mixed fit | Valuation is often tied to cyclical expectations, requiring a balanced entry point. |
| Dividend investor | Weak fit | The dividend yield is currently low as capital is prioritized for growth. |
| Low-risk investor | Mixed fit | While established, the stock is subject to industrial and cyclical economic risks. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock is subject to broader industrial market and economic cyclicality. |
| Valuation risk | Medium | Market expectations for infrastructure growth are often baked into the current valuation. |
| Competition risk (Infrastructure & Materials) | Medium | The company competes with large, well-entrenched regional players in materials. |
| Business quality | Medium / high | Arcosa has demonstrated solid operational execution since its spin-off. |
| Dividend income | Low | Income is not the primary driver for this investment. |
| Execution risk | Medium | Success relies heavily on integrating acquisitions and managing large-scale industrial projects. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 2.42% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/22/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.32B USD | Price to earnings Ratio 36.83 | 1Y Target Price 150 |
Price to earnings Ratio 36.83 | 1Y Target Price 150 | ||
Volume (30-day avg) 678.4K shares | Beta 1.08 | 52 Weeks Range 91.26 - 149.21 | Updated Date 10/27/2026 |
52 Weeks Range 91.26 - 149.21 | Updated Date 10/27/2026 | ||
Dividends yield (FY) 0.13% | Basic EPS (TTM) 4.05 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Construction Products | Aggregates, sand, and recycled materials. | The company sells the basic materials needed to build roads, bridges, and housing. |
| Engineered Structures | Grid-related utility steel, wind towers, and traffic signage. | Arcosa manufactures the steel backbones of the modern electrical grid and highway systems. |
| Transportation Products | Barges and inland marine equipment. | The company supports logistics by building equipment for river transport. |
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 2026-10-29 | When After Market | Estimate 1.56 | Actual - |
Profitability
Profit Margin 16.84% | Operating Margin (TTM) 12.31% |
Management Effectiveness
Return on Assets (TTM) 3.88% | Return on Equity (TTM) 8.03% |
Valuation
Trailing PE 36.83 | Forward PE 30.3 | Enterprise Value 8.40B | Price to Sales(TTM) 2.51 |
Enterprise Value 8.40B | Price to Sales(TTM) 2.51 | ||
Enterprise Value to Revenue 2.85 | Enterprise Value to EBITDA 14.25 | Shares Outstanding 49.11M | Shares Floating 48.15M |
Shares Outstanding 49.11M | Shares Floating 48.15M | ||
Percent Insiders 1.71 | Percent Institutions 93.57 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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