ACA

Arcosa, Inc.

Fundamental data last updated:May 16, 2026

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company profile

SECTOR

Industrials

industry

Industrial - Infrastructure Operations

Exchange

NYSE

County of HQ

US

Next Earnings Date

08/06/2026

Business Summary

Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, energy, and transportation markets in North America. It operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and trench shields and shoring products for residential and non-residential construction, agriculture, specialty building products, as well as for infrastructure related projects. The Engineered Structures segment provides utility structures, wind towers, traffic and lighting structures, telecommunication structures, storage and distribution tanks for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets, as well as for gas and liquids storage and transportation for residential, commercial, energy, agriculture, and industrial markets. The Transportation Products segment offers inland barges; fiberglass barge covers, winches, and other components; cast components for industrial and mining sectors; and axles, circular forgings, coupling devices for freight, tank, locomotive, and passenger rail transportation equipment, as well as other industrial uses. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.

 


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VALUATION

P/E

28.60

Market Cap ($M USD)

$6.38B

Forward P/E

18.12

PEG

0.31

PRICE TO SALES

2.26

PRICE TO BOOK

2.42

EV / EBITDA

13.92

5-Year Average P/E

Free Cash Flow Yield

3.74%

DCF Value

$74.41

Graham Number

$74.11

Price to FCF

26.73

EV to FCF

32.46

Earnings Yield

3.50%

FCF Yield

3.74%

DIVIDEND

Yield

0.15%

Annual Payout

$0.20

Payout Ratio

4.45%

Consecutive Years of Dividend Growth

5-Year Dividend Growth Rate

Financial Health & Profitability

Earnings Per Share

$4.54

Next Year EPS Growth Estimate

$7.17

Next Year Revenue Growth Estimate

$374.93B

Return on Equity (ROE)

8.60%

FREE CASH FLOW

Operating Margin

11.81%

Debt-to-Equity

0.58

Piotroski F-Score

7

Altman Z-Score

2.93

Return on Invested Capital (ROIC)

7.58%

Current Ratio

2.31

Quick Ratio

1.60

Net Debt to EBITDA

2.46

Interest Coverage

3.19

Gross Profit margin

22.77%

FCF PER SHARE

$4.87

REVENUE PER SHARE

$57.61

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Gainseekers Quantitative Analysis

Summary

The market appears to be mispricing Arcosa, Inc., as the stock traded significantly above its DCF Value and Graham Number. With a Forward P/E of 18.12, the company is priced for growth, yet its Earnings Yield of 3.50% suggests limited immediate returns. The Altman Z-score of 2.94 indicates moderate financial safety, but not without risk. Overall, the valuation seems stretched, especially given the modest Return on Equity of 8.60%, which raises questions about the company’s ability to deliver on growth expectations.

AI Exposure / Tech Reliance

Operating in the Industrials sector, Arcosa is well-positioned to integrate AI and modern technology into its infrastructure operations. The industry’s shift towards smart infrastructure and data-driven decision-making could enhance operational efficiency. However, the company's ability to adapt will depend heavily on management's strategic investments in technology.

The Bull Case

For value or GARP investors, Arcosa presents an intriguing opportunity. The company's ROIC of 7.58% and a Piotroski F-Score of 7 highlight efficient capital allocation and solid financial health. Despite a low FCF Yield of 3.74%, the operating margin of 11.81% suggests strong pricing power. These metrics collectively paint a picture of a company capable of generating consistent cash flow and rewarding patient investors.

The Bear Case

Arcosa's valuation multiples raise red flags, with a Price/Book of 2.42 and Price/Sales of 2.26 indicating potential overvaluation. The stock's proximity to its 52-week high, just 4.34% away, suggests it may be technically overextended. Additionally, the EV to FCF ratio of 32.47 signals poor cash flow efficiency, which could be a concern for investors seeking immediate returns. These factors, combined with a modest Earnings Yield, suggest caution is warranted.

Market Sentiment & Smart Money

Short Interest %

Analyst Consensus

Buy

Average Analyst Price Target

$140.00

Institutional Ownership %

1-Year Beta

1.08

Insider Buying % (6 Mo)

Distance to 52-Week High

4.36%

Distance to 52-Week Low

36.95%

EARNINGS SURPRISE %

292.31%

50-DAY SMA

$113.85

200-DAY SMA

$106.18

⚠️ Financial Disclaimer:
This content is for informational purposes only and is not financial advice. Information may be delayed or inaccurate. We may earn a commission from partner links.