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Arcosa, Inc.

Data quality: 100%
ACA
NYSE Industrials Industrial - Infrastructure Operations
$104.26
▲ $3.58 (3.56%)
Mkt Cap: 5.11B
Day Range
$104.20 $106.88
52-Week Range
$68.11 $131.00
Volume
162,531
50D / 200D Avg
$115.42 / $100.95
Prev Close
$100.68

Price History

Financial Trends

Peer Comparison

vs Industrials sector median (890 peers)

Metric Stock Sector Median
P/E 24.5 14.4
P/B 2.0 1.9
ROE % 8.3 11.4
Net Margin % 7.2 6.5
Rev Growth 5Y % 9.1 8.4
D/E 0.6 0.6

Analyst Price Target

Hold
$115.00 +10.3%
Forward P/E
21.5
Forward EPS
$4.86
EPS Growth (est.)
+0.0%
Est. Revenue
3 B

Earnings Estimates

Period EPS Est. Revenue Est. Analysts
FY2027 $5.46
$5.40 – $5.50
3.2 B 2
FY2026 $4.86
$4.84 – $4.88
3 B 2

Key Takeaways

Revenue grew 9.08% annually over 5 years — modest growth
Earnings grew 122.41% over the past year
Generating 175.50M in free cash flow
PEG of 0.21 suggests growth is underpriced
Revenue growth is accelerating — 1Y growth exceeds 5Y average by 3.12%
Cash machine — converts 84.21% of earnings into free cash flow

Growth

Revenue Growth (5Y)
9.08%
Revenue (1Y)12.20%
Earnings (1Y)122.41%
FCF Growth (3Y)74.70%

Quality

Return on Equity
8.25%
ROIC6.15%
Net Margin7.23%
Op. Margin11.80%

Safety

Debt / Equity
0.58
Current Ratio2.20
Interest Coverage3.13

Valuation

P/E Ratio
24.54
P/B Ratio1.95
EV/EBITDA18.88
Dividend Yield0.00%

All Fundamental Metrics

Growth
Revenue Growth (1Y) 12.20% Revenue Growth (3Y) 11.77%
Earnings Growth (1Y) 122.41% Earnings Growth (3Y) 14.41%
Revenue Growth (5Y) 9.08% Earnings Growth (5Y) 31.54%
Profitability
Revenue (TTM) 2.88B Net Income (TTM) 208.40M
ROE 8.25% ROA 4.28%
Gross Margin 22.45% Operating Margin 11.80%
Net Margin 7.23% Free Cash Flow (TTM) 175.50M
ROIC 6.15% FCF Growth (3Y) 74.70%
Safety
Debt / Equity 0.58 Current Ratio 2.20
Interest Coverage 3.13 Dividend Yield 0.00%
Valuation
P/E Ratio 24.54 P/B Ratio 1.95
P/S Ratio 1.77 PEG Ratio 0.21
EV/EBITDA 18.88 Dividend Yield 0.00%
Market Cap 5.11B Enterprise Value 6.42B

Income Statement

Annual, most recent first

Income statement data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Revenue 2.88B 2.57B 2.31B 2.24B 2.04B
Net Income 208.40M 93.70M 159.20M 245.80M 69.60M
EPS (Diluted) 4.24 1.91 3.26 5.05 1.42
Gross Profit 647.20M 515.20M 443.80M 411.10M 355.90M
Operating Income 340.10M 197.60M 182.70M 349.00M 107.30M

Balance Sheet

Annual, most recent first

Balance sheet data, annual, most recent first
Metric FY2025 FY2024 FY2023 FY2022 FY2021
Total Assets 4.87B 4.92B 3.58B 3.34B 3.19B
Total Liabilities 2.25B 2.49B 1.25B 1.16B 1.23B
Shareholders' Equity 2.62B 2.43B 2.33B 2.18B 1.95B
Total Debt 1.52B 1.75B 606.80M 587.20M 707.30M
Cash & Equivalents 214.60M 187.30M 104.80M 160.40M 72.90M
Current Assets 1.11B 954.00M 912.00M 856.80M 767.90M
Current Liabilities 503.60M 516.00M 431.20M 367.70M 364.00M

Strategy Scores

This stock passed the criteria for 2 strategies

Score = fit strength (0–100)
Rank = position among all matches
#941 of 1024
21
#124 of 326
56

Recent Activity

Entered Cash Flow Compounder
Mar 24, 2026
Entered Growth at a Reasonable Price (Peter Lynch)
Mar 24, 2026