Arcosa, Inc.
ACANYSE
$145.01
↑ +0.0%Jul 17 close · end-of-day
Price
1Y↑ +65.7%
End-of-day closes; the latest point is the live 15-min-delayed price · split & dividend adjusted · chart by TradingView
Key statistics
Market Cap
$7.1B
Enterprise Value
$8.5B
P/E
32.0
P/S
2.5
P/B
2.7
EV/EBITDA
14.8
PEG
—
FCF Yield
3.3%
Dividend Yield
0.1%
Revenue (TTM)
$2.9B
Net Income (TTM)
$222.6M
Free Cash Flow (TTM)
$237.6M
Gross Margin
22.7%
Operating Margin
12.0%
Net Margin
7.7%
ROE
8.4%
ROIC
7.6%
Debt / Equity
0.6
Net Cash
-$1.4B
Return 1Y
+61.3%
Company profile
Arcosa, Inc. 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 Transportation Products segment offers inland barges; fiberglass barge covers, winches, and other components.
- CEO
- Antonio C. Rule
- Sector
- Construction
- Industry
- Construction Materials
- Employees
- 5,230
- Headquarters
- Texas
- Website
- arcosa.com
Management & directors
- Cole Kerry SGroup President
- Essl Reid SGroup President
- Hurst Eric DVP Controller (PAO)
- Peck Gail MChief Financial Officer
- Collins Jesse E. Jr.Group President
- Carrillo AntonioPresident & CEO
- Stevenson BryanCLO & Asst Corp Sec.
Roles derived from SEC Form 4 filings.
Earnings
ACA Q1 2026 Earnings
Period ends 2026-03-31
MetricActualYoY
Revenue$571.7M↑ +4.4%
Diluted EPS$0.77↑ +60.4%
Actuals from SEC filings; YoY vs the year-ago quarter. Analyst estimates & surprise require a data feed (coming soon).
Financial statements
| Line item | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|---|
| Revenue | $1.9B | $2.0B | $2.2B | $2.3B | $2.6B | $2.9B |
| Gross profit | — | — | — | $443.8M | $515.2M | $647.2M |
| Operating income | $151.8M | $107.3M | $349.0M | $217.3M | $197.6M | $341.9M |
| Net income | $106.6M | $69.6M | $245.8M | $159.2M | $93.7M | $208.4M |
| Diluted EPS | $2.18 | $1.42 | $5.05 | $3.26 | $1.91 | $4.24 |
| Operating cash flow | $259.9M | $166.5M | $174.3M | $261.0M | $502.0M | $341.1M |
| Free cash flow | $177.8M | $81.4M | $36.3M | $57.5M | $312.3M | $175.5M |
| Gross margin | — | — | — | 19.2% | 20.0% | 22.4% |
| Operating margin | 7.8% | 5.3% | 15.6% | 9.4% | 7.7% | 11.9% |
| Net margin | 5.5% | 3.4% | 11.0% | 6.9% | 3.6% | 7.2% |
| Line item | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $664.7M | $640.4M | $666.2M | $547.6M | $736.9M | $797.8M | $801.1M | $571.7M |
| Gross profit | $138.0M | $136.7M | — | $107.9M | $166.1M | $191.9M | $181.3M | $120.9M |
| Operating income | $67.2M | $33.8M | $43.2M | $41.0M | $94.8M | $112.3M | $93.8M | $47.1M |
| Net income | $45.6M | $16.6M | -$7.7M | $23.6M | $59.7M | $73.0M | $52.1M | $37.8M |
| Diluted EPS | $0.93 | $0.34 | -$0.16 | $0.48 | $1.22 | $1.48 | $1.06 | $0.77 |
| Operating cash flow | $38.3M | $135.0M | $248.2M | -$700,000.00 | $61.2M | $160.6M | $120.0M | $71.9M |
| Free cash flow | -$9.3M | $100.6M | $194.9M | -$33.7M | $32.4M | $121.0M | $55.8M | $28.4M |
| Gross margin | 20.8% | 21.3% | — | 19.7% | 22.5% | 24.1% | 22.6% | 21.1% |
| Operating margin | 10.1% | 5.3% | 6.5% | 7.5% | 12.9% | 14.1% | 11.7% | 8.2% |
| Net margin | 6.9% | 2.6% | -1.2% | 4.3% | 8.1% | 9.2% | 6.5% | 6.6% |
Company news
Jul 20, 2026
Jul 15, 2026
Jun 26, 2026
Analyst estimates
Coming soonConsensus revenue & EPS estimates and price targets will appear here once a forward-estimates data feed is connected.
Insider transactions
BoughtSoldMonthly insider $ volume · trailing 12 months
| Date | Insider | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|
| 2026-05-15 | Peck Gail M· Chief Financial Officer | Tax withholding | 2,600 | $124.14 | $322,764.00 | filing |
| 2026-05-15 | Essl Reid S· Group President | Tax withholding | 2,206 | $124.14 | $273,852.84 | filing |
| 2026-05-15 | Cole Kerry S· Group President | Tax withholding | 262 | $124.14 | $32,524.68 | filing |
| 2026-05-15 | Hurst Eric D· VP Controller (PAO) | Tax withholding | 17 | $124.14 | $2,110.38 | filing |
| 2026-05-13 | PIGGOTT JULIE A | Award | 1,087 | $0.00 | $0.00 | filing |
| 2026-05-13 | ALVARADO JOSEPH | Award | 1,087 | $0.00 | $0.00 | filing |
| 2026-05-13 | DEMETRIOU STEVEN J. | Award | 1,087 | $0.00 | $0.00 | filing |
| 2026-05-13 | Trent Melanie Montague | Award | 1,087 | $0.00 | $0.00 | filing |
| 2026-05-13 | Lubel Kimberly S | Award | 1,087 | $0.00 | $0.00 | filing |
| 2026-05-13 | BEST RHYS J | Award | 1,087 | $0.00 | $0.00 | filing |
| 2026-05-13 | LINDSAY JOHN W | Award | 1,087 | $0.00 | $0.00 | filing |
| 2026-05-13 | Craig Jeffrey A | Award | 1,087 | $0.00 | $0.00 | filing |
| 2026-04-03 | Collins Jesse E. Jr.· Group President | Tax withholding | 50 | $107.70 | $5,385.00 | filing |
| 2026-03-15 | Carrillo Antonio· President & CEO | Tax withholding | 37,157 | $105.68 | $3.9M | filing |
| 2026-03-15 | Peck Gail M· Chief Financial Officer | Tax withholding | 7,744 | $105.68 | $818,385.92 | filing |
| 2026-03-15 | Essl Reid S· Group President | Tax withholding | 6,668 | $105.68 | $704,674.24 | filing |
| 2026-03-15 | Cole Kerry S· Group President | Tax withholding | 5,750 | $105.68 | $607,660.00 | filing |
| 2026-03-15 | Collins Jesse E. Jr.· Group President | Tax withholding | 5,083 | $105.68 | $537,171.44 | filing |
| 2026-03-15 | Stevenson Bryan· CLO & Asst Corp Sec. | Tax withholding | 4,773 | $105.68 | $504,410.64 | filing |
| 2026-03-15 | Hurst Eric D· VP Controller (PAO) | Tax withholding | 975 | $105.68 | $103,038.00 | filing |
| 2026-03-15 | Collins Jesse E. Jr.· Group President | Award | 9,915 | $0.00 | $0.00 | filing |
| 2026-03-15 | Essl Reid S· Group President | Award | 12,940 | $0.00 | $0.00 | filing |
| 2026-03-15 | Cole Kerry S· Group President | Award | 11,260 | $0.00 | $0.00 | filing |
| 2026-03-15 | Carrillo Antonio· President & CEO | Award | 72,142 | $0.00 | $0.00 | filing |
| 2026-03-15 | Stevenson Bryan· CLO & Asst Corp Sec. | Award | 9,179 | $0.00 | $0.00 | filing |
Showing the latest 25 transactions — full history in the linked SEC filings.
Fundamentals & filings from SEC EDGAR. Prices adjusted for splits & dividends. Not investment advice.