Arcosa Inc
ACA
Arcosa Inc AI Insights
Informational only. Not investment advice.Snapshot
- Operating margin TTM 10.7% is 2x industry median (5.3%) - structural cost advantage in heavy construction materials[Operating Margin]
- Goodwill of 1.35B is 52% of equity - acquisition-heavy strategy creates impairment risk if infrastructure spend slows[Goodwill]
- Revenue grew 24.6% TTM vs industry median 9.5% - outpacing peers by 2.6x amid infrastructure tailwinds[Total Revenue 1Y Growth]
Watch Triggers
- Interest Expense: Exceeds 50% of Operating Income — Currently at 40% - further deterioration signals debt serviceability stress
- Total Revenue 1Y Growth: Falls below 10% — Growth premium in valuation requires sustained outperformance vs peers
- Goodwill: Any impairment charge >50M — 2M impairment TTM is minor; larger charge signals acquisition strategy failure
Bull Case
Infrastructure bill tailwinds: 24.6% revenue growth with 2x industry operating margins suggests pricing power in aggregates/construction products that should persist through multi-year federal spending cycle
Asset-heavy moat: 2.1B PPE base with 0.6x asset turnover creates barriers to entry; tangible book of 918M provides downside floor at 0.17x current market cap
Bear Case
Leverage risk: 1.58B debt at 0.61 D/E with 119M interest expense (40% of operating income) leaves little margin for error if rates stay elevated or volumes decline
Valuation stretched: P/E 37.8x at industry median despite ROE of 5.9% (below median 13.9%) - paying growth multiple for below-average returns on capital
Bull vs Bear Balance
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Forward Thesis
FCF margin expansion to 15%+ as recent acquisitions mature and capex normalizes
- FCF margin 11.1% TTM with elevated integration costs
- Capex at 5.5% of revenue vs 3.7% industry median
- Operating leverage on fixed-cost aggregates business
Public Strategies Rankings
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ACA Fundamentals
| Metric | Value | YoY Growth | Industry Percentile |
|---|---|---|---|
$5.66B | — | ||
$7.02B | — | ||
39 | — | ||
$2.83B | +14.0% | — | |
$2.93 | +8.9% | — | |
10.7% | +2.8% | — | |
5.25% | +0.1% | — | |
$314.6M | +160.2% | — | |
0.06 | +0.5% | — | |
Beta 5Y (Monthly) | unknown | — |
ACA Dividend History
2026
$0.05002025
$0.20002024
$0.20002023
$0.20002022
$0.20002021
$0.20002020
$0.20002019
$0.2000ACA Stock Splits
ACA SEC Filings
| Filing Date | Report Date | Report Type | Filing Link |
|---|---|---|---|
10/31/25 | 09/30/25 | 10-Q | |
08/08/25 | 06/30/25 | 10-Q | |
05/07/25 | 03/31/25 | 10-Q | |
02/28/25 | 12/31/24 | Unknown | |
10/31/24 | 09/30/24 | 10-Q | |
08/02/24 | 06/30/24 | 10-Q | |
05/03/24 | 03/31/24 | 10-Q | |
02/23/24 | 12/31/23 | 10-K | |
11/02/23 | 09/30/23 | 10-Q | |
08/04/23 | 06/30/23 | 10-Q | |
04/28/23 | 03/31/23 | 10-Q | |
02/24/23 | 12/31/22 | 10-K | |
11/03/22 | 09/30/22 | 10-Q | |
08/04/22 | 06/30/22 | 10-Q | |
04/29/22 | 03/31/22 | 10-Q | |
02/24/22 | 12/31/21 | 10-K | |
11/04/21 | 09/30/21 | 10-Q | |
08/05/21 | 06/30/21 | 10-Q | |
04/30/21 | 03/31/21 | 10-Q | |
02/25/21 | 12/31/20 | 10-K | |
10/29/20 | 09/30/20 | 10-Q | |
07/31/20 | 06/30/20 | 10-Q | |
04/29/20 | 03/31/20 | 10-Q | |
02/27/20 | 12/31/19 | 10-K | |
10/31/19 | 09/30/19 | 10-Q | |
08/02/19 | 06/30/19 | 10-Q | |
05/03/19 | 03/31/19 | 10-Q | |
02/28/19 | 12/31/18 | 10-K | |
11/14/18 | 09/30/18 | 10-Q | |
09/27/18 | 06/30/18 | 10-12B/A | |
05/03/19 | 03/31/18 | 10-Q | |
09/27/18 | 12/31/17 | 10-12B/A | |
11/14/18 | 09/30/17 | 10-Q |