Arcosa, Inc.
Rank #427Capital ReturnACA · NYSE · Industrials
Arcosa, Inc. (ACA) — Rank #427 by gross profitability (GP/assets 0.12) · ROE 7.0% · Piotroski F-Score 7 / 9.
As-of 2026-09-15 · CIK 0001739445 · all metrics point-in-time as of the filing date.
About
Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States.
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The company operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and construction site support equipment, including trench shields and shoring products for residential and non-residential construction, and specialty and other products, as well as for infrastructure construction. The Engineered Structures segment offers utility structures, wind towers, traffic and lighting structures, and telecommunication structures for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets. This segment also sells its products to contractors and distributors serving state Departments of Transportation and state and municipality agencies. The Transportation Products segment offers inland barges, fiberglass barge covers, winches, marine hardware, and other transportation and industrial equipment to the commercial marine transportation companies, lessors, and industrial shippers. Arcosa, Inc.
was incorporated in 2018 and is headquartered in Dallas, Texas.
- Industry
- Engineering & Construction
- Sector
- Industrials
- State
- DE
- Filer Category
- Large accelerated filer
- Fiscal Year End
- December 31
- Website
- arcosa.com
Price History
Company Snapshot
P/E and reverse DCF are the primary valuation lenses at this stage.
Market Cap
$7.13B
P/E (annual)
34.2
P/S (annual)
2.5
P/B
2.4
P/OCF (annual)
20.9
Shareholder Yield
-0.3%
Employees
6,390
Industry
Engineering & Construction
Exchange
NYSE
Signal Flags
Quality Profile
Profitability
1/1 passSafety
1/1 passCash Flow
2/3 passGrowth
2/2 passTerry Smith quality gate
Passes 0/5 Terry Smith thresholds1 of 5 threshold not computable from filed data.
What Growth Is Priced In
Implied revenue growth (10Y)
17.3%
The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).
Dilution drag: 0.4% — per-share value needs a total required return of 17.7% once share-count change is priced in.
vs. own 6-year median revenue growth: 10.7%
priced above its own historyCost-of-equity sensitivity (implied growth at different discount rates)
r = 8%
12.5%
r = 10% (base)
17.3%
r = 12%
21.5%
Net debt / market cap: -6.1%
Valuation History
Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.
P / E
Price / diluted EPS
P / S
Price / revenue per share
P / B
Price / book value per share
P / GP
Price / gross profit per share
P / FCF
Price / free cash flow per share
Earnings bubble check
Current margins may be above sustainable levels — a P/E based on peak earnings can overstate cheapness.
FCF yield, shareholder yield, and buyback activity are the primary reads at this stage.
Profitability
Gross profitability (GP / assets)
0.12
Primary signal (Novy-Marx).
15th of 15 SIC 34 peers
Return on equity
7.0%
Gross margin
22.4%
15th of 15 SIC 34 peers
Revenue growth (YoY)
12.2%
Gross margin improving
Margin trend vs prior year.
Operating Leverage
| 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|
| Revenue vs COGS | ||||
| Revenue vs OpEx | ||||
| Op. Income vs Revenue |
Growth
Revenue CAGR (3Y)
8.7%
Revenue CAGR (5Y)
8.3%
Earnings CAGR (3Y)
-5.4%
FCF CAGR (3Y)
69.1%
Anti-fragile safety
Balance-sheet safety
Composite anti-fragile check.
Debt / equity
0.78
8th of 15 SIC 34 peers (best = lowest)
Current ratio
3.12×
5th of 15 SIC 34 peers
Quick ratio
2.19×
Net cash
$432.10M
Cash & equivalents minus total debt.
Cash-flow health
Free cash flow
$175.50M
Operating cash flow minus capex.
Positive free cash flow
FCF / net income
-0.16
Cash-backing of earnings.
FCF/NI divergence
Unfavorable divergence (yellow flag).
Accruals healthy
Cash-backed earnings.
SBC / revenue
0.9%
Stock-based comp intensity.
Dividend safety
Composite score
3.2 / 5
Piotroski F-Score
F-Score
7 / 9
Fundamental-strength score (0-9).