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Arcosa Inc

Rank #406Capital ReturnWatchlistCompare with other stocks

ACA · NYSE · Industrials

Arcosa Inc (ACA) — Rank #406 by gross profitability (GP/assets 0.12) · ROE 7.0% · Piotroski F-Score 7 / 9.

As-of 2026-10-30 · 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

Company Snapshot

P/E and reverse DCF are the primary valuation lenses at this stage.

Market Cap

—

P/E (annual)

—

P/S (annual)

—

P/B

—

P/OCF (annual)

—

Shareholder Yield

—

Employees

6,390

Industry

Engineering & Construction

Exchange

NYSE

12/12

Flags passed

ACA passes 12/12 quality flags

  • PASS
    Gross margin holding
  • PASS
    Dilution within 2%
  • PASS
    FCF not negative from investment
  • PASS
    Disclosure consistent
  • PASS
    Revenue not declining
  • PASS
    Operating margin holding
  • PASS
    Free cash flow intact
  • PASS
    Passes safety gate
  • PASS
    Balance sheet stable
  • PASS
    No competitive retreat
  • PASS
    SBC not compressing margin
  • PASS
    No valuation convergence

Strengths Revenue growth accelerating · Operating leverage expanding · Sequential beat (rev + EPS)

A count of the 12 warning flags that could be evaluated. Unweighted: colour follows the worst flag.

Quality Profile

Profitability

1/1 pass
GP / assets
0.12
Return on equity
7.0%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.78
Current ratio
3.12×
Net cash
$432.10M

Cash Flow

2/3 pass
Positive FCF
PASS
Cash-backed earnings
WARN
Accruals healthy
PASS
SBC / revenue
0.9%

Growth

2/2 pass
Revenue growth
12.2%
Piotroski F-Score
7 / 9
Share dilution
0.4%

FCF yield, shareholder yield, and buyback activity are the primary reads at this stage.

Profitability

Does it make money well?

No warning flags · GP/assets 0.12

Gross profitability (GP / assets)

0.12

Primary signal (Novy-Marx).

12th of 12 SIC 34 peers

Return on equity

7.0%

Gross margin

22.4%

12th of 12 SIC 34 peers

Revenue growth (YoY)

12.2%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
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%

Cash Flow Health

Is the cash real?

No warning flags · FCF 16% below net income

Free cash flow

$175.50M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF vs net income

-15.8%

(FCF − net income) ÷ |net income|. Positive: cash above earnings. Negative: below.

FCF not below net income

Fails when free cash flow is below net income (yellow flag).

WARN

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.9%

Stock-based comp intensity.

Balance Sheet Strength

Can it survive a storm?

No warning flags · net cash $432.10M, F-Score 7/9

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.78

8th of 12 SIC 34 peers (best = lowest)

Current ratio

3.12×

5th of 12 SIC 34 peers

Quick ratio

2.19×

Net cash

$432.10M

Cash & equivalents minus total debt.

Piotroski F-Score

7 / 9

Fundamental-strength score (0-9).

Valuation

Is the price reasonable?

No warning flags

Dividend safety

Composite score

3.2 / 5

Good
Payout ratio
4.8%5/5 Strong
FCF coverage
17.55×5/5 Strong
Dividend growth streak
1 yr1/5 Weak
Balance-sheet health
D/E 0.78 · IC N/A2/5 Fair

Capital allocation quality

Composite score

2.0 / 5

Fair
Share count trend
0.4%2/5 Fair
Buyback timing
N/AN/A
Dividend growth consistency
1 yr1/5 Weak
Net debt trajectory(deleveraging)
0.5%3/5 Good

Lifecycle Phase History

20202025
Capital Return
Value

Price History

ACA+199.7% · +24.5% CAGRSPY+82.9% · +12.8% CAGR

View full financial statements →

Source filings on SEC EDGAR: 10-K annual reports · 10-Q quarterly reports