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ACACA

Arcosa, Inc.

$ACA·$7.1B·Industrial - Infrastructure Operations·Industrials
$144.96+0.4%YTD+35.6%1Y+69.2%
Mentions · last 7 days
2026-06-18: 52 posts2026-06-19: 14 posts2026-06-20: 20 posts2026-06-21: 28 posts2026-06-22: 60 posts2026-06-23: 46 posts2026-06-24: 5 posts225
Price updated 1h ago·X counts updated 1d ago
ACACA
$ACAArcosa, Inc.
$144.96+0.43%225 posts
AI analysisFundamentalsVoices on X
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What it does

Plain-English summary of the business — what they sell and how they make money.

Arcosa, Inc. (ACA), founded in 2018 and headquartered in Dallas, Texas, is a leading North American supplier of essential infrastructure products and solutions. The company primarily serves the construction, energy, and transportation industries, operating through three distinct business segments. The Construction Products division provides natural and recycled aggregates, specialized materials, and protective equipment like trench shields and shoring, supporting a wide range of residential, commercial, agricultural, and general infrastructure projects. Its Engineered Structures segment manufactures diverse components, including utility poles, wind turbine towers, traffic and lighting structures, and telecommunication infrastructure, alongside tanks for storing and distributing gas and liquids. These products are crucial for electricity transmission, wind power generation, highway construction, wireless communications, and various residential, commercial, energy, agricultural, and industrial storage and transport needs. Lastly, the Transportation Products segment produces inland barges and related accessories such as fiberglass covers and winches. It also supplies cast components for industrial and mining applications, as well as specialized parts like axles, circular forgings, and coupling devices, which are vital for freight, tank, locomotive, and passenger rail equipment, in addition to other industrial uses.

Industry overviewAI analysisGenerated by AI from underlying data

Where Industrial - Infrastructure Operations sits in its cycle right now — and what that implies for $ACA.

Industrial - Infrastructure Operations · Industrials

Municipal water infrastructure replacement and federal infrastructure spending are Cardinal's structural demand drivers — wet utility installation for water, sewer, and site work benefits from sustained municipal capital investment in aging US water systems. Piedmont Pipe Construction acquisition expands geographic reach.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+18.3%YTD
+28.1%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
31.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.7%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
3.4%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.5Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
8.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
22.8%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.6Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$0.51$0.13+292.3%
Q4 2025Feb 26, 2026$1.15$0.95+21.1%
Q3 2025Oct 30, 2025$1.56$1.33+17.3%
Q2 2025Aug 7, 2025$1.27$1.05+21.0%
Next earningsThu, Aug 6·consensus EPS $1.18

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$571.7M-9.5%21.1%7.9%$0.77$28.4M
Q4 FY25$716.7M+7.6%22.9%11.9%$1.06$55.8M
Q3 FY25$797.8M+24.6%24.1%13.8%$1.49$121.0M
Q2 FY25$736.9M+10.9%22.5%12.6%$1.22$33.4M

Forward consensus

3-year forecast · up to 2 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$2.6B$2.6B – $2.6B$4.28$4.20 – $4.382
FY27$2.9B$2.8B – $2.9B$5.02$4.92 – $5.132
FY28$3.7B$3.7B – $3.8B$7.17$7.05 – $7.351

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.3.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.96%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+15.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+30.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatLow float · 48.1M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today3.5% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.075-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

No open-market buys or sells in the last 180 days.

+ 37 other (25 awards · 12 inkinds) in window

See when $ACA insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KMaterial agreementJun 228-K — Item 1.01: Material agreement · Item 7.01: Press release / Reg FD
AI summary

Arcosa, Inc. entered into a definitive Agreement and Plan of Merger with CRH Americas, Inc. (acquirer) and its subsidiary Neon Merger Sub, Inc. on June 21, 2026, under which all Arcosa common shares will convert into the right to receive $150.00 per share in cash at closing. Outstanding Arcosa equity awards will accelerate and settle in cash at the same $150.00 price. Subject to customary closing conditions, Merger Sub will merge into Arcosa, with Arcosa surviving as a wholly-owned CRH Americas subsidiary. This is highly transformative — an all-cash take-private at $150/share is the most material event an Arcosa shareholder could see.

8-KPress release / Reg FDJun 58-K — Item 7.01: Press release / Reg FD
AI summary

Arcosa, Inc. filed an updated investor presentation covering company operations and performance under Reg FD (Exhibit 99.1, dated June 2026), for use in investor meetings. The filing body contains no substantive financial figures. Routine Reg FD disclosure — in context, filed approximately two weeks before the June 21 CRH Americas acquisition announcement, likely providing the investor backdrop ahead of that transaction.

8-KShareholder voteMay 158-K — Item 5.07: Shareholder vote
AI summary

Arcosa, Inc. held its 2026 Annual Meeting on May 13, 2026, at which shareholders voted on three proposals: all nine director nominees were elected with strong majorities; executive compensation was approved on an advisory basis (43.7 million for vs. 521,917 against); and Ernst & Young LLP was ratified as independent auditor for fiscal 2026 (46.6 million for). Routine annual governance — no material operational implications.

8-KPress release / Reg FDApr 18-K — Item 7.01: Press release / Reg FD
8-KOfficer or director changeFeb 268-K — Item 2.02: Earnings release · Item 5.02: Officer or director change
8-KMaterial agreementFeb 258-K — Item 1.01: Material agreement · Item 2.02: Earnings release · Item 7.01: Press release / Reg FD
+ 15 other (7 proxys · 3 13Gs · 1 SD · 1 10-Q) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Arcosa Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Arcosa, Inc. - ACAgurufocus.com·1d agoArcosa Investor Alert: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Arcosa, Inc. - ACAbusinesswire.com·1d agoIs CRH's $8.5 Billion Arcosa Acquisition a Game Changer?zacks.com·3d agoACA Group Expands U.S. Footprint with New Durham, N.C. Officebusinesswire.com·3d agoArcosa Inc (ACA) Stock Up 6.7% but GF Value Says Overvalued -- GF Score: 78/100gurufocus.com·3d ago

In themes

Explore the broader themes this ticker is being talked about under.

The Power Grid

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Voices on X · last 7 days

No standout posts about $ACA on X in the last 7 days.

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