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ACACA

Arcosa, Inc.

$ACA·$7.2B·Construction Materials·Basic Materials
$146.00-0.4%YTD+36.6%1Y+58.3%
Price updated 16m ago·X counts updated 2d ago
ACACA
$ACAArcosa, Inc.
$146.00-0.36%11 posts
AI analysisFundamentalsVoices on X
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On X

The complete picture of $ACA on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

11X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $ACA — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Hinges on a big eventEvent coming upAI verdict · as of 2026-09-28

A known event soon (earnings, a ruling, etc.) will likely decide the next move.

Arcosa stockholders just approved the CRH Americas all-cash acquisition — a construction-materials franchise at 99% of the 52-week range with the deal close pending.

Arcosa Inc. is a diversified infrastructure-products franchise (aggregates, engineered structures, transportation products for construction/energy/transportation) — a business now in a specific M&A completion event with CRH Americas. The stock is up 56% over 12 months.

  • The Sept 4 special-meeting stockholder approval of the CRH Americas merger is the primary event: 80.8% quorum, 39.6M shares FOR vs 66K AGAINST — overwhelming approval that clears the primary shareholder-vote hurdle; the deal will make Arcosa a wholly owned subsidiary of CRH Americas.
  • Fundamentals remain sound: Q2 revenue $659M (-9% YoY) with the Q2 EPS miss (-5% at $1.13 vs $1.19) — modest operational softness that doesn't materially impact the takeout economics.
  • The tape at 99% of 52-week range reflects the deal-price-anchored trajectory — regulatory clearance is the primary remaining gate.

Regulatory-clearance completion is the primary catalyst — closes the deal at the approved terms; a regulatory-review complication and the tape falls back to standalone fundamentals near mid-range.

What to watch: CRH Americas merger regulatory clearance — closes the deal at approved terms; a regulatory-review complication and the tape falls back to standalone fundamentals.

On the calendar: TBD — CRH Americas deal close

no sentimentcrh merger approved80 8pct quorum

Read the AI verdict on $ACA

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

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

North American infrastructure products supplier serving construction, energy, and transportation via aggregates, engineered structures, and transit equipment.

Industry overviewAI analysisGenerated by AI from underlying data

Where Construction Materials sits in its cycle right now — and what that implies for $ACA.

Construction Materials · Basic Materials

No material change from last week — AI data-center construction and IIJA infrastructure spending support aggregates/cement demand.

What this means for $ACA

Partial — North American infrastructure products supplier serving construction, energy, and transportation via aggregates, engineered structures, and transit equipment.

Industry benchmark

10-name peer basket
-5.2%YTD
+1.8%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
Q2 2026Aug 5, 2026$1.13$1.19-5.0%
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%
Next earningsThu, Oct 29·consensus EPS $1.56

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$2.8B$2.8B – $2.9B$4.87$4.70 – $5.032
FY28$2.9B$2.9B – $3.0B$5.04$4.95 – $5.161

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.1.8×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.99%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.+0.8%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.+15.9%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 today2.3% 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.

+ 21 other (10 awards · 6 gifts · 5 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
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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-KShareholder voteSep 48-K — Item 5.07: Shareholder vote
AI summary

Arcosa, Inc. held a special stockholder meeting on September 4, 2026 to vote on its Agreement and Plan of Merger with CRH Americas, Inc. (acquirer) and Merger Sub, Inc. Stockholders representing 80.8% of outstanding shares were present, and they approved the Merger Agreement by a vote of 39,595,867 For vs. 66,113 Against. Advisory executive compensation and adjournment proposals were also approved. This is a transformative deal that will make Arcosa a wholly owned subsidiary of CRH Americas upon closing.

8-KMaterial eventJul 158-K — Item 1.04
AI summary

Arcosa Inc. (ACA) disclosed a Mine Safety and Health Administration (MSHA) Section 107(a) imminent danger order issued on July 14, 2026, at its Stavola Bound Brook Quarry in Bridgewater, New Jersey. The order was triggered when highwall material fell near a track drill during drilling operations, creating an imminent danger condition. The order was terminated the same day following an MSHA inspection that confirmed the hazard was abated. No injuries were reported.

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.

+ 18 other (8 proxys · 3 13Gs · 2 SDs · 2 10-Qs) in window

Recent news

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

Arcosa, Inc. $ACA Shares Bought by Corient Private Wealth LPdefenseworld.net·5d agoArcosa, Inc. (NYSE:ACA) Receives Consensus Rating of “Hold” from Brokeragesdefenseworld.net·8d agoArcosa Stockholders Approve Acquisition by CRHbusinesswire.com·25d agoCritical Contrast: Arcosa (NYSE:ACA) versus Lafarge (OTCMKTS:LFRGY)defenseworld.net·26d agoArcosa, Inc. Declares Quarterly Dividendbusinesswire.com·27d ago

In themes

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Voices on X · last 7 days

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

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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