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ACACA

Arcosa, Inc.

$ACA·$7.1B·Industrial - Infrastructure Operations·Industrials
$145.40+0.3%YTD+35.6%1Y+46.1%
Mentions · last 7 days
2026-08-07: 6 posts2026-08-08: 1 posts2026-08-09: 0 posts2026-08-10: 8 posts2026-08-11: 6 posts2026-08-12: 3 posts2026-08-13: 0 posts240%
Price updated 23h ago·X counts updated 2d ago
ACACA
$ACAArcosa, Inc.
$145.40+0.30%24 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ACA, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-15

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Arcosa is the infrastructure-products franchise +46% t12m — Q2 EPS miss -5%, but $8.5B CRH acquisition offer being negotiated at 97% of 52w.

Arcosa is a diversified North American infrastructure-products franchise (Construction Products aggregates + Energy Equipment + Transportation Products across 3 segments) — the equity is a real-business name coiling on the specific CRH acquisition news despite the recent Q2 miss.

  • Q2 was a miss: EPS $1.13 vs $1.19 (-5%), revenue $659M vs $688M (-4%) — the specific fact pattern of one weak quarter amid otherwise-strong execution.
  • Mixed pattern: Q2 -5%, Q1 +292%, Q4 +21%, Q3 +17% — Q1 was extreme outlier, Q2 breaks the pattern.
  • Position at 97% of 52w with stock +3% above 50d MA and +21% above 200d MA — near-highs tape, YTD +36%, t12m +46%.
  • $8.5B CRH deal to acquire Arcosa in active discussion (Zacks 8/7) — M&A-arbitrage setup.
  • Fundamentals: 23% GM, 12% OM, 7% ROIC, 3% FCF yield at $7.1B mc, 32x TTM P/E — premium on M&A.
  • Analyst EPS $4.28 FY26 → $5.02 FY27 → $7.17 FY28 — durable EPS growth.
  • Chuck Royce Q2 13F disclosed (8/14) + Ibstock peer comparison (8/8) — active-manager visibility.

October 29 is the next print with $1.56 EPS estimate — the CRH transaction-announcement (or a walk-away) is more consequential than the print itself; a formal acceptance/rejection extends the run; deal collapse re-prices to standalone. The real risk on 97% of 52w with 32x P/E is that a deal-collapse triggers rerating to organic P/E.

What to watch: Any formal announcement/response to the $8.5B CRH deal, and October 29 Q3 print. A deal acceptance or clean beat extends the run; deal collapse or another miss re-prices to standalone.

On the calendar: 2026-10-29 — Q3 earnings

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

Industrial - Infrastructure Operations · Industrials

No material change from last week — wet utility installation for water, sewer, and site work benefits from sustained municipal capital investment in aging US water systems.

What this means for $ACA

Neutral — North American infrastructure products supplier serving construction, energy, and transportation via aggregates, engineered structures, and transit equipment; limited read-through from industrial - infrastructure operations macro dynamics to this specific revenue mix.

Top industry ETF

$XLIIndustrial Select Sector SPDR
+19.8%YTD
+23.4%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 – $4.392
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.0.6×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.97%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.+3.0%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.+21.3%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 today1.0% 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

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  • 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-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.

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
+ 21 other (9 proxys · 4 13Gs · 2 10-Qs · 2 earnings 8-Ks) in window

Recent news

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

Chuck Royce's Second Quarter 2026 13F: Catalyst Pharmaceuticals Reduction Leads Portfolio Shiftsgurufocus.com·1d agoIbstock (OTCMKTS:IBJHF) versus Arcosa (NYSE:ACA) Head to Head Comparisondefenseworld.net·8d agoCan CRH Gain From Its $8.5 Billion Arcosa Deal Despite Financing Risk?zacks.com·8d agoArcosa (ACA) Q2 Earnings and Revenues Lag Estimateszacks.com·10d agoHere's What Key Metrics Tell Us About Arcosa (ACA) Q2 Earningszacks.com·10d ago

In themes

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The Power Grid
Voices on X · last 7 days

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

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