Arcosa, Inc. · NYSE (us_market)
Industrials · Engineering & Construction · United States
Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States. 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.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-02-10$128.17 RISE2026-03-20$100.68 PEAK2026-05-06$131.39 85d | -21.4% 38d | Missed | Missed | — | — | +30.5% 47d | Missed |
DROP2024-11-25$111.57 RISE2025-04-08$70.66 PEAK2025-05-12$90.53 168d | -36.7% 134d | Missed | Missed | — | — | +28.1% 34d | Missed |
DROP2024-07-31$92.91 RISE2024-08-05$76.27 PEAK2024-10-16$96.52 77d | -17.9% 5d | Missed | Missed | — | — | +26.6% 72d | Missed |
DROP2023-09-01$78.81 RISE2023-11-02$65.14 PEAK2023-12-27$84.01 117d | -17.3% 62d | Missed | Missed | — | — | +29.0% 55d | Missed |
DROP2022-11-01$64.83 RISE2023-01-05$52.11 PEAK2023-03-31$63.11 150d | -19.6% 65d | Missed | Missed | — | — | +21.1% 85d | Missed |
DROP2022-08-15$64.99 RISE2022-09-26$54.22 PEAK2022-11-01$64.83 78d | -16.6% 42d | Missed | Missed | — | — | +19.6% 36d | Missed |
DROP2022-03-21$58.39 RISE2022-07-13$44.72 PEAK2022-08-15$64.99 147d | -23.4% 114d | Missed | Missed | — | — | +45.3% 33d | Missed |
DROP2021-11-22$58.20 RISE2022-02-10$43.66 PEAK2022-03-21$58.39 119d | -25.0% 80d | Missed | Missed | — | — | +33.7% 39d | Missed |
DROP2021-11-22$58.20 RISE2021-12-20$48.59 PEAK2022-03-16$58.26 114d | -16.5% 28d | Missed | Missed | — | — | +19.9% 86d | Missed |
DROP2021-05-27$63.71 RISE2021-09-21$48.50 PEAK2021-11-22$58.20 179d | -23.9% 117d | Missed | Missed | — | — | +20.0% 62d | Missed |
DROP2020-06-08$45.22 RISE2020-07-09$37.66 PEAK2020-09-04$48.08 88d | -16.7% 31d | Missed | Missed | — | — | +27.7% 57d | Missed |
DROP2020-02-13$47.67 RISE2020-05-14$32.18 PEAK2020-08-10$46.16 179d | -32.5% 91d | Missed | Missed | — | — | +43.4% 88d | Missed |
DROP2020-02-13$47.67 RISE2020-03-18$30.13 PEAK2020-06-08$45.22 116d | -36.8% 34d | Missed | Missed | — | — | +50.1% 82d | Missed |
Oppenheimer analyst Brent Thielman assumes Arcosa (NYSE:ACA) with a Outperform rating and announces Price Target of $150.
DaVita is highlighted as Zacks Bull of the Day, while Arcosa faces pressure from weakening earnings revisions.
Arcosa's downward EPS revisions since its first quarter earnings report on April 30 landed the stock a Zacks Rank #5 (Strong Sell).
AKZOY, AMTB and ACA have been added to the Zacks Rank #5 (Strong Sell) List on May 20, 2026.
Arcosa, Inc. , a provider of infrastructure-related products and solutions, today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01...
Exploring the Strategic Moves of a Small-Cap Investment Pioneer
Arcosa, Inc.'s ( NYSE:ACA ) stock was strong after they recently reported robust earnings. However, our analysis...
AUGO, AMTB and ACA have been added to the Zacks Rank #5 (Strong Sell) List on May 8, 2026.
Arcosa, Inc. has already reported first-quarter 2026 results, with sales rising to US$571.7 million and net income reaching US$37.8 million, while also completing the US$450 million sale of its barge business and buying back 159,595 shares. The company not only raised its full-year 2026 revenue guidance to US$2.6–2.7 billion but also sharpened its focus on higher-margin construction products and engineered structures after exiting the barge segment. We’ll now examine how Arcosa’s raised 2026...
Arcosa, Inc. ( NYSE:ACA ) defied analyst predictions to release its quarterly results, which were ahead of market...
Barclays analyst Adam Seiden maintains Arcosa (NYSE:ACA) with a Overweight and raises the price target from $115 to $140.
Arcosa Inc (ACA) reports robust first-quarter performance with significant EBITDA growth, strategic divestitures, and increased full-year guidance.
Antonio Carrillo: Thank you, Erin. The strong performance was driven by robust double-digit top line growth and strong margin uplift in utility structures. Despite typical seasonality and winter weather impacts, Construction Products contributed solid results, and we were pleased to see performance improved as the quarter progressed.
Arcosa, Inc. (ACA) Q1 2026 Earnings Call May 1, 2026 8:30 AM EDTCompany ParticipantsErin Drabek - VP of Investor RelationsAntonio Carrillo - President, CEO...
Presentation Operator MessageOperator Good morning, ladies and gentlemen, and welcome to the Arcosa, Inc. First Quarter 2026 Earnings Conference Call. My name is Claylie, and I will be your
2026-05-01. The following slide deck was published by Arcosa, Inc.
Arcosa (ACA) Q1 2026 earnings beat estimates by 36%, driven by record utility structures revenue. Company raises full-year guidance, shares up 14%.
DALLAS — DALLAS — Arcosa Inc. on Thursday reported first-quarter earnings of $37.8 million. The Dallas-based company said it had profit of 77 cents per share. Earnings, adjusted to account...
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| ACA | +1.60% | +16.69% | +19.22% | +46.92% |
| XLI | +0.10% | -3.23% | +11.61% | +21.22% |
| Alpha (stock − sector) | +1.50% | +19.92% | +7.61% | +25.70% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 1.98M | $210.23M | 0.01% | Added+1.7% | 2026-03-31 |
| FidelityFMR | fundamental | 231.7K | $24.59M | 0.00% | Trimmed-16.9% | 2026-03-31 |
| Bridgewater | macro | 22.6K | $2.40M | 0.01% | Trimmed-1.6% | 2026-03-31 |
| TwoSigma | quant | 13.5K | $1.43M | 0.00% | New | 2026-03-31 |
| DEShaw | quant | 9.2K | $979.03K | 0.00% | Trimmed-73.3% | 2026-03-31 |
| TRowePrice | fundamental | 282.4K | $29.98K | 0.00% | Added+120.3% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-18 | Peck Gail M | Chief Financial Officer | F Tax withholding | 2,600 | $124.14 | −$322.8K |
| 2026-05-18 | Hurst Eric D | VP Controller (PAO) | F Tax withholding | 17 | $124.14 | −$2.1K |
| 2026-05-18 | Essl Reid S | Group President | F Tax withholding | 2,206 | $124.14 | −$273.9K |
| 2026-05-18 | Cole Kerry S | Group President | F Tax withholding | 262 | $124.14 | −$32.5K |
| 2026-05-14 | Trent Melanie Montague | Director | A Grant / award | 1,087 | — | +$0 |
| 2026-05-14 | DEMETRIOU STEVEN J. | Director | A Grant / award | 1,087 | — | +$0 |
| 2026-05-14 | ALVARADO JOSEPH | Director | A Grant / award | 1,087 | — | +$0 |
| 2026-05-14 | PIGGOTT JULIE A | Director | A Grant / award | 1,087 | — | +$0 |
| 2026-05-14 | Lubel Kimberly S | Director | A Grant / award | 1,087 | — | +$0 |
| 2026-05-14 | Craig Jeffrey A | Director | A Grant / award | 1,087 | — | +$0 |
| 2026-05-14 | LINDSAY JOHN W | Director | A Grant / award | 1,087 | — | +$0 |
| 2026-05-14 | BEST RHYS J | Director | A Grant / award | 1,087 | — | +$0 |
| 2026-04-06 | Collins Jesse E. Jr. | Group President | F Tax withholding | 50 | $107.70 | −$5.4K |
| 2026-04-01 | LINDSAY JOHN W | Director | A Grant / award(deriv) | 3 | $106.14 | +$318 |
| 2026-04-01 | Carrillo Antonio | President & CEO | A Grant / award(deriv) | 3 | $106.14 | +$318 |
| 2026-03-17 | Stevenson Bryan | CLO & Asst Corp Sec. | F Tax withholding | 4,773 | $105.68 | −$504.4K |
| 2026-03-17 | Stevenson Bryan | CLO & Asst Corp Sec. | A Grant / award | 9,179 | — | +$0 |
| 2026-03-17 | Carrillo Antonio | President & CEO | F Tax withholding | 37,157 | $105.68 | −$3.93M |
| 2026-03-17 | Carrillo Antonio | President & CEO | A Grant / award | 72,142 | — | +$0 |
| 2026-03-17 | Essl Reid S | Group President | F Tax withholding | 6,668 | $105.68 | −$704.7K |
| 2026-03-17 | Essl Reid S | Group President | A Grant / award | 12,940 | — | +$0 |
| 2026-03-17 | Peck Gail M | Chief Financial Officer | F Tax withholding | 7,744 | $105.68 | −$818.4K |
| 2026-03-17 | Peck Gail M | Chief Financial Officer | A Grant / award | 15,075 | — | +$0 |
| 2026-03-17 | Collins Jesse E. Jr. | Group President | F Tax withholding | 5,083 | $105.68 | −$537.2K |
| 2026-03-17 | Collins Jesse E. Jr. | Group President | A Grant / award | 9,915 | — | +$0 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-08-06upcoming | 1.18 | — | — |
| 2026-04-30 | 0.32 | 0.77 | +140.63% |
| 2026-02-26 | 0.92 | 1.15 | +25.48% |
| 2025-10-30 | 1.35 | 1.56 | +15.53% |
| 2025-08-07 | 1.05 | 1.27 | +21.47% |
| 2025-05-06 | 0.18 | 0.49 | +165.83% |
| 2025-02-27 | 0.76 | 0.46 | -39.73% |
| 2024-10-30 | 0.85 | 0.91 | +7.31% |
| 2024-08-01 | 0.83 | 0.91 | +9.38% |
| 2024-05-02 | 0.52 | 0.73 | +39.85% |
| 2024-02-22 | 0.49 | 0.68 | +39.92% |
| 2023-11-01 | 0.68 | 0.73 | +6.73% |
| 2023-08-03 | 0.59 | 0.76 | +29.69% |
| 2023-04-27 | 0.54 | 1.06 | +95.57% |
| 2023-02-23 | 0.21 | 0.24 | +17.07% |
| 2022-11-02 | 0.63 | 0.70 | +11.46% |