ACA$107.48
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Powered by LiveAIOverall Analysis
BuyArcosa demonstrates solid fundamentals with a diversified business model and consistent revenue growth. While currently facing some valuation headwinds and mixed technical signals, its position in key infrastructure markets offers long-term potential. The low dividend yield is a consideration for income-focused investors.
Thematic
Arcosa is well-positioned to benefit from long-term infrastructure spending, renewable energy growth (wind towers), and transportation upgrades. Increasing investments in infrastructure and energy transition are key positive themes.
Fundamental
Arcosa shows consistent revenue growth and improving profitability over recent years, although the P/E ratio appears somewhat stretched. The company maintains a manageable debt level and generates positive free cash flow, supporting its operations and investments.
Technical
The stock has experienced recent price declines, trading below its 50-day and 200-day moving averages. Oscillators suggest it is not currently overbought or oversold, indicating a neutral short-term outlook, but the longer-term trend appears to be weakening.
| Factor | Score |
|---|---|
| Infrastructure Spending | 90 |
| Renewable Energy Transition | 85 |
| Transportation & Logistics | 70 |
| Market Diversification | 80 |
| Economic Sensitivity | 50 |
| Factor | Score |
|---|---|
| Valuation | 40 |
| Profitability | 65 |
| Growth | 75 |
| Balance Sheet Health | 70 |
| Cash Flow | 80 |
| Dividend | 30 |
| Factor | Score |
|---|---|
| Trend Analysis | 40 |
| Momentum | 50 |
| Volume Confirmation | 60 |
| Support & Resistance | 60 |
| Short-term Trend | 55 |
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Powered by LiveAIBullish Points (7)
Positive EPS Surprises
Arcosa, Inc. has demonstrated a trend of exceeding earnings per share (EPS) estimates, with 9 out of the last 12 reported quarters showing a positive surprise. Notably, Q2 2023 saw a significant surprise of 93.31%.
Consistent Dividend Payments
The company has maintained consistent dividend payments, with a current dividend yield of 0.22%. While modest, the regularity of payments from April 2023 to July 2025 indicates a commitment to shareholder returns.
Bearish Points (7)
High P/E Ratio (TTM)
The trailing twelve months (TTM) Price-to-Earnings (P/E) ratio stands at 56.52, which is significantly high and could indicate the stock is overvalued relative to its current earnings.
Declining Net Margin
The net margin has decreased from 11.0% in Q4 2022 to 3.6% in Q4 2024, indicating potential pressure on profitability and increasing costs relative to revenue.
Calendar
July 2025
15
Ex-Dividend Date
July 2025
31
Next Dividend Date
August 2025
8
Next Earnings Date
H: $1.09
A: $1.05
L: $1.00
H: 774.30M
A: 754.20M
L: 741.60M
Profile
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/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 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.
Seasonals
Price Target
111.83 USD
The 39 analysts offering 1 year price forecasts for ACA have a max estimate of 125.00 and a min estimate of 100.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
Related Companies
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