ARCOSA INC (ACA)
Industrials · Construction materials and infrastructure products · NYSE
A diversified infrastructure company selling aggregates, specialty materials, and engineered products to construction and utility markets with exposure to aging infrastructure replacement and grid modernization trends.
What ARCOSA INC does
Arcosa is an infrastructure-focused industrial company with leading brands serving construction, engineered structures, and transportation markets across North America. The company operates through three segments: Construction Products (natural and recycled aggregates, specialty materials, asphalt mix, and construction support equipment), Infrastructure Solutions (utility infrastructure products), and Transportation Products. Arcosa is strategically positioned around key market trends including aging infrastructure replacement, grid-hardening, renewable energy integration, and data center expansion.
Themes: ["Infrastructure replacement and renewal","Aggregates and construction materials","Recycled/sustainable materials","Grid modernization and energy transition","Data center infrastructure"]
Fundamentals
- Price$144.97 as of 2026-07-09 close
- Market cap$7.1B as of 2026-07-10
- 1-year return+58.4% as of 2026-07-09 close
- P/E31.98 as of 2026-07-10
- Net margin+7.9% as of 2026-07-10
- Gross margin+22.8% as of 2026-07-10
- ROE+8.6% as of 2026-07-10
- Debt / equity0.57 as of 2026-07-10
- Revenue growth (YoY)+8.4% as of 2026-07-10
- Revenue CAGR (3y)+8.7% SEC XBRL
- Beta1.08 as of 2026-07-10
Dividend: yield +0.1%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["Exposure to cyclical construction and infrastructure spending; reliance on public spending for roads, water, and sewer projects which can be subject to economic downturns","Significant debt levels ($1.5 billion as of Q1 2026) with ongoing debt service obligations, potentially limiting financial flexibility","Integration risks from large acquisitions (notably the Stavola acquisition for $1.2 billion completed October 2024, and divestiture of marine components business expected Q2 2026) affecting operational execution and earnings"]
Competitors & peers
- Martin Marietta Materials
- Vulcan Materials Company
- US Concrete
- Forterra
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.