Arcosa (ACA)
Supplies aggregates, asphalt, trench shoring, utility structures, and wind towers across North America.
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Sells aggregates, specialty materials, asphalt, trench-shoring equipment, utility and related structures, and wind towers through two infrastructure-focused segments. Local materials networks and fabricated structures tie revenue to construction activity, public infrastructure funding, electrical-grid investment, weather, and backlog execution.
Produces natural and recycled aggregates, specialty materials, asphalt mix, and trench shields and shoring through Construction Products. Engineered Structures manufactures steel and concrete utility, traffic, lighting, and telecom structures plus wind towers for power and infrastructure customers. Materials operations are concentrated in the United States, especially Texas and New Jersey, while structures manufacturing spans the United States and Mexico.
Locating quarries and asphalt plants near local demand centers limits transport distances for heavy materials, while shared steel sourcing and fabrication capabilities support the structures portfolio. Revenue depends on public infrastructure funding, residential and nonresidential construction, electrical-grid investment, wind projects, weather, steel and energy costs, and timely delivery from backlog.
Following the completed barge sale, reporting comprises Construction Products and Engineered Structures. An agreed acquisition by CRH remains subject to stockholder and regulatory approvals.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 6, 2026 | Stephens | Target | Target: $96 | Target: $150 |
| Jun 26, 2026 | Oppenheimer | Downgrade | ||
| Jun 23, 2026 | Citigroup | Downgrade | Rating: — | |
| May 4, 2026 | Barclays | Reiterate | Rating: —Target: $115 | Target: $140 |
| Nov 3, 2025 | Barclays | Reiterate | Rating: —Target: $106 | Target: $115 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $432.1M · Total debt $1.44B · Total assets $5.30B · Shareholders' equity $2.98B
- Revenue
- $658.7M
- Operating income
- $84.3M
- Net income
- $328.5M
HistoryDividendAnnual yieldUpcoming
| Institutions | ≈ 91.68% | 45.02M shares | |
|---|---|---|---|
| 431 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 1.90% | 933.5K shares | |
| 15 holders · as of Aug 27, 2026 | |||
| Other | ≈ 6.42% | 3.15M shares | |
| remainder | |||
49.11M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 17.13% | 8.41M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.74% | 2.82M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 4.79% | 2.35M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.50% | 2.21M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.23% | 2.08M | as of Jun 30, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
- Valmont Industries
Utility, traffic, and telecom structures peer.
- Vulcan Materials
Large U.S. aggregates and asphalt producer.
- Martin Marietta
Aggregates-led heavy materials and asphalt peer.
- CRH
North American aggregates, asphalt, and paving peer.
- Knife River
Aggregates, asphalt, and ready-mix infrastructure peer.
- Construction Partners
Sunbelt asphalt and aggregates peer with Texas overlap.
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arcosa | $146.60 | +0.26% | $7.18B | 14.7 | 32.0 | 2.6 | −10.6% |
| Valmont Industries | $468.17 | −0.21% | $9.06B | 18.7 | — | 2.1 | +6.5% |
| Vulcan Materials | $243.24 | −1.20% | $31.90B | 29.0 | 24.8 | 3.9 | +2.5% |
| Martin Marietta | $494.40 | −1.06% | $30.01B | 12.3 | 25.3 | 4.5 | +7.5% |
| CRH | $87.03 | −0.13% | $58.23B | — | — | — | +5.6% |
| Knife River | $55.02 | −0.70% | $3.15B | 22.6 | 18.0 | 1.0 | +12.6% |
| Construction Partners | $94.26 | −0.22% | $5.34B | 37.2 | 26.0 | 1.5 | +28.3% |
| Median | 22.6 | 25.1 | 2.1 | +7.0% |