Arcosa Sells Marine Products Business for $450 Million
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy ACA?
Source: Businesswire
- Transaction Details: Arcosa has entered into a definitive agreement to sell its Marine Products business to Wynnchurch Capital for $450 million in cash, with the transaction expected to close in Q2 2026, subject to regulatory approvals, thereby providing capital for core business expansion.
- Business Background and Financials: As a leading manufacturer of inland barges, Arcosa Marine reported revenues of $383 million and Adjusted EBITDA of $68 million in 2025, indicating strong performance in the transportation products segment, and the divestiture will simplify the company's structure and enhance overall margins.
- Strategic Transformation: CEO Antonio Carrillo emphasized that this sale marks a pivotal step in Arcosa's strategic transformation, allowing the company to focus on high-growth sectors like construction materials and engineered structures, which align with long-term infrastructure market trends in the U.S.
- Future Investment Plans: Arcosa intends to utilize the net proceeds from the sale to invest further in high-growth, high-margin business areas, reflecting the company's proactive approach to capital allocation and positioning for future market opportunities.
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Analyst Views on ACA
Wall Street analysts forecast ACA stock price to fall
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 122.470
Low
115.00
Averages
115.00
High
115.00
Current: 122.470
Low
115.00
Averages
115.00
High
115.00
About ACA
Arcosa, Inc. is a provider of infrastructure-related products and solutions. Its segments include Construction Products, Engineered Structures, and Transportation Products. Its Construction Products segment produces and sells natural and recycled aggregates, specialty materials, asphalt mix, and construction site support equipment, including trench shields and shoring products. It produces and distributes natural aggregates serving both public infrastructure and private construction markets. Its Engineered Structures segment primarily manufactures and sells steel and concrete structures for infrastructure businesses, including utility structures for electricity transmission and distribution, structural wind towers, traffic and lighting structures, and telecommunication structures. Its Transportation Products segment manufactures and sells inland barges, fiberglass barge covers, winches, and marine hardware. It manufactures a variety of hopper barges and deck barges, among others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Arcosa Sells Marine Products Business for $450 Million
- Transaction Details: Arcosa has entered into a definitive agreement to sell its Marine Products business to Wynnchurch Capital for $450 million in cash, with the transaction expected to close in Q2 2026, subject to regulatory approvals, thereby providing capital for core business expansion.
- Business Background and Financials: As a leading manufacturer of inland barges, Arcosa Marine reported revenues of $383 million and Adjusted EBITDA of $68 million in 2025, indicating strong performance in the transportation products segment, and the divestiture will simplify the company's structure and enhance overall margins.
- Strategic Transformation: CEO Antonio Carrillo emphasized that this sale marks a pivotal step in Arcosa's strategic transformation, allowing the company to focus on high-growth sectors like construction materials and engineered structures, which align with long-term infrastructure market trends in the U.S.
- Future Investment Plans: Arcosa intends to utilize the net proceeds from the sale to invest further in high-growth, high-margin business areas, reflecting the company's proactive approach to capital allocation and positioning for future market opportunities.
See More
Arcosa Sells Marine Products Division to Focus on Core Business
- Transaction Value: Arcosa has entered into a definitive agreement to sell Arcosa Marine to Wynnchurch Capital for $450 million in cash, expected to close in Q2 2026, enhancing financial flexibility to support investments in core growth platforms.
- Business Focus: This divestiture allows Arcosa to concentrate entirely on key growth areas such as construction materials and engineered structures, reducing complexity and cyclicality, thereby improving overall margin profile and long-term resilience.
- Market Outlook: Arcosa Marine reported revenues of $383 million and Adjusted EBITDA of $68 million in 2025, indicating strong performance in the inland barge market, and the sale will enable the company to reinvest these proceeds into higher-growth opportunities.
- Strategic Transformation: CEO Antonio Carrillo emphasized that this transaction is a pivotal step in the company's strategic transformation, with plans to prioritize investments in high-growth, high-margin businesses to capitalize on long-term infrastructure and power market trends in the U.S.
See More
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- Dividend Safety Ratings: Arcosa (ACA) tops the list with an A+ dividend safety grade, demonstrating its strong ability to maintain dividend payments amid unpredictable market conditions, appealing to investors seeking stable income.
- Sector Diversity: The list showcases notable diversity across sectors such as Construction and Engineering, Electronic Equipment and Instruments, Agricultural and Farm Machinery, and Asset Management, indicating the investment potential of mid-cap stocks in various economic environments and enhancing portfolio diversification.
- Rating Criteria: The dividend safety grade evaluates not only the current dividend yield but also multiple financial factors to assess a company's ability to sustain dividends through various market conditions, with a grading scale from A+ to F providing clear buy or sell signals for investors.
- Investment Opportunities: All ten stocks maintain an A+ rating, representing the best options for investors seeking reliable dividend payments, particularly in the context of increasing market volatility, where the stability of these stocks becomes crucial.
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Mid-to-Low Cap Industrial Stocks Earn A+ EPS Ratings, Attracting Investor Attention
- EPS Rating Upgrade: Several mid-to-low cap industrial stocks, including Arcosa (ACA) and Archer Aviation (ACHR), have received the highest A+ EPS revision rating from analysts, indicating increased confidence in their profitability outlook, which may attract more investor interest.
- Strong Earnings Momentum: These companies have shown exceptional performance in recent earnings estimate revisions, suggesting improving fundamentals, particularly for AAR Corp (AIR) and Atmus Filtration Technologies (ATMU), which are expected to benefit from market focus on their growth potential.
- Optimistic Industry Outlook: According to FIDU's 2026 outlook for the industrial sector, the overall industry is viewed positively with further upside anticipated, providing investors with attractive investment opportunities.
- Market Focus Shift: As the earnings season kicks off, investor attention on these A+ rated industrial stocks is likely to increase, potentially driving their stock prices higher and influencing overall market sentiment.
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- Stake Increase: Crédit Agricole increased its stake in Banco BPM by 0.3% through derivatives in Q3-25, bringing its total ownership to 20.1%, reflecting confidence in a long-term investment.
- Control Statement: Crédit Agricole has stated it does not intend to acquire or control Banco BPM, maintaining its stake below the mandatory tender offer threshold, thereby ensuring stability as a long-term shareholder.
- Financial Impact: The first-time consolidation of Banco BPM will have an accounting impact of approximately -€600 million on Crédit Agricole's income statement, but the overall net income impact for 2025 is positive at around €200 million, indicating potential investment returns.
- Capital Ratio Improvement: The first-time consolidation of Banco BPM is expected to increase Crédit Agricole's CET1 capital ratio by approximately 5 basis points, enhancing the robustness of its capital structure and supporting future business growth.
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Crédit Agricole Assurances Prices €750M Tier 2 Subordinated Notes at 4.125%
- Debt Management Optimization: Crédit Agricole Assurances successfully priced €750 million of Tier 2 fixed-rate subordinated notes at an annual rate of 4.125%, enabling the company to optimize its debt maturity profile and enhance its capital management capabilities.
- Strong Investor Demand: The issuance saw subscription intentions exceeding 3.2 times the total nominal amount of the new notes, indicating robust market interest and further solidifying the company's market position.
- Compliance Assurance: The new notes are structured to meet Tier 2 capital requirements under Solvency II, which is expected to enhance the company's capital adequacy ratio and strengthen its competitive edge in the insurance sector.
- Repurchase Plan Implementation: The company intends to accept up to €750 million of existing notes for repurchase, ensuring liquidity management flexibility while supporting future capital operations.
See More
Arcosa Sells Marine Products Business for $450 Million
- Transaction Details: Arcosa has entered into a definitive agreement to sell its Marine Products business to Wynnchurch Capital for $450 million in cash, with the transaction expected to close in Q2 2026, subject to regulatory approvals, thereby providing capital for core business expansion.
- Business Background and Financials: As a leading manufacturer of inland barges, Arcosa Marine reported revenues of $383 million and Adjusted EBITDA of $68 million in 2025, indicating strong performance in the transportation products segment, and the divestiture will simplify the company's structure and enhance overall margins.
- Strategic Transformation: CEO Antonio Carrillo emphasized that this sale marks a pivotal step in Arcosa's strategic transformation, allowing the company to focus on high-growth sectors like construction materials and engineered structures, which align with long-term infrastructure market trends in the U.S.
- Future Investment Plans: Arcosa intends to utilize the net proceeds from the sale to invest further in high-growth, high-margin business areas, reflecting the company's proactive approach to capital allocation and positioning for future market opportunities.
See More
Arcosa Sells Marine Products Division to Focus on Core Business
- Transaction Value: Arcosa has entered into a definitive agreement to sell Arcosa Marine to Wynnchurch Capital for $450 million in cash, expected to close in Q2 2026, enhancing financial flexibility to support investments in core growth platforms.
- Business Focus: This divestiture allows Arcosa to concentrate entirely on key growth areas such as construction materials and engineered structures, reducing complexity and cyclicality, thereby improving overall margin profile and long-term resilience.
- Market Outlook: Arcosa Marine reported revenues of $383 million and Adjusted EBITDA of $68 million in 2025, indicating strong performance in the inland barge market, and the sale will enable the company to reinvest these proceeds into higher-growth opportunities.
- Strategic Transformation: CEO Antonio Carrillo emphasized that this transaction is a pivotal step in the company's strategic transformation, with plans to prioritize investments in high-growth, high-margin businesses to capitalize on long-term infrastructure and power market trends in the U.S.
See More
Top Mid-Cap Stocks with Highest Dividend Safety Grades
- Dividend Safety Ratings: Arcosa (ACA) tops the list with an A+ dividend safety grade, demonstrating its strong ability to maintain dividend payments amid unpredictable market conditions, appealing to investors seeking stable income.
- Sector Diversity: The list showcases notable diversity across sectors such as Construction and Engineering, Electronic Equipment and Instruments, Agricultural and Farm Machinery, and Asset Management, indicating the investment potential of mid-cap stocks in various economic environments and enhancing portfolio diversification.
- Rating Criteria: The dividend safety grade evaluates not only the current dividend yield but also multiple financial factors to assess a company's ability to sustain dividends through various market conditions, with a grading scale from A+ to F providing clear buy or sell signals for investors.
- Investment Opportunities: All ten stocks maintain an A+ rating, representing the best options for investors seeking reliable dividend payments, particularly in the context of increasing market volatility, where the stability of these stocks becomes crucial.
See More
Mid-to-Low Cap Industrial Stocks Earn A+ EPS Ratings, Attracting Investor Attention
- EPS Rating Upgrade: Several mid-to-low cap industrial stocks, including Arcosa (ACA) and Archer Aviation (ACHR), have received the highest A+ EPS revision rating from analysts, indicating increased confidence in their profitability outlook, which may attract more investor interest.
- Strong Earnings Momentum: These companies have shown exceptional performance in recent earnings estimate revisions, suggesting improving fundamentals, particularly for AAR Corp (AIR) and Atmus Filtration Technologies (ATMU), which are expected to benefit from market focus on their growth potential.
- Optimistic Industry Outlook: According to FIDU's 2026 outlook for the industrial sector, the overall industry is viewed positively with further upside anticipated, providing investors with attractive investment opportunities.
- Market Focus Shift: As the earnings season kicks off, investor attention on these A+ rated industrial stocks is likely to increase, potentially driving their stock prices higher and influencing overall market sentiment.
See More
ECB Approves Crédit Agricole to Increase Banco BPM Stake to 20.1%
- Stake Increase: Crédit Agricole increased its stake in Banco BPM by 0.3% through derivatives in Q3-25, bringing its total ownership to 20.1%, reflecting confidence in a long-term investment.
- Control Statement: Crédit Agricole has stated it does not intend to acquire or control Banco BPM, maintaining its stake below the mandatory tender offer threshold, thereby ensuring stability as a long-term shareholder.
- Financial Impact: The first-time consolidation of Banco BPM will have an accounting impact of approximately -€600 million on Crédit Agricole's income statement, but the overall net income impact for 2025 is positive at around €200 million, indicating potential investment returns.
- Capital Ratio Improvement: The first-time consolidation of Banco BPM is expected to increase Crédit Agricole's CET1 capital ratio by approximately 5 basis points, enhancing the robustness of its capital structure and supporting future business growth.
See More
Crédit Agricole Assurances Prices €750M Tier 2 Subordinated Notes at 4.125%
- Debt Management Optimization: Crédit Agricole Assurances successfully priced €750 million of Tier 2 fixed-rate subordinated notes at an annual rate of 4.125%, enabling the company to optimize its debt maturity profile and enhance its capital management capabilities.
- Strong Investor Demand: The issuance saw subscription intentions exceeding 3.2 times the total nominal amount of the new notes, indicating robust market interest and further solidifying the company's market position.
- Compliance Assurance: The new notes are structured to meet Tier 2 capital requirements under Solvency II, which is expected to enhance the company's capital adequacy ratio and strengthen its competitive edge in the insurance sector.
- Repurchase Plan Implementation: The company intends to accept up to €750 million of existing notes for repurchase, ensuring liquidity management flexibility while supporting future capital operations.
See More
