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ACA Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
111.555
Open
107.910
VWAP
109.78
Vol
403.09K
Mkt Cap
5.31B
Low
107.460
Amount
44.25M
EV/EBITDA(TTM)
11.98
Total Shares
49.04M
EV
6.62B
EV/OCF(TTM)
19.40
P/S(TTM)
1.84
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.
Show More

Events Timeline

(ET)
2026-02-26
16:31:00
Arcosa Reports Q4 Revenue of $716.7M
select
2026-02-26
16:30:00
Sees FY26 Adjusted EBITDA of $590M-$640M
select
2026-02-24 (ET)
2026-02-24
18:10:00
Arcosa Sells Marine Products Business to Wynnchurch for $450M
select
2025-10-30 (ET)
2025-10-30
17:07:47
Arcosa Revises FY25 Revenue Forecast to $2.86B-$2.91B, Down from $2.85B-$2.95B
select

News

seekingalpha
9.5
02-27seekingalpha
Arcosa, Inc. Reports Strong Q4 2025 Earnings and Strategic Divestiture
  • Outstanding Financial Performance: Arcosa achieved record revenues of $2.9 billion and adjusted EBITDA of $583 million in 2025, with an adjusted EBITDA margin of 20.2%, reflecting significant progress in its strategic transformation and enhancing its competitive position in the market.
  • Impact of Divestiture: The company sold its barge business for $450 million in cash, aiming to simplify its portfolio, reduce cyclicality, and improve overall margin profile, which is expected to enhance the company's long-term resilience and financial stability.
  • Optimistic Future Outlook: Revenue guidance for 2026 is set between $2.95 billion and $3.1 billion, with adjusted EBITDA projected between $590 million and $640 million, indicating continued confidence in growth for Construction Materials and Engineered Structures, while the barge business is expected to contribute $410 million to $430 million in revenue.
  • Capital Expenditure Plans: Projected capital expenditures for 2026 range from $220 million to $250 million, including $70 million to $80 million for growth and $150 million to $170 million for maintenance, demonstrating the company's ongoing commitment to investing in future growth.
Newsfilter
8.5
02-25Newsfilter
Wynnchurch Capital Acquires Arcosa Marine Products
  • Acquisition Overview: Wynnchurch Capital has signed an agreement to acquire Arcosa Marine Products, indicating that Arcosa, Inc.'s marine products business will operate independently, which is expected to enhance the company's strategic focus and operational flexibility.
  • Market Positioning: Arcosa Marine is a leading manufacturer in the inland waterway transportation market, focusing on producing hopper barges, tank barges, and other marine components, serving a diversified customer base across agriculture, petroleum, and other sectors.
  • Growth Potential: Wynnchurch believes Arcosa Marine occupies a critical segment of U.S. transportation infrastructure, with significant investment opportunities ahead aimed at driving both organic growth and strategic expansion for the company.
  • Transaction Details: The deal is subject to customary closing conditions, including regulatory approvals, and is expected to close in the coming months, showcasing Wynnchurch's capability in executing complex carve-outs.
seekingalpha
7.5
02-25seekingalpha
Arcosa Sells Barge Business for $450M to Wynnchurch Capital
  • Transaction Value: Arcosa is selling its barge business, Arcosa Marine Products, to Wynnchurch Capital for $450 million in cash, with the deal expected to close in Q2 2026 pending regulatory approvals, indicating a proactive approach to optimizing its asset portfolio.
  • Financial Performance: The barge unit generated $383 million in revenue and $68 million in adjusted EBITDA in 2025, demonstrating its profitability and market position within the Transportation Products segment, which underpins the rationale for the sale.
  • Use of Proceeds: The net proceeds from the sale are intended to fund investments in core areas and reduce debt, indicating Arcosa's strategy to concentrate resources on high-growth, high-margin businesses to enhance overall financial health and market competitiveness.
  • Strategic Direction: CEO Antonio Carrillo highlighted that the company has an active pipeline of investment opportunities and plans to prioritize capital allocation toward high-growth, high-margin sectors, reflecting confidence in future growth and strategic planning.
Businesswire
2.0
02-24Businesswire
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.
Newsfilter
7.5
02-24Newsfilter
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.
seekingalpha
2.0
02-05seekingalpha
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.
Wall Street analysts forecast ACA stock price to rise
1 Analyst Rating
Wall Street analysts forecast ACA stock price to rise
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
115.00
Averages
115.00
High
115.00
Current: 0.000
sliders
Low
115.00
Averages
115.00
High
115.00
DA Davidson
Buy
maintain
$120 -> $125
AI Analysis
2026-03-02
Reason
DA Davidson
Price Target
$120 -> $125
AI Analysis
2026-03-02
maintain
Buy
Reason
DA Davidson raised the firm's price target on Arcosa to $125 from $120 and keeps a Buy rating on the shares after its Q4 results. The company's barge divestiture will lend additional liquidity to redeploy and ultimately reduce complexity in the stock's investment story, the analyst tells investors in a research note. Wind remains a bit of a debate, with timing of contributions shifting, but utility structures should continue to lend valuable contributions in the coming years, the firm added.
Deutsche Bank
Buy
maintain
2026-01-21
Reason
Deutsche Bank
Price Target
2026-01-21
maintain
Buy
Reason
Deutsche Bank raised the firm's price target on Credit Agricole to EUR 20 from EUR 19 and keeps a Buy rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for ACA
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Valuation Metrics

The current forward P/E ratio for Arcosa Inc (ACA.N) is 23.51, compared to its 5-year average forward P/E of 25.83. For a more detailed relative valuation and DCF analysis to assess Arcosa Inc's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
25.83
Current PE
23.51
Overvalued PE
30.50
Undervalued PE
21.15

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average EV/EBITDA
10.43
Current EV/EBITDA
10.94
Overvalued EV/EBITDA
11.33
Undervalued EV/EBITDA
9.53

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.41
Current PS
1.74
Overvalued PS
1.60
Undervalued PS
1.22

Financials

AI Analysis
Annual
Quarterly

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Whales Holding ACA

O
Oberweis Asset Management, Inc.
Holding
ACA
+19.64%
3M Return
R
Royce & Associates, LP
Holding
ACA
+8.15%
3M Return
P
Punch & Associates Investment Management, Inc.
Holding
ACA
+1.28%
3M Return
T
Turtle Creek Management, LLC
Holding
ACA
-0.15%
3M Return
S
Silvercrest Asset Management Group LLC
Holding
ACA
-1.38%
3M Return
P
Paralel Advisors LLC
Holding
ACA
-2.46%
3M Return

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Frequently Asked Questions

What is Arcosa Inc (ACA) stock price today?

The current price of ACA is 110.32 USD — it has increased 1.92

What is Arcosa Inc (ACA)'s business?

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.

What is the price predicton of ACA Stock?

Wall Street analysts forecast ACA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ACA is115.00 USD with a low forecast of 115.00 USD and a high forecast of 115.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Arcosa Inc (ACA)'s revenue for the last quarter?

Arcosa Inc revenue for the last quarter amounts to 716.70M USD, increased 7.58

What is Arcosa Inc (ACA)'s earnings per share (EPS) for the last quarter?

Arcosa Inc. EPS for the last quarter amounts to 1.06 USD, decreased -762.50

How many employees does Arcosa Inc (ACA). have?

Arcosa Inc (ACA) has 6390 emplpoyees as of March 11 2026.

What is Arcosa Inc (ACA) market cap?

Today ACA has the market capitalization of 5.31B USD.