ACA
Arcosa, Inc.
$145.38
+0.41 (+0.28%)
At close · Jul 6
Market Cap
$7.15B
Shares
49,096,364
Price & Indicators
Indicators
Price
Panels
Event markers
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$145.38
Open$145.20
Day$144.65–145.68
52W$81.83–146.75
Avg vol 30d713K
Short int1.4M · 2.8% float · 5.0d
Short vol21%
Last earningsApr 30, 2026
DataJan 2020–Jul 2026
Filing10-Q · May 1
Equibles Rating
blended score · not investment advice
Overall
Strong Buy
Technical · trend & momentum
Buy
◦
50 / 200-day cross
no cross
+
Price vs 200-day avg
+29% above
+
Price vs 50-day avg
+13% above
−
RSI (14)
73 · overbought
+
MACD trend
positive
+
52-week position
98% · near high
Sentiment · smart money
Bullish
◦
Trend (MA cross)
50d $129 › 200d $112 — 50d above 200d
+
Institutional flow
8 of 374 funds reported for Jun 30 · net +2.0K sh shares · +2 new
◦
Insider flow
No net insider activity over 90 days
−
Short interest
2.81% of float · ▲ +1.5% MoM · 5.0 days cover
◦
Volume signal
Volume near normal
+
Institution breadth
374 holders — near 3-yr high, broad support
Fundamentals
Excellent
+
Revenue growth
+12% Y/Y
+
Gross margin
22%, expanding
+
EPS growth
+122% Y/Y
+
Free cash flow
$175.5M
+
Valuation
P/E 32.1 · below peers
+
Buyback
$32.5M remaining
+
Balance sheet
net cash $214.6M
Blended from price, positioning & fundamentals · daily-close · not investment advice.
Up next
Next earnings call
Jul 28, 2026
Est · unconfirmed
· in 3 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed May 1, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Guidance & track record
Latest guidance
· from the 8-K filed Apr 30, 2026
Revenues from continuing operations
· full year 2026
Initiated
$2.6B – $2.7B
prior FY $2.88B
midpoint −8.1% Y/Y
Adjusted EBITDA from continuing operations
· full year 2026
Non-GAAP
Initiated
$545M – $585M
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
no cross
Neutral
Price vs 200-day avg
+29% above
Bullish
Price vs 50-day avg
+13% above
Bullish
RSI (14)
73 · overbought
Bearish
MACD trend
positive
Bullish
52-week position
98% · near high
Bullish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross)
No cross
50d $129 › 200d $112 — 50d above 200d
Institutional flow
Accumulating
8 of 374 funds reported for Jun 30 · net +2.0K sh shares · +2 new
Insider flow
Flat
No net insider activity over 90 days
Short interest
Rising
2.81% of float · ▲ +1.5% MoM · 5.0 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
374 holders — near 3-yr high, broad support
Price context
position in its 52-week range
52-wk low $82
Now $145 · 98%
52-wk high $147
vs 200-day avg +29%
vs 50-day avg +13%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Aggregates Adjusted Cash Gross Profit Margin non-GAAP | 43.3% | Q1 2026 | — |
| Aggregates Freight-Adjusted Revenues | 6% | Q1 2026 | — |
| adjusted EBITDA from continuing operations growth non-GAAP | 10% | Q1 2026 call | — |
| aggregates adjusted cash gross profit margin change non-GAAP | 220 | Q1 2026 call | — |
| aggregates adjusted cash gross profit per ton growth non-GAAP | 7% | Q1 2026 call | — |
| aggregates freight-adjusted revenue growth | 6% | Q1 2026 call | — |
| aggregates pricing growth | 2% | Q1 2026 call | — |
| aggregates volume growth | 4% | Q1 2026 call | — |
| bolt-on natural aggregates acquisition investment | $60M | Q1 2026 call | — |
| CapEx for continuing operations | $44M | Q1 2026 call | — |
| Construction Products segment revenue growth | 5% | Q1 2026 call | — |
| Engineered Structures adjusted segment EBITDA growth non-GAAP | 21% | Q1 2026 call | — |
| Engineered Structures segment margin | 21.1% | Q1 2026 call | — |
| Engineered Structures segment margin change | 300 | Q1 2026 call | — |
| Engineered Structures segment revenue growth | 4% | Q1 2026 call | — |
| estimated after-tax net proceeds from barge sale | $370M | Q1 2026 call | — |
| free cash flow from continuing operations non-GAAP | $21M | Q1 2026 call | — |
| margin expansion non-GAAP | 100 | Q1 2026 call | — |
| net debt-to-adjusted EBITDA (pro forma for barge divestiture) non-GAAP | 1.9 | Q1 2026 call | — |
| net debt-to-adjusted EBITDA (pro forma) non-GAAP | 1.9 | Q1 2026 call | — |
| net debt-to-adjusted EBITDA (quarter end) non-GAAP | 2.3 | Q1 2026 call | — |
| operating cash flow from continuing operations | $58M | Q1 2026 call | — |
| pro forma liquidity | $1.1B | Q1 2026 call | — |
| revolver availability | $700M | Q1 2026 call | — |
| share repurchases | $18M | Q1 2026 call | — |
| Specialty Materials and Asphalt revenue growth | -4% | Q1 2026 call | — |
| trench shoring adjusted EBITDA growth non-GAAP | 26% | Q1 2026 call | — |
| trench shoring revenue growth | 26% | Q1 2026 call | — |
| utility and related structures backlog | $558M | Q1 2026 call | — |
|
|
|||
| utility and related structures backlog growth since start of year | 28% | Q1 2026 call | — |
| utility structures revenue growth | 15% | Q1 2026 call | — |
| wind towers backlog | $600M | Q1 2026 call | — |
|
|
|||
| wind towers backlog expected to be recognized in 2026 | 36% | Q1 2026 call | — |
| wind towers backlog expected to be recognized in 2027 | 59% | Q1 2026 call | — |
| wind towers orders received during the quarter | $43M | Q1 2026 call | — |
| working capital cash benefit | $53M | Q1 2026 call | — |
| Barge backlog | $296.9M | Q4 FY2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Engineering & Construction — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ACA
this stock
Arcosa, Inc.
|
$7.15B | +36.8% | +2.9% | 32.1 | 2.8% |
|
PWR
Quanta Services, Inc.
|
$97.45B | +59.7% | +20.3% | 89.1 | 2.5% |
|
FIX
Comfort Systems USA Inc
|
$57.88B | +92.2% | -73.9% | 47.5 | 2.2% |
|
FER
Ferrovial N.V.
|
$47.26B | +5.6% | — | — | 0.5% |
|
EME
EMCOR Group, Inc.
|
$33.68B | +28.8% | +16.6% | 25.5 | 2.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ACA | +0.6% | +17.2% | +30.5% | +0.1% | +36.8% |
| SPY | +3.1% | -0.8% | +8.2% | +0.6% | +10.2% |
| vs SPY | -2.5% | +18.0% | +22.3% | -0.5% | +26.6% |
Capital returns
Latest dividend
$0.05
/ share · ex Apr 15, 2026
Paid (TTM)
$0.20
/ share · 4 payouts
Dividend yield (TTM, derived)
0.14%
Buyback program
· as of Mar 31, 2026
Authorized
$50.00M
Spent (derived)
$17.50M
Remaining
$32.50M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1739445
CUSIP
039653100
13F (30d)
34 filings
11 filers
Visit website
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