ACA · Arcosa, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted Diluted EPS from continuing operations non-GAAP | $1.13 | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Diluted EPS from continuing operations $1.03
-$0.13 (Gain) loss on disposition of assets and sale of businesses
+$0.23 Impact of acquisition and divestiture-related expenses
= Adjusted Diluted EPS from continuing operations $1.13
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| Adjusted EBITDA from continuing operations non-GAAP | $145.9M | Three Months Ended June 30, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Income from continuing operations $50.9M
+$19.4M Interest expense, net
+$11.4M Provision for income taxes
+$58M Depreciation, depletion, and amortization expense
-$10.8M (Gain) loss on disposition of assets and sale of businesses
+$14.4M Impact of acquisition and divestiture-related expenses
+$2.6M Other, net (income) expense
= Adjusted EBITDA from continuing operations $145.9M
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| Adjusted EBITDA from continuing operations (trailing twelve months) non-GAAP | $526.3M | trailing twelve months ended June 30, 2026 | — |
| Adjusted EBITDA Margin from continuing operations non-GAAP | 22.1% | Three Months Ended June 30, 2026 | — |
| Adjusted Net Income from continuing operations non-GAAP | $55.5M | Three Months Ended June 30, 2026 | — |
GAAP → non-GAAP reconciliationGAAP Income from continuing operations $50.9M
-$6.5M (Gain) loss on disposition of assets and sale of businesses, net of tax
+$11.1M Impact of acquisition and divestiture-related expenses, net of tax
= Adjusted Net Income from continuing operations $55.5M
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| Adjusted Segment EBITDA - Construction Products non-GAAP | $100.2M | Three Months Ended June 30, 2026 | — |
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| Adjusted Segment EBITDA - Engineered Structures non-GAAP | $61.4M | Three Months Ended June 30, 2026 | — |
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| Adjusted Segment EBITDA Margin - Construction Products non-GAAP | 28.1% | Three Months Ended June 30, 2026 | — |
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| Aggregates Adjusted Cash Gross Profit Margin non-GAAP | 48.1% | Three Months Ended June 30, 2026 | — |
| Backlog for utility and related structures | $648.1M | June 30, 2026 | — |
| Wind towers backlog | $537.4M | June 30, 2026 | — |
| Adjusted EBITDA non-GAAP | $109.9M | Three Months Ended March 31, 2026 | — |
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GAAP → non-GAAP reconciliationGAAP Adjusted EBITDA from continuing operations $102.9M
+$18.4M Adjusted EBITDA from discontinued operations
= Adjusted EBITDA $121.3M
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| Free Cash Flow non-GAAP | -$49.1M | Three Months Ended March 31, 2026 | — |
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| Adjusted EBITDA Margin non-GAAP | 20.2% | Year Ended December 31, 2025 | — |
| Adjusted EBITDA Margin, excluding impact from divested business non-GAAP | 20.2% | Year Ended December 31, 2025 | — |
| Adjusted Segment EBITDA - Transportation Products non-GAAP | $21.7M | Three Months Ended December 31, 2025 | — |
| Adjusted Segment EBITDA Margin - Transportation Products non-GAAP | 19.7% | Three Months Ended December 31, 2025 | — |
| Aggregates Adjusted Cash Gross Profit per Ton growth | 10% | Year Ended December 31, 2025 | — |
| Aggregates Freight-Adjusted Revenues growth | 8% | Three Months Ended December 31, 2025 | — |
| Barge backlog | $296.9M | December 31, 2025 | — |
| Barge orders received | $81M | Three Months Ended December 31, 2025 | — |
| Freight-Adjusted Segment EBITDA Margin - Construction Products non-GAAP | 28.2% | Three Months Ended December 31, 2025 | — |
| Net Debt to Adjusted EBITDA non-GAAP | 2.3 | Trailing twelve months ended December 31, 2025 | — |
| Total liquidity | $914.6M | December 31, 2025 | — |
| Wind tower orders received | $190M | Three Months Ended December 31, 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Engineering & Construction — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ACA
this stock
Arcosa, Inc.
|
$7.14B | +36.8% | +12.2% | 14.6 | 1.7% |
|
PWR
Quanta Services, Inc.
|
$103.10B | +62.5% | +13.4% | 78.6 | 2.1% |
|
FIX
Comfort Systems USA Inc
|
$62.44B | +90.1% | -73.9% | 43.7 | 2.0% |
|
FER
Ferrovial N.V.
|
$46.23B | -0.7% | — | — | 0.5% |
|
EME
EMCOR Group, Inc.
|
$36.89B | +36.7% | +16.6% | 26.0 | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ACA | +0.4% | +0.3% | +18.7% | +0.1% | +36.8% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | 0.0% | -4.2% | +5.0% | -3.8% | +22.9% |
Capital returns
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.