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ACA · Arcosa, Inc.

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$145.40 +0.44 (+0.30%) At close · Aug 14
Market Cap
$7.14B
Shares
49.11M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$145.40 Open$145.20 Day$145.10–145.46 52W close$89.15–145.40 Avg vol 30d696K Short int821K · 1.7% float · 1.0d Short vol36% Last earningsAug 5, 2026 DataJan 2020–Aug 2026 Filing10-Q · Aug 5

Up next

Next earnings call
Nov 3, 2026 Est · unconfirmed · in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed Aug 5, 2026

AI Brief

TL;DR.

Bullish
    Bearish

      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 advice
      Overall
      Strong Buy
      SellHoldBuy
      Technical Buy Momentum Very Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Low
      Market backdrop VIX 14.3 · calm Equity put/call 0.52
      Technical
      price trend
      Buy
      50 / 200-day cross No cross
      Price vs 200-day avg +21%
      above
      Price vs 50-day avg +3%
      above
      RSI (14) 65
      neutral
      MACD trend Negative
      52-week position 100%
      near high
      Momentum
      relative strength
      Very Strong
      1-month return 0%
      trailing
      6-month return +19%
      trailing
      YTD return +37%
      this year
      Relative strength +5%
      vs S&P · 6-mo
      Sentiment
      smart money
      Bullish
      Trend (MA cross) No cross
      50d $141 › 200d $120 — 50d above 200d
      Institutional flow Accumulating
      +12% holders QoQ · +98 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      1.67% of float · ▼ -17.4% MoM · 1.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      420 holders — near 3-yr high, broad support
      Squeeze score 43
      elevated · 0–100
      Fundamentals
      Excellent
      Revenue growth +12%
      Y/Y
      Gross margin 22%
      expanding
      EPS growth +122%
      Y/Y
      Free cash flow $175.5M
      Valuation P/E 14.6
      below peers
      Buyback $32.5M
      remaining
      Balance sheet $1.3B
      net debt
      Quant / Vol
      risk profile
      Low
      Volatility 33%
      annualized · 1-yr
      Max drawdown −21%
      past year
      ATR 0.6%
      of price · 14-day

      Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

      Guidance & track record

      Latest guidance · from the 8-K filed Apr 30, 2026
      Revenues from continuing operations · full year 2026 $2.6B – $2.7B
      Adjusted EBITDA from continuing operations · full year 2026 Non-GAAP $545M – $585M
      Prior guidance period ended · from the Earnings Call filed Mar 31, 2025
      Backlog delivery percentage for utility wind and related structu · 2025 59%

      Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

      Technicals

      trend & momentum for long-term holders Buy
      1 · 2 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +21% Bullish
      Price vs 50-day avg
      +3% Bullish
      RSI (14)
      65 Neutral
      MACD trend
      Negative Bearish
      52-week position
      100% Bullish
      Market signals — smart money & positioning
      Bullish · 3 of 6
      Trend (MA cross) No cross
      50d $141 › 200d $120 — 50d above 200d
      Institutional flow Accumulating
      +12% holders QoQ · +98 funds added
      Insider flow Flat
      No net insider activity over 90 days
      Short interest Falling
      1.67% of float · ▼ -17.4% MoM · 1.0 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      420 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      Range low $89 Now $145 · 100% Range high $145
      vs 200-day avg +21% vs 50-day avg +3%

      Illustrative 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
      Adjusted Diluted EPS from continuing operations non-GAAP $1.13 Three Months Ended June 30, 2026
      GAAP → non-GAAP reconciliation
      GAAP 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
      GAAP → non-GAAP reconciliation
      GAAP 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
      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 reconciliation
      GAAP 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
      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
      GAAP → non-GAAP reconciliation
      GAAP Adjusted EBITDA from continuing operations $102.9M
      +$18.4M Adjusted EBITDA from discontinued operations
      = Adjusted EBITDA $121.3M
      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
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      ACA
      Arcosa, Inc.
      this stock
      $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 section
      Ownership
      Institutional Holders Reducing
      Holders
      420
      % held
      91.2%
      Net QoQ
      -788.1K sh
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      389
      View
      Short & Settlement
      Short Interest Falling
      Shares short
      821.0K
      Days to cover
      1.0d
      Change
      -172.6K sh
      View
      Short Volume
      Short vol %
      36%
      As of
      Aug 14, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      1.1K
      Value
      $153.5K
      As of
      Jul 6, 2026
      View
      Off-Exchange
      Off-exchange %
      47.2%
      Week of
      Jul 6, 2026
      Off-exch Lit
      View
      Smart Money
      Congressional Trades Sell
      Member
      David A Perdue , Jr
      Amount
      $1.0K–$15.0K
      Traded
      Apr 14, 2020
      View
      Financials
      Financials
      Revenue (FY)
      $2.9B
      Net income (FY)
      $208.4M
      EPS diluted
      $4.24
      View
      Buybacks
      Authorized
      $50.0M
      Remaining
      $32.5M
      Spent Remaining
      View
      Filings
      SEC Filings
      Latest
      8-K
      Filed
      Aug 5, 2026
      This year
      14
      View
      Proposed Sales
      Value
      $835.7K
      Shares
      6.8K
      Filed
      May 18, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Aug 5, 2026
      View
      Investor Relations
      Latest news
      Arcosa, Inc. to Announce Second Q…
      Published
      Jul 23, 2026
      View

      Performance

      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

      Latest dividend
      $0.05 / share · ex Jul 15, 2026
      Paid (TTM)
      $0.20 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.14%
      Buyback program · as of Jun 30, 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) 390 filings 388 filers Visit website Investor relations