Arcosa, Inc. ACA

Industrials SIC 3440 - Fabricated Structural Metal Products NAICS Manufacturing › Fabricated Metal Product Manufacturing › Architectural and Structural Metals Manufacturing derived NYSE

General Description of Business. Arcosa, Inc. and its consolidated subsidiaries ("Arcosa," "Company," "we," or "our"), headquartered in Dallas, Texas, is a provider of infrastructure-related products and solutions with leading brands serving construction, engineered structures, and transportation markets in North America. Arcosa is a Delaware corporation and was incorporated in 2018. Our individual businesses have built reputations for quality, service, and operational excellence over decades. Arcosa serves a broad spectrum of infrastructure-related markets and is strategically focused on driving organic and disciplined acquisition growth to capitalize on the fragmented nature of many of the industries in which we operate. With Arcosa's current platform of businesses and additional growth opportunities, we are well-aligned with key market trends, such as the replacement and growth of aging transportation infrastructure, investments in grid-hardening and connecting renewables to the grid, and the expansion of data centers and rise in electricity consumption.

Last close 149.15 2026-10-22
Market cap $7.32B 2026-06-30 share count
52-week range 91.40 - 149.21

Valuation FY2025 figures against the last close

P/S2.5x
P/E35.2x
P/FCF41.7x
EV/EBITDA13.0x
Dividend yield0.1%
Diluted EPS4.24

Where the revenue comes from as reported in the latest 10-K

Revenue by segment

  • Construction Products - Total
  • Engineered Structures - Total
  • Transportation Products - Total
Revenue by segment, 3 categories over 3 years. The same figures are in the table below. FY2025 Construction Products - Total, FY2025: 1.3B (45.4%) 45% Construction Products - Total Engineered Structures - Total, FY2025: 1.2B (41.3%) 41% Engineered Structures - Total Transportation Products - Total, FY2025: 383.3M (13.3%) 13% FY2024 Construction Products - Total, FY2024: 1.1B (43.0%) 43% Engineered Structures - Total, FY2024: 1B (40.8%) 41% Transportation Products - Total, FY2024: 417.6M (16.2%) 16% FY2023 Construction Products - Total, FY2023: 1B (43.4%) 43% Engineered Structures - Total, FY2023: 873.5M (37.8%) 38% Transportation Products - Total, FY2023: 433.5M (18.8%) 19%
Segment FY2025FY2024FY2023
Construction Products - Total $1.31B $1.11B $1.00B
Engineered Structures - Total $1.19B $1.05B $873.5M
Transportation Products - Total $383.3M $417.6M $433.5M

As the company reported it, from the “Segment Information - Financial information for segments (Details)” note of its latest 10-K. Every figure here has been checked against the total revenue the same filing reported. Segments are the filer's own reporting structure, which is a decision about how it runs itself rather than a standard taxonomy: two companies in the same industry routinely divide themselves along different lines, so these are worth reading down a single company rather than across two. Slices under 1% are folded into “Other”.

Annual financial statements

Income statement

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Revenue $2.88B$2.57B$2.31B$2.24B$2.04B$1.94B$1.74B$1.46B$1.46B$1.70B
Cost of revenue $2.24B$2.05B$1.86B$1.83B$1.68B$1.55B$1.40B$1.19B$1.17B$1.36B
Gross profit $647.2M$515.2M$443.8M$411.1M$355.9M$382.0M$332.4M$272.0M$294.7M$348.1M
SG&A $307.1M$320.0M$261.1M$262.8M$256.0M$223.1M$179.5M$153.9M$163.0M$147.3M
Total operating expenses $305.3M$317.6M$226.5M$1.89B$1.93B$1.78B$1.58B$1.37B$1.33B$1.50B
Operating income $341.9M$197.6M$217.3M$349.0M$107.3M$151.8M$152.9M$94.9M$131.7M$200.8M
Interest expense $108.8M$70.9M$28.1M$31.0M$23.4M$10.6M$6.8M$900.0K$0$0
Pre-tax income $241.3M$130.0M$195.9M$316.2M$83.6M$138.2M$146.8M$95.0M$130.1M$197.2M
Income tax $32.9M$36.3M$36.7M$70.4M$14.0M$31.6M$33.5M$19.3M$40.4M$74.2M
Net income $208.4M$93.7M$159.2M$245.8M$69.6M$106.6M$113.3M$75.7M$89.7M$123.0M
EPS, basic 4.251.923.275.081.442.202.341.551.842.52
EPS, diluted 4.241.913.265.051.422.182.321.541.842.52
Shares, diluted (wtd. avg.) 49.0M48.8M48.7M48.5M48.6M48.5M48.4M48.9M48.8M48.8M

Balance sheet

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Cash and equivalents $214.6M$187.3M$104.8M$160.4M$72.9M$95.8M$240.4M$99.4M$6.8M$14.0M
Receivables $417.7M$350.2M$357.1M$334.2M$310.8M$260.2M$200.0M$291.4M$165.3M—
Inventory $424.2M$359.9M$401.8M$315.8M$324.5M$276.8M$283.3M$252.5M$246.8M—
Total current assets $1.11B$954.0M$912.0M$856.8M$767.9M$664.9M$757.2M$667.4M$428.8M—
Property, plant and equipment $2.10B$2.13B$1.34B$1.20B$1.20B$913.3M$816.2M$803.0M$583.1M—
Goodwill $1.35B$1.36B$990.7M$958.5M$934.9M$794.0M$621.9M$615.2M$494.3M—
Other intangibles $310.8M$338.3M$270.7M$256.1M$220.3M$212.9M$51.7M$55.2M$64.4M—
Total assets $4.99B$4.92B$3.58B$3.34B$3.19B$2.65B$2.30B$2.17B$1.60B$1.53B
Accounts payable $259.3M$237.3M$272.5M$190.7M$184.7M$144.1M$90.0M$86.2M$56.0M—
Total current liabilities $503.6M$516.0M$431.2M$367.7M$364.0M$310.3M$284.0M$209.5M$174.1M—
Total liabilities $2.34B$2.49B$1.25B$1.16B$1.23B$754.5M$512.1M$487.7M$194.6M—
Retained earnings $947.3M$748.9M$664.9M$515.5M$279.5M$219.7M$122.9M$19.5M$0—
Total equity $2.64B$2.43B$2.33B$2.18B$1.95B$1.89B$1.79B$1.68B$1.41B$1.34B

Cash flow

Fiscal year FY2025FY2024FY2023FY2022FY2021FY2020FY2019FY2018FY2017FY2016
Operating cash flow $341.1M$502.0M$261.0M$174.3M$166.5M$259.9M$358.8M$118.5M$162.0M$227.8M
Depreciation and amortisation $223.0M$195.0M$159.5M$154.1M$144.3M$114.5M$85.8M$67.6M$65.7M$65.6M
Stock-based compensation $26.4M$24.3M$23.9M$19.1M$18.0M$20.0M$14.6M$9.9M$9.0M$10.5M
Capital expenditure $165.6M$189.7M$203.5M$138.0M$85.1M$82.1M$85.4M$44.8M$82.4M$84.8M
Investing cash flow -$121.4M-$1.51B-$285.8M$90.7M-$570.3M-$528.2M-$109.4M-$364.5M-$126.4M-$79.8M
Financing cash flow -$192.4M$1.09B-$30.8M-$177.5M$380.9M$123.7M-$108.4M$338.6M-$42.8M-$144.2M
Dividends paid $10.0M$9.7M$9.8M$9.8M$9.8M$9.8M$9.9M$2.4M——
Buybacks $0$0$13.8M$15.0M$9.4M$8.0M$11.0M$3.0M$0$0

Figures as tagged in each year's own filing, in US dollars. A year restated by a later filing shows the restated figure. Capital expenditure, dividends and buybacks are cash out, shown positive. A line the filer does not report is not listed. Latest from accession 0001739445-26-000029.

Plot the figures US dollars

Income statement Revenue Cost of revenue Gross profit R&D SG&A Total operating expenses Operating income Interest expense Pre-tax income Income tax Net income EPS, basic EPS, diluted Shares, diluted (wtd. avg.)
Balance sheet Cash and equivalents Short-term investments Receivables Inventory Total current assets Property, plant and equipment Goodwill Other intangibles Total assets Accounts payable Short-term debt Total current liabilities Long-term debt Total liabilities Retained earnings Total equity
Cash flow Operating cash flow Depreciation and amortisation Stock-based compensation Capital expenditure Investing cash flow Financing cash flow Dividends paid Buybacks
  • Revenue
  • Gross profit
  • Net income
Revenue, Gross profit, Net income by fiscal year, in US dollars The same figures are in the table below this chart. 0 1B 2B 3B Revenue, FY2016: 1.7B Gross profit, FY2016: 348.1M Net income, FY2016: 123M Revenue, FY2017: 1.5B Gross profit, FY2017: 294.7M Net income, FY2017: 89.7M Revenue, FY2018: 1.5B Gross profit, FY2018: 272M Net income, FY2018: 75.7M Revenue, FY2019: 1.7B Gross profit, FY2019: 332.4M Net income, FY2019: 113.3M Revenue, FY2020: 1.9B Gross profit, FY2020: 382M Net income, FY2020: 106.6M Revenue, FY2021: 2B Gross profit, FY2021: 355.9M Net income, FY2021: 69.6M Revenue, FY2022: 2.2B Gross profit, FY2022: 411.1M Net income, FY2022: 245.8M Revenue, FY2023: 2.3B Gross profit, FY2023: 443.8M Net income, FY2023: 159.2M Revenue, FY2024: 2.6B Gross profit, FY2024: 515.2M Net income, FY2024: 93.7M Revenue, FY2025: 2.9B Gross profit, FY2025: 647.2M Net income, FY2025: 208.4M FY2016 FY2017 FY2018 FY2019 FY2020 FY2021 FY2022 FY2023 FY2024 FY2025
Fiscal year FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025
Revenue $1.70B $1.46B $1.46B $1.74B $1.94B $2.04B $2.24B $2.31B $2.57B $2.88B
Gross profit $348.1M $294.7M $272.0M $332.4M $382.0M $355.9M $411.1M $443.8M $515.2M $647.2M
Net income $123.0M $89.7M $75.7M $113.3M $106.6M $69.6M $245.8M $159.2M $93.7M $208.4M

Recent filings and events

  • Shareholder vote The results of the annual meeting or a special vote. Item 5.07
  • Results announced The quarterly or annual earnings release. Arrives four times a year from almost every company here. Item 2.02
  • Mine safety A mine operator reporting a shutdown order or a pattern of safety violations. Item 1.04
  • Material agreement signed The company entered an agreement outside the ordinary course of business - a large contract, a credit facility, a merger agreement. Item 1.01
  • Regulation FD disclosure Something the company told the market and had to tell everyone at once - usually a slide deck or a press release. Item 7.01
  • Regulation FD disclosure Item 7.01
  • Shareholder vote Item 5.07
  • Results announced Item 2.02
  • Regulation FD disclosure Item 7.01
  • Annual report filed A new 10-K. The figures and the business description on this site come from it. Form 10-K
  • Results announced Item 2.02
  • Officer or director change Someone at the top arrived or left. The item covers everything from a board retirement to a chief executive being removed, and only the filing itself says which. Item 5.02

Item numbers are Form 8-K's own, and a filing date is up to four business days after the thing it reports. The same feed across the whole market.

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