Arcosa, Inc.
ACA · Fabricated Structural Metal Products · 49.1M shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$10M (gross $14M, SBC $24M)
Grade
B74Above-average construction-materials and infrastructure platform with strong margins and earnings growth.
Strengths
- Operating margin 11.9% (74.6 pct), net margin 7.2% (66th pct) and ROA at 75.6th pct
- Net income up 122% (84 pct) and revenue +12% (62nd pct), aided by Stavola
- FCF $175.5M (72.7 pct) and current ratio ~2.2
Risks
- ROE 7.9% only mid-pack (55.6 pct); gross margin 22.4% (22nd pct) is low
- Integration and leverage risk from the $1.2B Stavola acquisition
- Cyclical, seasonal, infrastructure-funding-dependent demand
Notable findings
- Exec changeRecent 8-K item 5.02 8-K ↗
- Strong balance sheetStrong balance sheet — $215M cash & investments
- Revenue declineRevenue -20.2% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
22.4%
Operating margin
11.9%
Net margin
7.2%
Return on equity
7.9%
Return on assets
4.2%
Revenue growth (QoQ)
-20.2%
Net-income growth
122.4%
Current ratio
2.2×
Free cash flow
$176M
EBITDA
$565M
Tangible book value
$982M
Cash & investments
$215M
Stock comp / revenue
0.9%
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-22 | Material agreementReg FDExhibits | filing ↗ |
| 2026-06-05 | Reg FDExhibits | filing ↗ |
| 2026-05-15 | Shareholder voteExhibits | filing ↗ |
| 2026-04-30 | ResultsExhibits | filing ↗ |
| 2026-04-01 | Reg FDExhibits | filing ↗ |
| 2026-02-26 | ResultsExec/director changeExhibits | filing ↗ |
| 2026-02-25 | Material agreementResultsReg FDExhibits | filing ↗ |
| 2025-12-16 | 1.04 | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-22 | 2026-06-21 | 0001739445-26-000112 ↗ |
| 8-K | 2026-06-05 | 2026-06-05 | 0001739445-26-000107 ↗ |
| 8-K | 2026-05-15 | 2026-05-13 | 0001739445-26-000093 ↗ |
| 10-Q | 2026-05-01 | 2026-03-31 | 0001739445-26-000067 ↗ |
| 8-K | 2026-04-30 | 2026-04-30 | 0001739445-26-000064 ↗ |
| 8-K | 2026-04-01 | 2026-04-01 | 0001739445-26-000055 ↗ |
| 10-K | 2026-02-27 | 2025-12-31 | 0001739445-26-000029 ↗ |
| 8-K | 2026-02-26 | 2026-02-23 | 0001739445-26-000027 ↗ |
| 8-K | 2026-02-25 | 2026-02-24 | 0001739445-26-000007 ↗ |
| 8-K | 2025-12-16 | 2025-12-11 | 0001739445-25-000140 ↗ |
| 8-K | 2025-11-10 | 2025-11-10 | 0001739445-25-000137 ↗ |
| 10-Q | 2025-10-31 | 2025-09-30 | 0001739445-25-000135 ↗ |