ACA · Arcosa, Inc.
What's happening
- ACA is up 1.06% today, trading at $149.03. — Live quote
- It's trading within 3% of its 52-week high ($147.68). (Finnhub fundamentals)
- Volume today (120,077) is well below its 3-month average of 756,480. (Finnhub fundamentals)
- Reports earnings on 2026-11-04, 13 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $1.13 actual vs. $1.20 estimated (-6.1%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Aggregate ratings for 2026-10-01 (8 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
Earnings Trends (Quarterly EPS Actual vs Estimate)
Valuation Measures & Ratios
Quarterly history (5 periods)
| Measure | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Market cap | $7.15B | $5.20B | $4.61B | $4.23B | $3.78B |
| P/E | 14.32 | 26.81 | 26.68 | 29.10 | 30.26 |
| Price/Sales | 2.67 | 2.03 | 1.75 | 1.69 | 1.54 |
| Price/Book | 2.40 | 1.96 | 1.78 | 1.69 | 1.54 |
| EV/Revenue | 2.51 | 1.97 | 1.67 | 1.62 | 1.47 |
| EV/EBITDA | 12.26 | 10.14 | 9.22 | — | — |
| ROE | 16.73% | 7.32% | 6.69% | 5.80% | 5.09% |
| ROA | 9.41% | 3.88% | 3.42% | 2.90% | 2.53% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E/PEG unavailable (no free data source).
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-09-30. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Not investment advice — read several signals together.
Indicators None active
History limited by data provider; markers are heuristics, not signals.
Peer and sector context
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Net profit margin is 17.9%. Finnhub fundamentals ↗
- Trailing 52-week price return is +57.4%. Finnhub market metrics ↗
Potential concerns
- Revenue growth is -10.6% on the provider's reported measure. Finnhub fundamentals ↗
- Latest SEC filing is Form 4, filed 2026-10-01; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on ACA
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Jun '26 | Mar '26 | Sep '25 | Jun '25 | Mar '25 | Sep '24 | Jun '24 | Mar '24 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $658.7M | $571.7M | $797.8M | $647.5M | $547.6M | $640.4M | $664.7M | $598.6M |
| Gross profit | $155.7M | $120.9M | $191.9M | $150.3M | $107.9M | $136.7M | $138.0M | — |
| Operating income | $84.3M | $47.1M | $112.3M | $82.0M | $41.0M | $33.8M | $67.2M | $53.4M |
| Net income | $328.5M | $37.8M | $73.0M | $59.7M | $23.6M | $16.6M | $45.6M | $39.2M |
| EPS (diluted) | $6.67 | $0.77 | $1.48 | $1.22 | $0.48 | $0.34 | $0.93 | $0.80 |
| EPS (basic) | $6.68 | $0.77 | $1.49 | $1.22 | $0.48 | $0.34 | $0.93 | $0.81 |
| Operating margin | $13 | $8 | $14 | $13 | $7 | $5 | $10 | $9 |
| Net margin | $50 | $7 | $9 | $9 | $4 | $3 | $7 | $7 |
Balance sheet
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $5.30B | $5.00B | $4.99B | $5.05B | $5.01B | $4.93B | $4.92B | $4.36B |
| Total liabilities | $2.32B | $2.35B | $2.34B | $2.47B | $2.50B | $2.48B | $2.49B | $1.92B |
| Stockholders' equity | $2.98B | $2.65B | $2.64B | $2.58B | $2.51B | $2.45B | $2.43B | $2.43B |
| Total current assets | $1.41B | $1.13B | $1.11B | $1.17B | $1.12B | $1.01B | $954.0M | $1.56B |
| Total current liabilities | $452.3M | $489.6M | $503.7M | $579.7M | $527.5M | $510.0M | $516.0M | $432.3M |
| Cash & equivalents | $432.1M | $153.2M | $214.6M | $220.0M | $189.7M | $167.9M | $187.3M | $756.8M |
| Accounts receivable | $559.0M | $413.9M | $412.6M | $480.3M | $477.0M | $427.6M | $350.2M | $396.4M |
| Inventory | $364.2M | $350.0M | $335.9M | $420.7M | $406.8M | $365.0M | $359.9M | $360.4M |
| Other current assets | $55.6M | $52.2M | $49.7M | $51.2M | $43.2M | $50.8M | $56.6M | $46.1M |
| Property, plant & equipment | $2.10B | $2.10B | $2.05B | $2.09B | $2.10B | $2.12B | $2.13B | $1.38B |
| Goodwill | $1.35B | $1.34B | $1.33B | $1.35B | $1.34B | $1.34B | $1.36B | $1.01B |
| Intangible assets | $312.5M | $304.5M | $310.8M | $317.6M | $324.2M | $331.0M | $338.3M | $306.3M |
| Other non-current assets | $125.1M | $112.6M | $112.2M | $123.6M | $123.8M | $127.7M | $129.8M | $93.3M |
| Accounts payable | $223.5M | $229.5M | $213.3M | $319.3M | $297.5M | $283.5M | $237.3M | $242.9M |
| Accrued liabilities | $191.7M | $141.7M | $169.7M | $179.8M | $161.4M | $144.1M | $166.4M | $156.0M |
| Other current liabilities | $29.4M | $27.3M | $25.9M | $71.3M | $58.4M | $71.2M | $100.2M | $29.3M |
| Other non-current liabilities | $106.8M | $92.9M | $92.1M | $93.7M | $90.0M | $91.5M | $93.9M | $59.3M |
| Common stock & paid-in capital | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K |
| Retained earnings | $1.31B | $982.7M | $947.3M | $897.7M | $827.2M | $770.0M | $748.9M | $759.0M |
| Accumulated other comprehensive income (loss) | -$17.1M | -$16.8M | -$16.4M | -$17.1M | -$16.8M | -$17.7M | -$17.7M | -$16.7M |
Cash flow
| Line item | Jun '26 | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | -$11.2M | $71.9M | $120.0M | $160.6M | $61.2M | -$700.0K | $248.2M | $135.0M |
| Investing cash flow | $378.9M | -$98.3M | -$61.4M | -$26.6M | -$22.0M | -$11.4M | -$1.26B | -$9.4M |
| Financing cash flow | -$88.8M | -$35.0M | -$64.0M | -$103.7M | -$17.4M | -$7.3M | $440.6M | $527.5M |
| Free cash flow | -$70.0M | $28.4M | $55.8M | $119.2M | $34.2M | -$33.7M | $194.9M | $100.6M |
| Capital expenditures | $58.8M | $43.5M | $64.2M | $41.4M | $27.0M | $33.0M | $53.3M | $34.4M |
| Depreciation & amortization | $58.0M | $53.5M | $171.3M | $56.2M | $54.2M | $51.7M | $152.2M | $45.2M |
| Share-based compensation | $6.0M | $6.3M | $6.6M | $7.0M | $6.4M | $6.4M | $5.3M | $4.9M |
| Deferred income taxes | $11.3M | $9.5M | $4.5M | $12.4M | $8.2M | $900.0K | $10.5M | $300.0K |
| Change in accounts receivable | $140.1M | $0 | -$61.8M | $700.0K | $59.9M | $70.7M | -$115.5M | -$35.1M |
| Change in inventory | $8.0M | $14.6M | $12.6M | $22.9M | $33.0M | $4.1M | -$26.1M | -$11.2M |
| Change in accounts payable | -$6.2M | $15.3M | -$60.0M | $18.1M | $20.0M | $43.8M | -$23.5M | -$13.5M |
| Share repurchases | $0 | $17.5M | $0 | — | $0 | $0 | $0 | — |
| Tax withholding on stock comp | $1.1M | $12.7M | $500.0K | $0 | $10.9M | $1.5M | $100.0K | $100.0K |
| Other financing activities | — | — | — | — | — | — | — | — |
Income statement
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Revenue | $2.88B | $2.57B | $2.31B | $2.24B | $2.04B |
| Gross profit | $647.2M | $515.2M | $443.8M | — | — |
| Operating income | $341.9M | $197.6M | $217.3M | $349.0M | $107.3M |
| Net income | $208.4M | $93.7M | $159.2M | $245.8M | $69.6M |
| EPS (diluted) | $4.24 | $1.91 | $3.26 | $5.05 | $1.42 |
| EPS (basic) | $4.25 | $1.92 | $3.27 | $5.08 | $1.44 |
| Operating margin | $12 | $8 | $9 | $16 | $5 |
| Net margin | $7 | $4 | $7 | $11 | $3 |
Balance sheet
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Total assets | $4.99B | $4.92B | $3.58B | $3.34B | $3.19B |
| Total liabilities | $2.34B | $2.49B | $1.25B | $1.16B | $1.23B |
| Stockholders' equity | $2.64B | $2.43B | $2.33B | $2.18B | $1.95B |
| Total current assets | $1.11B | $954.0M | $912.0M | $856.8M | $767.9M |
| Total current liabilities | $503.6M | $516.0M | $431.2M | $367.7M | $364.0M |
| Cash & equivalents | $214.6M | $187.3M | $104.8M | $160.4M | $72.9M |
| Accounts receivable | $417.7M | $350.2M | $357.1M | $334.2M | $310.8M |
| Inventory | $424.2M | $359.9M | $401.8M | $315.8M | $324.5M |
| Other current assets | $50.0M | $56.6M | $48.3M | $46.4M | $59.7M |
| Property, plant & equipment | $2.10B | $2.13B | $1.34B | $1.20B | $1.20B |
| Goodwill | $1.35B | $1.36B | $990.7M | $958.5M | $934.9M |
| Intangible assets | $310.8M | $338.3M | $270.7M | $256.1M | $220.3M |
| Other non-current assets | $114.0M | $129.8M | $61.4M | $60.0M | $49.9M |
| Accounts payable | $259.3M | $237.3M | $272.5M | $190.7M | $184.7M |
| Accrued liabilities | $178.8M | $166.4M | $117.4M | $121.8M | $145.9M |
| Other current liabilities | $57.0M | $100.2M | $34.5M | $40.5M | $18.6M |
| Other non-current liabilities | $95.1M | $93.9M | $73.2M | $77.0M | $72.1M |
| Common stock & paid-in capital | $500.0K | $500.0K | $500.0K | $500.0K | $500.0K |
| Retained earnings | $947.3M | $748.9M | $664.9M | $515.5M | $279.5M |
| Accumulated other comprehensive income (loss) | -$16.4M | -$17.7M | -$16.2M | -$15.7M | -$19.3M |
Cash flow
| Line item | Dec '25 | Dec '24 | Dec '23 | Dec '22 | Dec '21 |
|---|---|---|---|---|---|
| Operating cash flow | $341.1M | $502.0M | $261.0M | $174.3M | $166.5M |
| Investing cash flow | -$121.4M | -$1.51B | -$285.8M | $90.7M | -$570.3M |
| Financing cash flow | -$192.4M | $1.09B | -$30.8M | -$177.5M | $380.9M |
| Free cash flow | $175.5M | $312.3M | $57.5M | $36.3M | $81.4M |
| Capital expenditures | $165.6M | $189.7M | $203.5M | $138.0M | $85.1M |
| Depreciation & amortization | $223.0M | $195.0M | $159.5M | $154.1M | $144.3M |
| Share-based compensation | $26.4M | $24.3M | $23.9M | $19.1M | $18.0M |
| Deferred income taxes | $26.0M | $25.2M | $31.8M | $44.8M | $11.9M |
| Change in accounts receivable | $69.5M | -$70.0M | $47.8M | $65.9M | $25.9M |
| Change in inventory | $72.6M | -$59.2M | $83.5M | $26.7M | $24.6M |
| Change in accounts payable | $21.9M | -$48.3M | $77.2M | $27.0M | $34.7M |
| Share repurchases | $0 | $0 | $13.8M | $15.0M | $9.4M |
| Tax withholding on stock comp | $12.9M | $10.6M | $11.4M | $12.5M | $10.1M |
| Other financing activities | — | — | — | $0 | $0 |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding ACA as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-10-22 05:54 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-10-01 | 4 | 2026-09-30 | View on SEC.gov → |
| 2026-10-01 | 4 | 2026-09-30 | View on SEC.gov → |
| 2026-09-30 | 4 | 2026-09-29 | View on SEC.gov → |
| 2026-09-28 | 4 | 2026-09-25 | View on SEC.gov → |
| 2026-09-04 | 8-K | 2026-09-04 | View on SEC.gov → |
| 2026-08-27 | 4 | 2026-08-26 | View on SEC.gov → |
| 2026-08-27 | 4 | 2026-08-26 | View on SEC.gov → |
| 2026-08-25 | 4 | 2026-08-25 | View on SEC.gov → |
| 2026-08-25 | 4 | 2026-08-25 | View on SEC.gov → |
| 2026-08-25 | 4 | 2026-08-25 | View on SEC.gov → |
| 2026-08-05 | 10-Q | 2026-06-30 | View on SEC.gov → |
| 2026-08-05 | 8-K | 2026-08-05 | View on SEC.gov → |
Recent news
Headlines about ACA (Arcosa, Inc.). Links open the publisher — we don’t host full articles.
-
Children’s Mercy Insurance Coverage Changes: Kansas City Hospital to Leave ACA Marketplace Networks in 2027
USA Herald · 2026-10-21 -
Midterms could give Democrats leverage on Medicaid cuts and ACA subsidies, policy experts say
Medical Economics · 2026-10-21 -
Arcosa (NYSE:ACA) Sees Large Volume Increase - Still a Buy?
MarketBeat · 2026-10-21 -
Centene, Oscar, UnitedHealthcare sidle into some new counties in 2027 ACA plans
Yahoo Finance · 2026-10-21 -
GA governor poll, Jackson data plan & ACA changes
FOX 5 Atlanta · 2026-10-21 -
Arcosa Inc stock hits all-time high at 147.51 USD
Investing.com · 2026-10-20 -
Arcosa (NYSE:ACA) Sets New 52-Week High - Still a Buy?
MarketBeat · 2026-10-20 -
Seven brokerages give Arcosa stock a USD 141.25 target - ad-hoc-news.de
ad-hoc-news.de · 2026-10-20
No headlines in this category right now — try “All”.