Stocks · Basic Materials · Construction Materials
Arcosa, Inc. ACA
$146.50 +0.00% Close, Oct 2, 2026 · NYSE · Market cap $7.19B
Strong trendLow risk
Next earnings report: Oct 29, 2026
Scroll or pinch to zoom, drag to move. Daily prices adjusted for splits. Markers: E = earnings (green beat, red miss), S = split, D = dividend.
Three things to know
- Diluted EPS over the last four quarters was $9.98, up 430.9% year over year.
- The stock is in an uptrend: above its 200-day average for 135 trading days, with the 50-day average above the 200-day.
- Over the past year the stock returned +58.1%, ahead of the S&P 500 by 43.0 percentage points.
PromtFinance scores
Each score is a percentile within the Basic Materials sector (0–100). Under each score: how the stock ranks in its sector on every component. As of Oct 5, 2026.
Growth47Neutral
How fast revenue, earnings and cash flow are growing.
- Revenue growth (TTM, YoY)Bottom 37%
- EPS growth (TTM, YoY)Top 5%
- FCF growth (TTM, YoY)Bottom 26%
- Revenue growth, 3-year CAGRTop 21%
- Revenue growth accelerationBottom 12%
Quality34Weak
Returns on capital, margins, earnings quality and balance-sheet strength.
- Return on invested capitalTop 47%
- Gross marginBottom 45%
- Operating marginTop 39%
- Cash conversion (OCF / net income)Bottom 9%
- Accruals (lower is better)Bottom 7%
- Net debt / EBITDA (lower is better)Top 49%
- Interest coverBottom 41%
Value65Positive
How cheap the shares are relative to earnings, cash flow and their own history.
- Earnings yieldTop 15%
- Free-cash-flow yieldBottom 38%
- EBITDA / enterprise valueTop 48%
- Sales / enterprise valueBottom 34%
- P/E vs own 5-year history (lower is better)Top 24%
Momentum99Exceptional
Strength and persistence of the price trend, including versus the S&P 500.
- 12-month return excluding last monthTop 16%
- 6-month returnTop 7%
- 1-year return vs S&P 500Top 11%
- Distance from 52-week highTop 1%
- Trend checklist (0–4)Top 4%
Revisions51Neutral
Earnings surprises and analyst sentiment (estimate-revision history is being collected).
- Average EPS surprise, last 4 quartersTop 9%
- Consecutive EPS beatsBottom 21%
- Share of analysts rating BuyTop 14%
- Upside to consensus price targetBottom 8%
Stability80Strong
Low volatility, shallow drawdowns, low market sensitivity and modest leverage.
- Volatility, 60 days (lower is better)Top 1%
- Maximum drawdown, 3 yearsTop 18%
- Beta vs S&P 500 (lower is better)Bottom 35%
- Net debt / EBITDA (lower is better)Top 49%
What changed
Latest four quarters versus the same period a year earlier (growth: versus one quarter earlier).
| Measure | Before | Now | |
|---|---|---|---|
| Revenue growth (YoY) | 8.4% | 2.6% | ↓ |
| EPS growth (YoY) | 184.9% | 430.9% | ↑ |
| Gross margin | 20.8% | 23.0% | ↑ |
| Operating margin | 8.3% | 11.8% | ↑ |
| FCF margin | 11.0% | 4.9% | ↓ |
Fundamental momentum
| Measure | Now (TTM) | Year / quarter before | Sector rank | |
|---|---|---|---|---|
| Revenue growth (TTM, YoY) | 2.6% | 8.4% | ↓ | Bottom 37% |
| EPS growth (TTM, YoY) | 430.9% | 184.9% | ↑ | Top 5% |
| Gross margin | 23.0% | 20.8% | ↑ | Bottom 45% |
| Operating margin | 11.8% | 8.3% | ↑ | Top 39% |
| Net margin | 17.9% | 3.4% | ↑ | — |
| Free-cash-flow margin | 4.9% | 11.0% | ↓ | — |
| Return on invested capital | 5.8% | — | Top 47% | |
| Revenue growth, 3-year CAGR | 8.7% | — | Top 21% |
Quality of earnings and balance sheet
- Cash conversion (OCF / net income)Above 1× means profits are backed by cash.
- 0.69×
- Accruals (net income − OCF) / assetsLower is better; high accruals can signal weaker earnings quality.
- 2.8%
- Stock-based compensation / revenueA cost to shareholders through dilution.
- 0.9%
- Receivables growth vs revenue growthReceivables growing much faster than sales can be a warning.
- +14.6 pp
- Net debt / EBITDABelow 1× is conservative; above 3× is high leverage.
- 1.67×
- Interest cover (operating income / interest)How many times operating profit covers interest.
- 3.3×
Shareholder returns
- Dividend yield (dividends paid, TTM)
- 0.14%
- Net buyback yield (TTM)
- 0.27%
- Shareholder yield
- 0.40%
- Share count change, 1 year
- +0.4%
- Share count change, 3-year CAGR
- +0.3%
Shareholder yield = dividends + net buybacks over the last four quarters, divided by market cap.
Based on the four quarters through Jun 30, 2026 (filed Aug 5, 2026).
Earnings and expectations
Earnings momentum
- Consecutive EPS beats
- 0
- Beats in the last 8 reports
- 6 of 8
- Average EPS surprise, last 4
- +81.4%
- Average 2-day reaction, last 8
- +1.3%
- Positive 20 days after report
- 6 of 8
Analysts
- Consensus price target
- $145.00
- Target vs current price
- -1.0%
- Analysts with a rating
- 8
- Share rating Buy or Strong Buy
- 88%
- Consensus rating
- Buy
How the stock reacted to recent reports
| Report date | EPS surprise | 2 days | 5 days | 20 days | 60 days |
|---|---|---|---|---|---|
| Aug 5, 2026 | -5.0% | +0.1% | -0.2% | +0.2% | — |
| Apr 30, 2026 | +292.3% | +8.6% | +12.8% | +9.2% | +24.8% |
| Feb 26, 2026 | +21.1% | +0.7% | -11.1% | -15.7% | -5.9% |
| Oct 30, 2025 | +17.3% | -1.0% | +7.9% | +14.2% | +22.8% |
| Aug 7, 2025 | +21.0% | +0.5% | +18.3% | +16.0% | +8.9% |
| May 6, 2025 | +69.0% | +2.3% | +7.7% | +4.8% | +2.2% |
| Feb 27, 2025 | -41.8% | -1.9% | -11.8% | -12.9% | -9.2% |
| Oct 30, 2024 | +16.7% | +0.9% | +4.6% | +15.4% | +4.1% |
Returns from the close before each report. Past reactions do not determine future ones.
Earnings history
| Report date | EPS | Estimate | Surprise | Revenue |
|---|---|---|---|---|
| Aug 5, 2026 | $1.13 | $1.19 | -5.0% | $658.7M |
| Apr 30, 2026 | $0.51 | $0.13 | +292.3% | $571.7M |
| Feb 26, 2026 | $1.15 | $0.95 | +21.1% | $716.7M |
| Oct 30, 2025 | $1.56 | $1.33 | +17.3% | $797.8M |
| Aug 7, 2025 | $1.27 | $1.05 | +21.0% | $736.9M |
| May 6, 2025 | $0.49 | $0.29 | +69.0% | $632.0M |
| Feb 27, 2025 | $0.46 | $0.79 | -41.8% | $666.2M |
| Oct 30, 2024 | $0.91 | $0.78 | +16.7% | $640.4M |
Valuation in context
| Multiple | Now | 5-year median | 5-year percentile | Sector rank (cheapness) |
|---|---|---|---|---|
| P/E (trailing) | 14.7× | 30.6× | 24th | Top 15% |
| P/E (forward) | 34.2× | — | — | — |
| EV / EBITDA | 13.5× | — | — | Top 48% |
| EV / Sales | 2.99× | — | — | Bottom 34% |
| Free-cash-flow yield | 1.88% | — | — | Bottom 38% |
| Earnings yield | 6.81% | — | — | Top 15% |
P/E over the past five years
Range 11.1× – 51.6× since Jun 30, 2021. Each point: price on the filing date divided by trailing-twelve-month EPS known then.
What moved the stock over the past year
- Price return, 1 year
- +58.1%
- Earnings per share growth (TTM)
- +430.9%
- Change in P/E multiple
- -71.5%
Most of the move came from earnings growth.
Technical state
Trend checklist
- ✓ Price above 20-day average
- ✓ Price above 50-day average
- ✓ Price above 200-day average
- ✓ 50-day average above 200-day
- ✓ MACD histogram positive
Trend quality
- Days above the 50-day average
- 12
- Days above the 200-day average
- 135
- 50-day average slope (20 days)
- +0.3%
- 200-day average slope (20 days)
- +3.3%
- Distance from 50-day average
- +0.7%
- Distance from 200-day average
- +15.2%
- RSI (14)
- 63.3
- Relative volume
- 0.47×
Risk and drawdowns
- Volatility, 60 days (annualized)
- 2.6%
- Volatility vs own 5-year history
- 0th percentile · Low for this stock
- Beta vs S&P 500 (2 years, weekly)
- 1.20
- Correlation with S&P 500
- 0.57
- Current drawdown from 1-year high
- -0.1%
- Maximum drawdown, 3 years
- -36.7%
Largest declines in the past six years
| From peak | To low | Decline | Length | Recovery |
|---|---|---|---|---|
| Nov 25, 2024 | Apr 8, 2025 | -36.7% | 90 days | 171 days (Dec 11, 2025) |
| Feb 24, 2021 | Feb 10, 2022 | -36.0% | 244 days | 305 days (May 1, 2023) |
| Feb 10, 2026 | Mar 20, 2026 | -21.4% | 27 days | 31 days (May 5, 2026) |
| Jul 31, 2024 | Aug 5, 2024 | -17.9% | 3 days | 32 days (Sep 19, 2024) |
| Sep 1, 2023 | Nov 2, 2023 | -17.3% | 43 days | 28 days (Dec 13, 2023) |
Declines of 10% or more from a closing high, measured on daily closes.
Financial statements
- Market cap
- $7.19B
- P/E (TTM)
- 14.7
- EPS, diluted (TTM)
- $9.98
- Revenue (TTM)
- $2.74B
- Dividend yield
- 0.17%
- 52-week range
- $89.03 – $147.00
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Revenue | $2.04B | $2.24B | $2.31B | $2.57B | $2.88B |
| Gross profit | $355.9M | $411.1M | $443.8M | $515.2M | $647.2M |
| Operating income | $107.3M | $349.0M | $182.7M | $197.6M | $340.1M |
| Net income | $69.6M | $245.8M | $159.2M | $93.7M | $208.4M |
| EPS (diluted) | $1.42 | $5.05 | $3.26 | $1.91 | $4.24 |
| Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $640.4M | $666.2M | $632.0M | $736.9M | $797.8M | $716.7M | $571.7M | $658.7M |
| Net income | $16.6M | -$7.7M | $23.6M | $59.7M | $73.0M | $52.1M | $37.8M | $328.5M |
| EPS (diluted) | $0.34 | -$0.16 | $0.48 | $1.22 | $1.48 | $1.06 | $0.77 | $6.67 |
| FY 2021 | FY 2022 | FY 2023 | FY 2024 | FY 2025 | |
|---|---|---|---|---|---|
| Operating cash flow | $166.5M | $174.3M | $261.0M | $502.0M | $341.1M |
| Capital expenditure | -$85.1M | -$138.0M | -$203.5M | -$189.7M | -$165.6M |
| Free cash flow | $81.4M | $36.3M | $57.5M | $312.3M | $175.5M |
| Dividends paid | -$9.8M | -$9.8M | -$9.8M | -$9.7M | -$10.0M |
| Net share buybacks | -$19.5M | -$27.5M | -$25.2M | -$10.6M | $0 |
Cash outflows are shown as negative numbers.
- Cash and short-term investments
- $432.1M
- Total assets
- $5.30B
- Total liabilities
- $2.32B
- Total debt
- $1.44B
- Net debt
- $1.01B
- Shareholders’ equity
- $2.98B
As of Jun 30, 2026 (filed Aug 5, 2026).
Dividends
| Ex-date | Amount | Paid |
|---|---|---|
| Oct 15, 2026 | $0.05 | Oct 30, 2026 |
| Jul 15, 2026 | $0.05 | Jul 31, 2026 |
| Apr 15, 2026 | $0.05 | Apr 30, 2026 |
| Jan 15, 2026 | $0.05 | Jan 30, 2026 |
| Oct 15, 2025 | $0.05 | Oct 31, 2025 |
| Jul 15, 2025 | $0.05 | Jul 31, 2025 |
| Apr 15, 2025 | $0.05 | Apr 30, 2025 |
| Jan 15, 2025 | $0.05 | Jan 31, 2025 |
Short interest
- Shares sold short
- 1,564,980
- Days to cover
- 2.48
- Change vs previous report
- +24.2%
FINRA short interest, settlement date Sep 15, 2026.