Is Arcosa (ACA) overvalued or fairly valued?

MarketChacha shows Arcosa's valuation in context — a trailing P/E of about 14.5, a forward P/E of about 28.8, a price-to-book of about 2.4 — alongside its revenue and profit growth and whether reported profit converts into operating cash, so you can judge value for yourself. MarketChacha does not issue ratings, price targets, or buy/sell advice.

Does Arcosa's reported profit turn into cash?

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash. MarketChacha computes this cash-conversion check (2.39×) from reported figures — education, not a rating.

What is Arcosa's revenue?

Arcosa reported revenue of $2.9B for FY2025, with net profit of $208.4M, per official filings.

What is the share price of Arcosa (ACA)?

Arcosa last traded at $147.27 (-0.0% on the day), as of 10/20/2026 — a delayed quote shown for education, not investment advice.

Arcosa

ACA · NYSE · Industrials · United States

Snapshot

TickerACA

ExchangeNYSE

SectorIndustrials

IndustryEngineering & Construction

CountryUnited States

Employees6,390

HeadquartersDallas, United States

Websitewww.arcosa.com

Filings tracked20

About Arcosa

Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States. The company operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and construction site support equipment, including trench shields and shoring products for residential and non-residential construction, and specialty and other products, as well as for infrastructure construction. The Engineered Structures segment offers utility structures, wind towers, traffic and lighting structures, and telecommunication structures for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets. This segment also sells its products to contractors and distributors serving state Departments of Transportation and state and municipality agencies. The Transportation Products segment offers inland barges, fiberglass barge covers, winches, marine hardware, and other transportation and industrial equipment to the commercial marine transportation companies, lessors, and industrial shippers. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.

Who owns it

Insiders1.7%
Institutions93.7%
Public & other4.5%

548 institutional holders

Ownership breakdown from public market data.

Top holders

Blackrock Inc.17.13%
Vanguard Portfolio Management LLC5.74%
Dimensional Fund Advisors LP4.79%
Vanguard Capital Management LLC4.50%
State Street Corporation4.23%
Neuberger Berman Group, LLC3.22%
Capital International Investors2.77%
Geode Capital Management, LLC2.62%

Largest institutional holders — last updated 6/30/2026.

Forensic scorecard

Latest ROE of 7.9% is on the low side — the business earns a modest return on shareholder capital.

Cash conversion2.39×

Over 3 years, operating cash flow fully covered reported profit — earnings are backed by real cash.

Net margin trend6.9% → 7.2%

Margin has held broadly steady over the period — stable profitability.

Return on equity7.9%

Latest ROE of 7.9% is on the low side — the business earns a modest return on shareholder capital.

Growth qualityrev 12% · PAT 14%

Profit growth is broadly tracking revenue growth — the earnings trend looks operational rather than one-off.

Computed by MarketChacha from reported figures (SEC XBRL). Education, not a rating or recommendation.

What's expected next

Next quarter

Rev $638.7M · EPS 1.01

Est. earnings growth -12.3%

Next fiscal year

Rev $2.8B · EPS 5.12

Est. earnings growth +19.3%

Analyst consensus estimates — not the company's own guidance.

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P/E ROE ROCE Margins Market cap

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Financials at a glance

Source: SEC XBRL

Annual

Quarterly · last 8

Revenue (FY2025)

$2.9B

Net margin

7.2%

ROE

7.9%

Revenue CAGR (2y)

+11.8%

Profit CAGR (2y)

+14.4%

EPS (FY2025)

4.24

Net profit (FY2025)

$208.4M

Ask MarketChacha about ACA

Get a cited, plain-English answer — the “why”, not just data. Finance research only, never buy/sell advice.

Financials

Yearly

Period	Revenue	Net profit	EPS	Net margin	ROE
FY2025	$2.9B	$208.4M	4.24	7.2%	7.9%
FY2024	$2.6B	$93.7M	1.91	3.6%	3.9%
FY2023	$2.3B	$159.2M	3.26	6.9%	6.8%

Quarterly

Period	Revenue	Net profit	EPS	Net margin
2026Q2	$658.7M	$328.5M	6.67	49.9%
2026Q1	$571.7M	$37.8M	0.77	6.6%
2025Q3	$797.8M	$73.0M	1.48	9.2%
2025Q2	$647.5M	$59.7M	1.22	9.2%
2025Q1	$547.6M	$23.6M	0.48	4.3%
2024Q3	$640.4M	$16.6M	0.34	2.6%
2024Q2	$664.7M	$45.6M	0.93	6.9%
2024Q1	$598.6M	$39.2M	0.80	6.5%
2023Q3	$591.7M	$35.5M	0.72	6.0%
2023Q2	$584.8M	$40.9M	0.84	7.0%
2023Q1	$549.2M	$55.7M	1.14	10.1%

Figures as reported, in reporting currency. Source: SEC XBRL.

Filings & announcements

2026

8-K — Shareholder vote results
SEC9/4/2026material
8-K — Results of operations, Exhibits
SEC8/5/2026material
10-Q filing
SEC8/5/2026
8-K filing
SEC7/15/2026material
8-K — Material agreement, Reg FD disclosure, Exhibits
SEC6/22/2026material
8-K — Reg FD disclosure, Exhibits
SEC6/5/2026material
8-K — Shareholder vote results, Exhibits
SEC5/15/2026material
10-Q filing
SEC5/1/2026
8-K — Results of operations, Exhibits
SEC4/30/2026material
8-K — Reg FD disclosure, Exhibits
SEC4/1/2026material
10-K filing
SEC2/27/2026
8-K — Results of operations, Executive/director change, Exhibits
SEC2/26/2026material
8-K — Material agreement, Results of operations, Reg FD disclosure, Exhibits
SEC2/25/2026material

2025

8-K filing
SEC12/16/2025material
8-K — Reg FD disclosure, Exhibits
SEC11/10/2025material
10-Q filing
SEC10/31/2025
8-K — Results of operations, Exhibits
SEC10/30/2025material
8-K — Reg FD disclosure, Exhibits
SEC9/12/2025material
10-Q filing
SEC8/8/2025
8-K — Results of operations, Exhibits
SEC8/7/2025material

In the news

Education and discussion only — not investment advice. Financials from official filings (SEC/BSE) and reported company statements; market figures (delayed market data) are delayed and shown for reference only. Verify with the linked sources before acting.