Latest revenue
$571.7M
as of 2026-03-31
Latest net income
$37.8M
as of 2026-03-31
Net margin
6.6%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $5.93B
- Enterprise value
- $5.93B
- P/E (trailing)
- 28.4×
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.2%
- 52-wk high
- $135.58
- 52-wk low
- $81.91
- Beta
- —
- Shares out
- 49.1M
5-year trend
What this company does
Item 1. Business. 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…
AI summary unavailable — showing raw filing excerpt
Generated from ACA's filing dated 2026-02-27
Key risks
Table of Contents Item 1A. Risk Factors. Arcosa's business, liquidity and financial condition, results of operations, and stock price may be impacted by a number of factors. In addition to the factors discussed elsewhere in this report, the following risks and uncertainties could materially harm its business, liquidity and financial condition, results of operations, or stock price, including causing its actual results to differ materially from those projected in any forward-looking statements. The following list of material risk factors is not all-inclusive or necessarily in order of importance. Additional risks and uncertainties not presently known to Arcosa or that it currently deems…
AI summary unavailable — showing raw filing excerpt
Generated from ACA's filing dated 2026-02-27
Profitability
Gross margin
22.4%
12.0%Operating margin
11.9%
54.2%Net margin
7.2%
98.2%Return on equity
7.9%
104.5%Return on assets
4.2%
119.3%Leverage
Debt / equity
0.89×
13.4%Long-term debt / equity
0.57×
17.0%Debt / assets
47.0%
7.1%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $571.7M | +4.4% | $37.8M | +60.2% | 6.6% |
Q4 2025 2025-12-31 | $801.1M | +20.2% | $52.1M | +776.6% | 6.5% |
Q3 2025 2025-09-30 | $797.8M | +24.6% | $73.0M | +339.8% | 9.2% |
Q2 2025 2025-06-30 | $736.9M | +10.9% | $59.7M | +30.9% | 8.1% |
Q1 2025 2025-03-31 | $547.6M | -8.5% | $23.6M | -39.8% | 4.3% |
Q4 2024 2024-12-31 | $666.2M | — | $-7.7M | — | -1.2% |
Q3 2024 2024-09-30 | $640.4M | +8.2% | $16.6M | -53.2% | 2.6% |
Q2 2024 2024-06-30 | $664.7M | +13.7% | $45.6M | +11.5% | 6.9% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Fabricated Structural Metal Products · SIC 3440
Your notes
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Insider activity
Insider buying
$0
Insider selling
$1.9M
Net activity
−$1.9M
Distinct insiders
3
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns ACA
Institutional value
$2.85B
Total shares held
27.3M
Distinct holders
239
-121 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.6M | $808.7M | +441.8K (+6.2%) | Added |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2.9M | $303.3M | — | New |
| 3 | DIMENSIONAL FUND ADVISORS LP | 2.3M | $245.9M | -6.2K (-0.3%) | Trimmed |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 2.2M | $233.3M | — | New |
| 5 | Capital World Investors | 2.0M | $209.2M | +290.8K (+17.3%) | Added |
| 6 | Capital International Investors | 2.0M | $207.3M | -291.4K (-13.0%) | Trimmed |
| 7 | ROYCE & ASSOCIATES LP | 1.3M | $132.9M | +17.9K (+1.4%) | Added |
| 8 | FRANKLIN RESOURCES INC | 625.7K | $66.4M | -110.3K (-15.0%) | Trimmed |
| 9 | FIRST TRUST ADVISORS LP | 530.5K | $56.3M | +119.7K (+29.1%) | Added |
| 10 | VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 436.3K | $46.3M | +9.6K (+2.3%) | Added |
| 11 | Bank of New York Mellon Corp | 342.5K | $36.4M | -7.6K (-2.2%) | Trimmed |
| 12 | Nuveen, LLC | 326.4K | $34.6M | -68.4K (-17.3%) | Trimmed |
| 13 | VANGUARD FIDUCIARY TRUST CO | 324.4K | $34.4M | — | New |
| 14 | PRINCIPAL FINANCIAL GROUP INC | 266.1K | $28.2M | +32.2K (+13.7%) | Added |
| 15 | JPMORGAN CHASE & CO | 213.2K | $21.8M | -10.6K (-4.7%) | Trimmed |
| 16 | PRUDENTIAL FINANCIAL INC | 189.4K | $20.1M | -157.0K (-45.3%) | Trimmed |
| 17 | TCTC Holdings, LLC | 182.6K | $19.4M | -467 (-0.3%) | Trimmed |
| 18 | Public Sector Pension Investment Board | 175.5K | $18.6M | +5.7K (+3.3%) | Added |
| 19 | Impax Asset Management Group plc | 171.5K | $18.2M | +15.0K (+9.6%) | Added |
| 20 | RHUMBLINE ADVISERS | 146.2K | $15.5M | +2.5K (+1.7%) | Added |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once ACA's latest filing finishes processing.