Arcosa (ACA) Stock Fundamentals, Analysis & Risk Signals

Health score, price, valuation, risk signals, and key metrics at a glance.

Arcosa

NYSE•Industrials•Engineering & Construction

$145.84+0.39(<0.01%)Market closed

Market Cap

$7.16B

P/E

14.6x

P/S

2.6x

P/B

2.4x

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.

How this company scores

GoodMetricSide Score: 70/100

Strongest: Profitability (23/25); weakest: Cash & Earnings Quality (10/25).

Profitability23/25

Growth18/25

Balance Sheet & Red Flags19/25

Cash & Earnings Quality10/25

Strengths

High ROERising earningsLow leverageProfit converts from growth

Valuation vs. 5-year range

Today's multiple positioned against its own trailing range — a visual premium/discount check.

P/E · 14.6x5y range 10.6x – 50.4x

Currently below its 20-quarter median.

P/S · 2.6x5y range 1.0x – 2.6x

Currently above its 20-quarter median.

P/B · 2.4x5y range 1.1x – 2.4x

Watch items

Data-driven signals worth keeping an eye on across the last 8 quarters

Some Concerns

Earnings Quality

Watch

FCF/Net Income has dropped below 0.7x in 4 quarters — monitor for earnings quality deterioration.

Cash Burn

Watch

FCF turned negative in 2 of the last 8 quarters — occasional cash consumption.

Price & Volume

Market Cap $7.16B

Metrics at a Glance

as of June 2026

Revenue & Profit

Revenue, EBITDA, operating income, net income, EPS, and shares

TTM Revenue: $2.74B
Q. Revenue: $658.70M
TTM EBITDA: $547.50M
TTM Op. Income: $322.70M
Q. Op. Income: $84.30M
TTM Net Income: $491.40M
Q. Net Income: $328.50M
EPS: $6.68
Shares Out.: $49.10M

$2.74B in TTM revenue grew 2.6% YoY, reaching $658.70M last quarter. TTM EBITDA of $547.50M and TTM operating income of $322.70M show growth is flowing through to the bottom line. TTM net income of $491.40M means revenue is converting into profit. Across the last 8 quarters, TTM revenue has fallen for 2 consecutive quarters — a weakening trend.

Margins

Gross, EBITDA, operating, and net margin trends

Gross Margin: 23.6%
EBITDA Margin: 21.6%
Op. Margin: 12.8%
Net Margin: 49.9%

Op. margin of 12.8% is down 0.1% YoY — costs are rising relative to revenue. Net margin at 49.9% and gross margin of 23.6% show how much of each revenue dollar survives to profit. Over the past year, operating margin is down 1% — an improving trend.

Price Ratios

P/E, P/S, P/B, EV/EBITDA, FCF yield, and earnings yield

P/E Ratio: 14.6x
P/S Ratio: 2.6x
P/B Ratio: 2.4x

At 14.6x P/E, the stock trades below typical market levels. P/S of 2.6x and P/B of 2.4x provide additional context. Use the growth and margin sections to judge whether the multiple is justified. Across the last 8 quarters, P/E has fallen for 6 consecutive quarters — an improving trend.

Assets & Liabilities

Total assets, cash, debt, book value, and leverage

Total Assets: $5.30B
Cash: $432.10M
Long-Term Debt: $1.43B
Book Value: $2.98B
D/E Ratio: 0.5
Debt/EBITDA: 10.0

With $5.30B in assets and $1.43B in long-term debt, D/E is 0.5and book value is $2.98B — a conservative capital structure with a cushion to weather downturns. Across the last 8 quarters, debt/equity has fallen for 6 consecutive quarters — an improving trend.

Cash Flow

Operating cash flow, free cash flow, FCF margin, and earnings quality

Op. Cash Flow: $-11.20M
TTM Free Cash Flow: $135.20M
FCF Margin: 4.9%
FCF / Net Income: 0.3

TTM FCF of $135.20M on $-11.20M in operating cash flow. The FCF / Net Income ratio of 0.3x means cash covers only part of net income — earnings quality needs attention. Over the past year, free cash flow is down 54% — a weakening trend.