Arcosa
About: Arcosa Inc is a manufacturer and producer of infrastructure-related products and services. It operates in three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment produces and sells construction aggregates and manufactures and sells trench shields and shoring products and services for infrastructure-related projects. The Transportation Products segment manufactures and sells products for the inland waterway and rail transportation industries. The Engineered Structures segment manufactures and sells products for energy-related businesses, including structural wind towers, telecommunication structures, steel utility structures for electricity transmission and distribution, and storage and distribution containers.
Employees: 6,250
0
Funds holding %
of 7,398 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
46% more call options, than puts
Call options by funds: $2.96M | Put options by funds: $2.02M
22% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 37
2.48% more ownership
Funds ownership: 89.85% [Q3] → 92.33% (+2.48%) [Q4]
5% more capital invested
Capital invested by funds: $4.15B [Q3] → $4.36B (+$203M) [Q4]
0% more funds holding
Funds holding: 320 [Q3] → 321 (+1) [Q4]
12% less repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 116
17% less funds holding in top 10
Funds holding in top 10: 6 [Q3] → 5 (-1) [Q4]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
Low target
$110
41%
upside
Avg. target
$110
41%
upside
High target
$110
41%
upside
1 analyst rating
1 positive
100%
0 neutral
0%
0 negative
0%
Oppenheimer Ian Zaffino 26% 1-year accuracy 7 / 27 met price target | 41%upside $110 | Outperform Maintained | 14 Jan 2025 |
Financial journalist opinion
Neutral
Seeking Alpha
8 hours ago
Arcosa Is Poised For A Rebound In 2025 (Rating Upgrade)
ACA's topline grew 14.4% YoY in Q4 2024, driven by strong pricing and recent acquisitions, despite a 14% decline in Transportation Products revenue. Expect continued growth in 2025, fueled by strong infrastructure demand, significant backlogs, and contributions from recent acquisitions like Stavola. ACA is optimizing its portfolio through strategic acquisitions and divestitures, aiming to reduce net leverage from 2.9x to its long-term target of 2-2.5x.
Neutral
Seeking Alpha
1 month ago
Arcosa, Inc. (ACA) Q4 2024 Earnings Call Transcript
Arcosa, Inc. (NYSE:ACA ) Q4 2024 Earnings Conference Call February 28, 2025 8:30 AM ET Company Participants Erin Drabek - Vice President of Investor Relations Antonio Carrillo - President and CEO Gail Peck - CFO Conference Call Participants Ian Zaffino - Oppenheimer Garik Shmois - Loop Capital Markets Operator Good morning ladies and gentlemen, and welcome to the Arcosa Inc. Fourth Quarter and Full Year 2024 Earnings Conference Call. My name is Britney, and I will be your conference call coordinator today.
Negative
Zacks Investment Research
1 month ago
Arcosa (ACA) Lags Q4 Earnings and Revenue Estimates
Arcosa (ACA) came out with quarterly earnings of $0.46 per share, missing the Zacks Consensus Estimate of $0.79 per share. This compares to earnings of $0.68 per share a year ago.
Neutral
Business Wire
1 month ago
Arcosa, Inc. Announces Fourth Quarter and Full Year 2024 Results
DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa,” the “Company,” “We,” or “Our”), a provider of infrastructure-related products and solutions, today announced results for the fourth quarter and full year ended December 31, 2024. As previously announced, Arcosa completed the acquisition of the construction materials business of Stavola Holding Corporation and its affiliated entities (“Stavola”) for $1.2 billion on October 1, 2024. Founded in 1948, Stavola is an aggregates-led and vert.
Neutral
Business Wire
1 month ago
Arcosa, Inc. Declares Quarterly Dividend
DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable April 30, 2025 to stockholders of record as of April 15, 2025. About Arcosa Arcosa, Inc. (NYSE:ACA), headquartered in Dallas, Texas, is a provider of infrastructure-related.
Neutral
Business Wire
1 month ago
Arcosa, Inc. Announces Timing of Fourth Quarter and Full Year 2024 Earnings Release and Conference Call
DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that it will release results for the fourth quarter and full year ended December 31, 2024 after markets close on Thursday, February 27, 2025. The Company will host an earnings call to discuss the results at 8:30 a.m. Eastern Time on Friday, February 28, 2025. The call can be accessed as follows: Webcast and slide presentation: https://ir.arc.
Negative
Zacks Investment Research
1 month ago
New Strong Sell Stocks for February 14th
EADSY, CSX and ACA have been added to the Zacks Rank #5 (Strong Sell) List on February 14, 2025.
Neutral
Business Wire
3 months ago
Arcosa, Inc. Declares Quarterly Dividend and Renews $50 Million Share Repurchase Authorization
DALLAS--(BUSINESS WIRE)--Arcosa, Inc. (NYSE: ACA) (“Arcosa” or the “Company”), a provider of infrastructure-related products and solutions, today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The quarterly cash dividend is payable January 31, 2025 to stockholders of record as of January 15, 2025. The Company also renewed its $50 million share repurchase program, effective January 1, 2025 through Decem.
Neutral
Zacks Investment Research
4 months ago
5 Building Products Stocks for Better Returns Despite the Industry Woes
A focus on operational efficiencies and higher government spending raises hope for AWI, ACA, ROAD, FTDR and SWIM.
Neutral
Seeking Alpha
5 months ago
Arcosa, Inc. (ACA) Q3 2024 Earnings Call Transcript
Arcosa, Inc. (NYSE:ACA ) Q3 2024 Earnings Conference Call October 31, 2024 8:30 AM ET Company Participants Erin Drabek - Director of Investor Relations Antonio Carrillo - President and Chief Executive Officer Gail Peck - Chief Financial Officer Conference Call Participants Trey Grooms - Stephens, Inc. Ian Zaffino - Oppenheimer & Co. Inc. Brent Thielman - D.A. Davidson & Co. Operator Good morning, ladies and gentlemen, and welcome to the Arcosa, Inc. Third Quarter 2024 Earnings Conference Call.
Charts implemented using Lightweight Charts™