Arcosa, Inc. (ACA) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does Arcosa, Inc. Do?
Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, energy, and transportation markets in North America. It operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and trench shields and shoring products for residential and non-residential construction, agriculture, specialty building products, as well as for infrastructure related projects. The Engineered Structures segment provides utility structures, wind towers, traffic and lighting structures, telecommunication structures, storage and distribution tanks for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets, as well as for gas and liquids storage and transportation for residential, commercial, energy, agriculture, and industrial markets. The Transportation Products segment offers inland barges; fiberglass barge covers, winches, and other components; cast components for industrial and mining sectors; and axles, circular forgings, coupling devices for freight, tank, locomotive, and passenger rail transportation equipment, as well as other industrial uses. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas. Arcosa, Inc. (ACA) is classified as a mid-cap stock in the Materials sector, specifically within the Construction Materials industry. The company is led by CEO Antonio C. Rule and employs approximately 5,230 people. With a market capitalization of $5.3B, ACA is one of the notable companies in the Materials sector.
Arcosa, Inc. (ACA) Stock Rating — Hold (April 2026)
As of April 2026, Arcosa, Inc. receives a Hold rating with a composite score of 51.4/100 and 3 out of 5 stars from the Blank Capital Research quantitative model.ACA ranks #1,447 out of 4,446 stocks in our coverage universe. Within the Materials sector, Arcosa, Inc. ranks #92 of 284 stocks, placing it in the upper half of its Materials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
ACA Stock Price and 52-Week Range
Arcosa, Inc. (ACA) currently trades at $112.01. The 52-week high for ACA is $131.00, which means the stock is currently trading -14.5% from its annual peak. The 52-week low is $68.11, putting the stock 64.5% above its annual trough. Recent trading volume was 0 shares, suggesting relatively thin trading activity.
Is ACA Overvalued or Undervalued? — Valuation Analysis
Arcosa, Inc. (ACA) carries a value factor score of 63/100 in the Blank Capital model, indicating fair valuation relative to historical norms. The trailing price-to-earnings ratio is 30.16x, compared to the Materials sector average of 26.50x — a premium of 14%. The price-to-book ratio stands at 1.97x, versus the sector average of 2.83x. The price-to-sales ratio is 1.86x, compared to 0.74x for the average Materials stock. On an enterprise value basis, ACA trades at 17.58x EV/EBITDA, versus 6.01x for the sector.
Overall, ACA's valuation appears roughly in line with sector benchmarks, suggesting the market is pricing the stock fairly given its current fundamentals and growth trajectory. Neither deep value nor significantly overpriced, the stock occupies a middle ground on valuation.
Arcosa, Inc. Profitability — ROE, Margins, and Quality Score
Arcosa, Inc. (ACA) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 6.6%, compared to the Materials sector average of 3.3%, which is below typical expectations for high-quality companies. Return on assets (ROA) comes in at 3.5% versus the sector average of 0.6%.
On a margin basis, Arcosa, Inc. reports gross margins of 21.9%, compared to 29.8% for the sector. The operating margin is 10.3% (sector: 6.0%). Net profit margin stands at 5.9%, versus 3.0% for the average Materials stock. Revenue growth is running at 20.0% on a trailing basis, compared to 1.8% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.
ACA Debt, Balance Sheet, and Financial Health
Arcosa, Inc. has a debt-to-equity ratio of 89.0%, compared to the Materials sector average of 41.0%. Leverage is within a manageable range for the industry, though investors should monitor debt trends over time. The current ratio is 2.20x, indicating strong short-term liquidity. Total debt on the balance sheet is $1.58B. Cash and equivalents stand at $220M.
ACA has a beta of 1.07, meaning it is roughly in line with the broader market in terms of price volatility. The stability factor score for Arcosa, Inc. is 69/100, reflecting average volatility within the normal range for its sector.
Arcosa, Inc. Revenue and Earnings History — Quarterly Trend
In TTM 2026, Arcosa, Inc. reported revenue of $2.81B and earnings per share (EPS) of $4.25. Net income for the quarter was $173M. Gross margin was 21.9%. Operating income came in at $297M.
In FY 2025, Arcosa, Inc. reported revenue of $2.88B and earnings per share (EPS) of $4.25. Net income for the quarter was $208M. Gross margin was 22.4%. Revenue grew 12.2% year-over-year compared to FY 2024. Operating income came in at $342M.
In Q3 2025, Arcosa, Inc. reported revenue of $798M and earnings per share (EPS) of $1.49. Net income for the quarter was $73M. Gross margin was 24.1%. Revenue grew 24.6% year-over-year compared to Q3 2024. Operating income came in at $112M.
In Q2 2025, Arcosa, Inc. reported revenue of $737M and earnings per share (EPS) of $1.22. Net income for the quarter was $60M. Gross margin was 22.5%. Revenue grew 10.9% year-over-year compared to Q2 2024. Operating income came in at $95M.
Over the past 8 quarters, Arcosa, Inc. has demonstrated a growth trajectory, with revenue expanding from $665M to $2.81B. Investors analyzing ACA stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
ACA Dividend Yield and Income Analysis
Arcosa, Inc. (ACA) does not currently pay a dividend. This is common among smaller companies in the Construction Materials industry that prefer to reinvest cash flows into business expansion rather than returning capital to shareholders. Income-focused investors looking for Materials dividend stocks may want to explore other Materials stocks or use the stock screener to filter by dividend yield.
ACA Momentum and Technical Analysis Profile
Arcosa, Inc. (ACA) has a momentum factor score of 59/100, reflecting neutral trend characteristics. The stock is neither significantly outperforming nor underperforming the broader market on a momentum basis. The investment factor score is 26/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 27/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
ACA vs Competitors — Materials Sector Ranking and Peer Comparison
Within the Materials sector, Arcosa, Inc. (ACA) ranks #92 out of 284 stocks based on the Blank Capital composite score. This places ACA in the upper half of all Materials stocks in our coverage universe. Key competitors and sector peers include CF Industries Holdings, Inc. (CF) with a score of 56.6/100, Nutrien Ltd. (NTR) with a score of 56.6/100, CVR PARTNERS, LP (UAN) with a score of 55.6/100, LSB INDUSTRIES, INC. (LXU) with a score of 53.6/100, and ACME UNITED CORP (ACU) with a score of 51.2/100.
Comparing ACA against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full ACA vs S&P 500 (SPY) comparison to assess how Arcosa, Inc. stacks up against the broader market across all factor dimensions.
ACA Next Earnings Date
No upcoming earnings date has been announced for Arcosa, Inc. (ACA) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy ACA? — Investment Thesis Summary
Arcosa, Inc. presents a balanced picture with arguments on both sides. The value score of 63/100 suggests attractive pricing relative to fundamentals. Low volatility (stability score 69/100) reduces downside risk.
In summary, Arcosa, Inc. (ACA) earns a Hold rating with a composite score of 51.4/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on ACA stock.
Related Resources for ACA Investors
Explore more research and tools: ACA vs S&P 500 comparison, top Materials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare ACA head-to-head with peers: ACA vs CF, ACA vs NTR, ACA vs UAN.