ACA
IndustrialsArcosa, Inc. · Industrial - Infrastructure Operations · $6B
What is Arcosa, Inc.?
Arcosa, Inc. is a Dallas-based infrastructure products company serving construction, energy, and transportation markets across North America. Incorporated in 2018, it operates through three distinct business segments that together address a broad range of infrastructure needs.
Arcosa generates revenue by manufacturing and supplying infrastructure-related products across three segments. Construction Products delivers aggregates, specialty materials, and trench shoring equipment. Engineered Structures produces utility poles, wind towers, traffic structures, and storage tanks. Transportation Products covers inland barges, rail components, and cast industrial parts. Each segment targets long-cycle infrastructure spending, giving the business exposure to public and private capital investment in roads, energy grids, and freight networks.
Arcosa was incorporated in 2018 and is headquartered in Dallas, Texas.
- Natural and recycled aggregates for construction and agriculture
- Utility structures, wind towers, and telecom poles
- Inland barges and fiberglass barge covers
- Trench shields and shoring products for excavation
- Rail axles, forgings, and coupling devices
Is ACA a Good Stock to Buy?
UQS Score rates ACA as Below Average overall, reflecting a mixed picture across its five quality pillars.
Growth stands out as the clearest positive, suggesting Arcosa is expanding its business at a pace that compares favorably within the industrials sector. Valuation also earns a Good label, meaning the stock does not appear richly priced relative to its fundamentals — a meaningful consideration for investors weighing entry points in cyclical industrials.
The Moat pillar registers as Weak, indicating limited structural competitive advantages that could protect margins over a full business cycle. Quality and Risk both land at Neutral, pointing to an average earnings profile and moderate balance-sheet or operational risk.
See the exact pillar breakdown and underlying financial metrics by signing up for a UQS Pro account. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does ACA pay dividends?
Yes — Arcosa, Inc. pays a dividend.
Arcosa pays a regular dividend, which is relatively uncommon among mid-cap industrials still in an active growth phase. The dividend signals management's confidence in cash generation, though the payout appears modest — consistent with a company that also reinvests heavily in acquisitions and capital projects to expand its infrastructure product portfolio.
When does ACA report earnings?
Arcosa reports earnings on a quarterly cadence, typical for US-listed equities.
The company's Growth pillar rating suggests revenue and earnings have been trending in a positive direction relative to sector peers. Segment performance can vary meaningfully quarter to quarter given exposure to construction cycles and energy infrastructure spending. For the most recent results, check Arcosa's investor relations page directly.
For the most recent quarter's results, see Arcosa's investor relations page at arcosa.com.
ACA Price History
+82.8% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Arcosa, Inc.?
Based on Arcosa, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
ACA Long-term Outlook
Arcosa's Good Growth pillar suggests the business has identifiable drivers that could sustain above-average expansion in the near term. However, the Weak Moat rating introduces uncertainty about whether current growth rates are durable or dependent on favorable market conditions. The Neutral Risk profile indicates no acute financial stress, but cyclical exposure to construction and energy markets means results can be uneven. The Good Valuation label suggests the market has not yet priced in an optimistic scenario, leaving room for upside if execution holds.
Growth drivers
- Infrastructure investment tailwinds from public and private construction spending
- Expansion of renewable energy infrastructure driving demand for wind towers and utility structures
- Bolt-on acquisition strategy broadening the Construction Products segment
Key risks
- Weak competitive moat limits pricing power during demand downturns
- Cyclical revenue exposure to construction and energy capital spending
- Integration risk from an acquisition-led growth strategy
ACA vs Peers
Arcosa operates in a fragmented industrials landscape; the following companies appear alongside ACA in competitive screening contexts.
Cardinal focuses on infrastructure services with a different geographic and operational footprint compared to Arcosa's product-manufacturing model.
GrabAGun operates in a distinct consumer market, making direct product comparison with Arcosa's infrastructure segments limited.
OMAB is an airport operator in Mexico, representing infrastructure exposure through concessions rather than manufactured products.
Frequently Asked Questions
What does Arcosa do?
Arcosa manufactures and supplies infrastructure-related products across three segments: Construction Products, Engineered Structures, and Transportation Products. Its customers include contractors, utilities, energy developers, and freight rail operators across North America. The company was spun off as an independent entity in 2018.
Does ACA pay dividends?
Yes, Arcosa pays a regular dividend. The payout is modest relative to its share price, reflecting a balance between returning capital to shareholders and reinvesting in growth through acquisitions and capital expenditures. Investors seeking income should verify the current dividend rate on Arcosa's investor relations page.
When does ACA report earnings?
Arcosa reports on a quarterly cadence, as is standard for US-listed companies. Specific upcoming earnings dates are not maintained in our data source. For confirmed dates, visit Arcosa's investor relations page or check major financial calendar services.
Is ACA a good stock to buy?
UQS Score rates ACA as Below Average overall. The Growth and Valuation pillars are positive signals, but the Weak Moat and mixed Quality profile temper the overall picture. Whether ACA fits a portfolio depends on individual risk tolerance and investment horizon. The full pillar breakdown is available to UQS Pro members.
Is ACA overvalued?
The UQS Valuation pillar for ACA is rated Good, suggesting the stock is not trading at a stretched premium relative to its fundamentals. For a mid-cap industrial with active growth ambitions, that label indicates the market may not yet be pricing in a fully optimistic scenario.
How does ACA compare to its competitors?
Arcosa's peer set in infrastructure products is fragmented. Its three-segment model — spanning aggregates, engineered structures, and transportation products — gives it broader exposure than many single-focus peers. The Weak Moat rating, however, suggests competitors can challenge Arcosa in individual product categories without significant barriers.
What is ACA's market cap bracket?
Arcosa is classified as a mid-cap company. This places it in a tier where institutional coverage exists but the stock may receive less attention than large-cap industrials, potentially creating pricing inefficiencies that active investors look to exploit.
Who founded Arcosa?
Arcosa was incorporated in 2018 as a spin-off from Trinity Industries. Its founding context is tied to that corporate separation rather than a traditional entrepreneurial founding. More detail on the company's history is available through Arcosa's public filings and investor relations materials.
Is ACA a long-term quality stock?
As a long-term quality indicator, ACA's Below Average UQS Score reflects real limitations — particularly the Weak Moat — that could affect durability of returns over a full cycle. The Good Growth label offers some optimism, but long-term quality investors typically look for stronger competitive protection. Pro members can view the complete pillar analysis.
What is the main competitive advantage of Arcosa?
Arcosa's breadth across construction, energy, and transportation infrastructure gives it diversified revenue exposure that single-segment peers lack. However, the UQS Moat pillar rates this advantage as Weak, suggesting the company has not yet built the kind of structural barriers — such as switching costs or scale advantages — that would protect it decisively in a downturn.
What sector does ACA belong to?
Arcosa belongs to the Industrials sector, specifically within infrastructure products manufacturing. This sector tends to be cyclical, with performance tied to construction activity, energy capital spending, and freight volumes. Investors in industrials typically monitor macro indicators like infrastructure legislation and interest rates.
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Pro Analysis
ACA — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 23, 2026 | 46.4 | 44.9 | 31.0 | 55.5 | 53.8 | 55.3 | -0.2 |
| May 22, 2026 | 46.6 | 45.1 | 31.0 | 55.5 | 53.8 | 56.0 | +0.1 |
| May 21, 2026 | 46.5 | 45.0 | 31.0 | 55.5 | 53.8 | 55.5 | -0.2 |
| May 20, 2026 | 46.7 | 45.2 | 31.0 | 55.5 | 53.8 | 56.8 | +0.4 |
| May 19, 2026 | 46.3 | 44.7 | 31.0 | 55.5 | 53.8 | 54.5 | +0.1 |
| May 17, 2026 | 46.2 | 44.7 | 31.0 | 55.5 | 53.8 | 53.8 | 0.0 |
| May 16, 2026 | 46.2 | 44.7 | 31.0 | 55.5 | 53.8 | 53.9 | +0.3 |
| May 15, 2026 | 45.9 | 44.4 | 31.0 | 56.1 | 53.8 | 51.9 | -0.1 |
| May 14, 2026 | 46.0 | 44.4 | 31.0 | 56.1 | 53.8 | 52.3 | -0.1 |
| May 13, 2026 | 46.1 | 44.4 | 31.0 | 56.1 | 53.8 | 52.8 | +0.1 |
ACA — Pillar Breakdown
Quality
— 44.9/100 (25%)Arcosa, Inc. has average quality metrics, with room for improvement in margins or capital efficiency.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 55.5/100 (20%)Arcosa, Inc. demonstrates healthy growth trends across revenue and earnings.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Analyst consensus for future earnings growth.
Risk
— 53.8/100 (15%)Arcosa, Inc. has some risk factors including moderate leverage or solvency concerns.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 55.6/100 (15%)Arcosa, Inc. trades at a reasonable valuation with decent earnings yield and FCF multiples.
Inverse of forward P/E — higher yield means cheaper stock.
How many years of FCF the market cap represents.
P/E relative to earnings growth — lower is more attractive.
Enterprise value multiple relative to sector median.
Moat
— 31/100 (25%)Arcosa, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for ACA.
Score Composition
Financial Data
More Stock Analysis
How is the ACA UQS Score Calculated?
The UQS (Unified Quality Score) for Arcosa, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Arcosa, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Arcosa, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.