Arcosa, Inc. (ACA) Research

Arcosa, Inc. (ACA), founded in 2018 and headquartered in Dallas, Texas, is a leading North American supplier of essential infrastructure products and solutions. The company primarily serves the construction, energy, and transportation industries, operating through three distinct business segments. The Construction Products division provides natural and recycled aggregates, specialized materials, and protective equipment like trench shields and shoring, supporting a wide range of residential, commercial, agricultural, and general infrastructure projects. Its Engineered Structures segment manufactures diverse components, including utility poles, wind turbine towers, traffic and lighting structures, and telecommunication infrastructure, alongside tanks for storing and distributing gas and liquids. These products are crucial for electricity transmission, wind power generation, highway construction, wireless communications, and various residential, commercial, energy, agricultural, and industrial storage and transport needs. Lastly, the Transportation Products segment produces inland barges and related accessories such as fiberglass covers and winches. It also supplies cast components for industrial and mining applications, as well as specialized parts like axles, circular forgings, and coupling devices, which are vital for freight, tank, locomotive, and passenger rail equipment, in addition to other industrial uses.

Market snapshot

Symbol
ACA
Price
$135.84
Day change
+2.04%
Market cap
$6.7B
P/E ratio
29.90x
52-week range
81.91-137.76
Sector
Industrials
Industry
Industrial - Infrastructure Operations
Next earnings
in 2 months
Analyst price target
$140

Peer companies

  • Alaska Air Group, Inc. (ALK)
  • Kanzhun Limited (BZ)
  • Everus Construction Group, Inc. (ECG)
  • Granite Construction Incorporated (GVA)
  • MSC Industrial Direct Co., Inc. (MSM)
  • EnPro Industries, Inc. (NPO)
  • Powell Industries, Inc. (POWL)
  • Ralliant Corp. (RAL)

Recent insider activity

  • Cole Kerry S — F-InKind (262 shares) on 2026-05-15
  • Essl Reid S — F-InKind (2206 shares) on 2026-05-15
  • Hurst Eric D — F-InKind (17 shares) on 2026-05-15
  • Peck Gail M — F-InKind (2600 shares) on 2026-05-15
  • BEST RHYS J — A-Award (1087 shares) on 2026-05-13

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