Arcosa
Supplies aggregates, asphalt, trench shoring, utility structures, and wind towers across North America.
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Profile
Sells aggregates, specialty materials, asphalt, trench-shoring equipment, utility and related structures, and wind towers through two infrastructure-focused segments. Local materials networks and fabricated structures tie revenue to construction activity, public infrastructure funding, electrical-grid investment, weather, and backlog execution.
Produces natural and recycled aggregates, specialty materials, asphalt mix, and trench shields and shoring through Construction Products. Engineered Structures manufactures steel and concrete utility, traffic, lighting, and telecom structures plus wind towers for power and infrastructure customers. Materials operations are concentrated in the United States, especially Texas and New Jersey, while structures manufacturing spans the United States and Mexico.
Locating quarries and asphalt plants near local demand centers limits transport distances for heavy materials, while shared steel sourcing and fabrication capabilities support the structures portfolio. Revenue depends on public infrastructure funding, residential and nonresidential construction, electrical-grid investment, wind projects, weather, steel and energy costs, and timely delivery from backlog.
Following the completed barge sale, reporting comprises Construction Products and Engineered Structures. An agreed acquisition by CRH remains subject to stockholder and regulatory approvals.
Company facts
Key statistics
Year to date +36.1% · Average volume (30d) 596.1K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Stephens | Target | $96 | $150 | ||
| Jun 26, 2026 | Oppenheimer | Downgrade | Outperform | Perform | ||
| Jun 23, 2026 | Citigroup | Downgrade | Hold | |||
| May 4, 2026 | Barclays | Reiterate | Overweight | $115 | $140 | |
| Nov 3, 2025 | Barclays | Reiterate | Overweight | $106 | $115 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 5, 2026Q2 FY26 | $1.19 | $1.13 | −5.0% | $687.5M | $658.7M | −4.2% | −0.30% |
| Apr 30, 2026Q1 FY26 | $0.13 | $0.51 | +292.3% | $642.4M | $571.7M | −11.0% | −1.35% |
| Feb 26, 2026Q4 FY25 | $0.95 | $1.15 | +21.1% | $719.5M | $716.7M | −0.4% | −15.70% |
| Oct 30, 2025Q3 FY25 | $1.33 | $1.56 | +17.3% | $719.5M | $797.8M | +10.9% | +10.57% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $632.0M | $736.9M | $797.8M | $716.7M | $571.7M | $658.7M | |
| Gross profit | $125.4M | $166.1M | $191.9M | $163.8M | $120.9M | $155.7M | |
| Operating income | $51.7M | $93.1M | $109.7M | $85.6M | $45.1M | $84.3M | |
| Net income | $23.6M | $59.7M | $73.0M | $52.1M | $37.8M | $328.5M | |
| Diluted EPS | $0.48 | $1.22 | $1.48 | $1.06 | $0.77 | $6.67 | |
| Gross margin | 19.8% | 22.5% | 24.1% | 22.9% | 21.1% | 23.6% | |
| Operating margin | 8.2% | 12.6% | 13.8% | 11.9% | 7.9% | 12.8% |
Fiscal years (4-quarter sums)FY21 $2.04B · FY22 $2.24B · FY23 $2.31B · FY24 $2.57B · FY25 $2.88B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $432.1M · Total debt $1.44B · Total assets $5.30B · Shareholders' equity $2.98B
Dividends
Raised for 6 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 15, 2026 | Jul 15 | Jul 31 | $0.05 | |
| Apr 15, 2026 | Apr 15 | Apr 30 | $0.05 | |
| Jan 15, 2026 | Jan 15 | Jan 30 | $0.05 | |
| Oct 15, 2025 | Oct 15 | Oct 31 | $0.05 | |
| Jul 15, 2025 | Jul 15 | Jul 31 | $0.05 | |
| Apr 15, 2025 | Apr 15 | Apr 30 | $0.05 | |
| Jan 15, 2025 | Jan 15 | Jan 31 | $0.05 | |
| Oct 15, 2024 | Oct 15 | Oct 31 | $0.05 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 49.11M · Float 48.10M · 98.0% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 8.41M | 17.13% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.82M | 5.74% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 2.35M | 4.79% | 13F | Aug 11, 2026 |
| Vanguard Capital Management LLC | 2.21M | 4.50% | 13F | Aug 13, 2026 |
| State Street Corp | 2.08M | 4.23% | 13F | Aug 7, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Valmont Industries
Utility, traffic, and telecom structures peer.
- Vulcan Materials
Large U.S. aggregates and asphalt producer.
- Martin Marietta
Aggregates-led heavy materials and asphalt peer.
- CRH
North American aggregates, asphalt, and paving peer.
- Knife River
Aggregates, asphalt, and ready-mix infrastructure peer.
- Construction Partners
Sunbelt asphalt and aggregates peer with Texas overlap.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Arcosa | $145.45 | +0.11% | $7.13B | 14.6 | 31.7 | 2.6 | −10.6% |
| Valmont Industries | $476.28 | +0.01% | $9.19B | 18.9 | — | 2.2 | +6.5% |
| Vulcan Materials | $274.03 | −0.20% | $35.57B | 32.4 | 27.8 | 4.4 | +2.5% |
| Martin Marietta | $530.45 | −0.09% | $31.90B | 13.0 | 26.9 | 4.8 | +7.5% |
| CRH | $95.86 | −0.03% | $64.05B | 15.1 | 22.7 | 1.1 | +5.6% |
| Knife River | $64.37 | +0.16% | $3.65B | 26.2 | 20.4 | 1.1 | +12.6% |
| Construction Partners | $110.10 | +0.10% | $6.22B | 43.3 | 30.3 | 1.8 | +28.3% |
| Median | 22.6 | 26.9 | 2.0 | +7.0% |