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Stocks Industrials ACA

NYSE · Industrials

Arcosa, Inc. (ACA)

Arcosa, Inc. brought in $2.9B of revenue over the twelve months to June 30, 2026, up 16.7% from a year earlier. Net income was $491.4M, a net margin of 16.8%. Operating cash flow minus capital spending left $175.5M of free cash flow in fiscal 2025. At June 30, 2026 it held $432.1M in cash against $1.4B of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 5, 2026.

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Price
$149.15
+0.08% on the day · October 22, 2026
52-week range $92.86 to $149.21
Market cap
$7.3B
Revenue (last 12 months)
$2.9B
+16.7% year on year
Net margin
16.8%
P/E
35.2
on FY2025 diluted EPS

Key facts about Arcosa, Inc.

Net worth
Arcosa, Inc. has a market value (market cap) of $7.3B at the latest share price, and shareholders' equity of $3B on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Revenue and profit
In fiscal 2025 revenue was $2.9B (+12.2% year on year), with net income of $208.4M. Over the 12 months to June 30, 2026: revenue $2.9B, net income $491.4M.
Cash flow
In fiscal 2025 operations brought in $341.1M of cash; after $165.6M of capital spending, free cash flow was $175.5M.
Latest report
The latest periodic report (quarterly report, 10-Q) was filed with the SEC on August 5, 2026 and covers the period to June 30, 2026. Open on SEC EDGAR
Next earnings report
Arcosa, Inc.'s next report was expected around October 29, 2026 and is not on file with the SEC yet.
Dividend
Arcosa, Inc. declared dividends of $0.20 per share in fiscal 2025, a yield of 0.13% at the current price.

What Arcosa, Inc. does

Arcosa, Inc. is registered with the SEC under industry code SIC 3440 (Fabricated Structural Metal Products). Its shares trade on NYSE under the ticker ACA.

Revenue and profit by year

Revenue
FY18: $1.5B $1.5B FY18FY19: $1.7B $1.7B FY19FY20: $1.9B $1.9B FY20FY21: $2B $2B FY21FY22: $2.2B $2.2B FY22FY23: $2.3B $2.3B FY23FY24: $2.6B $2.6B FY24FY25: $2.9B $2.9B FY25
Net income
FY18: $75.7M $75.7M FY18FY19: $113.3M $113.3M FY19FY20: $106.6M $106.6M FY20FY21: $69.6M $69.6M FY21FY22: $245.8M $245.8M FY22FY23: $159.2M $159.2M FY23FY24: $93.7M $93.7M FY24FY25: $208.4M $208.4M FY25

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Fiscal yearRevenueOperating incomeNet incomeDiluted EPSFree cash flow
2025$2.9B$341.9M$208.4M$4.24$175.5M
2024$2.6B$197.6M$93.7M$1.91$312.3M
2023$2.3B$217.3M$159.2M$3.26$57.5M
2022$2.2B$349M$245.8M$5.05$36.3M
2021$2B$107.3M$69.6M$1.42$81.4M
2020$1.9B$151.8M$106.6M$2.18$177.8M

Earnings: every quarter and the next report date

Full financial statements: income, balance sheet and cash flow

A report was expected around October 29, 2026 and is not on file yet.

Estimated from its filing rhythm: 52 weeks after its report of October 30, 2025. Not a date the company has announced. See the report calendar · Earnings, quarter by quarter

Where ACA ranks in Industrials

Revenue$2.9B
#191 of 603 in Industrials · Top 32%
Revenue growth+12.2%
#147 of 520 in Industrials · Top 28%
Net margin7.2%
#173 of 523 in Industrials · Top 33%
Free cash flow margin6.1%
#217 of 489 in Industrials · Top 44%

Latest fiscal year of every company in the sector with the figure reported. Revenue is ranked among companies reporting in US dollars; growth and margins among companies with at least 10 million of revenue. Industrials

Dividends

Arcosa, Inc. declared $0.20 per share in fiscal 2025. At the current price that is a yield of 0.13%. It paid out $10M in cash dividends, 5% of its net income.

Fiscal yearPer sharePaid outOf profit
2025$0.20$10M5%
2024$0.20$9.7M10%
2023$0.20$9.8M6%
2022$0.20$9.8M4%
2021$0.20$9.8M14%
2020$0.20$9.8M9%

Per share as declared (or paid, where only that is reported), adjusted for stock splits the company itself restated. Yield is the latest fiscal year's dividend over the current price.

Latest SEC filings

What Arcosa, Inc. has filed recently, newest first. Each links to the original document on SEC EDGAR.

  1. November 2, 2026
  2. October 23, 2026
  3. October 23, 2026
  4. October 23, 2026
  5. October 23, 2026
  6. October 23, 2026
  7. September 23, 2026
  8. September 4, 2026
  9. August 25, 2026
  10. August 5, 2026

Recent insider filings (Forms 3, 4 and 144): 10, the latest on October 23, 2026. Insider transactions on SEC

What is ACA worth? A DCF from its reported cash flow

Insider trades

What the people running Arcosa, Inc. did with its shares, from the Form 4 filings they must send the SEC within two business days.

No insider bought or sold shares on the open market in the last 90 days. The 21 reported changes were pay in shares, option exercises, shares withheld for tax or gifts.

Bought (open market)
$0
last 90 days
Sold
$0
last 90 days
DateInsiderWhatSharesPriceValueFiling
October 23, 2026 Trent Melanie MontagueDirector Other change 17,931 $150.00 $2.7M Form 4
October 23, 2026 Lubel Kimberly SDirector Other change 6,546 $150.00 $981.9K Form 4
October 23, 2026 Alvarado JosephDirector Other change 19,931 $150.00 $3M Form 4
October 23, 2026 Hurst Eric DVP Controller (PAO) Received as pay 7,934 - - Form 4
October 23, 2026 Hurst Eric DVP Controller (PAO) Other change 11,053 $150.00 $1.7M Form 4
October 23, 2026 Lindsay John WDirector Other change 19,931 $150.00 $3M Form 4
October 23, 2026 Best Rhys JDirector Other change 60,863 $150.00 $9.1M Form 4
October 23, 2026 Carrillo AntonioPresident & CEO, Director Received as pay 168,305 - - Form 4

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns ACA

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

HolderOf classSharesFiled
Vanguard Portfolio Management13G, passive 5.88% 2,884,635 April 28, 2026
Vanguard Capital Management13G, passive 5.24% 2,573,967 April 29, 2026

Latest filings below 5%: Neuberger Berman Group LLC 3.2% (July 7, 2026); The Vanguard Group 0% (March 26, 2026); Dimensional Fund Advisors LP 4.9% (July 15, 2025).

Largest institutional holders

Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 427 managers reported a position.

HolderSharesValueChange on quarter
BlackRock, Inc.8,414,107$1.22B+794,547
Vanguard Portfolio Management LLC2,817,292$409.3M-40,531
Dimensional Fund Advisors LP2,351,171$341.6M+34,484
Vanguard Capital Management LLC2,210,245$321.1M+11,921
State Street Corp2,078,928$302M+98,283
Neuberger Berman Group LLC1,579,472$229.4M-1,094,373
Capital International Investors1,360,133$197.6M-592,693
Geode Capital Management, LLC1,285,641$186.8M+75,734
Nomura Asset Management International Inc.1,008,554$146.5M-61,519
Royce & Associates LP993,710$144.4M-258,600
Silvercrest Asset Management Group LLC952,619$138.4M-52,044
Balyasny Asset Management L.P.838,952$121.9Mnew
First Trust Advisors LP799,945$116.2M+269,490
Loomis Sayles & Co L P666,203$96.8M-126,873
Pentwater Capital Management LP660,000$95.9Mnew
Charles Schwab Investment Management Inc613,358$89.1M-12,248
Goldman Sachs Group Inc604,993$87.9M+169,892
Tudor Investment Corp ET AL582,018$84.6Mnew
Norges Bank581,400$84.5Mnew
Northern Trust Corp566,338$82.3M+44,110

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

5 insiders reported holding 177,417 shares in total, about $26.5M at the last price.

HolderSharesAs of
Essl Reid SGroup President 93,264 August 25, 2026
Stevenson BryanCLO & Asst Corp Sec. 37,476 August 25, 2026
Craig Jeffrey ADirector 19,931 May 13, 2026
Collins Jesse E. Jr.Group President 17,333 April 3, 2026
Piggott Julie ADirector 9,413 May 13, 2026

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about ACA

What does Arcosa, Inc. do?

Arcosa, Inc. is a company in the Industrials sector, listed on NYSE as ACA. Its shares trade on NYSE under the ticker ACA.

What is Arcosa, Inc.'s net worth?

Arcosa, Inc. has a market value (market cap) of $7.3B at the latest share price, and shareholders' equity of $3B on its balance sheet at June 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.

Is Arcosa, Inc. profitable?

Yes. Over the twelve months to June 30, 2026 it reported net income of $491.4M on revenue of $2.9B, a net margin of 16.8%.

How much revenue does Arcosa, Inc. make?

Over the twelve months to June 30, 2026 Arcosa, Inc. reported revenue of $2.9B. That is 16.7% more than a year earlier.

When did Arcosa, Inc. last report?

Its most recent periodic report is the quarterly report (10-Q) filed on August 5, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the deregistration from November 2, 2026.

When is Arcosa, Inc.'s next earnings report?

Arcosa, Inc.'s next report was expected around October 29, 2026 and is not on file with the SEC yet.

Does Arcosa, Inc. pay a dividend?

Yes. Arcosa, Inc. declared dividends of $0.20 per share in fiscal 2025, a yield of 0.13% at the current price.

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Where the numbers come from

Financial figures are the values Arcosa, Inc. tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.