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Arcosa Inc

Arcosa Inc

ACA
$145.27USD+0.26%+0.37 today

MARKET CAP

7.1B

P/E (TTM)

30.4x

FWD P/E

31.4x

DAY RANGE

$145 – $145

52W RANGE

$89
$147

AI Summary

Stalk
StalkMedium

ACA remains in a secular uptrend with a bullish medium-term posture, but the Bullish Exhaustion inflection and flattening EMAs signal near-term consolidation or pullback risk. Short-term momentum is neutral, so we will stalk entries on dips into the rising EMA support zone to participate in the expected continuation.

  • CRH acquisition at $150/share implies 25% premium and $175m synergies
  • High earnings yield (~0.98) signals undervaluation versus peers
  • Q2 EPS $1.13 vs $1.18 est; revenue $658.7m up 2% YoY below consensus
Full analysis →
STATEMENT·Income statement
USD · GAAP
METRICFY 2021FY 2022FY 2023FY 2024FY 2025TREND
Sales, Adj.$2.0B$2.2B$2.3B$2.6B$2.9B
YoY %+5.2%+10.1%+2.9%+11.4%+12.2%
P / Sales1.3x1.2x1.7x1.8x1.8x
EV / Sales1.8x1.6x2.2x2.7x2.5x
Gross Profit, Adj.$355.9M$411.1M$443.8M$515.2M$647.2M
YoY %-6.8%+15.5%+8.0%+16.1%+25.6%
Margin %17.5%18.3%19.2%20.0%22.4%
EV / Gross Profit10.5x8.8x11.6x13.6x11.3x
EBITDA, Adj.$244.2M$302.4M$376.8M$392.6M$564.9M
YoY %-10.7%+23.8%+24.6%+4.2%+43.9%
Margin %12.0%13.5%16.3%15.3%19.6%
EV / EBITDA15.2x12.0x13.6x17.9x13.0x
EBIT$97.0M$148.3M$217.3M$197.6M$341.9M
YoY %-36.1%+52.9%+46.5%-9.1%+73.0%
Margin %4.8%6.6%9.4%7.7%11.9%
EV / EBIT38.4x24.4x23.6x35.5x21.5x
Net Income$69.6M$245.8M$159.2M$93.7M$208.4M
YoY %-34.2%+253.2%-35.2%-41.1%+122.4%
Net Margin3.4%11.0%6.9%3.6%7.2%
EPS (GAAP)$1.42$5.05$3.26$1.91$4.24
YoY %-34.9%+255.6%-35.4%-41.4%+122.0%