arcosa, inc. is a provider of infrastructure-related products and solutions with leading brands serving construction, engineered structures, and transportation markets. our individual businesses have built reputations for quality, service, and operational excellence over decades. arcosa serves a broad spectrum of infrastructure-related markets and is strategically focused on driving organic and disciplined acquisition growth to capitalize on the fragmented nature of many of the industries in which we operate. with arcosa’s current platform of businesses and additional growth opportunities, we are well- aligned with key market trends, such as the replacement and growth of aging transportation infrastructure, the continued shift to renewable power generation, and the expansion of new transmission, distribution, and telecommunications infrastructure. our common stock is traded on the new york stock exchange under the symbol aca.
Company profile
Ticker
ACA
Exchange
Website
CEO
Antonio Carrillo
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
4601 Holmes Road Corporation • ACC Florida, LLC • ACC Southeast, LLC • Administradora Especializada, S. de R.L. de C.V. • Arcosa Aggregates Gulf Coast, LLC. • Arcosa Aggregates Holdings, LLC. • Arcosa Aggregates Ohio River Valley, LLC • Arcosa Aggregates Texas, LLC • Arcosa Aggregates West, LLC • Arcosa Canada ...
IRS number
825339416
ACA stock data
Analyst ratings and price targets
Latest filings (excl ownership)
8-K
Arcosa, Inc. Announces Closing of $600 Million of 6.875% Senior Notes Due 2032
26 Aug 24
8-K
Entry into a Material Definitive Agreement
19 Aug 24
8-K
Arcosa, Inc. Announces Pricing of $600 Million of 6.875% Senior Notes Due 2032
15 Aug 24
8-K
Arcosa, Inc. Announces Proposed Offering of $600 Million of Senior Notes
12 Aug 24
8-K
Arcosa, Inc. Announces Launch of $700 Million Term Loan B
6 Aug 24
10-Q
2024 Q2
Quarterly report
2 Aug 24
8-K
Arcosa, Inc. Announces Second Quarter 2024 Results
1 Aug 24
SD
Conflict minerals disclosure
30 May 24
8-K
Submission of Matters to a Vote of Security Holders
13 May 24
10-Q
2024 Q1
Quarterly report
3 May 24
Transcripts
ACA
Earnings call transcript
2024 Q2
2 Aug 24
ACA
Earnings call transcript
2024 Q1
3 May 24
ACA
Earnings call transcript
2023 Q4
23 Feb 24
ACA
Earnings call transcript
2023 Q3
2 Nov 23
ACA
Earnings call transcript
2023 Q2
4 Aug 23
ACA
Earnings call transcript
2023 Q2
4 Aug 23
ACA
Earnings call transcript
2023 Q1
28 Apr 23
ACA
Earnings call transcript
2022 Q4
24 Feb 23
ACA
Earnings call transcript
2022 Q3
3 Nov 22
ACA
Earnings call transcript
2022 Q2
7 Aug 22
Latest ownership filings
Financial summary
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Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 103.70 mm | 103.70 mm | 103.70 mm | 103.70 mm | 103.70 mm | 103.70 mm |
Cash burn (monthly) | 24.27 mm | 7.85 mm | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 65.12 mm | 21.07 mm | n/a | n/a | n/a | n/a |
Cash remaining | 38.58 mm | 82.63 mm | n/a | n/a | n/a | n/a |
Runway (months of cash) | 1.6 | 10.5 | n/a | n/a | n/a | n/a |
Institutional ownership, Q2 2024
13F holders | Current |
---|---|
Total holders | 330 |
Opened positions | 50 |
Closed positions | 27 |
Increased positions | 112 |
Reduced positions | 98 |
13F shares | Current |
---|---|
Total value | 3.41 tn |
Total shares | 50.90 mm |
Total puts | 2.70 k |
Total calls | 51.70 k |
Total put/call ratio | 0.1 |
Largest owners | Shares | Value |
---|---|---|
BLK BlackRock | 7.44 mm | $620.56 bn |
VA Partners I | 7.14 mm | $196.24 mm |
Vanguard | 5.60 mm | $467.44 bn |
Dimensional Fund Advisors | 2.75 mm | $229.06 bn |
Neuberger Berman | 2.33 mm | $194.62 bn |
STT State Street | 1.96 mm | $163.41 bn |
Capital World Investors | 1.69 mm | $141.30 bn |
Royce & Associates | 1.43 mm | $119.19 bn |
T. Rowe Price Investment Management | 1.17 mm | $97.66 mm |
Geode Capital Management | 1.11 mm | $92.89 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
12 Sep 24 | Demetriou Steven J. | Common Stock | Buy | Acquire P | No | No | 87.7 | 6,000 | 526.20 k | 9,943 |
16 Aug 24 | Stevenson Bryan | Common Stock | Gift | Dispose G | No | No | 0 | 548 | 0.00 | 34,785 |
16 Aug 24 | Stevenson Bryan | Common Stock | Sell | Dispose S | No | No | 83.78 | 4,000 | 335.12 k | 35,333 |
8 Aug 24 | Carrillo Antonio | Common Stock | Buy | Acquire P | No | No | 82.27 | 7,083 | 582.72 k | 406,275 |
8 Aug 24 | Carrillo Antonio | Common Stock | Buy | Acquire P | No | No | 81.8 | 4,859 | 397.47 k | 399,192 |
8 Aug 24 | Carrillo Antonio | Common Stock | Buy | Acquire P | No | No | 80.46 | 183 | 14.72 k | 394,333 |
28 Jun 24 | Lindsay John W | Arcosa Phantom Stock Units Common Stock | Grant | Acquire A | No | No | 83.41 | 5 | 417.05 | 7,372 |
28 Jun 24 | Carrillo Antonio | Arcosa Phantom Stock Units Common Stock | Grant | Acquire A | No | No | 83.41 | 2 | 166.82 | 4,865 |
News
Oppenheimer Maintains Outperform on Arcosa, Raises Price Target to $105
19 Aug 24
Stephens & Co. Upgrades Arcosa to Overweight, Announces $96 Price Target
7 Aug 24
Stellex Capital Management Announces The Execution Of A Definitive Agreement To Acquire McConway & Torley And Standard Forged Products From Arcosa; No Financial Terms Disclosed
5 Aug 24
Arcosa Tightens FY24 Consolidated Revenues Range From $2.58B - $2.78B To $2.60B - $2.72B, Est $2.655B
1 Aug 24
Arcosa Agrees To Acquire The Construction Materials Business Of Stavola Holding And Its Affiliated Entities For $1.2BB Cash
1 Aug 24
Press releases
Arcosa, Inc. Declares Quarterly Dividend
12 Sep 24
Arcosa, Inc. Announces Closing of $600 Million of 6.875% Senior Notes Due 2032
26 Aug 24
Arcosa, Inc. Announces Pricing of $600 Million of 6.875% Senior Notes Due 2032
12 Aug 24
Arcosa, Inc. Announces Proposed Offering of $600 Million of Senior Notes
12 Aug 24
Arcosa, Inc. Announces Launch of $700 Million Term Loan B
6 Aug 24