Arcosa (ACA)

Company Profile

Arcosa, Inc., headquartered in Dallas, Texas, is a provider of infrastructure-related products and solutions with leading positions in construction, engineered structures, and transportation markets. Arcosa reports its financial results in three principal business segments: the Construction Products segment, the Engineered Structures segment, and the Transportation Products segment.

Company profile

Ticker

ACA

Exchange

NYSE

Website

ir.arcosa.com

CEO

Antonio Carrillo

Incorporated

Delaware

Location

Texas

Fiscal year end

Dec 31

Sector

Construction > Water and Sewer Line and Related Structures Construction

Industry (SIC)

Fabricated Structural Metal Products

Valmont Industries • Gulf Island Fabrication • Innovate • Proto Labs • Fathom Digital Manufacturing • Telidyne • Fast Radius • Techprecision • Emerge Health International • Innovest Global ...

SEC CIK

0001739445

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

4601 Holmes Road Corporation • Administradora Especializada, S. de R.L. de C.V. • Arcosa Aggregates, Inc. • Arcosa Canada • Arcosa Canada ULC • Arcosa Cherry, LLC • Arcosa Crushed Concrete, LLC • Arcosa Cryogenics, LLC • Arcosa EPI, LLC • Arcosa Holdings, ULC ...

IRS number

825339416

ACA stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Latest filings (excl ownership)

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8-K

Regulation FD Disclosure

8 Nov 22

8-K

Departure of Directors or Certain Officers

3 Nov 22

Arcosa, Inc. Announces Third Quarter 2022 Results

2 Nov 22

8-K

Arcosa, Inc. Completes Sale of its Storage Tanks Business

3 Oct 22

8-K

Regulation FD Disclosure

4 Aug 22

Arcosa, Inc. Announces Second Quarter 2022 Results

3 Aug 22

8-K

Mine Safety - Reporting of Shutdowns and Patterns of Violations

29 Jul 22

Conflict minerals disclosure

26 May 22

Transcripts

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ACA

Earnings call transcript

2022 Q3

3 Nov 22

ACA

Earnings call transcript

2022 Q2

7 Aug 22

ACA

Earnings call transcript

2022 Q1

29 Apr 22

ACA

Earnings call transcript

2021 Q4

24 Feb 22

ACA

Earnings call transcript

2021 Q3

4 Nov 21

ACA

Earnings call transcript

2021 Q2

5 Aug 21

ACA

Earnings call transcript

2021 Q1

30 Apr 21

ACA

Earnings call transcript

2020 Q4

25 Feb 21

ACA

Earnings call transcript

2020 Q3

29 Oct 20

ACA

Earnings call transcript

2020 Q2

31 Jul 20

Latest ownership filings

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Financial summary

Financial statements Chart ACA financial data

Quarter (USD)	Sep 22	Jun 22	Mar 22	Dec 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Dec 21	Dec 20	Dec 19	Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Financial data from Arcosa earnings reports.

Institutional ownership, Q3 2022

ACA institutional ownership history Ownership history

99.5% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	259	245	+5.7%
Opened positions	37	27	+37.0%
Closed positions	23	33	-30.3%
Increased positions	78	61	+27.9%
Reduced positions	90	105	-14.3%

13F shares	Current	Prev Q	Change
Total value	2.54 bn	2.23 bn	+13.6%
Total shares	48.11 mm	50.55 mm	-4.8%
Total puts	3.20 k	3.20 k	–
Total calls	5.70 k	7.80 k	-26.9%
Total put/call ratio	0.6	0.4	+36.8%

Largest owners	Shares	Value	Change
BLK Blackrock	7.54 mm	$431.36 mm	-1.9%
VA Partners I	7.14 mm	$196.24 mm	0.0%
Vanguard	5.35 mm	$306.00 mm	+1.6%
Alliancebernstein	2.55 mm	$145.59 mm	+2.9%
Dimensional Fund Advisors	2.46 mm	$140.64 mm	+5.6%
Capital International Investors	1.97 mm	$112.50 mm	0.0%
Capital World Investors	1.90 mm	$108.38 mm	0.0%
Royce & Associates	1.74 mm	$99.25 mm	-11.0%
GS Goldman Sachs	1.20 mm	$68.79 mm	+6.6%
Silvercrest Asset Management	908.72 k	$51.96 mm	-5.0%

Largest transactions	Shares	Bought/sold	Change
STT State Street	0.00	-1.98 mm	EXIT
Capital International	312.49 k	-471.62 k	-60.1%
FMR	48.10 k	-376.40 k	-88.7%
Royce & Associates	1.74 mm	-213.86 k	-11.0%
BEN Franklin Resources	797.58 k	-164.78 k	-17.1%
BLK Blackrock	7.54 mm	-149.92 k	-1.9%
MCQEF Macquarie	399.42 k	+145.58 k	+57.4%
Loomis Sayles & Co L P	738.46 k	+139.18 k	+23.2%
Dimensional Fund Advisors	2.46 mm	+130.90 k	+5.6%
Renaissance Technologies	93.30 k	+93.30 k	NEW

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

ACA insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	$Price	#Shares	$Value	#Remaining
16 Nov 22	Gail M Peck	Common Stock	Sell	Dispose S	No	No	58.73	8,500	499.21 k	32,575
12 Nov 22	Carrillo Antonio	Common Stock	Payment of exercise	Dispose F	No	No	58.8	45,439	2.67 mm	322,912
10 Nov 22	Stevenson Bryan	Common Stock	Sell	Dispose S	No	No	57.96	4,988	289.10 k	25,210
30 Sep 22	Lindsay John W	Arcosa Phantom Stock Units Common Stock	Grant	Acquire A	No	No	57.18	6	343.08	7,336
30 Sep 22	Rock Douglas L	Arcosa Phantom Stock Units Common Stock	Grant	Acquire A	No	No	57.18	21	1.20 k	24,738