Arcosa, Inc. (ACA)

Arcosa's stock has been influenced by earnings reports, acquisitions, divestitures, analyst ratings, dividend announcements, insider trading, guidance updates, and a dual listing. The company reported Q2 2025 earnings beating estimates, announced Q1 2025 results with increased revenues, and Q4 and full-year 2024 results showing growth. The integration of Stavola and performance of Ameron Pole Products have been growth drivers, while the sale of the steel components business impacted revenue. Analyst ratings vary from "Moderate Buy" to "Hold." A quarterly dividend of $0.05 per share was announced. There were insider sales in August 2025. The company tightened its guidance range for full-year 2025 revenues and adjusted EBITDA. Arcosa announced a dual listing on NYSE Texas in September 2025.

Demand for Arcosa's products and services exhibits seasonality, particularly within its Construction Products segment, which historically experiences its highest revenues in the second and third quarters. Government spending and weather variations can also impact demand.

Arcosa, Inc. is a diversified manufacturer and provider of essential infrastructure-related products and solutions, operating within the Industrials sector and Construction and Engineering industry. Its major products include construction products such as aggregates and specialty materials, engineered structures like utility and telecommunication structures, and transportation products including inland barges and marine hardware.

Arcosa, Inc. primarily serves markets in the United States, with operations focused across North America. The acquisition of Stavola expanded its presence into the New York-New Jersey Metropolitan Statistical Area.

Arcosa has a reputation for quality, service, and operational excellence. The company's 2024 Sustainability Report highlighted a 27% reduction in emissions intensity since 2020. Arcosa has shown continuous improvement in safety, with a greater than 70% reduction in its Total Recordable Incident Rate (TRIR) since 2019. Arcosa's strategic acquisitions and focus on infrastructure-related products align with key market trends.

Institutional investors hold a significant majority (90.66%) of Arcosa, Inc. stock, with major holders including Peregrine Capital Management LLC, Teacher Retirement System of Texas, and Principal Financial Group Inc. Individual investors, including company leadership, own 1.20% of the company's stock.