Arcosa, Inc. (ACA)

Arcosa's stock has experienced positive momentum in the past six months, with a 24.17% increase, reaching an all-time high of $112.98 on December 11, 2025. In the third quarter of 2025, Arcosa announced record results with revenues of $797.8 million and net income surged to $73.0 million, raising its full-year 2025 guidance. Arcosa, Inc. declared a regular quarterly cash dividend of $0.05 per share. The acquisition of Stavola Holding Corporation's construction materials business significantly expanded Arcosa's aggregates footprint. The acquisition of Ameron Pole Products bolstered the Engineered Structures segment. The divestiture of the cyclical steel components business streamlined the portfolio.

Demand for Arcosa's products and services is influenced by the cyclical and seasonal nature of the industries it serves, as well as weather variations. Construction Products demand is driven by construction spending, population growth, and economic conditions. Engineered Structures demand remains steady, with strong order growth in both utility and wind tower businesses. Transportation Products demand is currently showing signs of improvement due to underinvestment in the inland river barge fleet. The Jones Act creates a protected domestic market for Arcosa's barge construction business.

Arcosa, Inc. is a Dallas-based provider of infrastructure-related products and solutions, operating within the Industrials sector. The company generates revenue through three core segments: Construction Products, Engineered Structures, and Transportation Products. Construction Products include aggregates, specialty materials, asphalt mix, and construction site support equipment. Engineered Structures consist of steel and concrete structures for infrastructure. Transportation Products include inland barges, fiberglass barge covers, winches, and marine hardware.

Arcosa's operations are primarily concentrated in North America, with a significant presence across the United States and operations in Mexico. Texas is its largest geographic market for Construction Products, representing approximately 45% of that segment's revenues in 2023. The company's barge manufacturing facilities are strategically located along U.S. inland river systems.

Arcosa, Inc. and its individual businesses have built reputations for quality, service, and operational excellence. The company's strategic focus on infrastructure-related products and solutions aims to capitalize on the fragmented nature of its industries. No specific events negatively impacting Arcosa's brand reputation in the past year were found.

Arcosa, Inc. is a publicly traded company with ownership distributed among institutional investors, company insiders, and the general public. Institutional investors hold a majority of the company's stock. Major institutional holders include BlackRock, Inc. and The Vanguard Group, Inc.. Insider ownership accounts for a small percentage of the shares.