Arcosa, Inc. (ACA) Stock Analysis
Industrials · Engineering & Construction · NYSE
Arcosa, Inc. (ACA) posted $2.88B in revenue for fiscal 2025 (up 12.2% year over year), at a 7.2% net margin, and has compounded revenue about 8.3%/yr over five years, per its SEC filings.
Data last refreshed August 2, 2026 from SEC filings · how we compute this
The analyst's take on Arcosa, Inc.
Arcosa, Inc. has grown revenue from $1.70B to $2.88B over the last 10 fiscal years, compounding about 8.3% a year. The most recent year was up 12.2%, so growth is actually accelerating.
Net margin sits at 7.2%, up 3.6 points year over year on a 22.4% gross margin.
At today's valuation the market is pricing in roughly 15.2% annual free-cash-flow growth — versus the -0.3% it actually delivered over the last five years, so the price already assumes a step-up from the recent record. The one thing worth a second look in the filings is net margin shrinking.
Synthesised from Arcosa, Inc.'s SEC filings — descriptive, not advice. Ask the analyst your own question →
Arcosa, Inc. revenue & earnings — last 10 fiscal years
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.70B | $1.46B | $1.46B | $1.74B | $1.94B | $2.04B | $2.24B | $2.31B | $2.57B | $2.88B |
| Gross profit | $348.10M | $294.70M | $272.00M | $332.40M | $382.00M | $355.90M | $411.10M | $443.80M | $515.20M | $647.20M |
| Net income | $123.00M | $89.70M | $75.70M | $113.30M | $106.60M | $69.60M | $245.80M | $159.20M | $93.70M | $208.40M |
| Net margin | 7.2% | 6.1% | 5.2% | 6.5% | 5.5% | 3.4% | 11.0% | 6.9% | 3.6% | 7.2% |
Source: Arcosa, Inc. SEC filings (10-K).
Arcosa, Inc.: 1 potential red flag in the filings
Patterns in the filed statements worth a second look — computed and cited, not AI guesswork, and not a signal to sell. The kind of thing that hides in a 10-K.
- Net margin shrinkingNet margin fell from 11.0% to 7.2% over ~3 years — profitability is compressing.
What growth is priced into ACA stock?
At today's market cap of $6.09B, Arcosa, Inc. is priced for free-cash-flow growth of about 15.2% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $175.50M from the FY ending 2025-12-31). For comparison, free cash flow actually grew -0.3%/yr over the last five fiscal years and revenue 8.3%/yr, computed from its SEC filings. This is a reverse DCF — a translation of the price into a growth assumption you can judge, not a fair value and not advice. Change the assumptions yourself in the interactive view →
Explore 10 years of Arcosa, Inc. financials — interactive
Full income statement, balance sheet and cash flow with CAGR and trend on every row, 48 quarters, valuation ratios, plain-English health checks, and Ask — our SEC-grounded research assistant.
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Arcosa, Inc. financial history by metric
Compare Arcosa, Inc. with peers
About Arcosa, Inc.
Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States. The company operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and construction site support equipment, including trench shields and shoring products for residential and non-residential construction, and specialty and other products, as well as for infrastructure construction. The Engineered Structures segment offers utility structures, wind towers, traffic and lighting structures, and telecommunication structures for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets. This segment also sells its products to contractors and distributors serving state Departments of Transportation and state and municipality agencies. The Transportation Products segment offers inland barges, fiberglass barge covers, winches, marine hardware, and other transportation and industrial equipment to the commercial marine transportation companies, lessors, and industrial shippers. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.
Arcosa, Inc. — frequently asked questions
What is Arcosa, Inc.'s revenue?
Arcosa, Inc. (ACA) reported revenue of $2.88B for fiscal year 2025, up 12.2% from the prior year, according to its SEC filings.
Is Arcosa, Inc. profitable?
Yes. ACA earned net income of $208.40M in fiscal 2025, a net margin of 7.2%.
What is ACA's P/E ratio?
Arcosa, Inc. trades at a price-to-earnings ratio of about 27.8 based on the latest data in our nightly-refreshed cache.
How fast is Arcosa, Inc. growing?
ACA's revenue grew at roughly 8.3% per year over the last five fiscal years (compound annual growth rate), computed from SEC-filed statements.
How much debt does Arcosa, Inc. have?
As of fiscal year 2025, ACA carried roughly $0 in total debt (short- plus long-term borrowings), per its filed balance sheet.
What is Arcosa, Inc.'s gross margin?
ACA's gross margin was 22.4% in fiscal 2025 — gross profit of $647.20M on revenue of $2.88B.
What is Arcosa, Inc.'s market cap?
Arcosa, Inc. (ACA) has a market capitalization of about $6.09B, based on the latest data in our nightly-refreshed cache.
When does Arcosa, Inc.'s fiscal year end?
ACA's fiscal year ends in December. Its most recent annual filing covers the fiscal year ending 2025-12-31.
What growth is priced into ACA stock?
At today's market cap of $6.09B, Arcosa, Inc. is priced for free-cash-flow growth of about 15.2% per year for 10 years (assuming a 10% discount rate and 2.5% terminal growth, base FCF $175.50M from the FY ending 2025-12-31). For comparison, free cash flow actually grew -0.3%/yr over the last five fiscal years and revenue 8.3%/yr, computed from its SEC filings.
Where does this data come from?
All figures are computed from Arcosa, Inc.'s official SEC filings (10-K and 10-Q), covering 10 years of history, refreshed nightly. stockportfolio.pro does not provide investment advice.