The company operates through three segments: Construction Products, Engineered Structures, and Transportation Products. Arcosa's acquisition of Stavola and divestitures aim to enhance geographic reach, improve EBITDA margins, and focus on lower-volatility markets.
Cyborg Score Rationale
Arcosa's topline grew 14.4% YoY in Q4 2024, driven by strong pricing and recent acquisitions. The company demonstrates solid execution in a fragmented infrastructure market with strategic M&A positioning, though it underperformed broader market returns recently.
Top Insights
Arcosa's Q4 2024 topline grew 14.4% YoY driven by strong pricing and recent acquisitions despite a 14% decline in Transportation Products revenue
Stavola acquisition and divestitures enhance geographic reach and focus on lower-volatility markets
ACA underperformed the US Construction industry (50.7% return) and US Market (18.1% return) over the past year
Strong governance profile with ISS Governance QualityScore of 1, indicating lower governance risk
Named Competitors
Construction Materials — Aggregates and construction materials provider
Engineered Structures — Building and infrastructure components
Utilities Infrastructure — Infrastructure engineering and construction services
Recent Developments
(October 2025) Q3 results showed record revenue with adjusted EPS of $1.56 vs. consensus $1.35
(November 2025) Barclays raised price target to $115 from $106
(October 2025) Narrowed FY25 revenue guidance to $2.86B-$2.91B from $2.85B-$2.95B
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