What is Arcosa's market cap?

Arcosa (ACA) has a market capitalization of $7.1B and trades on NYSE.

What is Arcosa's revenue and profitability?

Arcosa generated $2.8B in trailing twelve-month revenue with net income of $222.6M, representing a net margin of 7.9%. Gross margin stands at 22.8%, with free cash flow of $237.6M. These figures are based on the Q1 2026 filing.

Who are Arcosa's competitors?

Arcosa's key competitors include Vulcan Materials Company, Valmont Industries, Inc., Martin Marietta Materials, Inc., and others. These companies compete in similar markets and product categories.

What subsidiaries does Arcosa have?

Arcosa's subsidiaries include Stavola Holding Corporation, Ameron Pole Products, LLC.

Where is Arcosa headquartered?

Arcosa is headquartered in United States of America and employs approximately 6,075 people. It has been publicly traded since 2018.

Arcosa

ACA

Arcosa, Inc. is a leading provider of infrastructure-related products and solutions serving the construction, engineered structures, and transportation markets in North America.

Market cap

$7.14B+67.4%

Revenue$2.8B+12.1%

Net income$222.6M+159%

Free cash flow$237.6M-9.2%

EPS (diluted)$4.53+159%

Trailing twelve months · change vs. prior year

Table of contents

Earnings

Q1 2026 report

April 30, 2026

Revenue$571.7MMiss by $70.7M EPS$0.51Beat by $0.38

Read the full report

Next report

Aug 5, 2026 (In 1 week)

Revenue estimate$687.5M

EPS estimate$1.18

Financials

Q1 2026

Income statement

See full

Revenue$571.7M+4.4%

Gross profit$120.9M+12.0%

Operating income$47.1M+14.9%

Net income$37.8M+60.2%

EPS (diluted)$0.77+60.4%

Balance sheet

See full

Cash & equivalents$153.2M-8.8%

Total debt$1.6B-9.9%

Total equity$2.7B+8.1%

Total assets$5.0B+1.4%

Cash flow

See full

Operating cash flow$71.9M+10,371%

CapEx$43.5M+31.8%

Free cash flow$28.4M+184%

Valuation & ratios

Valuation

See full

Market cap$7.14B+67.4%

Enterprise value$8.56B+45.5%

P/E32.1×-11.3×

P/S2.5×+0.9×

Profitability

See full

Gross margin22.8%+2.5pp

Operating margin11.8%+4.5pp

Net margin7.9%+4.5pp

FCF margin8.4%-2.0pp

Returns & leverage

See full

Return on equity8.7%+5.2pp

Debt / equity0.6×-0.1×

Current ratio2.3×+0.3×

Segments

By product

See full

Total Construction Materials$240.4M+2.6%

Utility and related structures$225.4M—

Aggregates$174.5M+5.6%

Specialty materials and asphalt$70.4M-3.8%

Wind towers$70.0M—

By segment

See full

Engineered Structures$295.4M+3.7%

Construction Products$276.3M+5.1%

Competitors

By market cap

GE Vernova$265.42B+50.5%

CRH$68.7B+3.7%

Vulcan Materials Company$36.9B+3.5%

Martin Marietta Materials$34.3B-1.1%

VMI

Valmont Industries$9.6B+33.8%

Arcosa$7.1B+64.8%

Construction Partners$5.9B+3.8%

Southland Holdings$34.4M-85.2%

By revenue growth

Construction Partners+48.8%

GE Vernova+13.0%

Arcosa+12.1%

Martin Marietta Materials+10.1%

Vulcan Materials Company+6.9%

CRH+6.3%

VMI

Valmont Industries+3.8%

By net margin

Martin Marietta Materials39.9%+21.4pp

GE Vernova23.03%+19.9pp

Vulcan Materials Company13.75%+1.2pp

VMI

Valmont Industries11.7%+5.7pp

CRH9.65%+0.5pp

Arcosa7.88%+4.5pp

Construction Partners3.9%+1.1pp

Profile

Arcosa, Inc. is a leading provider of infrastructure-related products and solutions serving the construction, engineered structures, and transportation markets in North America. The company leverages a portfolio of established brands to capitalize on critical market trends including the modernization of aging transportation infrastructure, electrical grid hardening, and the expansion of data centers. Arcosa focuses on a strategy of organic growth and disciplined acquisitions within fragmented industrial sectors.

Competitive position

Arcosa holds leading market positions in North American inland barge manufacturing and wind tower production, while maintaining a significant regional presence in the fragmented U.S. aggregates market.

GeographiesUnited States, Mexico, Canada

Customer segmentsGovernment agencies, Utility companies, Construction contractors, Energy developers

Business modelManufacturing, Vertically integrated materials production, Project-based bidding

SuppliersSteel plate suppliers, Natural mineral reserves (quarries), Demolished concrete (for recycling), Component parts (pumps, engines, flanges)

CustomersPublic infrastructure projects, Residential and non-residential developers, Utility grid operators, Wind farm developers

CountryUnited States of America

Listed2018

Employees6.1K

CEOAntonio Carrillo

SectorIndustrials

IndustryIndustrial - Infrastructure Operations

Websitearcosa.com

FilingsSEC EDGAR

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Questions, answered.

What is Arcosa's market cap?: Arcosa (ACA) has a market capitalization of $7.1B and trades on NYSE.
What is Arcosa's revenue and profitability?: Arcosa generated $2.8B in trailing twelve-month revenue with net income of $222.6M, representing a net margin of 7.9%. Gross margin stands at 22.8%, with free cash flow of $237.6M. These figures are based on the Q1 2026 filing.
Who are Arcosa's competitors?: Arcosa's key competitors include Vulcan Materials Company, Valmont Industries, Inc., Martin Marietta Materials, Inc., and others. These companies compete in similar markets and product categories.
What subsidiaries does Arcosa have?: Arcosa's subsidiaries include Stavola Holding Corporation, Ameron Pole Products, LLC.
Where is Arcosa headquartered?: Arcosa is headquartered in United States of America and employs approximately 6,075 people. It has been publicly traded since 2018.