Arcosa, Inc. (ACA)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-04
$149.15+0.08%
Close 2026-10-22 · 1-day change
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-04
Research Workspace
Put ACA beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Primary pillar under pressure — Revenue growth in Construction Products and Engineered Structures: Comparison needs review.
View ThesisRevenue is growing steadily — about 9% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationModerate volatility — typically moves about 0% a day.
View RiskACA's construction products growth must keep compounding to justify the price. Revenue grew 2% year over year in the latest quarter. The company missed its earnings target by 4.2%. It trades at 32 times earnings versus a 40 times peer median. The market is pricing in more growth than we forecast. Revenue growth in its primary pillar is under pressure. The thesis comparison is not yet verified. Peer multiples imply a price about 1% below where it trades. The thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-22. ACA is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 3 analysts currently covering ACA (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ACA Selected company | Graph | Compare | Trend | Review | |
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Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 0 valuation methods, at three horizons. As of 2026-11-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Construction & Engineering — fair value, gap to price, and forward P/E.
Compare the value case
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Acquisition aligns with growth strategy and enhances market position.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-22. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Acquisition approval aligns with growth and financial flexibility objectives.
Advances: Raise 2026 revenue and Adjusted EBITDA guidance
Higher guidance supports revenue and EBITDA growth objectives.