Arcosa, Inc. (ACA)
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-05
$149.15+0.08%
Close 2026-10-22 · 1-day change
NYSEIndustrialsConstruction MaterialsSnapshot 2026-11-05
QuarterlyIQ Insights · ACA
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within industrials on a research-validated quality screen. As of 2026-10-30.
The screen ranks ACA against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated neutral grew net income 51% of the time over the next year (vs 61% for the rest of the cohort, n=9285).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
• Capital expenditures for continuing operations in the second quarter were $58.8 million, up $31.8 million from the prior period which reflects increased investment in our core growth platforms.
Stated in 2 of 3 supplied quarters. Management reported: “• Capital expenditures for continuing operations in the second quarter were $58.8 million, up $31.8 million from the prior period which reflects increased investment in our core growth platforms.” “• Capital expenditures for continuing operations in the first quarter were $43.5 million, up $10.5 million from the prior period which reflects increased investment in our core growth platforms.”
“• Capital expenditures for continuing operations in the second quarter were $58.8 million, up $31.8 million from the prior period which reflects increased investment in our core growth platforms.”
“• Capital expenditures for continuing operations in the first quarter were $43.5 million, up $10.5 million from the prior period which reflects increased investment in our core growth platforms.”
“In April, we took a pivotal step to further simplify our portfolio by divesting our barge business and allocating a portion of the proceeds to pay down debt, underscoring our commitment to balance s…
Stated in 2 of 3 supplied quarters. Management reported: ““In April, we took a pivotal step to further simplify our portfolio by divesting our barge business and allocating a portion of the proceeds to pay down debt, underscoring our commitment to balance sheet strength and financial flexibility.” “Carrillo continued, “We have continued to streamline our portfolio and strengthen our balance sheet, through earnings growth, margin expansion and disciplined capital management, achieving our target leverage ratio two quarters ahead of plan.”
Momentum in utility structures, solid execution across the business, and disciplined cost management give us confidence in our outlook.
Stated in 1 of 3 supplied quarters. Management reported: “Momentum in utility structures, solid execution across the business, and disciplined cost management give us confidence in our outlook.” “• Raised the guidance range for revenues and Adjusted EBITDA from continuing operations based on the strong performance in utility structures for the first quarter and increased confidence in the balance of the year.”
“Momentum in utility structures, solid execution across the business, and disciplined cost management give us confidence in our outlook.”
Focus Engineered Structures growth on utility and related structures, serving demand from grid modernization and power needs.
Simplify the portfolio and focus on Construction Products and Engineered Structures through divestitures and investments in those platforms.
Over the trailing year it converted 1.68x of net income into operating cash flow. Historically, Industrials names rated robust grew net income 59% of the time over the next year (vs 55% for the rest of the cohort, n=5006).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity (low R² over the window).
10 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Industrials names rated volatile grew net income 52% of the time over the next year (vs 59% for the rest of the cohort, n=6547).
Not investment advice. As of 2026-11-05.
““In April, we took a pivotal step to further simplify our portfolio by divesting our barge business and allocating a portion of the proceeds to pay down debt, underscoring our commitment to balance s…”
“Carrillo continued, “We have continued to streamline our portfolio and strengthen our balance sheet, through earnings growth, margin expansion and disciplined capital management, achieving our target…”