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Upturn AI SWOT - About
ACA 
Arcosa Inc (ACA)
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Upturn Advisory Summary
03/27/2025: ACA (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 21.93% | Avg. Invested days 49 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.90B USD | Price to earnings Ratio 41.87 | 1Y Target Price 111.83 |
Price to earnings Ratio 41.87 | 1Y Target Price 111.83 | ||
Volume (30-day avg) 354391 | Beta 0.81 | 52 Weeks Range 72.67 - 113.37 | Updated Date 03/30/2025 |
52 Weeks Range 72.67 - 113.37 | Updated Date 03/30/2025 | ||
Dividends yield (FY) 0.25% | Basic EPS (TTM) 1.91 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 3.65% | Operating Margin (TTM) 8% |
Management Effectiveness
Return on Assets (TTM) 3.32% | Return on Equity (TTM) 3.94% |
Valuation
Trailing PE 41.87 | Forward PE 21.05 | Enterprise Value 5402218399 | Price to Sales(TTM) 1.52 |
Enterprise Value 5402218399 | Price to Sales(TTM) 1.52 | ||
Enterprise Value to Revenue 2.1 | Enterprise Value to EBITDA 13.65 | Shares Outstanding 48776000 | Shares Floating 47940000 |
Shares Outstanding 48776000 | Shares Floating 47940000 | ||
Percent Insiders 1.38 | Percent Institutions 95.03 |
Analyst Ratings
Rating 4.83 | Target Price 116 | Buy 1 | Strong Buy 5 |
Buy 1 | Strong Buy 5 | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Arcosa Inc
Company Overview
History and Background
Arcosa, Inc. was formed in 2018 as a spin-off from Trinity Industries. Trinity Industries, founded in 1933, focused on railcar manufacturing. Arcosa was created to house Trinity's infrastructure-related businesses, including utility structures, construction products, and transportation products, becoming an independent publicly-traded company.
Core Business Areas
- Construction Products: Manufactures and sells natural and recycled aggregates, specialty materials, and related construction products for infrastructure and other end markets.
- Engineered Structures: Produces structural wind towers for wind turbines, utility structures for electricity transmission, and related engineered products.
- Transportation Products: Manufactures and leases barges for inland waterways used to transport various commodities.
Leadership and Structure
Antonio Carrillo serves as the President and Chief Executive Officer. The organizational structure consists of business segments managed by segment presidents, reporting to the CEO. Arcosa has a Board of Directors overseeing governance.
Top Products and Market Share
Key Offerings
- Product Name 1: Aggregates: Primarily crushed stone, sand, and gravel used in construction. Market share varies regionally, but Arcosa is a major player in specific geographic areas. Revenue is tied to construction spending. Competitors include Vulcan Materials (VMC), Martin Marietta Materials (MLM), and Summit Materials (SUM).
- Product Name 2: Structural Wind Towers: Steel towers supporting wind turbines. Arcosa serves wind turbine manufacturers. The market share is dependent on orders. Revenue from this product varies depending on the demand for wind energy. Competitors include Marmen Energy, and broad global players such as Vestas and Siemens Gamesa, that often manufacture their own towers internally.
- Product Name 3: Inland Barges: Barges for transporting commodities like grain, coal, and petroleum products. Arcosa is a significant barge manufacturer and lessor in the US inland waterways. The market share is concentrated. Revenue is impacted by commodity shipping volumes. Competitors include American Commercial Barge Line (ACBL) and Ingram Marine Group.
Market Dynamics
Industry Overview
The industries Arcosa operates in are influenced by infrastructure spending, energy demand (wind power), and commodity transportation. The construction industry is cyclical, sensitive to economic conditions and government spending. Renewable energy and commodity transportation are also cyclical, based on demand and the economy.
Positioning
Arcosa is positioned as a key supplier of infrastructure-related products. Its competitive advantages include its established manufacturing capabilities, strong relationships with customers, and diversification across multiple end markets.
Total Addressable Market (TAM)
Arcosa's TAM is large and encompasses aggregates, wind towers, and barge manufacturing/leasing. The Infrastructure Investment and Jobs Act expanded the TAM. Arcosa is well-positioned to capture a portion of this TAM.
Upturn SWOT Analysis
Strengths
- Diversified revenue streams
- Established manufacturing facilities
- Strong relationships with customers
- Exposure to infrastructure spending
- Solid financial position
Weaknesses
- Cyclical business segments
- Exposure to commodity price fluctuations
- Dependence on government spending
- Customer concentration in some segments
Opportunities
- Increased infrastructure spending
- Growth in renewable energy
- Expansion into new geographic markets
- Acquisitions of complementary businesses
Threats
- Economic downturns
- Changes in government regulations
- Increased competition
- Supply chain disruptions
- Fluctuations in commodity prices
Competitors and Market Share
Key Competitors
- VMC
- MLM
- SUM
- NUE
Competitive Landscape
Arcosa competes based on price, quality, and service. Its competitive advantages include its diversified product portfolio and its strong relationships with customers.
Major Acquisitions
Cherry Industries
- Year: 2021
- Acquisition Price (USD millions): 300
- Strategic Rationale: Expanded aggregates business in Texas, vertically integrated business.
Growth Trajectory and Initiatives
Historical Growth: Arcosa's historical growth has been driven by acquisitions and organic growth in its infrastructure-related businesses.
Future Projections: Future growth is projected to be driven by increased infrastructure spending, growth in renewable energy, and continued acquisitions.
Recent Initiatives: Recent initiatives include acquisitions to expand its product offerings and geographic reach, as well as investments in new manufacturing facilities.
Summary
Arcosa is a diversified infrastructure company with exposure to growing end markets. The company benefits from increased infrastructure spending and the growth of renewable energy. Cyclicality and commodity price volatility remain challenges. Recent acquisitions are helping with growth and diversification. Overall, Arcosa is a solid player in its markets with growth opportunities.
Similar Companies
- VMC
- MLM
- SUM
- CMC
- TXI
Sources and Disclaimers
Data Sources:
- Arcosa Inc. Investor Relations
- SEC Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Arcosa Inc
Exchange NYSE | Headquaters Dallas, TX, United States | ||
IPO Launch date 2018-10-30 | President, CEO & Director Mr. Antonio Carrillo | ||
Sector Industrials | Industry Engineering & Construction | Full time employees 6250 | Website https://www.arcosa.com |
Full time employees 6250 | Website https://www.arcosa.com | ||
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/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 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.
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