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ACA Arcosa, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Industrials

Scale

Market cap
$7.1bn
Revenue TTM
$2.7bn
Net income TTM
$491m
Free cash flow
$135m
Composite score
45.6
Sector rank
#879

Valuation

P / E
14.5
EV / EBITDA
12.3
EV / sales
2.4
FCF yield
1.89%
Earnings yield vs 10-yr
2.15pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
17.9%
EBITDA margin
19.9%
ROE
16.5%
ROIC
12.7%
Revenue growth
2.6%

Insider activity, last 90 days

Net open-market
$0.00m
Buyers
0
Sellers
0

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

The outlook for single-family residential housing continues to be impacted by higher interest rates and home affordability, which has negatively impacted volumes. • Within our Engineered Structures segment, our backlog for utility and related structures as of June 30, 2026 was $648.1 million, up 49% year to date, and provides strong production visibility for the remainder of 2026. Due to increased demand, we have converted an idled wind tower facility to utility structures, which began delivering utility poles in the second quarter. Three Months Ended June 30, 2026 versus Three Months Ended June 30, 2025 • Segment revenues increased 0.7%. …Arcosa, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-05

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