Arcosa Inc. Common Stock (ACA)

FairStock Score: 50/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

As a Graham-and-Buffett-style investor, I start with what Arcosa is: a U.S. infrastructure supplier across construction products, engineered structures, and transportation products. The filed record shows in FY2025, the year ended 2025-12-31, revenue of $2.9B, net income of $208.4M, and diluted EPS of $4.24. That was a clear recovery from FY2024, the year ended 2024-12-31, when net income was $93.7M and diluted EPS was $1.91, though FY2023, the year ended 2023-12-31, had net income of $159.2M and diluted EPS of $3.26, so profits are cyclical and uneven. The latest reported quarter, fiscal Q2 2026, the quarter ended 2026-06-30, showed revenue of $658.7M, net income of $328.5M, and diluted EPS of $6.67. That is a remarkable jump, but it is so far above prior periods that I would not capitalize it as recurring without more evidence. The balance sheet looks moderate: FairStock's D/E of 0.51 and Altman Z-Score of 2.61. But FairStock's returns are unimpressive: ROE 8.03% and ROCE 3.88%. Free cash flow is $133.4M, only a 1.8% FCF yield at the 2026-10-13 close of $147.25. At that close, FairStock's P/E is 32.87 and P/B is 2.42. FairStock's Graham Number is $78.25, leaving a negative 88.18% margin of safety. FairStock's PEG of 0.07 looks exciting, but it may hinge on the latest quarter. I see a decent infrastructure business, not a bargain.

In plain English: Arcosa makes materials and products used in construction, infrastructure, and transportation. The business is profitable and recently reported a big jump in profit, but it does not produce much cash compared with its market value. At the recent close, the shares look expensive compared with its earnings and cash flow.

The full AI analysis, bull and bear case and key monitorables are in FairStock Pro.

Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q2 2026 10-Q (period ended 2026-06-30) · fiscal Q1 2026 10-Q (period ended 2026-03-31) · fiscal Q3 2025 10-Q (period ended 2025-09-30) · fiscal Q2 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-12-31) · FY2024 10-K (period ended 2024-12-31) · FY2023 10-K (period ended 2023-12-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer