Arcosa, Inc.(ACA)Stock Analysis
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Rank #813 of 2,879 stocksTOP 50%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
ACA Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Arcosa, Inc. (ACA), a Industrials sector company. 13F Pro's AI-powered ranking engine scores ACA at 61.3/100 on a 32-signal composite quality model, placing it at rank #813 of 2,879 stocks — the top half of the AI-ranked universe. Based on the latest XBRL financial filings (Q1 2026), Arcosa, Inc. reports quarterly revenue of $571.7M, net income of $37.8M, an operating margin of 8.2%. Top institutional holders of ACA by reported 13-F value include BlackRock,, VANGUARD PORTFOLIO MANAGEMENT, Neuberger Berman Group, based on the most recent SEC filings. ACA trades on the NYSE exchange and files with the SEC under CIK 1739445. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate ACA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Arcosa, Inc. directly from SEC EDGAR. Arcosa, Inc.'s 13F Pro composite quality score has ranged between 8 and 67 since 2021, currently 61.3 — a stable long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$571.7M
Net Income
Q1 2026
$37.8M
Free Cash Flow
Q1 2026
$28.4M
Operating Margin
Q1 2026
8.2%
ROIC
Q1 2026
1.1%
D/E Ratio
Q1 2026
0.57
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+11.4% YoYNet Income
-41.1% YoYOperating Income
-9.1% YoYEPS (Diluted)
-41.4% YoYTotal Assets
+37.4% YoYTotal Debt
+197.0% YoYOp. Cash Flow
+92.3% YoY| Metric | FY 2024 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $2.57B +11.4% | $2.31B +2.9% | $2.24B +10.1% | $2.04B +5.2% | $1.94B +11.4% | $1.74B |
| Net Income | $93.7M -41.1% | $159.2M -35.2% | $245.8M +253.2% | $69.6M -34.7% | $106.6M -5.9% | $113.3M |
| Operating Income | $197.6M -9.1% | $217.3M -37.7% | $349.0M +225.3% | $107.3M -29.3% | $151.8M -0.7% | $152.9M |
| EPS (Diluted) | $1.91 -41.4% | $3.26 -35.4% | $5.05 +255.6% | $1.42 -34.9% | $2.18 -6.0% | $2.32 |
| Total Assets | $4.92B +37.4% | $3.58B +7.1% | $3.34B +4.8% | $3.19B +20.5% | $2.65B +14.9% | $2.30B |
| Total Debt | $1.69B +197.0% | $568.7M +3.3% | $550.6M -19.0% | $679.5M +167.0% | $254.5M +137.2% | $107.3M |
| Operating Cash Flow | $502.0M +92.3% | $261.0M +49.7% | $174.3M +4.7% | $166.5M -35.9% | $259.9M -27.6% | $358.8M |
AI Insight: ACA Financial Trends
Arcosa revenue collapsed 29% sequentially to $572M in Q1 2026, marking steepest decline in two years despite debt reduction.
• Operating margin compressed to 8.2% in Q1 2026 from 11.0% in Q4 2025, continuing multi-quarter deterioration from 14.0% in Q2 2024.
• Total debt fell $162M to $1,521M over four quarters; leverage ratio improved as equity rose to $2,653M in Q1 2026.
• Net income halved to $38M in Q1 2026 versus $52M in Q4 2025; operating cash flow remained positive at $72M.
⚠ Revenue cyclicality extreme: $798M peak (Q3 2025) to $572M trough (Q1 2026) suggests demand volatility or seasonal weakness unresolved.
⚠ Q4 2024 net loss of $8M; profitability recovery since then, but Q1 2026 earnings decline warrants confirmation of stabilization.
AI Insight: ACA Ratio Trends
Arcosa's profitability metrics collapsed in Q1 2026 after a strong 2025, with operating margin and ROIC both dropping sharply.
• Operating margin fell from 14.1% in Q3 2025 to 8.2% in Q1 2026, the lowest since Q3 2024.
• ROIC declined from 10.8% in Q3 2025 to 4.5% in Q1 2026, erasing half the prior-year gain.
• Debt-to-equity stabilized near 0.57–0.58 range in recent quarters, maintaining modest leverage discipline.
⚠ Q1 2026 weakness could reflect seasonality, but magnitude of margin/ROIC decline warrants monitoring for operational headwinds.
⚠ Net profit margin rebounded to 6.6% in Q1 2026 vs. 7.3% in Q4 2025, but remains below Q3 2025's 9.2% peak.
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Top Institutional Holders of ACA
BlackRock, Inc.
$808.7M7,619,560 shVANGUARD PORTFOLIO MANAGEMENT LLC
$303.3M2,857,823 shNeuberger Berman Group LLC
$283.6M2,673,845 shDIMENSIONAL FUND ADVISORS LP
$245.9M2,316,687 shVANGUARD CAPITAL MANAGEMENT LLC
$233.3M2,198,324 shSTATE STREET CORP
$210.2M1,980,645 shCapital World Investors
$209.2M1,970,776 shCapital International Investors
$207.3M1,952,826 shROYCE & ASSOCIATES LP
$132.9M1,252,310 shGEODE CAPITAL MANAGEMENT, LLC
$128.4M1,209,907 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $808.7M | 7,619,560 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $303.3M | 2,857,823 |
| Neuberger Berman Group LLC | $283.6M | 2,673,845 |
| DIMENSIONAL FUND ADVISORS LP | $245.9M | 2,316,687 |
| VANGUARD CAPITAL MANAGEMENT LLC | $233.3M | 2,198,324 |
| STATE STREET CORP | $210.2M | 1,980,645 |
| Capital World Investors | $209.2M | 1,970,776 |
| Capital International Investors | $207.3M | 1,952,826 |
| ROYCE & ASSOCIATES LP | $132.9M | 1,252,310 |
| GEODE CAPITAL MANAGEMENT, LLC | $128.4M | 1,209,907 |
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Popular Research
Is ACA a good stock to buy?
13F Pro's AI-powered analysis of Arcosa, Inc. (ACA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Industrials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for ACA are available on the ACA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own ACA?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling ACA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Arcosa, Inc.'s investment landscape.