| Factor | Score | Distribution | Value | Avg | Rank |
|---|---|---|---|---|---|
Valuation | 42 | 14.9x | 17.3x | Around median | |
Growth | 78 | 16.7% | 7.1% | Top tier | |
Quality | 46 | 7.2% | 4.5% | Around median | |
Safety | 65 | 1.9x | 2.6x | Around median | |
Capital Return | 62 | 0.13% | 0.06% | Around median | |
Momentum | 97 | 57.1% | -1.6% | Top tier | |
Sentiment | 64 | 3 | 3 | Around median |
The floor: what the company is worth if growth stopped today
72% of today's price is what a buyer pays for growth that has not happened yet.
10-year US Treasury yield 4.96% as of 2026-10-22. Estimates computed from company data and analyst targets, not investment advice.
Ten ratios that matter, each compared against its sector median and average — so you can see whether a number is rich or cheap relative to peers in the same sector.
Arcosa, Inc. operates in the U.S. infrastructure market through two segments following the sale of its barge business: Construction Products and Engineered Structures. The former generates revenue from natural and recycled aggregates, specialty construction materials, asphalt, and trench shoring systems, while the latter sells utility structures and wind towers; wind towers represent approximately 10% of the company's expected fiscal year 2026 revenue. The company completed the sale of its barge business for $450 million on April 1, 2026, and intends to direct the net proceeds toward growth platforms and debt management.
In fiscal year 2026 Q2, Arcosa recorded revenue of $658.7 million and gross profit of $155.7 million, equivalent to a gross margin of approximately 23.6%. Reported net income was $328.5 million, or $6.67 per share, equivalent to a net margin of approximately 49.9% based on the EDGAR figures provided. On a trailing twelve-month basis for fiscal year 2026, revenue was $2.8 billion, gross profit was $642.7 million, net income was $222.6 million, and earnings per share were approximately $4.52.
Fiscal year 2026 Q1 showed a mixed operating picture: Construction Products revenue increased by 5%, while Engineered Structures revenue rose by 4%. Within the engineered segment, utility structures revenue grew by more than 15%, and the segment's adjusted EBITDA increased by 21%, bringing its margin to a record 21.1%. In Construction Products, freight-adjusted aggregates revenue increased by approximately 6%, driven by 4% volume growth and 2% pricing, while the trench shoring business achieved approximately 26% growth in revenue and adjusted EBITDA.
The analyst consensus is "Buy," with an average target of $145 and a narrow range of $140 to $150. The average target is less than approximately 1.3% below the 52-week range high of $146.92, compared with a low of $89.03, making the valuation highly dependent on continued strength in utility structures and achievement of fiscal year 2026 guidance. A price-to-earnings ratio is not available in the provided data, so it cannot be used to balance the positive consensus against the risks from diesel costs, import tariffs, and lower wind tower volumes.
Figures in the text are as of 2026-08-30; the live price is shown at the top of the page.
Arcosa operates through the Construction Products and Engineered Structures segments following the completion of the barge business sale on April 1, 2026. The former includes natural and recycled aggregates, specialty construction materials, asphalt, and trench shoring, while the latter includes utility structures and wind towers. The company's total revenue was $658.7 million in fiscal year 2026 Q2 and $2.8 billion during the trailing twelve months of fiscal year 2026.
Management attributed the increase to stronger-than-expected performance in utility structures and the presence of a backlog supporting the outlook. At the midpoint of the range, the company is targeting revenue of $2.65 billion and adjusted EBITDA of $565 million in fiscal year 2026. These figures represent expected annual growth of 6% and 11%, respectively, with an expected margin of 21.3%.
The backlog for utility structures and related products reached $558 million at the end of fiscal year 2026 Q1, up 28% from the beginning of the year. The backlog included orders for long-term projects extending into 2028, while management said that customer bookings not recorded in the backlog were also strong. The wind tower backlog was $600 million, with 36% expected to be recognized in 2026 and 59% in 2027.
Automated analysis for informational purposes only — not investment advice.
Management says that data center expansion and increased electricity consumption are driving greater utility investment in transmission and grid modernization. This was reflected in utility structures revenue growth of more than 15% in fiscal year 2026 Q1 and an increase in the Engineered Structures margin to a record 21.1%. The Meyer brand is also working with customers to design ultra-high-voltage transmission towers, while the company confirmed that it has not sold this type of tower in the past.
The company's operations consume between 10 million and 11 million gallons of diesel, and the price has increased by approximately $1.50 per gallon across its operating footprint. If this level persists, it could create unmitigated pressure of 4% to 5% on aggregates cash gross profit per unit in fiscal year 2026, despite the application of fuel and delivery surcharges. Utility structures imported from Mexico have also been subject since April 6, 2026, to a 10% steel tariff, and the company says its contracts allow it to pass through the impact.
Arcosa completed the sale of its barge business for $450 million on April 1, 2026, and estimated after-tax net proceeds of approximately $370 million. The company used $83 million in April 2026 to repay part of its term loan, reducing the pro forma net debt to adjusted EBITDA ratio from 2.3 times to 1.9 times. Estimated pro forma liquidity reached $1.1 billion, including full availability under a $700 million revolving credit facility.