Arcosa, Inc. (ACA)

From the record

Arcosa, Inc.'s filings since 2018 show 1 warning event: a notice about its exchange listing (8-K item 3.01, the latest 2026-10-23) (its current reports).

From the record

Arcosa, Inc.'s 10 filed years say what it did: revenue went from $1.7 billion in fiscal 2016 to $2.9 billion in fiscal 2025, up 6% a year; it rose in 7 of 9 years; the deepest fall was 14% from fiscal 2016 to fiscal 2018; net income was positive in 10 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Arcosa, Inc.'s diluted share count grew about 0.3% a year, and dividends and buybacks returned about 4% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-10-23 (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Arcosa, Inc. earned about 8 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 13 cents per dollar of everything the company owns. Leverage: it owed about 47 cents per dollar of assets, and net share issuance: its share count grew 0.4% over the year (the filed statements).

From the record

Arcosa, Inc.'s standing among 35 graded names in its industry family: revenue of $2.9 billion in fiscal 2025 ranks in the top 24% by size; a net margin of 7.2% ranks in the top 21%; revenue growth of 8.7% a year over the last 3 filed years ranks in the top 19% (its annual reports).

From the record

Arcosa, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Carrillo, Antonio (President & CEO, as filed), filing under that title since 2018-10-02, 8.1 years (top 26% of its family); the 15 officers and directors filing in the last fifteen months have been on the record a median of 8 years (top 29%); 3 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (top 21%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Arcosa, Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $215 million against debt of $1.5 billion leaves -26.1% of its assets as net cash, bottom 21% of its family; cash from operations less capital spending is 6.1% of revenue (top 48%); a gross margin of 22.4% (bottom 38%) (its annual report).

From the record

Arcosa, Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew 8.7% a year over the last three filed years against 6% over all 10, speeding up (top 14% of its family); the newest year grew 12.2% (top 19%); capital spending grew 6.3% a year (top 44%) (its annual reports). Arcosa, Inc. reported 3 lines of business in fiscal 2025: Construction Products at $1.3 billion, Engineered Structures at $1.2 billion, Transportation Products at $383 million. 2 of 3 grew in the latest filed year, and the largest line is 45% of revenue (its annual report).

From the record

Arcosa, Inc.'s newest year against its own record: revenue of $2.9 billion in fiscal 2025 came in 4.8% above the $2.8 billion its prior three years' pace pointed to (bottom 46% of its family); net income of $208 million against a prior three-year average of $166 million (top 37%); a net margin of 7.2% against 7.2% before (top 40%) (its annual reports).