arcosa, inc. is a provider of infrastructure-related products and solutions with leading brands serving construction, engineered structures, and transportation markets. our individual businesses have built reputations for quality, service, and operational excellence over decades. arcosa serves a broad spectrum of infrastructure-related markets and is strategically focused on driving organic and disciplined acquisition growth to capitalize on the fragmented nature of many of the industries in which we operate. with arcosa’s current platform of businesses and additional growth opportunities, we are well- aligned with key market trends, such as the replacement and growth of aging transportation infrastructure, the continued shift to renewable power generation, and the expansion of new transmission, distribution, and telecommunications infrastructure. our common stock is traded on the new york stock exchange under the symbol aca.
Company profile
Ticker
ACA
Exchange
Website
CEO
Antonio Carrillo
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
SEC CIK
Corporate docs
Subsidiaries
4601 Holmes Road Corporation • ACC Florida, LLC • ACC Southeast, LLC • Administradora Especializada, S. de R.L. de C.V. • Arcosa Aggregates Gulf Coast, LLC. • Arcosa Aggregates Holdings, LLC. • Arcosa Aggregates Ohio River Valley, LLC • Arcosa Aggregates Texas, LLC • Arcosa Aggregates West, LLC • Arcosa Canada ...
IRS number
825339416
ACA stock data
Latest filings (excl ownership)
8-K
Arcosa, Inc. Announces Completion of Ameron Acquisition
9 Apr 24
ARS
2023 FY
Annual report to shareholders
26 Mar 24
DEFA14A
Additional proxy soliciting materials
26 Mar 24
DEF 14A
Definitive proxy
26 Mar 24
8-K
Entry into a Material Definitive Agreement
11 Mar 24
8-K
Departure of Directors or Certain Officers
1 Mar 24
10-K
2023 FY
Annual report
23 Feb 24
8-K
Arcosa, Inc. Announces Fourth Quarter and Full Year 2023 Results
22 Feb 24
S-3ASR
Automatic shelf registration
15 Dec 23
8-K
Regulation FD Disclosure
7 Nov 23
Transcripts
ACA
Earnings call transcript
2023 Q4
23 Feb 24
ACA
Earnings call transcript
2023 Q3
2 Nov 23
ACA
Earnings call transcript
2023 Q2
4 Aug 23
ACA
Earnings call transcript
2023 Q1
28 Apr 23
ACA
Earnings call transcript
2022 Q4
24 Feb 23
ACA
Earnings call transcript
2022 Q3
3 Nov 22
ACA
Earnings call transcript
2022 Q2
7 Aug 22
ACA
Earnings call transcript
2022 Q1
29 Apr 22
ACA
Earnings call transcript
2021 Q4
24 Feb 22
ACA
Earnings call transcript
2021 Q3
4 Nov 21
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 155.30 mm | 155.30 mm | 155.30 mm | 155.30 mm | 155.30 mm | 155.30 mm |
Cash burn (monthly) | 14.20 mm | (no burn) | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 98.25 mm | n/a | n/a | n/a | n/a | n/a |
Cash remaining | 57.05 mm | n/a | n/a | n/a | n/a | n/a |
Runway (months of cash) | 4.0 | n/a | n/a | n/a | n/a | n/a |
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 284 |
Opened positions | 31 |
Closed positions | 30 |
Increased positions | 90 |
Reduced positions | 101 |
13F shares | Current |
---|---|
Total value | 3.04 tn |
Total shares | 49.79 mm |
Total puts | 60.50 k |
Total calls | 24.90 k |
Total put/call ratio | 2.4 |
Largest owners | Shares | Value |
---|---|---|
BLK Blackrock | 7.39 mm | $531.40 bn |
VA Partners I | 7.14 mm | $196.24 mm |
Vanguard | 5.52 mm | $396.70 bn |
Dimensional Fund Advisors | 2.82 mm | $202.90 bn |
STT State Street | 1.90 mm | $136.65 bn |
Capital World Investors | 1.90 mm | $136.64 bn |
Neuberger Berman | 1.87 mm | $134.21 bn |
Royce & Associates | 1.40 mm | $100.88 bn |
Capital International Investors | 1.05 mm | $75.72 bn |
Loomis Sayles & Co L P | 1.03 mm | $74.03 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
28 Mar 24 | Lindsay John W | Arcosa Phantom Stock Units Common Stock | Grant | Acquire A | No | No | 85.86 | 4 | 343.44 | 7,367 |
28 Mar 24 | Gafford Ronald J | Arcosa Phantom Stock Units Common Stock | Grant | Acquire A | No | No | 85.86 | 31 | 2.66 k | 52,786 |
28 Mar 24 | Carrillo Antonio | Arcosa Phantom Stock Units Common Stock | Grant | Acquire A | No | No | 85.86 | 3 | 257.58 | 4,863 |
28 Mar 24 | Cole Kerry S | Common Stock | Payment of exercise | Dispose F | No | No | 85.86 | 262 | 22.50 k | 25,250 |
15 Mar 24 | Eric D Hurst | Common Stock | Payment of exercise | Dispose F | No | No | 81.6 | 83 | 6.77 k | 3,347 |
News
Arcosa Illuminates Its Portfolio with $180M Ameron Pole Products Acquisition
11 Mar 24
Arcosa Announces Agreement To Acquire Ameron Pole Products From NOV Inc. For $180M In Cash
11 Mar 24
DA Davidson Maintains Buy on Arcosa, Raises Price Target to $95
28 Feb 24
Recap: Arcosa Q4 Earnings
22 Feb 24
Arcosa Q4 2023 Adj EPS $0.68 Beats $0.49 Estimate, Sales $582.20M Beat $554.54M Estimate
22 Feb 24
Press releases
Arcosa Publishes 2023 Sustainability Report
24 Apr 24
Arcosa, Inc. Announces Timing of First Quarter 2024 Earnings Release and Conference Call
18 Apr 24
Arcosa, Inc. Announces Completion of Ameron Acquisition
9 Apr 24
Arcosa, Inc. Declares Quarterly Dividend
7 Mar 24
Arcosa, Inc. Announces Fourth Quarter and Full Year 2023 Results
22 Feb 24