ACA

Arcosa, Inc.

Ticker: ACAIndustrialsFabricated Metal
HQ DALLAS, TXCIK 1739445FY end 12-31Book / share $60.64Shares 49M
Revenue (FY)
$2.88B+12.20%
TTM $2.74B
Op. margin
11.86%+4.17%
TTM 11.76%
Net income
$208.40M+122.41%
TTM $199.30M
Operating cash
$341.10M-32.05%
TTM $341.30M
Free cash flow
$175.50M-43.80%
TTM $135.20M
Return on equity
7.89%+3.86%
TTM 16.47%
Debt / equity
0.58-0.12%
TTM 0.48
Shares outstanding
49.0M+0.41%
TTM 49.2M

The business

Arcosa, Inc. (ACANYSE: NYSE Texas, Inc.) operates as a provider of infrastructure-related products and solutions serving construction, engineered structures, and transportation markets across North America. The company maintains its principal executive offices in Dallas, Texas, and operates its website at www.arcosa.com.

The company operates through three reportable business segments. The Construction Products segment produces and sells natural and recycled aggregates, specialty materials, asphalt mix, and construction site support equipment including trench shields and shoring products. This segment shipped approximately 42 million tons of aggregates, specialty materials, and asphalt in 2025, with over 80 percent consisting of natural and recycled aggregates. The Engineered Structures segment manufactures and sells steel and concrete structures for infrastructure applications, including utility structures for electricity transmission and distribution, structural wind towers, traffic and lighting structures, and telecommunication structures. The Transportation Products segment manufactures and sells inland barges, fiberglass barge covers, winches, and marine hardware, though the company announced an agreement in February 2026 to sell its barge business.

Arcosa employed approximately 6,390 employees as of December 31, 2025, distributed across its three segments with approximately 5,145 employees in the United States, 1,225 in Mexico, and 20 in Canada. The company operates quarries, manufacturing plants, and production facilities strategically located throughout North America to serve its customer base.

The company maintains proven and probable natural aggregates and specialty materials reserves estimated at 1.3 billion tons strategically positioned in favorable markets. Arcosa's competitive advantages include its proximity to demand centers, established brand recognition, engineering expertise, and operational excellence developed over decades through its individual businesses. The company pursues organic growth and disciplined acquisition strategies to capitalize on the fragmented nature of the industries it serves, positioning itself to benefit from infrastructure replacement cycles, grid modernization investments, renewable energy expansion, and data center growth across North America.

Sector
Industrials
Industry
Fabricated Metal
HQ
DALLAS, TX
FY end
12-31
CIK
1739445
SIC
3440
Financial performance · annual
20182025
$-288.34M$576.68M$1.44B$2.31B$3.17B20182019202020212022202320242025TTMTTMTTM

Ownership

Who holds Arcosa, Inc. — across funds, superinvestors and bonds · N-PORT 2026Q2 · 13F 2026-06-30

367
funds hold it
0 of 35
superinvestors hold it
$3.62B
fund-held value
53.0%
of shares held by funds
2
bond issues held by funds

Top fund holders

Fund% of fundValue
iShares Core S&P Small-Cap ETF
IJR · iShares Trust
0.39%$429.73M
SMALLCAP World Fund Inc
SMCWX
0.28%$264.87M
VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.01%$226.51M
iShares Russell 2000 ETF
IWM · iShares Trust
0.22%$184.81M
VANGUARD SMALL-CAP INDEX FUND
VB · VANGUARD INDEX FUNDS
0.09%$163.66M

Bonds held by funds

Funds report holding 2 issues of Arcosa, Inc.'s debt, $270.58M at fund-held market value — what funds hold, not the company's debt outstanding. Weighted-average coupon 5.92%, maturing 20292032.

IssueCouponMaturesFundsFund-held
ACA 6.875 08/15/32 144A6.875%2032-08-15142$166.76M
Arcosa, Inc.4.380%2029-04-1595$103.82M

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

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