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Arcosa ACA · USD

Industrials · US listing · 🇺🇸 United States

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About Arcosa

From its filings with the US Securities and Exchange Commission

SEC filings

Arcosa is based in Dallas, Texas and is incorporated in Delaware. Its shares trade on NYSE under the ticker ACA. The SEC classifies its business as fabricated structural metal products. In the fiscal year to 31 December 2025, it reported revenue of $2.88bn and net income of $208.4m. At that date it held total assets of $4.99bn and shareholders' equity of $2.64bn.

In its own words

General Description of Business. Arcosa, Inc. and its consolidated subsidiaries (“Arcosa,” “Company,” “we,” or “our”), headquartered in Dallas, Texas, is a provider of infrastructure-related products and solutions with leading brands serving construction, engineered structures, and transportation markets in North America. Arcosa is a Delaware corporation and was incorporated in 2018. 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, investments in grid-hardening and connecting renewables to the grid, and the expansion of data centers and rise in electricity consumption.

Long-Term Vision. We are united in our shared purpose to continue to fulfill the strategic pillars of our long-term vision.

Quoted from its 10-K, filed 27 Feb 2026. Read the filing on SEC.gov ↗

Company facts

Sector
Industrials
Industry
Construction & Engineering
Listed since
16 Oct 2018
Employees
6,390
Website
arcosa.com ↗
Head office
500 N. AKARD SREET, DALLAS, TX, 75201
Incorporated in
DE
Classification
Fabricated Structural Metal Products
Filer status
Large accelerated filer

Leadership

Pay as last reported

  • Mr. Rhys BestIndependent Non-Executive Chairman of the Board$360,041
  • Mr. Antonio CarrilloPresident, Chief Executive Officer, Director, since 2018$7.3m
  • Mr. Kerry ColeGroup President$1.7m
  • Mr. Jesse CollinsGroup President$1.7m
  • Mr. Reid EsslGroup President$2.0m
  • Ms. Gail PeckChief Financial Officer$2.1m
  • Mr. Eric HurstChief Accounting Officer
  • Mr. Bryan StevensonChief Legal Officer$1.7m
  • Mr. Joseph AlvaradoIndependent Director$265,041
  • Mr. Jeffrey CraigIndependent Director$260,041
  • Mr. Steven DemetriouIndependent Director$240,041
  • Mr. John LindsayIndependent Director$241,515

Environmental, social and governance

Scores out of 100, from our data supplier

ESG
Overall
63
Environment
61
Social
78
Governance
50
Direct emissions (scope 1)
512,369 t
Energy emissions (scope 2)
109,701 t
Women in the workforce
12%
Carbon reduction policy
Yes
Human rights policy
Yes

SWOT analysis

AI-generated by our data supplier. Not written or checked by our editors.

AI-generated

Strengths

  • Arcosa Inc possesses several strengths that contribute to its competitiveness in the market. Firstly, the company has a diverse range of product offerings in areas such as infrastructure, construction, and energy. This allows Arcosa Inc to tap into multiple industries and revenue streams, reducing its dependence on any single sector.
  • Secondly, the company has a strong track record of innovation and expertise in engineering and manufacturing. This enables Arcosa Inc to develop high-quality products that meet the evolving needs of its customers, giving the company a competitive edge.
  • Furthermore, Arcosa Inc has an extensive distribution network and established relationships with key suppliers. This ensures efficient delivery of products and provides the company with a reliable supply chain, enhancing customer satisfaction and optimizing operations.

Weaknesses

  • While Arcosa Inc enjoys various strengths, it also faces certain weaknesses that may hinder its performance. One notable weakness is the company's geographical concentration. Arcosa Inc primarily operates in the United States, which exposes it to risks associated with regional economic downturns or fluctuations in local demand.
  • Additionally, the company may be prone to supply chain disruptions due to its reliance on specific key suppliers. Any disruptions caused by these suppliers could lead to delays, increased costs, or potential shortages for Arcosa Inc, impacting its ability to meet customer demands.

Opportunities

  • Arcosa Inc has several opportunities that it can leverage to drive growth and expand its market presence. Firstly, the global shift towards sustainable infrastructure and renewable energy creates significant prospects for the company. By aligning its products with this trend, Arcosa Inc can capitalize on the increasing demand for environmentally friendly solutions.
  • Furthermore, the ongoing infrastructure development initiatives by governments around the world present substantial opportunities. Arcosa Inc can participate in these projects, contributing its expertise and products to support the construction and improvement of essential infrastructure.

Threats

  • Despite its strengths and opportunities, Arcosa Inc also faces various threats that could impact its business. One prominent threat is intense competition within its target markets. The presence of both established and emerging competitors may lead to pricing pressures, reduced market share, and potential loss of customers.
  • Additionally, changes in government regulations and policies can pose a threat to Arcosa Inc. Any new regulations or shifts in existing regulations may affect the company's operations, production processes, or demand for its products, requiring adaptation and potential investment in compliance.

Sources and methodology

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