Arcosa, Inc.

Arcosa, Inc. (ACA) is currently classified as Commercial Banks within Banks (Financials). Classification confidence: 0.81 (rule-based classification). Capital structure on the latest snapshot: total assets 5,002,300,000 USD, total equity 2,652,700,000, short-term debt 0, long-term debt 1,513,100,000. Net cash position is approximately -1,359,900,000 USD. Self-calculated market cap is 5,904,000,000 USD (market_price × shares_outstanding_diluted). Profitability profile: revenue 571,700,000, gross profit 120,900,000, operating income 47,100,000, net income 37,800,000. Return on equity ~7.9%. Return on assets ~4.2%. Operating-cash-flow to net-income ratio is 1.64. Risk profile from automated assessment: liquidity risk medium, dilution risk medium. Flags: Net cash is negative after subtracting total debt.; Source documents mention dilution or offering risk.. Recent news context: [TRIGGER] allocator_boost: allocator_boost (allocator) on ACA — watcher=allocator; producer_version=ws49-p2a-v2; plan_date=2026-07-28; rank=28; ev=9.356709; company_id=fd34d9c7-0324-46e0-b10b-928b3b8a8a86; jurisdiction=US; term_contributions={'event_proximity': 3.0, 'gradability': 2.0, 'staleness': 3.663562, 'credibility_interest': 0.693147}; days_since_analysis=38; pending_promises=1; reason=Allocator coverage boost rank #28 EV=9.356709 for ACA (hot+stale; days_since=38); contributing_watchers=allocator (source=allocator; url=allocator:2026-07-28:ACA). Additional context: allocator_boost: watcher=allocator; producer_version=ws49-p2a-v2; plan_date=2026-07-28; rank=28; ev=9.356709; company_id=fd34d9c7-0324-46e0-b10b-928b3b8a8a86; jurisdiction=US; term_contributions={'event_proximity': 3.0, 'gradability': 2.0, 'staleness': 3.663562, 'credibility_interest': 0.693147}; days_since_analysis=38; pending_promises=1; reason=Allocator coverage boost rank #28 EV=9.356709 for ACA (hot+stale; days_since=38); contributing_watchers=allocator. Comparable peers identified within the same class: JPMorgan Chase, Bank of America, Citigroup.

Arcosa, Inc. (ACA) has entered the analysis scope for the first time, establishing a baseline for future monitoring. As this is the initial assessment for the ticker, there is no prior data to compute material changes or deltas in performance metrics. The company currently maintains a shareholder base comprising 34 top holders, though specific analyst coverage, officer counts, and index memberships are not recorded in the current dataset. The most significant recent activity involves a major modification in holdings by investor ID 587. Data detected on June 25, 2026, indicates a sharp reduction in this investor's position, with shares held dropping from 5,255 to just 13 as of March 31, 2026. This adjustment reduced the investor's portfolio weight from approximately 0.00032% to a negligible 0.0000008%, representing a substantial decrease in both share count and monetary value. This change appears to be part of a data correction or reporting update, as a subsequent signal detected on June 23, 2026, shows the inverse movement, restoring the share count to 5,255. The conflicting signals suggest a volatility in the reporting of this specific holder's position rather than a definitive, sustained shift in ownership strategy. The value associated with the larger position is approximately $0.56 million. The significance of these holder changes is contextualized by the lack of broader market signals. With no cross-source signals or analyst estimates currently available, the focus remains on the structural composition of the shareholder base. The presence of 34 top holders suggests a distributed ownership structure, but the absence of analyst coverage limits the ability to gauge market sentiment or forward-looking expectations for Arcosa at this stage.

Arcosa generated $312.3 million in free cash flow in FY2024, representing a 77.9% year-over-year increase.

With a cash conversion ratio of 1.64, Arcosa outperforms the cohort median of 1.02.

Arcosa maintains a strong liquidity position with a current ratio of 2.20 as of late 2025.

Long-term debt surged to $1.68 billion in FY2024, nearly tripling from $561.9 million in FY2023.

The company faces medium-level risks regarding liquidity, dilution, and credit according to internal risk assessments.

Arcosa's debt-to-equity ratio of 0.57 is higher than the cohort median of 0.33.

Revenue $571.7M; Operating income $47.1M.

• ▍Revenue $571.7M
• ▍Operating income $47.1M
• ▍Net margin 6.6%

Revenue $2.17B; Operating income $262.9M.

• ▍Revenue $2.17B
• ▍Operating income $262.9M
• ▍Net margin 7.2%

Revenue $1.37B; Operating income $150.6M.

• ▍Revenue $1.37B
• ▍Operating income $150.6M
• ▍Net margin 6.1%

Revenue $2.88B; Operating income $341.9M.

• ▍Revenue $2.88B
• ▍Operating income $341.9M
• ▍Net margin 7.2%

Revenue $2.57B; Operating income $197.6M.

• ▍Revenue $2.57B
• ▍Operating income $197.6M
• ▍Net margin 3.6%

Revenue $2.57B; Operating income $197.6M.

• ▍Revenue $2.57B
• ▍Operating income $197.6M
• ▍Net margin 3.6%

Revenue $2.31B; Operating income $217.3M.

• ▍Revenue $2.31B
• ▍Operating income $217.3M
• ▍Net margin 6.9%

Revenue $2.31B; Operating income $217.3M.

• ▍Revenue $2.31B
• ▍Operating income $217.3M
• ▍Net margin 6.9%