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Arcosa Inc - ACA STOCK NEWS

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Overview of Arcosa Inc

Arcosa Inc (symbol: ACA) is a diversified manufacturer and provider of infrastructure-related products and solutions that serve a broad range of markets including construction, engineered structures, and transportation. With an established portfolio, Arcosa leverages decades of expertise and a reputation for quality and service to operate within sectors that are critical to modern infrastructure development. The company stands out by addressing the diverse needs of customers involved in building, maintaining, and upgrading vital infrastructure systems.

Core Business Segments

The company’s operations are organized into three primary segments, each tailored to specific market needs:

  • Construction Products: This segment focuses on the supply of construction aggregates along with the manufacture and sale of trench shields, shoring products, and related services. These products are essential for safe and efficient infrastructure projects, particularly in environments requiring temporary structural support.
  • Engineered Structures: Here, Arcosa manufactures products that support the energy sector and telecommunications. This includes the production of structural wind towers, telecommunication structures, steel utility supports for electricity transmission, and storage and distribution containers. These engineered systems are designed to meet the rigorous demands of modern energy and communications infrastructures.
  • Transportation Products: This segment caters to the inland waterway and rail transportation industries. It involves the manufacture and sale of specialized equipment that supports transportation networks essential for moving goods and people reliably across varied geographies.

Market Position and Competitive Landscape

Arcosa Inc is strategically positioned within a fragmented and highly competitive industry. Its diversified product line and focus on operational excellence provide it with a competitive edge in addressing the dynamic needs of infrastructure markets. The company capitalizes on market trends such as the aging transportation infrastructure replacement and the increasing demand for robust support systems in renewable power generation, making its offerings particularly relevant in sectors undergoing significant transformation. Arcosa’s commitment to quality and service fosters trust among its broad customer base, setting it apart from competitors who may focus solely on a single niche.

Business Model and Operational Excellence

At the heart of Arcosa Inc’s business model is the consistent delivery of specialized, high-quality products that are essential to the construction and maintenance of infrastructure assets. The company’s revenue is generated primarily through direct sales and well-curated service offerings, enabling customers to access durable and efficient solutions critical to their operational requirements. By combining organic growth strategies with disciplined acquisitions, Arcosa addresses the fragmented nature of the infrastructure industry, ensuring it remains agile and responsive to evolving market needs.

Industry-Specific Insights

Arcosa Inc demonstrates a deep understanding of the interconnections between construction, engineered structures, and transportation. For example, products from the Construction Products segment directly support projects that also involve structural support from the Engineered Structures segment, creating symbiotic relationships within the company’s operations. This multidisciplinary approach allows Arcosa to align itself closely with broader market trends, including the expansion of transmission, distribution, and telecommunications infrastructures. The company’s robust manufacturing capabilities and dedication to maintaining operational excellence are integral to its long-standing reputation in the industry.

Significance in the Infrastructure Ecosystem

Serving a critical role in the broader infrastructure ecosystem, Arcosa Inc is connected to essential sectors that underpin everyday life and commerce. The company’s product offerings facilitate the construction and enhancement of facilities that support both industrial operations and community development. Its diversified approach not only provides resilience against market fluctuations but also positions it as a pivotal contributor to the modernization and safe operation of essential infrastructure systems.

Conclusion

In summary, Arcosa Inc is an influential entity in the infrastructure product manufacturing market. Through its strategic segmentation and commitment to quality, the company continues to support critical infrastructure developments in construction, engineered structures, and transportation. By seamlessly integrating advanced manufacturing practices with industry-specific insights, Arcosa remains a substantial player capable of addressing ever-evolving market demands with precision and reliability.

Rhea-AI Summary
Arcosa, Inc. (NYSE: ACA) completes the acquisition of Ameron Pole Products for $180 million, expanding its infrastructure product offerings. Ameron, a leading manufacturer of concrete and steel poles, had revenues of $94 million in 2023. The acquisition aims to accelerate Arcosa's growth in Engineered Structures, supported by cash flow and strategic acquisitions.
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Arcosa, Inc. (NYSE: ACA) acquires Ameron Pole Products, LLC for $180 million, expanding into the concrete and steel pole lighting market. Ameron had revenues of $94 million and Adjusted EBITDA of $20 million in 2023. The acquisition is expected to enhance Arcosa's Engineered Structures segment and increase exposure to growing infrastructure markets.
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Arcosa, Inc. (NYSE: ACA) declares a regular quarterly cash dividend of $0.05 per share on its common stock, payable on April 30, 2024. The dividend is aimed at stockholders of record as of April 15, 2024.
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Arcosa, Inc. (NYSE: ACA) reported a 38% growth in fourth-quarter adjusted EBITDA, with all segments contributing. The full-year free cash flow increased by 37%, reaching $94 million. The company divested its storage tanks business, impacting financial results. Revenues for the fourth quarter were up 16%, with adjusted net income soaring by 191%. The company's outlook for 2024 includes consolidated revenues of $2.46 billion to $2.72 billion and adjusted EBITDA of $380 million to $420 million.
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Arcosa, Inc. (NYSE: ACA) will release Q4 and full year 2023 results on Feb 22, 2024, followed by an earnings call on Feb 23, 2024. The call details and webcast link are provided for access. A recording and replay will be available for a limited time.
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Arcosa, Inc. (NYSE: ACA) has declared a regular quarterly cash dividend of $0.05 per share on its $0.01 par value common stock. The dividend is payable on January 31, 2024, to stockholders of record as of January 12, 2024.
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Arcosa, Inc. (NYSE: ACA) announced its Q3 2023 results, reporting a 2% decrease in revenues to $591.7 million. However, excluding the impact from the divested storage tanks business, revenues increased by 10%. Adjusted EBITDA grew by 24% to $89.4 million, excluding the divested business. The Construction and Transportation Products segments drove the company's growth, while the Engineered Structures segment declined. The company completed three acquisitions for $41 million, expanding its footprint at attractive valuations.
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Arcosa, Inc. to release Q3 2023 results on November 1, 2023
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Arcosa declares regular quarterly cash dividend of $0.05 per share on its common stock.
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Arcosa, Inc. announced that President Biden toured their new Arcosa Wind Towers manufacturing site in Belen, New Mexico. The company has received $1.1 billion of orders for new wind towers since the passage of the Inflation Reduction Act. They are investing $55-60 million in a new wind tower manufacturing facility in Belen, supported by incentives from the state and city. Production is expected to begin in mid-2024.
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FAQ

What is the current stock price of Arcosa (ACA)?

The current stock price of Arcosa (ACA) is $79.57 as of March 7, 2025.

What is the market cap of Arcosa (ACA)?

The market cap of Arcosa (ACA) is approximately 4.0B.

What primary sectors does Arcosa Inc operate in?

Arcosa Inc operates in key sectors including construction, engineered structures, and transportation. Each segment is tailored to address specific market needs within these infrastructure-related fields.

How is Arcosa Inc organized?

The company is organized into three main segments: Construction Products, Engineered Structures, and Transportation Products. Each segment specializes in designing, manufacturing, and providing critical infrastructure products.

What types of products does the Construction Products segment offer?

The Construction Products segment provides construction aggregates, trench shields, and shoring products, all of which are essential for ensuring safety and efficiency in various infrastructure projects.

What role does the Engineered Structures segment play?

This segment focuses on manufacturing products for energy and communications sectors, including structural wind towers, telecommunication structures, and steel utility supports for electricity transmission and distribution.

How does the Transportation Products segment contribute to the company’s success?

The Transportation Products segment manufactures specialized equipment for the inland waterway and rail transportation industries, supporting the critical movement of goods and passengers in regional and national markets.

How does Arcosa Inc sustain its market position?

Arcosa sustains its market position by focusing on operational excellence, quality manufacturing, and a diversified portfolio that addresses the fragmented nature of the infrastructure industry. Its balanced approach through organic growth and strategic acquisitions further reinforces its competitiveness.

What makes Arcosa Inc's products essential in the infrastructure market?

Arcosa's products are engineered to meet rigorous industry standards, ensuring durability and reliability in infrastructure projects, which are crucial in maintaining and modernizing construction, energy, and transportation systems.

How does Arcosa Inc address industry challenges?

The company addresses industry challenges by continuously innovating its product line and maintaining a flexible approach to market demands. Its strategic focus on quality and service helps mitigate the risks associated with the fragmented infrastructure environment.
Arcosa Inc

NYSE:ACA

ACA Rankings

ACA Stock Data

3.97B
47.93M
1.64%
92.84%
1.56%
Engineering & Construction
Fabricated Structural Metal Products
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United States
DALLAS