SequelSEC

Arcosa, Inc. ACA

Fabricated Structural Metal Products · CIK 0001739445 · Fiscal year ends 1231

AnnualQuarterlyTTM
Revenue
$658.70M
Fiscal year ended 2026-06-30
Operating income
$84.30M
Fiscal year ended 2026-06-30
Free cash flow
-$70.00M
Fiscal year ended 2026-06-30

Valuation, from the filing

Public float$4.30BMarket value of stock held by non-affiliates, as stated on the cover page for 2025-06-30
Float per share$87.68Float divided by shares outstanding in the same filing. A floor under the share price on that date, not the price itself.
Float / net income20.6×A lower bound on the multiple, because affiliate holdings are excluded.
Float / revenue1.5×A lower bound on the multiple, because affiliate holdings are excluded.
Float / equity1.6×A lower bound on the multiple, because affiliate holdings are excluded.

Every figure here is drawn from the 10-K cover page and the statements behind it, so each one traces to a filing. Public float counts only stock held by non-affiliates, which makes these floors rather than estimates: a high multiple is conclusive, a low one may mean cheap or may mean closely held. The float was measured on 2025-06-30, not today, and each multiple below it uses the figures for the fiscal year ending 2025-12-31 — the year that filing covered.

Valuation over time

20.6× earnings today, against a median of 20.6× across 7 years on record. In line with its own history.

Float measuredPublic floatFloat / net income
2025-06-30$4.30B20.6×
2024-06-30$4.10B43.8×
2023-06-30$3.70B23.2×
2022-06-30$2.20B9.0×
2021-06-30$2.80B40.2×
2020-06-30$2.00B18.8×
2019-06-30$1.82B16.1×

Each float is paired with the fiscal year the filing that stated it covers. Only years where the company reported positive net income appear, because a multiple against a loss is not a multiple.

How this compares in its industry

Percentile among the Fabricated Structural Metal Products filers on this site, highest value first. A high percentile means a large figure, which is good for a margin and not for leverage — the ranking says where the company sits, not whether that is where it should be.

MeasureReportedPercentile
Operating margin11.9%100th
Net margin7.2%75th
Revenue YoY growth12.2%75th
Current ratio2.20x50th
Gross margin22.4%50th
SBC / revenue0.9%50th

Arcosa, Inc. (ACA) reported revenue of $658.70M and net income of $328.50M for the fiscal year ended 2026-06-30. This page shows 10 annual periods of income statement, balance sheet and cash flow figures normalized from Arcosa, Inc.’s SEC filings, each linked to the filing it came from. It is classified by the SEC under Fabricated Structural Metal Products.

Income

Arcosa, Inc. income by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Revenue$658.70M$571.70M$716.70M$797.80M$647.50M$547.60M$666.20M$640.40M$664.70M$598.60M
Cost of revenue$503.00M$450.80M$552.90M$605.90M$497.20M$439.70M$537.30M$503.70M$526.70M$487.00M
Gross profit$155.70M$120.90M$163.80M$191.90M$150.30M$107.90M$128.90M$136.70M$138.00M$111.60M
Operating income$84.30M$47.10M$79.00M$112.30M$82.00M$41.00M$43.20M$33.80M$67.20M$53.40M
Net income$328.50M$37.80M$52.10M$73.00M$59.70M$23.60M-$7.70M$16.60M$45.60M$39.20M
Research & developmentUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Weighted-average diluted sharesshares 49.20Mshares 49.20MUnavailableshares 49.10Mshares 49.00Mshares 49.20MUnavailableshares 48.80Mshares 48.70Mshares 48.90M
Pretax income$62.30M$24.60M$55.20M$87.10M$57.00M$14.40M$10.40M$19.10M$53.20M$47.30M
Income tax expense$11.40M$1.30M$3.10M$14.10M$6.50M$2.80M$18.10M$2.50M$7.60M$8.10M
Diluted EPS$6.67$0.77Unavailable$1.48$1.22$0.48Unavailable$0.34$0.93$0.80
Selling, general & administrative$89.10M$75.80M$78.20M$82.20M$70.00M$71.00M$89.00M$82.40M$79.50M$69.10M
General & administrativeUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Selling & marketingUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable

Balance

Arcosa, Inc. balance by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Cash & equivalents$432.10M$153.20M$214.60M$220.00M$189.70M$167.90M$187.30M$756.80M$103.70M$176.50M
Total assets$5.30B$5.00B$4.99B$5.05B$5.01B$4.93B$4.92B$4.36B$3.81B$3.67B
Current assets$1.41B$1.13B$1.11B$1.17B$1.12B$1.01B$954.00M$1.56B$990.90M$993.70M
Total liabilities$2.32B$2.35B$2.34B$2.47B$2.50B$2.48B$2.49B$1.92B$1.39B$1.29B
Current liabilities$452.30M$489.60M$503.70M$579.70M$527.50M$510.00M$516.00M$432.30M$429.40M$434.90M
Total equity incl. NCI$2.98B$2.65B$2.64B$2.58B$2.51B$2.45B$2.43B$2.43B$2.42B$2.37B
Temporary (mezzanine) equityUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Inventory$364.20M$350.00M$335.90M$420.70M$406.80M$365.00M$359.90M$360.40M$405.90M$404.00M
Accounts receivable$559.00M$413.90M$412.60M$480.30M$477.00M$427.60M$350.20M$396.40M$442.80M$366.20M
Goodwill$1.35B$1.34B$1.33B$1.35B$1.34B$1.34B$1.36B$1.01B$1.02B$984.30M
Long-term debt$1.43B$1.51B$1.51B$1.57B$1.67B$1.68B$1.68B$1.23B$699.90M$600.60M
Accounts payable$223.50M$229.50M$213.30M$319.30M$297.50M$283.50M$237.30M$242.90M$263.70M$275.60M

Cash flow

Arcosa, Inc. cash flow by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Operating cash flow-$11.20M$71.90M$120.00M$160.60M$61.20M-$700.00K$248.20M$135.00M$38.30M$80.50M
Capital expenditures$58.80M$43.50M$64.20M$41.40M$27.00M$33.00M$53.30M$34.40M$47.60M$54.40M
Investing cash flow$378.90M-$98.30M-$61.40M-$26.60M-$22.00M-$11.40M-$1.26B-$9.40M-$197.70M-$43.50M
Financing cash flow-$88.80M-$35.00M-$64.00M-$103.70M-$17.40M-$7.30M$440.60M$527.50M$86.60M$34.70M
Net change in cash$278.90M-$61.40M-$5.40M$30.30M$21.80M-$19.40M-$569.50M$653.10M-$72.80M$71.70M
Stock-based compensation$6.00M$6.30M$6.60M$7.00M$6.40M$6.40M$5.30M$4.90M$7.40M$6.70M
Common dividends paid$2.50M$2.40M$2.50M$2.50M$2.50M$2.50M$2.40M$2.40M$2.50M$2.40M
Common share repurchases$0$17.50MUnavailableUnavailable$0$0UnavailableUnavailableUnavailableUnavailable
Depreciation & amortization$58.00M$53.50M$57.10M$56.20M$54.20M$51.70M$60.40M$45.20M$46.60M$42.80M

Derived

Arcosa, Inc. derived by fiscal year, in US dollars, normalized from SEC filings.
Metric2026-06-302026-03-312025-12-312025-09-302025-06-302025-03-312024-12-312024-09-302024-06-302024-03-31
Free cash flow-$70.00M$28.40M$55.80M$119.20M$34.20M-$33.70M$194.90M$100.60M-$9.30M$26.10M
Gross margin23.6%21.1%22.9%24.1%23.2%19.7%19.3%21.3%20.8%18.6%
Operating margin12.8%8.2%11.0%14.1%12.7%7.5%6.5%5.3%10.1%8.9%
FCF margin-10.6%5.0%7.8%14.9%5.3%-6.2%29.3%15.7%-1.4%4.4%
SBC / revenue0.9%1.1%0.9%0.9%1.0%1.2%0.8%0.8%1.1%1.1%
Current ratio3.12x2.31x2.20x2.02x2.12x1.98x1.85x3.61x2.31x2.28x
Revenue YoY growth1.7%4.4%7.6%24.6%-2.6%-8.5%14.4%8.2%13.7%9.0%
Net margin49.9%6.6%7.3%9.2%9.2%4.3%-1.2%2.6%6.9%6.5%
R&D / revenueUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
CapEx / revenue8.9%7.6%9.0%5.2%4.2%6.0%8.0%5.4%7.2%9.1%
Long-term debt / equity0.48xUnavailable0.57x0.61xUnavailableUnavailableUnavailableUnavailableUnavailableUnavailable
Effective tax rate18.3%5.3%5.6%16.2%11.4%19.4%174.0%13.1%14.3%17.1%

Amounts are abbreviated; the exact reported value is carried in each cell. — means unavailable, not zero. Open ACA in the interactive workspace to inspect any figure back to its filing.

Source filings

25-NSE · Filed 2026-10-23View SEC filing
25-NSE · Filed 2026-10-23View SEC filing
10-Q · Filed 2026-08-05View SEC filing
10-Q · Filed 2026-05-01View SEC filing
10-K · Filed 2026-02-27View SEC filing
10-Q · Filed 2025-10-31View SEC filing

Companies in the same industry

Every accounting identity this site checks — the balance sheet, the gross profit bridge and the cash flow statement — reconciles in every period shown.