Q1 Earnings Forecast for Arcosa Issued By Sidoti (NYSE:ACA)

Key Points

• Sidoti sharply lowered its Q1 2026 EPS estimate for Arcosa to $0.13 (from $0.48) and cut its FY2026 outlook to $3.40 per share versus the Street consensus of $4.77, while also providing updated quarterly and FY2027 estimates.
• Analyst sentiment is mixed but the consensus rating is a “Moderate Buy” with a $120 price target; recent notes include downgrades to Hold, a Texas Capital strong-buy, and DA Davidson raising its target to $125.
• Arcosa recently reported better-than-expected EPS of $1.15 (vs. $0.95 est.) on revenue of $716.7M, has a market cap of ~$5.9B and a P/E of 28.4, and announced a $0.05 quarterly dividend (annualized yield ~0.2%).

Arcosa, Inc. (NYSE:ACA - Free Report) - Equities research analysts at Sidoti cut their Q1 2026 earnings per share estimates for shares of Arcosa in a research note issued on Thursday, April 23rd. Sidoti analyst J. Romero now forecasts that the company will post earnings per share of $0.13 for the quarter, down from their prior forecast of $0.48. The consensus estimate for Arcosa's current full-year earnings is $4.77 per share. Sidoti also issued estimates for Arcosa's Q2 2026 earnings at $1.11 EPS, Q3 2026 earnings at $1.37 EPS, Q4 2026 earnings at $0.79 EPS, FY2026 earnings at $3.40 EPS, Q1 2027 earnings at $0.32 EPS, Q2 2027 earnings at $1.46 EPS, Q3 2027 earnings at $1.64 EPS, Q4 2027 earnings at $1.00 EPS and FY2027 earnings at $4.42 EPS.

ACA has been the subject of several other research reports. Wall Street Zen downgraded shares of Arcosa from a "buy" rating to a "hold" rating in a research report on Sunday, March 1st. Weiss Ratings cut Arcosa from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, April 9th. Texas Capital upgraded Arcosa to a "strong-buy" rating in a research note on Friday, March 27th. Finally, DA Davidson increased their target price on Arcosa from $120.00 to $125.00 and gave the company a "buy" rating in a report on Monday, March 2nd. One investment analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Arcosa presently has a consensus rating of "Moderate Buy" and a consensus price target of $120.00.

Arcosa Stock Performance

ACA opened at $120.43 on Tuesday. The company has a quick ratio of 1.35, a current ratio of 2.20 and a debt-to-equity ratio of 0.57. The company has a market cap of $5.91 billion, a price-to-earnings ratio of 28.40, a PEG ratio of 1.57 and a beta of 0.96. Arcosa has a 52-week low of $77.89 and a 52-week high of $131.00. The firm's fifty day simple moving average is $111.89 and its two-hundred day simple moving average is $108.88.

Arcosa (NYSE:ACA - Get Free Report) last released its quarterly earnings results on Thursday, February 26th. The company reported $1.15 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.95 by $0.20. The firm had revenue of $716.70 million for the quarter, compared to analysts' expectations of $719.46 million. Arcosa had a net margin of 7.23% and a return on equity of 8.64%. The firm's revenue for the quarter was up 7.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.46 EPS.

Hedge Funds Weigh In On Arcosa

A number of institutional investors and hedge funds have recently bought and sold shares of the business. First Horizon Corp purchased a new stake in Arcosa during the 3rd quarter valued at about $32,000. GHP Investment Advisors Inc. purchased a new position in Arcosa in the 1st quarter worth approximately $32,000. Salomon & Ludwin LLC purchased a new position in Arcosa in the 3rd quarter worth approximately $33,000. Farther Finance Advisors LLC boosted its holdings in shares of Arcosa by 73.4% during the 4th quarter. Farther Finance Advisors LLC now owns 307 shares of the company's stock worth $33,000 after purchasing an additional 130 shares during the last quarter. Finally, Bessemer Group Inc. boosted its holdings in shares of Arcosa by 47.8% during the 3rd quarter. Bessemer Group Inc. now owns 368 shares of the company's stock worth $35,000 after purchasing an additional 119 shares during the last quarter. 90.66% of the stock is currently owned by institutional investors and hedge funds.

Arcosa Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, April 30th. Stockholders of record on Wednesday, April 15th will be given a $0.05 dividend. This represents a $0.20 dividend on an annualized basis and a dividend yield of 0.2%. The ex-dividend date is Wednesday, April 15th. Arcosa's dividend payout ratio is 4.72%.

Arcosa Company Profile

Arcosa, Inc NYSE: ACA is a Dallas‐based industrial company that was formed through the spin‐off of Trinity Industries' construction products business in 2018. Since its inception, Arcosa has focused on the manufacture and sale of critical infrastructure components, serving a diverse set of end markets including transportation, construction and energy.

The company's Construction Products segment produces a broad range of highway safety products, such as guardrail systems, sign supports and crash cushions, as well as aggregates and ready‐mix concrete.

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