Research Analysts Issue Forecasts for Arcosa Q2 Earnings

Key Points

• Sidoti raised its Q2 2026 EPS estimate for Arcosa to $1.22 (from $1.11) and boosted full-year forecasts to $4.25 for FY2026 and $4.75 for FY2027.
• Analyst views are mixed—Weiss Ratings upgraded to a buy and Barclays raised its price target to $140, while Zacks cut to a strong sell; the stock's consensus rating is a Moderate Buy with a $132.50 price target.
• Arcosa recently reported EPS of $0.51 (beating the $0.13 estimate) but missed revenue expectations, and the company pays a quarterly dividend of $0.05 (annualized $0.20, ~0.2% yield).

Arcosa, Inc. (NYSE:ACA - Free Report) - Sidoti lifted their Q2 2026 earnings estimates for Arcosa in a research report issued to clients and investors on Monday, May 4th. Sidoti analyst J. Romero now expects that the company will earn $1.22 per share for the quarter, up from their previous forecast of $1.11. The consensus estimate for Arcosa's current full-year earnings is $3.80 per share. Sidoti also issued estimates for Arcosa's Q3 2026 earnings at $1.53 EPS, Q4 2026 earnings at $0.99 EPS, FY2026 earnings at $4.25 EPS, Q1 2027 earnings at $0.53 EPS, Q3 2027 earnings at $1.69 EPS, Q4 2027 earnings at $1.12 EPS and FY2027 earnings at $4.75 EPS.

Several other brokerages have also weighed in on ACA. Weiss Ratings raised Arcosa from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Monday, April 27th. Wall Street Zen downgraded shares of Arcosa from a "buy" rating to a "hold" rating in a report on Sunday, March 1st. Barclays upped their price target on shares of Arcosa from $115.00 to $140.00 and gave the stock an "overweight" rating in a research report on Monday. DA Davidson increased their price objective on shares of Arcosa from $120.00 to $125.00 and gave the stock a "buy" rating in a report on Monday, March 2nd. Finally, Zacks Research downgraded shares of Arcosa from a "hold" rating to a "strong sell" rating in a research report on Tuesday, April 28th. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, Arcosa presently has an average rating of "Moderate Buy" and a consensus price target of $132.50.

Arcosa Trading Up 6.4%

Shares of NYSE ACA opened at $131.14 on Wednesday. Arcosa has a 12-month low of $81.59 and a 12-month high of $131.36. The company has a market cap of $6.44 billion, a price-to-earnings ratio of 28.95, a price-to-earnings-growth ratio of 2.03 and a beta of 1.08. The company has a current ratio of 2.32, a quick ratio of 1.60 and a debt-to-equity ratio of 0.57. The stock's 50 day simple moving average is $111.75 and its 200 day simple moving average is $109.77.

Arcosa (NYSE:ACA - Get Free Report) last issued its earnings results on Thursday, April 30th. The company reported $0.51 EPS for the quarter, beating analysts' consensus estimates of $0.13 by $0.38. The company had revenue of $571.70 million during the quarter, compared to the consensus estimate of $642.40 million. Arcosa had a return on equity of 8.52% and a net margin of 7.88%.Arcosa's quarterly revenue was up 5.0% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.49 earnings per share.

Arcosa Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Thursday, April 30th. Shareholders of record on Wednesday, April 15th were given a dividend of $0.05 per share. This represents a $0.20 dividend on an annualized basis and a yield of 0.2%. The ex-dividend date was Wednesday, April 15th. Arcosa's payout ratio is 4.42%.

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of the business. PNC Financial Services Group Inc. raised its stake in shares of Arcosa by 1.8% during the fourth quarter. PNC Financial Services Group Inc. now owns 5,178 shares of the company's stock valued at $551,000 after purchasing an additional 92 shares in the last quarter. CWM LLC increased its stake in Arcosa by 11.5% during the 4th quarter. CWM LLC now owns 923 shares of the company's stock valued at $98,000 after buying an additional 95 shares during the period. Oregon Public Employees Retirement Fund increased its stake in Arcosa by 0.9% during the 4th quarter. Oregon Public Employees Retirement Fund now owns 11,189 shares of the company's stock valued at $1,190,000 after buying an additional 100 shares during the period. GPS Wealth Strategies Group LLC raised its position in shares of Arcosa by 15.7% during the 3rd quarter. GPS Wealth Strategies Group LLC now owns 787 shares of the company's stock worth $74,000 after buying an additional 107 shares in the last quarter. Finally, Universal Beteiligungs und Servicegesellschaft mbH raised its position in shares of Arcosa by 0.3% during the 4th quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 40,083 shares of the company's stock worth $4,281,000 after buying an additional 107 shares in the last quarter. 90.66% of the stock is owned by institutional investors and hedge funds.

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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