Sidoti Has Pessimistic Outlook of Arcosa Q2 Earnings

Key Points

• Sidoti cut its Q2 2027 EPS estimate for Arcosa to $1.41 from $1.46, while the consensus full‑year EPS estimate is $3.40.
• Analyst views are mixed—MarketBeat shows a Moderate Buy consensus with a $132.50 price target, but firms range from Zacks' "strong sell" to other upgrades and buy ratings.
• Arcosa's latest quarter beat EPS expectations ($0.51 vs. $0.13) but missed on revenue ($571.7M vs. $642.4M) and pays a small quarterly dividend of $0.05 (≈0.2% yield).

Arcosa, Inc. (NYSE:ACA - Free Report) - Equities researchers at Sidoti reduced their Q2 2027 earnings per share estimates for shares of Arcosa in a research note issued on Monday, May 4th. Sidoti analyst J. Romero now expects that the company will earn $1.41 per share for the quarter, down from their prior forecast of $1.46. The consensus estimate for Arcosa's current full-year earnings is $3.40 per share.

Other research analysts have also issued research reports about the stock. Zacks Research lowered shares of Arcosa from a "hold" rating to a "strong sell" rating in a research report on Tuesday, April 28th. Wall Street Zen cut Arcosa from a "buy" rating to a "hold" rating in a research note on Sunday, March 1st. Texas Capital upgraded Arcosa to a "strong-buy" rating in a research note on Friday, March 27th. DA Davidson lifted their price objective on Arcosa from $120.00 to $125.00 and gave the company a "buy" rating in a report on Monday, March 2nd. Finally, Weiss Ratings upgraded Arcosa from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Monday, April 27th. One investment analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and one has given a Sell rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $132.50.

Arcosa Price Performance

NYSE:ACA opened at $123.48 on Tuesday. Arcosa has a 52 week low of $81.59 and a 52 week high of $131.00. The company has a debt-to-equity ratio of 0.57, a quick ratio of 1.60 and a current ratio of 2.32. The firm's 50-day simple moving average is $111.65 and its 200 day simple moving average is $109.50. The firm has a market cap of $6.06 billion, a price-to-earnings ratio of 27.26, a P/E/G ratio of 2.29 and a beta of 1.08.

Arcosa (NYSE:ACA - Get Free Report) last posted its earnings results on Thursday, April 30th. The company reported $0.51 earnings per share for the quarter, topping 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%.The company's revenue was up 5.0% on a year-over-year basis. During the same quarter last year, the firm earned $0.49 earnings per share.

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the company. Dimensional Fund Advisors LP lifted its holdings in Arcosa by 0.6% in the fourth quarter. Dimensional Fund Advisors LP now owns 2,322,901 shares of the company's stock valued at $246,976,000 after buying an additional 13,059 shares during the period. Capital International Investors lifted its stake in shares of Arcosa by 0.7% in the 4th quarter. Capital International Investors now owns 2,244,231 shares of the company's stock valued at $238,607,000 after purchasing an additional 15,956 shares during the period. State Street Corp increased its holdings in Arcosa by 1.9% in the fourth quarter. State Street Corp now owns 1,948,344 shares of the company's stock worth $207,148,000 after purchasing an additional 36,852 shares in the last quarter. T. Rowe Price Investment Management Inc. increased its holdings in Arcosa by 25.1% in the fourth quarter. T. Rowe Price Investment Management Inc. now owns 1,707,884 shares of the company's stock worth $181,583,000 after purchasing an additional 342,242 shares in the last quarter. Finally, Capital World Investors boosted its holdings in shares of Arcosa by 5.0% during the 4th quarter. Capital World Investors now owns 1,680,000 shares of the company's stock worth $178,618,000 after buying an additional 80,000 shares in the last quarter. Institutional investors own 90.66% of the company's stock.

Arcosa Announces Dividend

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