Professional
Added to YB: 2025-06-16
Pitch date: 2025-03-31
ACA [neutral]
Arcosa, Inc.
+91.12%
current return
Author Info
No bio for this author
Company Info
Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States.
Market Cap
$7.2B
Pitch Price
$76.92
Price Target
N/A
Dividend
0.14%
EV/EBITDA
14.61
P/E
32.71
EV/Sales
2.82
Sector
Construction and Engineering
Category
turnaround
Loomis Sayles Small Cap Value Fund Portfolio Holding: Arcosa, Inc.
ACA (holding update): Construction materials focus now ~2/3 of earnings after Aug 2024 acquisition. Stock down Q1'25 on construction spending concerns & wind power policy risks under new admin. Still bullish on aggregates pricing despite modest construction outlook. Co. reshaping into more durable, better-valued enterprise.
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