Arcosa, Inc.

Fundamentals6.5
Price Action5.5
News Sentiment6.0
AI Rating
6.2

Key Drivers

  • Strong Liquidity
  • Weak Cash Flow
  • Premium Valuation

AI
AI Summary

6.2

ACA is now best viewed as a merger-arbitrage special situation, not a standalone industrial compounder, because CRH's all-cash $150 offer sets the valuation floor and makes closing certainty the main driver while operating upside is largely capped unless the deal breaks.

TakeoutPremium
DealRisk
MergerArb‍

Price Chart

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Financial Metrics

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Revenue (TTM)
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Net Income (TTM)
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EPS (Q)
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MCAP

Deep Analysis

Research tool. Not personalized advice.

Fundamental Analysis

6.5

Key Financial Insights:

  • Strong Liquidity
  • Weak Cash Flow
  • Premium Valuation

ACA looks financially stable with strong liquidity and lower leverage, but only moderate returns, uneven cash conversion, and a valuation that already reflects much of the quality.

Balanced
Liquidity

Price Behavior

5.5
Research tool. Not personalized advice. Technical analysis is for informational purposes only.

Key Price Behavior Insights:

  • Range-bound trade
  • Support defended
  • Breakout unconfirmed

ACA has spent last month in a tight consolidation, holding support but still needing a decisive close above $145.30-$145.40 to confirm an upside breakout.

consolidation
breakout
Support Level: $144.65-$144.75
Resistance Level: $145.30-$145.40

Tight-band consolidation, with a top-of-range close on 2026-08-14

Sentiment & News

6.0

Key News Insights:

  • Deal scrutiny
  • Earnings miss
  • Integration risks

Arcosa's news flow was dominated by the pending $150/share CRH takeover, ongoing merger-fairness scrutiny, and a Q2 earnings miss that kept attention on both deal value and operating performance. #M&A‍

Earnings

The stock is likely to remain driven by takeover developments and litigation headlines, with limited upside until deal approval and closing clarity improve