Arcosa, Inc. (NYSE: ACA) is a leading provider of infrastructure-related products and solutions for the construction, engineered structures, and transportation markets in the United States. Established in 2018 and headquartered in Dallas, Texas, Arcosa operates through three primary segments: Construction Products, Engineered Structures, and Transportation Products.
Key Strategic Focus
Arcosa's strategic focus centers on delivering essential infrastructure solutions through its diversified segments:
- Construction Products: Offers natural and recycled aggregates, specialty materials, and construction site support equipment, including trench shields and shoring products, catering to both residential and non-residential construction, as well as infrastructure projects.
- Engineered Structures: Provides utility structures, wind towers, traffic and lighting structures, and telecommunication structures, serving markets such as electricity transmission and distribution, wind power generation, highway road construction, and wireless communication.
- Transportation Products: Manufactures inland barges, fiberglass barge covers, winches, marine hardware, and other transportation and industrial equipment, primarily serving commercial marine transportation companies, lessors, and industrial shippers.
Financials and Funding
As of June 27, 2025, Arcosa's stock price stood at $88.01 per share. The company reported revenues of $2.57 billion, with a net income of $93.70 million and earnings per share of $1.59. Arcosa maintains a strong financial position, enabling continued investment in growth initiatives and strategic acquisitions.
Leadership Team
Arcosa's leadership team comprises experienced professionals dedicated to driving the company's strategic objectives:
- Antonio Carrillo: President, Chief Executive Officer, and Director
- Gail M. Peck: Chief Financial Officer
- Bryan P. Stevenson, J.D.: Chief Legal Officer
- Reid S. Essl: Group President
- Kerry S. Cole: Group President
- Jesse E. Collins Jr.: Group President
- Eric D. Hurst: Principal Accounting Officer, Vice President, and Corporate Controller
- Robert Rosen: Chief Information Officer
- Mary E. Henderson: Senior Vice President of Corporate Administration
- Erin Drabek: Vice President of Investor Relations
Competitor Profile
Arcosa operates in the competitive construction materials industry, with key competitors including:
- James Hardie Industries (NYSE: JHX): Specializes in fiber cement products for construction.
- CEMEX (NYSE: CX): A global building materials company producing cement, ready-mix concrete, and aggregates.
- Eagle Materials (NYSE: EXP): Produces and supplies building materials, including gypsum wallboard and cement.
- Fortune Brands Innovations (NYSE: FBIN): Offers home and security products, including plumbing and cabinetry solutions.
- West Fraser Timber (NYSE: WFG): Engages in lumber production and wood-based products.
These competitors operate in overlapping markets, offering products and services that intersect with Arcosa's offerings.
Strategic Collaborations and Partnerships
Arcosa actively seeks strategic collaborations and partnerships to enhance its market position and innovation capacity. The company focuses on expanding its capabilities through acquisitions and joint ventures that align with its core business segments.
Operational Insights
Arcosa's diversified product portfolio and strategic focus on infrastructure-related markets provide a competitive advantage. The company's commitment to innovation, quality, and customer service positions it favorably against competitors, enabling it to capitalize on growth opportunities in the construction and transportation sectors.
Strategic Opportunities and Future Directions
Looking ahead, Arcosa aims to leverage its strengths to pursue strategic growth opportunities, including:
- Market Expansion: Exploring new geographic markets and expanding product offerings to meet evolving customer needs.
- Innovation: Investing in research and development to introduce innovative products and solutions.
- Sustainability: Enhancing sustainable practices across operations to meet increasing environmental standards and customer expectations.
By focusing on these areas, Arcosa is well-positioned to achieve its future objectives and maintain its leadership in the infrastructure-related products and solutions industry.
Contact Information
- Website: arcosa.com
- Headquarters: Dallas, Texas, United States
