ACA
Q4 2026 EPS Estimate
$1.56
Oct 29, 2026 · Reports after close
Revenue Estimate
$728M
FY2026E EPS$4.28
FY2027E EPS$4.87

Analyst Sentiment

Wall St. Consensus
Buy
8 analysts·Limited coverage
72
Score
7 Buy (88%)1 Hold (13%)0 Sell (-1%)
Rating Breakdown
Strong Buy
00%
Buy
788%
Hold
113%
Sell
00%
Strong Sell
00%

Analyst ratings reflect Wall Street opinion, not guarantees. Historical accuracy varies by firm and sector.

Price Target Expectations

Bear
$140.00
-3.4%
Consensus
$145.00
+0.1%
Bull
$150.00
+3.5%
12-Month Target Range8 analysts
$140.00$145.00$150.00
Current $144.90Consensus
Current Price
$144.90
Upside to Consensus
$0.10

Price targets are 12-month analyst forecasts. Actual results depend on earnings, market conditions, and sector trends.

Earnings & Revenue Estimates

Forward Growth Estimates (YoY)
FY2027
Rev+9.27%
EPS+13.73%
FY2028
Rev+2.67%
EPS+3.54%
Raw consensus estimates (low / average / high) from covering analysts.
Annual
MetricFY2026EFY2027EFY2028E
Revenue Avg$2.60B$2.84B$2.92B
Low$2.59B$2.76B$2.88B
High$2.61B$2.92B$2.97B
EBITDA Avg$451M$492M$506M
Low$449M$479M$499M
High$452M$506M$515M
EBIT Avg$262M$287M$294M
Low$261M$279M$290M
High$263M$295M$300M
Net Income Avg$212M$243M$248M
Low$206M$230M$242M
High$215M$246M$253M
EPS Avg$4.28$4.87$5.04
Low$4.20$4.70$4.95
High$4.38$5.03$5.16
Analysts (Rev / EPS)2 / 22 / 31 / 1
Quarterly
MetricQ3 2026Q4 2026Q1 2027Q2 2027Q3 2027Q4 2027
Revenue Avg$728M$644M$610M$722M$766M$681M
Low$725M$640M$607M$719M$762M$678M
High$731M$648M$613M$726M$770M$685M
EBITDA Avg$126M$112M$106M$125M$133M$118M
Low$126M$111M$105M$124M$132M$117M
High$127M$112M$106M$126M$133M$119M
EBIT Avg$73M$65M$61M$73M$77M$69M
Low$73M$65M$61M$72M$77M$68M
High$74M$65M$62M$73M$78M$69M
Net Income Avg$76M$50M$30M$69M$85M$54M
Low$75M$48M$30M$68M$85M$53M
High$78M$51M$30M$69M$86M$54M
EPS Avg$1.55$1.01$0.61$1.40$1.73$1.09
Low$1.52$0.98$0.61$1.39$1.72$1.08
High$1.58$1.04$0.61$1.41$1.74$1.10
Analysts (Rev / EPS)2 / 22 / 21 / 11 / 11 / 11 / 1

Earnings Surprises

Recent Analyst Actions

Aug 6, 2026Stephens
Arcosa downgraded to Equal Weight from Overweight at Stephens
Target:$150.00
+3.2%from $145.32
May 4, 2026Barclays
Arcosa price target raised to $140 from $115 at Barclays
Target:$140.00
+12.2%from $124.76
Nov 3, 2025Barclays
Arcosa price target raised to $115 from $106 at Barclays
Target:$115.00
+12.7%from $102.00
Oct 29, 2024Barclays
Arcosa initiated with an Overweight at Barclays
Target:$106.00
+11.1%from $95.42
Aug 7, 2024Stephens
Arcosa upgraded to Overweight at Stephens on benefits of portfolio actions
Target:$96.00
+23.6%from $77.70
Aug 5, 2024Loop Capital Markets
Arcosa price target raised to $110 from $95 at Loop Capital
Target:$110.00
+39.0%from $79.12
May 17, 2024D.A. Davidson
Arcosa price target raised to $110 from $105 at DA Davidson
Target:$110.00
+26.7%from $86.82
May 6, 2024D.A. Davidson
Arcosa (ACA) PT Raised to $105 at DA Davidson
Target:$105.00
+21.6%from $86.33
Aug 8, 2022Stephens
Stephens & Co. Maintains Overweight on Arcosa, Raises Price Target to $70
Target:$70.00
+11.5%from $62.79
Data is provided for informational purposes only and does not constitute investment advice. Past performance is not indicative of future results.