Summary
EOB Chart
Oscar Health: Banking On The ACA Enrollment Expansion (Rating Upgrade)
Oscar Health is rerated as a bullish pick, driven by ACA enrollment expansion into Alabama, Southern Florida, and other high-growth regions. OSCR projects a 2027 market reach of 24 million members without subsidies and 31 million with subsidies, supporting robust revenue growth. Despite regulatory uncertainty around ACA subsidies expiring after 2025, OSCR's expansion, affordable plans, and innovative offerings position it well for membership growth.
Oscar Health: ACA Chaos, ICHRA Growth, And A Potential 2027 Re-Rating
Oscar Health faces ACA subsidy expiration, but aggressive repricing and ICHRA expansion support a contrarian investment thesis. Analysts project FY26 revenue of $12.6bn despite anticipated 10–20% ACA enrollment declines, driven by premium hikes offsetting volume loss and stabilizing MLR. Management's target of 2027 EPS of $2.25 and 5% operating margin implies a forward P/E of 7.6x and EV/EBIT of 4.3x. Based on these targets, OSCR could be materially undervalued.
Is Arcosa (ACA) Stock Outpacing Its Construction Peers This Year?
Here is how Arcosa (ACA) and DIRTT Environmental Solutions Ltd. (DRTTF) have performed compared to their sector so far this year.
Arcosa Inc. (EOB) FAQ
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Arcosa Inc. Profile
| Transportation Infrastructure Industry | Industrials Sector | Antonio Carrillo CEO | XFRA Exchange | US0396531008 ISIN |
| US Country | 6,250 Employees | 15 Oct 2025 Last Dividend | - Last Split | 30 Oct 2018 IPO Date |
Overview
Arcosa, Inc., together with its subsidiaries, stands as a prominent provider of infrastructure-related products and solutions primarily catering to the construction, engineered structures, and transportation markets within the United States. It holds a diversified portfolio of products and services across three primary segments: Construction Products, Engineered Structures, and Transportation Products. Since its incorporation in 2018, Arcosa has established its headquarters in Dallas, Texas, marking its strategic position to serve a wide range of markets with its extensive offerings.
Products and Services
- Construction Products: This segment includes a broad array of materials and equipment necessary for both residential and non-residential construction projects. Product offerings encompass:
- Natural and Recycled Aggregates: Essential materials for construction projects.
- Specialty Materials: Tailored solutions for specific construction needs.
- Construction Site Support Equipment: Including trench shields and shoring products, catering to a wide range of construction requirements.
- Infrastructure Construction Materials: Specialized products aimed at infrastructural development projects.
- Engineered Structures: Arcosa provides a diverse range of structures used across numerous sectors. These include:
- Utility Structures: Products designed for the electricity transmission and distribution sectors.
- Wind Towers: Structures that support the wind power generation industry.
- Traffic Structures: Essential components for highway road construction.
- Telecommunication Structures: Towers and other structures serving the wireless communication markets.
- Transportation Products: This segment involves the manufacture and supply of a wide range of products aimed at improving and facilitating transportation. The range includes:
- Inland Barges: Essential for the transportation of goods across inland waterways.
- Fiberglass Barge Covers: Enhancing the efficiency and protection of cargo on barges.
- Winches and Marine Hardware: Key components for marine transportation equipment.
- Steel Components for Railcars: Including axles, circular forgings, and coupling devices used in freight, tank, locomotive, and passenger rail transportation equipment.
- Cast Components: Serving industrial and mining sectors, as well as other industrial uses.
Contact Information
