Countdown to Arcosa (ACA) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
Beyond analysts' top-and-bottom-line estimates for Arcosa (ACA), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended December 2025.
Arcosa's Rise Isn't Over Yet
Arcosa has outperformed the S&P 500, driven by robust revenue, profit, and cash flow growth across all segments. ACA's Construction Products segment surged 45.7% YoY, boosted by the $1.2 billion Stavola acquisition, with segment revenue now 56% of total. Management guides for 2025 revenue of $2.86–$2.91 billion and EBITDA of $575–$585 million, reflecting continued organic and acquisition-driven growth.
Are Construction Stocks Lagging Arcosa (ACA) This Year?
Here is how Arcosa (ACA) and Argan (AGX) have performed compared to their sector so far this year.
Arcosa: Growth Visibility Keeps The Upside Intact
Arcosa Inc. delivered a strong Q3 with a double beat, driven by robust 45% growth mainly in its key Construction Products segment. A healthy demand environment, along with a $1.3 billion backlog, provides clear visibility for sustained double-digit revenue growth into FY26. ACA's margins are expected to be driven by higher aggregate pricing, operational improvements, and accretive M&A.
Top Wind Energy Stocks Poised to Benefit From Clean Energy Transition
Wind energy is gaining momentum as rising U.S. capacity, AI-driven power demand and clean energy investments accelerate the transition. Stocks like NEE, CEG, PCG and ACA are attractive long-term picks.
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.
3 Reasons Why Growth Investors Shouldn't Overlook Arcosa (ACA)
Arcosa (ACA) possesses solid growth attributes, which could help it handily outperform the market.
ACA or IBP: Which Is the Better Value Stock Right Now?
Investors interested in Building Products - Miscellaneous stocks are likely familiar with Arcosa (ACA) and Installed Building Products (IBP). But which of these two stocks presents investors with the better value opportunity right now?
Health Insurer Stocks Slide on President Trump's Call to Change ACA Payments
Centene (CNC), HCA Healthcare (HCA) and Molina Healthcare (MOH) are among the worst-performing stocks in the S&P 500 Monday after President Donald Trump suggested federal health care money should circumvent insurers and go directly to people.
Are Construction Stocks Lagging Arcosa (ACA) This Year?
Here is how Arcosa (ACA) and Babcock International Group PLC (BCKIY) have performed compared to their sector so far this year.
