← BackArcosa, Inc. · Fabricated Structural Metal ProductsACA
Low riskNext report: In 2 days (est.)
The short versionA profitable company with steady sales.
Going well
- Profitable every year for 10 years
- Sales up 12% last year
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions cut 0.8% from their holdings in the quarter ending June 2026 (225 bought, 154 sold)
- Held by George Soros (Soros Fund)
Facts from SEC filings, not a recommendation.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$658.7M+1.7% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $2.7B, up 9.7% from the 12 months before. Over 5 years, sales grew about 8.3% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.8.2%
- MissDebt under half of equityNot relying on borrowed money.0.57x equity
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.7.2%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$175.5M
- PassShare count not growingNot diluting owners. Falling means buybacks.+0.6% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.22.4%
- Revenue
- $2.9B
- +12.2% vs prior year
- 5-year growth
- +8.3%/yr
- revenue, per year
- Total debt
- $1.5B
- 0.57x equity
- Current ratio
- 2.20x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $658.7M
- +1.7% YoY
- EPS
- $6.67
- vs $1.22
- Op. margin
- 12.8%
- +0.1 pts
- Gross margin
- 23.6%
- +0.4 pts
- Free cash flow
- -$70.0M
- Share count
- +0.4%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
93/ 100
- This week
- 19
- Normal week
- 1.3
- vs normal
- 14.4x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady-0.8%Institutions cut 0.8% from their holdings. 225 bought, 154 sold. 2 quarters of net selling in a row.
Shares held by institutions45.2M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
+0.2%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.5x · $1.4B debtShares outstandingLatest reported
49MNext reportIn 2 days (est.)Estimated from the same quarter last year
- Results filedAug 5
- Results filedApr 30
- Results filedFeb 26
- Results filedFeb 25
- Results filedOct 30, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in the last 23 insider filings. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
Stock awardReid S EsslGroup President
38,907 shares
- +42% of holdings
- Now owns 132,171 shares
- Filed same day
- Also: Returned to company
Returned to companyJeffrey A CraigDirector
19,931 shares at $150.00 · $3.0M
- Owns no shares after
- Filed same day
Stock awardBryan StevensonCLO & Asst Corp Sec.
29,484 shares
- +79% of holdings
- Now owns 66,960 shares
- Filed same day
- Also: Returned to company
Returned to companyJulie A PiggottDirector
9,413 shares at $150.00 · $1.4M
- Owns no shares after
- Filed same day
Returned to companyMelanie Montague TrentDirector
17,931 shares at $150.00 · $2.7M
- Owns no shares after
- Filed same day
Returned to companyKimberly S LubelDirector
6,546 shares at $150.00 · $982K
- Owns no shares after
- Filed same day
Returned to companyJoseph AlvaradoDirector
19,931 shares at $150.00 · $3.0M
- Owns no shares after
- Filed same day
Stock awardEric D HurstVP Controller (PAO)
7,934 shares
- +254% of holdings
- Now owns 11,053 shares
- Filed same day
- Also: Returned to company
Returned to companyJohn W LindsayDirector
19,931 shares at $150.00 · $3.0M
- Owns no shares after
- Filed same day
Returned to companyRhys J BestDirector
60,863 shares at $150.00 · $9.1M
- Owns no shares after
- Filed same day