
What smart money is saying about Arcosa, Inc.
3 funds in our archive have pitched Arcosa, Inc. — most recently Macquarie Small Cap Core Fund in March 2025.
Arcosa, Inc., together with its subsidiaries, provides infrastructure-related products and solutions for the construction, energy, and transportation markets in North America. It operates through three segments: Construction Products, Engineered Structures, and Transportation Products. The Construction Products segment offers natural and recycled aggregates; specialty materials; and trench shields and shoring products for residential and non-residential construction, agriculture, specialty building products, as well as for infrastructure related projects. The Engineered Structures segment provides utility structures, wind towers, traffic and lighting structures, telecommunication structures, storage and distribution tanks for electricity transmission and distribution, wind power generation, highway road construction, and wireless communication markets, as well as for gas and liquids storage and transportation for residential, commercial, energy, agriculture, and industrial markets. The Transportation Products segment offers inland barges; fiberglass barge covers, winches, and other components; cast components for industrial and mining sectors; and axles, circular forgings, coupling devices for freight, tank, locomotive, and passenger rail transportation equipment, as well as other industrial uses. Arcosa, Inc. was incorporated in 2018 and is headquartered in Dallas, Texas.
Fund coverage · 3 theses
- Macquarie Small Cap Core FundMarch 2025
Arcosa, Inc. is a strategically positioned basic materials company benefitting from infrastructure growth and electrical grid improvements, poised for both organic and inorganic growth while focusing on deleveraging.
Read the full thesis - RoyceMarch 2025
Arcosa is well-positioned for long-term growth due to its essential aggregates business benefiting from U.S. infrastructure upgrades and a robust engineered structures segment driven by utility investments and rising demand.
Read the full thesis - Royce InvestDecember 2024
Arcosa is poised for future growth due to solid Q3 results, pricing power in aggregates, increasing infrastructure spending, strong orders in its Engineered Structures segment, and a strategic acquisition of Stavola.
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