Arcosa, Inc.: insider trades · United States · SEC (Form 4)

About Arcosa, Inc.

Arcosa, Inc. is a U.S.-listed industrial company traded on the NYSE under the ticker ACA, with headquarters in Dallas, Texas, United States. The company positions itself as a provider of infrastructure-related products and solutions, serving construction, energy, and transportation end markets. Arcosa describes itself as having more than 85 years of operating history, while its current form as an independent public company dates to the 2018 spin-off, after which management has pursued a strategy centered on portfolio simplification, targeted acquisitions, and disciplined capital allocation. ([sec.gov](https://www.sec.gov/Archives/edgar/data/1739445/000173944524000152/november2024investorpres.htm?utm_source=openai)) Arcosa now highlights two growth platforms: Construction Products and Engineered Structures. Construction Products includes aggregates, asphalt-related operations, shoring products, and other construction materials used in civil infrastructure, site development, and heavy construction. Engineered Structures comprises utility and related structures used in the electric grid, as well as other specialty engineered products. Historically, Arcosa reported three major business segments, including Transportation Products; however, the company has been reshaping its portfolio through divestitures and acquisitions to concentrate on higher-quality infrastructure markets with better margin potential and more attractive long-term demand trends. ([sec.gov](https://www.sec.gov/Archives/edgar/data/0001739445/000173944525000102/exh101-conflictmineralsrep.htm?utm_source=openai)) From a competitive standpoint, Arcosa benefits from a mix of local operating assets, established brands, and exposure to markets supported by infrastructure renewal, grid modernization, and public and private investment. In Construction Products, geographic proximity to end markets and quarry assets matters, while in Engineered Structures the company is increasingly tied to utility capex, transmission and distribution upgrades, and broader electrification themes. Recent company commentary points to record backlog in utility structures, indicating strong visibility and a favorable demand backdrop in that business. ([ir.arcosa.com](https://ir.arcosa.com/news-events/press-releases/news-details/2026/Arcosa-Inc--Announces-First-Quarter-2026-Results-and-Raises-Full-Year-2026-Guidance-for-Continuing-Operations/default.aspx?utm_source=openai)) Arcosa’s geographic footprint is predominantly U.S.-based. The company has a broad domestic operating presence, and its 2024 acquisition of Stavola strengthened its position in the New York–New Jersey metropolitan construction materials market through five hard rock quarries, twelve asphalt plants, and three recycled aggregates sites. Earlier, Arcosa completed the acquisition of Ameron Pole Products, which expanded its engineered structures offering with highly engineered concrete and steel poles used in lighting, traffic, electric distribution, and small-cell telecom applications. These transactions fit the company’s strategy of building scale in markets with structural demand and strong local barriers to entry. ([ir.arcosa.com](https://ir.arcosa.com/news-events/press-releases/news-details/2025/Arcosa-Inc.-Announces-Fourth-Quarter-and-Full-Year-2024-Results/default.aspx?utm_source=openai)) Recent developments have reinforced that narrative. In its first-quarter 2026 update, Arcosa reported higher revenue and adjusted EBITDA for continuing operations and raised full-year 2026 guidance, citing strong utility structures performance, improving aggregate profitability, and a simplified portfolio following the $450 million barge divestiture. For investors, that combination of infrastructure exposure, operational discipline, and improved mix makes Arcosa a notable industrial name on the NYSE within the United States market. ([ir.arcosa.com](https://ir.arcosa.com/news-events/press-releases/news-details/2026/Arcosa-Inc--Announces-First-Quarter-2026-Results-and-Raises-Full-Year-2026-Guidance-for-Continuing-Operations/default.aspx?utm_source=openai))