13F
中

ACA ARCOSA INC

2026Q1 · CUSIP 039653100 · Sector: Industrials

Neutral · No signal
Holders
372
Δ holders QoQ
+6
Breadth percentile
Top 39%
Whale holders
175
Δ whales
+3
Inst. holding value
$4.8B
New positions
52
Closed positions
46
Price momentum (1Q)
-2.4%
Put / Call
1/3

Breadth history (34 quarters)

2019Q1: Δ+22 · h=273 2019Q2: Δ+1 · h=274 2019Q3: Δ-2 · h=272 2019Q4: Δ-9 · h=263 2020Q1: Δ+2 · h=265 2020Q2: Δ-2 · h=263 2020Q3: Δ-7 · h=256 2020Q4: Δ+11 · h=267 2021Q1: Δ-3 · h=264 2021Q2: Δ-16 · h=248 2021Q3: Δ+2 · h=250 2021Q4: Δ+1 · h=251 2022Q1: Δ+3 · h=254 2022Q2: Δ-7 · h=247 2022Q3: Δ+18 · h=265 2022Q4: Δ+3 · h=268 2023Q1: Δ-9 · h=259 2023Q2: Δ+31 · h=290 2023Q3: Δ+2 · h=292 2023Q4: Δ+3 · h=295 2024Q1: Δ+25 · h=320 2024Q2: Δ+12 · h=332 2024Q3: Δ-10 · h=322 2024Q4: Δ+9 · h=331 2025Q1: Δ-16 · h=315 2025Q2: Δ+16 · h=331 2025Q3: Δ+34 · h=365 2025Q4: Δ+1 · h=366 2026Q1: Δ+6 · h=372 2019Q1: holders=273 2019Q2: holders=274 2019Q3: holders=272 2019Q4: holders=263 2020Q1: holders=265 2020Q2: holders=263 2020Q3: holders=256 2020Q4: holders=267 2021Q1: holders=264 2021Q2: holders=248 2021Q3: holders=250 2021Q4: holders=251 2022Q1: holders=254 2022Q2: holders=247 2022Q3: holders=265 2022Q4: holders=268 2023Q1: holders=259 2023Q2: holders=290 2023Q3: holders=292 2023Q4: holders=295 2024Q1: holders=320 2024Q2: holders=332 2024Q3: holders=322 2024Q4: holders=331 2025Q1: holders=315 2025Q2: holders=331 2025Q3: holders=365 2025Q4: holders=366 2026Q1: holders=372 -34 -17 +0 +17 +34 222307391 19Q119Q420Q321Q222Q122Q423Q324Q225Q125Q426Q1 Δ holders (bar) Holders (line)

Past Lit Events & Aftermath 6 lit events

Period Percentile Next-1Q return Next-2Q return
2025Q3 Top 8% +27.3% +23.0%
2025Q2 Top 19% +3.7% +27.1%
2024Q1 Top 11% +0.2% +17.2%
2023Q2 Top 6% -3.5% +9.4%
2022Q3 Top 7% -1.1% +16.5%
2019Q1 Top 13% -9.9% +7.9%

Options Sentiment

Put holders
1
QoQ: 0
Call holders
3
QoQ: +1

See methodology →

Fundamentals

PE (TTM)
32.0
EPS (TTM)
$4.53
EPS YoY
+184.9%
Revenue (TTM)
$2.9B
Revenue YoY
+15.4%
Quarterly Revenue & EPS (4Y)
2022-06-30: $603M 2022-09-30: $604M 2022-12-31: $500M 2023-03-31: $549M 2023-06-30: $585M 2023-09-30: $592M 2023-12-31: $582M 2024-03-31: $599M 2024-06-30: $665M 2024-09-30: $640M 2024-12-31: $666M 2025-03-31: $548M 2025-06-30: $737M 2025-09-30: $798M 2025-12-31: $801M 2026-03-31: $572M 2022-06-30: EPS 0.79 2022-09-30: EPS 0.66 2022-12-31: EPS 3.19 2023-03-31: EPS 1.14 2023-06-30: EPS 0.84 2023-09-30: EPS 0.72 2023-12-31: EPS 0.56 2024-03-31: EPS 0.80 2024-06-30: EPS 0.93 2024-09-30: EPS 0.34 2024-12-31: EPS -0.16 2025-03-31: EPS 0.48 2025-06-30: EPS 1.22 2025-09-30: EPS 1.48 2025-12-31: EPS 1.06 2026-03-31: EPS 0.77 0M 401M 801M $M -0.18 1.67 3.51 20222023202420252026 Revenue EPS

Quarterly figures; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 30 2023-03-31: PE 122023-06-30: PE 13.12023-09-30: PE 12.32023-12-31: PE 25.32024-03-31: PE 29.52024-06-30: PE 27.72024-09-30: PE 38.42024-12-31: PE 52.32025-03-31: PE 55.92025-06-30: PE 51.32025-09-30: PE 33.22025-12-31: PE 30.12026-03-31: PE 27.4 11 35 59 20222023202420252026

P/E = close 47 days after quarter-end (filing date) ÷ TTM EPS then; loss quarters hidden

As of 2026-03-31 · SEC filings (XBRL)