Arcosa Should Sell Its Transportation Segment

Nov. 16, 2022 1:24 PM ETArcosa, Inc. (ACA)TRN


  • Arcosa, Inc. is a diversified company, but some segments are dragging on performance.
  • While the share price has remained strong the past year, I believe more value may be unlocked with further restructuring of the business.
  • However, infrastructure spending is incoming, and the industry seems like it will survive a weaker economy.

Oil Tankers on the Mississippi

Art Wager


Arcosa, Inc. (NYSE:ACA) is a diversified company that provides services and materials to serve various parts of the infrastructure industry. Many of these are fairly niche and offer high-enough margins to support a bullish case, but one

A summary of the three main business units.

Arcosa Presentation

A summary of the transportation segment

Arcosa Presentation

A summary of the storage tank sale

Arcosa Presentation

A summary of EBITDA by segment

Arcosa Presentation

A summary of cyclicality reduction and future proofing of the company

Arcosa Presentation

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