Arcosa is a company founded in 2018 and headquartered in Dallas, offering infrastructure-focused products and solutions in North America to the construction, engineered structures, and transportation markets.
There is growth and profitability is increasing, but the business model is capital-intensive (high PP&E), debt/net debt is high, and cash flow is volatile quarter to quarter. For this reason, instead of a high quality, low risk compounding growth machine, it looks more like a leverage + operational improvement/scaling story. It is more of a company that is growing profitably but carries financial leverage.
It’s waiting at the launchpad, and the setup looks good for a breakout ⏰
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$ACA
Arcosa is a company founded in 2018 and headquartered in Dallas, offering infrastructure-focused products and solutions in North America to the construction, engineered structures, and transportation markets.
There is growth and profitability is increasing, but the business model is capital-intensive (high PP&E), debt/net debt is high, and cash flow is volatile quarter to quarter. For this reason, instead of a high quality, low risk compounding growth machine, it looks more like a leverage + operational improvement/scaling story. It is more of a company that is growing profitably but carries financial leverage.
It’s waiting at the launchpad, and the setup looks good for a breakout ⏰