ACA - Arcosa Inc.: A Low Leverage Bet On America's Infrastructure
Arcosa, Inc. (ACA) Overview
A late 2018 spin-off of Trinity Industries (TRN), the Arcosa split created two purer play companies with TRN focused on railroads, while Arcosa focuses on construction and shipping. In their short time as an independent company, ACA has achieved impressive sales growth both organically and through prudent acquisitions largely funded with cash from operations. Each of their segments has been classified as essential, but they are certainly not immune to the cyclicality of the construction business. Both CEO Antonio Carrillo and CFO Scott Beasley have held these roles since the spin-off