ACA - Arcosa - Value Play In Unattractive Industry With High Barriers To Entry
Source: Arcosa Investor Presentation
Business overview and the spin off transaction
Arcosa (ACA), a recent spin off company from Trinity Industries, is a pure infrastructure play. The company operates three main segments - Construction, Energy and Transportation. Although infrastructure spending is highly cyclical, Arcosa is well diversified across its product offering and industries being served.
Source: Arcosa 10-K and 10-Q SEC Filings
The Construction Products division, produces natural and lightweight aggregates for residential, commercial and industrial construction. As well as materials for bridge and road construction. The specialty materials part of the division