DEFA14A ·Filed Jun 22, 2026

ACA

Arcosa, Inc.
BULLISH
Impact 7/10
Horizonmonths Processed3mo ago SEC0001104659-26-076355
Proxy solicitation materials
Actionable Insight ▲ Bullish

The merger with CRH provides a clear exit premium for Arcosa shareholders. Monitor the upcoming proxy statement for deal terms and any potential competing offers. The stock should trade toward the implied acquisition value as the Q1 2027 close approaches.

DirectionBullish
Confidencehigh
Horizonmonths
Latest settled — T+20d ⚠ clustered
ACA ▼ -0.12% at T+20d
LONG call ✗ call lost -0.12% · α vs SPY -1.28% · entry $144.92 → $144.74
Next anchor: T+60d due 16d ago
Latest observation: T+57 -1.44% FF3 residual α
Entry anchored
Jun 22, 03:59 PM ET
via exchange tick
T+1d
-0.40%
call -0.40% · α -0.35%
$144.34
settled 3mo ago
T+5d
-0.21%
call -0.21% · α -1.22%
$144.62
settled 3mo ago
T+20d
-0.12%
call -0.12% · α -1.28%
$144.74
settled 2mo ago
T+60d
—
call — · α —
—
due 16d ago

Price Chart

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Executive Summary

Arcosa, Inc. filed a DEFA14A (definitive additional proxy soliciting materials) announcing it has entered into a definitive agreement to be acquired by CRH. The transaction is expected to close in Q1 2027, subject to shareholder approval and customary conditions. This is a management-solicited proxy in support of the merger.

Key Facts

  • Arcosa entered into a definitive agreement to be acquired by CRH
  • Transaction expected to close in Q1 2027
  • Subject to approval by Arcosa shareholders and customary closing conditions
  • CRH is described as a leading provider of building materials and infrastructure solutions
  • Arcosa will continue to operate independently until closing

Financial Impact

Acquisition by CRH at an undisclosed amount; no deal value stated in the filing.

acquisitionmerger

Risk Factors

  • Shareholder approval may not be obtained
  • Regulatory approvals may delay or prevent closing
  • Potential competing offers or litigation could arise

Market Snapshot

Exchange
NYSE
Sector
Fabricated Structural Metal Products
Analyst Consensus
88% bullish (8 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0001104659-26-076355
Document: 0001104659-26-076355-index-headers.html0001104659-26-076355
Document: 0001104659-26-076355-index.html0001104659-26-076355
Document: 0001104659-26-076355.txt0001104659-26-076355
11 reports for ACA
Performance horizon
100% Hit rate 4 of 4 directional calls best @ T+20▲ +17.68%Jun 5, 2026
Filters
Rows
Reports for ACA — sortable, filterable
TypeNow
Aug 25, 2026
5w ago
DEFA14A
NEUTRAL ★ 3/10
$145.25 $145.48▲ +0.16%▲ +0.70%$146.57 (+0.91%)
Aug 14, 2026
6w ago
Institutional Cluster
MIXED ★ 5/10
$145.01 $145.27▲ +0.18%▲ +1.37%$146.57 (+1.07%)
Aug 5, 2026
8w ago
DEFA14A
NEUTRAL ★ 4/10
$144.89 $144.96▲ +0.05%▼ −1.16%$146.57 (+1.16%)
Jun 22, 2026
14w ago
DEFA14A
BULLISH ★ 7/10
$144.92 $145.29▲ +0.26%▼ −1.54%$146.57 (+1.14%)
Jun 22, 2026
14w ago
DEFA14A
BULLISH ★ 7/10
$144.92 $144.62▼ −0.21%▼ −1.22%$146.57 (+1.14%)
Jun 22, 2026
14w ago
DEFA14A
NEUTRAL ★ 3/10
$144.92 $144.62▼ −0.21%▼ −1.22%$146.57 (+1.14%)
Jun 22, 2026
14w ago
8-K
BULLISH ★ 8/10
$144.90 $144.50▼ −0.28%▲ +1.79%$146.57 (+1.15%)
Jun 5, 2026
16w ago
8-K
BULLISH ★ 6/10
$123.54 $128.44▲ +3.97%▲ +1.85%$146.57 (+18.64%)
May 18, 2026
19w ago
144
NEUTRAL ★ 3/10
$117.24 $126.74▲ +8.10%▲ +5.81%$146.57 (+25.01%)
Apr 8, 2026
25w ago
144
NEUTRAL ★ 3/10
$111.96 $110.79▼ −1.05%▼ −4.23%$146.57 (+30.91%)
Showing 10 of 11

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