Arcosa shareholders should tender shares at $150 per share. The stock will likely trade near the offer price with a small spread reflecting regulatory and closing risk. Monitor for any competing bids or regulatory developments that could affect the timeline or terms. CRH expects the deal to be accretive to earnings, margin, and cash flow within 12 months post-close.
Price Chart
Executive Summary
CRH (NYSE: CRH) announced a definitive agreement to acquire Arcosa (ACA) for $150 per share in an all-cash transaction, representing a total enterprise value of approximately $8.5 billion. The offer implies a 25% premium to Arcosa's 60-day VWAP and an 11.5x multiple on 2026E Adjusted EBITDA including $175 million in expected run-rate cost synergies. The transaction, unanimously approved by both boards, is expected to close in Q1 2027, subject to Arcosa stockholder and regulatory approvals.
Key Facts
- CRH to acquire 100% of Arcosa for $150 per share in cash
- Total enterprise value of approximately $8.5 billion
- 25% premium to Arcosa's 60-day trading VWAP as of June 18, 2026
- Acquisition multiple of 11.5x 2026E Adjusted EBITDA, including $175 million in estimated annual run-rate cost synergies by year three
- Transaction expected to close in Q1 2027, subject to Arcosa stockholder and regulatory approvals
- Boards of both companies unanimously approved the transaction
Financial Impact
Arcosa shareholders receive $150 per share in cash, a 25% premium to the 60-day VWAP. The deal values Arcosa at $8.5 billion enterprise value.
Risk Factors
- Failure to obtain Arcosa stockholder approval
- Regulatory approvals not received or delayed
- Potential competing bids or termination of the agreement
- Integration risks and ability to realize $175 million in cost synergies
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 8 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| DEFA14A Filing (ACA) — Batch item 1 | 0001104659-26-076360 |
| Document: 0001104659-26-076360-index-headers.html | 0001104659-26-076359 |
| Document: 0001104659-26-076360-index.html | 0001104659-26-076360 |
| Document: 0001104659-26-076360.txt | 0001104659-26-076360 |
| DEFA14A Filing (ACA) — Batch item 5 | 0001104659-26-076359 |
| Document: 0001104659-26-076359-index-headers.html | 0001104659-26-076360 |
| Document: 0001104659-26-076359-index.html | 0001104659-26-076360 |
| Document: 0001104659-26-076359.txt | 0001104659-26-076360 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 25, 2026 5w ago | DEFA14A | $145.25 $145.48 | ▲ +0.16% | ▲ +0.70% | $146.57 (+0.91%) |
Aug 14, 2026 6w ago | Institutional Cluster | $145.01 $145.27 | ▲ +0.18% | ▲ +1.37% | $146.57 (+1.07%) |
Aug 5, 2026 8w ago | DEFA14A | $144.89 $144.96 | ▲ +0.05% | ▼ −1.16% | $146.57 (+1.16%) |
Jun 22, 2026 14w ago | DEFA14A | $144.92 $145.29 | ▲ +0.26% | ▼ −1.54% | $146.57 (+1.14%) |
Jun 22, 2026 14w ago | DEFA14A | $144.92 $144.62 | ▼ −0.21% | ▼ −1.22% | $146.57 (+1.14%) |
Jun 22, 2026 14w ago | DEFA14A | $144.92 $144.62 | ▼ −0.21% | ▼ −1.22% | $146.57 (+1.14%) |
Jun 22, 2026 14w ago | 8-K | $144.90 $144.50 | ▼ −0.28% | ▲ +1.79% | $146.57 (+1.15%) |
Jun 5, 2026 16w ago | 8-K | $123.54 $128.44 | ▲ +3.97% | ▲ +1.85% | $146.57 (+18.64%) |
May 18, 2026 19w ago | 144 | $117.24 $126.74 | ▲ +8.10% | ▲ +5.81% | $146.57 (+25.01%) |
Apr 8, 2026 25w ago | 144 | $111.96 $110.79 | ▼ −1.05% | ▼ −4.23% | $146.57 (+30.91%) |
US Market Status
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