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Arcosa, Inc is a Dallas, Texas-based growth-oriented manufacturer of infrastructure related products and services in construction, energy, and transportation markets. The company was prior the infrastructure-related business of Trinity Industries, a long-time diversified industrial veteran company since 1933. Arcosa was founded followed by the December 2017 separation plan of Trinity Industries.[/td_block_text_with_title][td_block_text_with_title custom_title=”Business Model” tdc_css=””]Arcosa generates revenues from three business groups including: a) Construction Products Group through the sales of construction aggregates and construction site support equipment; b) Energy Equipment Group through manufacturing structural wind towers, utility steel structures and storage and distribution tanks; c) Transportation Products Group mainly through the manufacture and sales of inland barges, fiberglass barge covers and steel components for railcars and other transportation equipment.[/td_block_text_with_title][td_block_text_with_title custom_title=”Spin-Off History” tdc_css=””]On 11/1/2018, Arcosa began trading on NYSE followed by the spin-off from Trinity Industries (NYSE: TRN). Trinity stockholders received one share of Arcosa common stock for every three shares of Trinity common stock held as of the record date. Arcosa was included in the IPOX® 100 U.S. Portfolio on 03/15/2019 and currently weighs approximately 0.12%.[/td_block_text_with_title][td_block_text_with_title custom_title=”Historical Performance” tdc_css=””][/td_block_text_with_title][td_block_text_with_title custom_title=”Growth Outlook” tdc_css=””][/td_block_text_with_title][td_block_text_with_title custom_title=”Industry Comparison”][/td_block_text_with_title]

Company

Stock

Symbol

IPO/Spin-off

Date

Initial
Return

Offer to Date

2019

YTD

Beta to S&P

EPS

2018

Revenue

(in millions)

2018 Net Income

(in millions)

Dividend/share

Arcosa

ACA US

Spin-off completed on 11/1/2018

25.3%

1.11

$1.54

1,460.4

75.70

0.05

Construction Product Segment

Martin Marietta

MLM US

Martin Marietta went public in 1994

50.5%

0.79

$7.43

4,244.27

470.00

1.84

Energy Equipment Segment

Broadwind Energy

BWEN US

Broadwind listed on NASDAQ in 2009

42.3%

1.30

-$1.56

125.38

-24.15

n.a.

Transportation Equipment Segment

 

Compete with inland barges manufacturers and railcars steel components manufacturers.

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