Arcosa Shareholders Approve Merger with CRH Americas

Arcosa Inc (ACA) shareholders approved its acquisition by CRH for $150 per share, pending regulatory approval. ACA's stock is 46.2% overvalued per GF Value™ at $145.45 vs. intrinsic value of $99.52. CRH's acquisition is expected to close in Q1 2027. ACA's GF Score™ is 76/100, with strong momentum and profitability but weak valuation. 9 gurus hold ACA, with 8 adding positions.

Arcosa stockholders approved a $150-per-share cash acquisition by CRH. The transaction, expected to close in Q1 2027, requires regulatory approvals. Arcosa operates in infrastructure-related products and engineered structures.

Arcosa (ACA) held a special meeting on September 4, 2026, where shareholders overwhelmingly approved a merger agreement with CRH Americas. 80.8% of shares voted, with 99.8% supporting the deal. Shareholders also approved executive compensation related to the merger on an advisory basis.

Arcosa Inc. (ACA) shareholders approved a $150 per share acquisition by CRH (CRH). The all-cash deal, valued at $150 per share, is expected to close in Q1 2027, pending regulatory approvals. Arcosa provides infrastructure-related products and solutions.

CRH plans to acquire Arcosa for about $8.5B, with closing expected in Q1 2027 subject to approvals. The deal would add about 35M tons of annual aggregates, targeting over 265M tons U.S. production, and add energy infrastructure exposure. CRH targets $175M annual cost synergies by year three and says the deal should be accretive within 12 months, but notes higher financing and integration risk.

Arcosa, Inc. (ACA) filed an SEC Form 8-K — Results of Operations and Financial Condition. Exhibit 99.1 News Release FOR IMMEDIATE RELEASE Arcosa, Inc. Announces Second Quarter 2026 Results DALLAS, Texas - ARCOSA, Inc. - August 5, 2026: Arcosa, Inc. (NYSE: ACA) (“Arcosa,” the “Company,” “We,” or “Our”), a provider of infrastructure-related products and solutions, today