TORVANTA
Other · S&P 500 · data as of 2026-10-05

ACA stock analysis: ACA

ACA (ACA) is an S&P 500 company in Other. It grades strongest on momentum.

The model's view of ACA · subscribers

Where ACA ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with ACA · updated 2026-10-05 · from prices and SEC filings

ACA price performance

ACA against the S&P 500, one year
+0%+20%+40%+60%ACA +59%S&P 500 +18%2025-09-292026-10-05
Year to date+38.2%S&P 500 +14.5% · ahead by 23.7 pts
1 year+59.2%S&P 500 +17.0% · ahead by 42.2 pts
3 years+108.4%S&P 500 +89.3% · ahead by 19.2 pts
5 years+190.0%S&P 500 +91.3% · ahead by 98.7 pts

Total returns with dividends reinvested.

ACA factor grades

Each grade compares ACA with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

B-ValueP/E 14.7x (industry 20.1x)FCF yield 1.9% (industry 6.0%)
B-GrowthRevenue growth +3% (industry +8%)EPS growth +431% (industry +10%)
CProfitabilityOperating margin 11.8% (industry 9.6%)ROIC 11.0% (industry 10.1%)
A-Momentum12-month change +59%From 52-wk high 0%

ACA in plain numbers

ACA key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$7.2B
Revenue growth (y/y)+3%
Free-cash-flow yield1.9%
Dividend yield0.1%
Next earnings (expected)2026-10-29
Valuation measures
Market value$7.2B
Enterprise value$6.8B
P/E (trailing)14.7x
Forward P/E (Torvanta estimate)9.8x
PEG (Torvanta estimate)0.20
Price / sales2.6x
Price / book2.4x
EV / revenue2.5x
EV / EBITDA12.4x
Financial highlights
Revenue, last 12 months$2.7B
Net income, last 12 months$491.4M
EPS, last 12 months (GAAP)$9.98
Gross margin23.0%
Operating margin11.8%
Net margin17.9%
Return on equity17.9%
Return on invested capital11.0%
Cash$432.1M
Free cash flow, last 12 months$135.2M
Interest cover3.3x
Current ratio3.12x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

ACA earnings trends

Revenue vs earnings
-$7.7M$193.7M$395.1M$596.4M$797.8MSep 2024 Revenue: $640.4MDec 2024 Revenue: $666.2MMar 2025 Revenue: $632.0MJun 2025 Revenue: $736.9MSep 2025 Revenue: $797.8MDec 2025 Revenue: $716.7MMar 2026 Revenue: $571.7MJun 2026 Revenue: $658.7MSep 2024 Net income: $16.6MDec 2024 Net income: -$7.7MMar 2025 Net income: $23.6MJun 2025 Net income: $59.7MSep 2025 Net income: $73.0MDec 2025 Net income: $52.1MMar 2026 Net income: $37.8MJun 2026 Net income: $328.5MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 2.6%Net margin: -1.2%Net margin: 3.7%Net margin: 8.1%Net margin: 9.2%Net margin: 7.3%Net margin: 6.6%Net margin: 49.9%-1%24%50%■ Revenue ■ Net income ━ Net margin
Earnings per share$-0.2$1.6$3.3$5.0$6.7Sep 2024 EPS (GAAP, diluted): $0.3Dec 2024 EPS (GAAP, diluted): $-0.2Mar 2025 EPS (GAAP, diluted): $0.5Jun 2025 EPS (GAAP, diluted): $1.2Sep 2025 EPS (GAAP, diluted): $1.5Dec 2025 EPS (GAAP, diluted): $1.1Mar 2026 EPS (GAAP, diluted): $0.8Jun 2026 EPS (GAAP, diluted): $6.7Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 +335% · Mar 2026 +60% · Jun 2026 +447%

From the company's 10-Q and 10-K filings with the SEC.

ACA financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$2.0B$2.2B$2.3B$2.6B$2.9B
Net income$69.6M$245.8M$159.2M$93.7M$208.4M
EPS (GAAP)$1.43$5.04$3.26$1.91$4.24
Free cash flow$81.4M$36.3M$57.5M$312.3M$175.5M

ACA earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-05$6.67+447%-11%+0.1%
2026-04-30$0.77+60%-10%+5.9%
2026-02-26$1.06n/a+8%-14.1%
2026-02-25$1.06n/a+8%+1.8%
2025-10-30$1.48+335%+25%+10.2%
2025-08-07$1.22+31%+11%+12.6%

About ACA

HeadquartersDallas, TX
Industry (SEC code)Fabricated Structural Metal Products
Fiscal year endsDecember 31
Incorporated inDE
Listed onNYSE

From the company's SEC registration record.

Companies similar to ACA

CompanyMarket valueP/ERevenue growthOperating margin12-month change
ACA ACA$7.2B14.7x+3%11.8%+59%
POWL POWL$7.2B38.0x+7%19.7%+96%compare
ALKS ALKS$7.2B112.5x+11%7.0%+38%compare
APPF APPF$7.2B46.6x+21%17.5%-18%compare
ALGM ALGM$7.2Bn/a+24%4.9%+36%
CMC CMC$7.2B12.4x+15%n/a+13%
NFG NFG$7.3B10.6x+15%40.3%-11%

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Frequently asked questions

Is ACA stock a buy?

Torvanta does not tell individuals what to buy. Its grades for ACA are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is ACA's P/E ratio?

ACA trades at about 14.7 times its last 12 months of GAAP earnings reported to the SEC, and about 9.8 times Torvanta's own estimate of the next 12 months.

When does ACA report earnings next?

Based on its filing history, Torvanta expects ACA to report around 2026-10-29.

Does ACA pay a dividend?

Yes. Its dividend yield is about 0.1%.

How has ACA performed against the S&P 500?

Over the past year ACA returned +59.2%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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