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$ACA
Arcosa 是一家成立於2018年、總部位於達拉斯的公司,為北美的建築、工程結構和交通市場提供以基礎設施為重點的產品和解決方案。
公司正在成長,盈利能力也在增加,但商業模式資本密集 (高PP&E),負債/淨負債較高,且現金流季度波動較大。基於這些原因,它看起來更像是一個槓桿+運營改善/擴展的故事,而不是一個高質量、低風險的複利增長機器。它更像是一家盈利增長但帶有財務槓桿的公司。
它正待在發射台上,準備突破的狀況看起來不錯 ⏰