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Arcosa
Arcosa is a publicly traded infrastructure products provider spun off from Trinity Industries in 2018.
Arcosa
Arcosa was created in November 2018 as a spin-off from Trinity Industries, a diversified industrial company. CEO Antonio Carrillo previously led Trinity's construction, energy, marine, and components group before becoming CEO of Orbia (formerly Mexichem). The firm operates through two segments: Construction Products (aggregates, specialty materials, construction site support) and Engineered Structures (utility structures, pole products, telecom structures, traffic structures, wind towers). Arcosa's strategy combines organic growth and disciplined acquisitions, targeting fragmented markets within infrastructure. The firm reported $2.9 billion in revenue for the full year 2025 (per the firm, 2025). Its portfolio includes leading brands in utility structures and aggregates, serving customers across the United States and Canada. Operations are concentrated in North America, with 6,390 employees as of December 2025. The firm's senior management team includes CFO Gail M. Peck (formerly treasurer at Trinity), Group President Reid S. Essl (overseeing Construction Products), and Group President Kerry S. Cole (running Engineered Structures). In May 2026, Arcosa declared a quarterly dividend, signaling ongoing cash flow generation (per SEC filing, May 2026). Arcosa's structural differentiator is its birth as a public spin-off — not a family office or private equity vehicle — giving it a clear mandate to grow infrastructure assets for public shareholders. Its parentage from Trinity Industries provides operational heritage dating back over 70 years, while Carrillo's tenure brings a global industrial perspective from his CEO role at Orbia.
General information
Firm type
Asset Manager
Year founded
2018
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Dallas
Corporate office
Dallas, TX, United States
Principals
Antonio Carrillo
President and Chief Executive Officer
Gail M. Peck
Chief Financial Officer
Reid S. Essl
President of Construction Products
Kerry S. Cole
President of Engineered Structures
Sector focus
Frequently asked questions
Who leads Arcosa's investment decisions?
President and CEO Antonio Carrillo sets strategic direction, with CFO Gail M. Peck overseeing financial decisions. Carrillo previously led Orbia and spent 16 years at Trinity Industries. The board of directors provides oversight, as Arcosa is a public company (per SEC filings).
How does Arcosa deploy capital?
Arcosa pursues organic growth and disciplined acquisitions in fragmented infrastructure markets. The firm has not disclosed a specific deal pace, but its strategy includes reducing cyclicality and improving returns on invested capital. Revenue reached $2.9 billion in 2025 (per the firm).
Is Arcosa structured as a family office or operating company?
Arcosa is a publicly traded operating company, not a family office. It was spun off from Trinity Industries in 2018 and its shares trade on the NYSE under the ticker ACA.
Which asset classes does Arcosa invest in?
Arcosa operates through two segments: Construction Products (aggregates, specialty materials, construction site support) and Engineered Structures (utility structures, wind towers, telecom structures, traffic structures). It does not manage a hedge fund or private equity portfolio.
Where does Arcosa operate geographically?
Arcosa's operations are concentrated in the United States and Canada. The firm's headquarters are in Dallas, Texas, and it has facilities across both countries serving infrastructure customers.
What is Arcosa's known posture on dividends?
Arcosa declared a quarterly dividend in May 2026 (per SEC filing). The firm has an established dividend policy, reflecting its cash flow profile as an infrastructure provider.
How does Arcosa source deal flow?
Arcosa targets fragmented infrastructure markets for acquisitions. The firm does not disclose specific sourcing channels but historically leverages industry relationships and its operating segment teams to identify targets (per the firm).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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