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Arcosa: The $2B Infrastructure Powerhouse
How a former Trinity Industries spinoff is quietly building America's backbone
Arcosa isn't just another industrial manufacturer—it's a $1.97B infrastructure giant that spun off from Trinity Industries in 2018 and has been quietly consolidating the market ever since. While most tech founders chase software margins, Arcosa proves that physical infrastructure still dominates real-world value creation.
"While SaaS companies battle for digital real estate, Arcosa builds the physical infrastructure that digital runs on—literally."
The Infrastructure Playbook
Arcosa operates in three core segments: Construction Products (crushes rock into building materials), Engineered Structures (builds bridges, towers, and wind turbine components), and Railcar Services (maintains and leases railcars). This diversified approach insulates them from single-market volatility while capturing growth across infrastructure spending cycles.
Digital Footprint vs. Physical Reality
With only 21.7K monthly visits, Arcosa's digital presence is modest—47% direct traffic suggests a B2B customer base that knows exactly where to find them. The 41% organic search indicates strong brand recognition, but their real moat isn't SEO—it's the physical assets and relationships that competitors can't replicate overnight.
- Former Trinity Industries spinoff (2018) with proven management team
- Diversified across construction, engineered structures, and rail
- Strong insider ownership and dividend history
- B2B-focused with long-term government and industrial contracts
The leadership team reads like an infrastructure dream team: Antonio Carrillo (CEO), Robert Rosen (CIO), Bryan Stevenson (Legal), Suzanne Myers (HR), and Gail Peck (CFO). Their tech stack—jQuery, Bootstrap, Zendesk—reveals a pragmatic, no-frills approach that prioritizes functionality over flash. They're not building a unicorn; they're building the foundation.
The Unsexy Billion-Dollar Truth
In a world obsessed with digital disruption, Arcosa proves that crushing rock and building bridges still creates more value than most apps. For investors tired of burning cash on growth-at-all-costs startups, this is infrastructure's steady hand.
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Arcosa, Inc., headquartered in Dallas, Texas, is a growth-oriented manufacturer of infrastructure-related products and services with leading positions in construction, energy, and transportation markets.
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arcosa.com uses 13 technologies across their website including Adobe Fonts, Google Fonts, HSTS, PHP, and more.
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arcosa.com receives approximately 21.7K monthly visitors and ranks #1,304,161 globally. The website has a bounce rate of 51% with visitors viewing an average of 1.6 pages per visit. Users spend an average of 0:25 on the site.
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