Independent
Tenure on this board
7.7 yrs
Also a director at
Kennametal Inc (KMT)Pnc Financial Services Group Inc (PNC)
Meeting calendar
ACA · Annual meeting · Wednesday, May 13, 2026
Arcosa Inc
9 nominees · 3 ballot items.
Election of nine directors; advisory vote to approve named executive officer compensation (Say-on-Pay); ratification of Ernst & Young LLP as independent auditors.
Market cap
$7.1B
1Y TSR
+60.1%
Board grade
C+
Record date
Mar 23, 2026
Filing
DEF 14A
Meeting concluded · May 13, 2026
Follow how the vote landed and what changed on Arcosa Inc’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.
Proposals
On the ballot3
- 1
Election of Nominated Directors
ManagementBoard: FORElect nine directors nominated by the Board to serve one-year terms until the 2027 Annual Meeting.
- 2
Advisory Vote to Approve Named Executive Officer Compensation
ManagementBoard: FORNon-binding advisory vote to approve compensation of the named executive officers as disclosed in the proxy statement (Say-on-Pay).
More detail
This non-binding management proposal asks shareholders to approve, on an advisory basis, the compensation paid to Arcosa’s named executive officers as disclosed in the proxy materials. Management seeks shareholder approval to reaffirm its executive compensation program and signal shareholder support for the pay-for-performance philosophy described in the CD&A, which ties substantial at-risk compensation to performance metrics including Adjusted EBITDA, Adjusted EBITDA Margin, Leverage, execution of strategic initiatives, and long-term PBRSU metrics (average pre-tax return on capital, cumulative adjusted EPS, and rTSR). The board recommends a vote FOR, citing strong prior shareholder support (99% in 2025) and alignment of compensation with strategy, retention, and benchmarking to peer data; the HR Committee will consider the advisory vote outcome in future compensation decisions. The advisory vote is routine for governance and does not bind the board, but serves as feedback to the HR Committee and Board on shareholder sentiment regarding pay. The board’s rationale emphasizes alignment with shareholder interests via significant at-risk pay, clawback policies, stock ownership guidelines, and independent compensation consultant engagement. The outcome may influence adjustments to incentive metrics, weighting, or pay levels in future years but will not by itself change compensation without Board action. It is an annual vote and related to the company’s broader governance and compensation practices, not a contractual change to executives’ pay.
- 3
Ratification of the Appointment of Ernst & Young LLP
ManagementBoard: FORRatify the Board’s appointment of Ernst & Young LLP as Arcosa’s independent registered public accounting firm for the year ending December 31, 2026.
Director elections
Nominees on the ballot9
Independent
Tenure on this board
7.8 yrs
Also a director at
Texas Pacific Land Corp (TPL)
Not independent
Tenure on this board
7.8 yrs
Also a director at
Nrg Energy Inc (NRG)
Independent
Tenure on this board
7.7 yrs
Also a director at
Hyliion Holdings Corp (HYLN)Baxter International Inc (BAX)
Independent
Tenure on this board
3.5 yrs
Also a director at
Firstenergy Corp (FE)Amentum Holdings Inc (AMTM)
Independent
Tenure on this board
7.7 yrs
Independent
Tenure on this board
4.7 yrs
Also a director at
Pbf Energy Inc (PBF)Westlake Corp (WLK)
Independent
Tenure on this board
4.6 yrs
Also a director at
Olin Corp (OLN)
Independent
Tenure on this board
7.7 yrs
Also a director at
Diamondback Energy Inc (FANG)Hyliion Holdings Corp (HYLN)
Ownership
Latest 13F quarterTop institutional holders10
| # | Owner | % of shares | Shares | Value |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | 10.5% | 5,136,892 | $545M |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5.8% | 2,857,823 | $303M |
| 3 | Neuberger Berman Group LLC | 5.4% | 2,673,845 | $284M |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 4.5% | 2,198,324 | $233M |
| 5 | DIMENSIONAL FUND ADVISORS LP | 4.5% | 2,197,893 | $233M |
| 6 | T. Rowe Price Investment Management, Inc. | 4.2% | 2,078,844 | $221M |
| 7 | STATE STREET CORP | 4.0% | 1,980,645 | $210M |
| 8 | Capital World Investors | 4.0% | 1,970,776 | $209M |
| 9 | Capital International Investors | 4.0% | 1,952,826 | $207M |
| 10 | BlackRock, Inc. | 2.9% | 1,414,329 | $150M |
Peers
Nearest market capOther Industrials sector meetings6
Upcoming shareholder meetings at Arcosa Inc’s closest sector peers — compare boards, ballots, and ownership across the cohort.
EnersysENS
Annual meeting·Aug 6, 2026·$7.1B
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Annual meeting·Jul 22, 2026·$7.8B
Csw Industrials IncCSW
Annual meeting·Aug 27, 2026·$4.9B
American Superconductor CorpAMSC
Annual meeting·Jul 31, 2026·$1.6B
Graham CorpGHM
Annual meeting·Aug 25, 2026·$1.3B
Deep Fission IncFISN
Annual meeting·Jul 17, 2026·$734M
Reference
Frequently asked questions
- When is the Arcosa Inc 2026 annual meeting?
- Arcosa Inc (ACA) holds its 2026 annual shareholder meeting on Wednesday, May 13, 2026.
- What is the record date for the Arcosa Inc 2026 meeting?
- The record date for the Arcosa Inc 2026 meeting is Monday, March 23, 2026. Shareholders of record on or before that date are eligible to vote.
- Who are the director nominees for Arcosa Inc's 2026 meeting?
- The board is presenting 9 director nominees at the Arcosa Inc 2026 meeting, listed with their independence status and background.
- What proposals will shareholders vote on at the Arcosa Inc 2026 meeting?
- Shareholders will vote on 3 proposals at the Arcosa Inc 2026 meeting, each tagged with who proposed it and the board's recommendation.
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