HIGHOutside partyCustomer
wind tower customers
“10-K Item 1A: 'Arcosa's wind tower customer base is highly concentrated due to a limited number of companies constructing wind towers'”
ACA · Concentration risk · 10-K extracted
Arcosa (ACA) concentration risks
Updated
The most significant concentration Arcosa discloses is wind tower customers, classified HIGH by disclosed size. Below: the full set from the latest 10-K — verbatim quotes, filing references, and a synthesis of what these exposures mean together.
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Source: Arcosa’s SEC Form 10-K filed — view the filing on SEC EDGAR ↗
At a glance
Disclosed-size breakdown · 3 disclosed concentrations
HIGH1
MEDIUM1
LOW1
Disclosed concentrations
Each card carries a disclosed-size chip (HIGH / MEDIUM / LOW — how large the exposure is as a share of revenue, not how dangerous it is) and a nature tag: Built-in(the company’s own model, geography, or products) or Outside party (an external customer, supplier, or distributor it relies on).
MEDIUMBuilt-inGeographic
35%
Texas
“10-K Item 1: 'Our largest markets are Texas and New Jersey, which represent approximately 35% and 20% of 2025 segment revenues'”
LOWOutside partyCustomer
12.2%
GE Vernova
“10-K Item 1A: 'GE Vernova accounted for approximately 12.2% of our consolidated revenues in 2025'”
TrendMatrix Research · concentration synthesis
What these concentrations mean together
updated 2026-06-24Arcosa's concentrations cluster in three places. The wind tower customer base is highly concentrated, reflecting the small number of companies that construct wind towers — a high-share customer dependency by disclosed size, and the one most exposed to a single program or order shift. Geographically, the two largest markets are Texas and New Jersey, which represent approximately 35% and 20% of segment revenues respectively — a medium-share, structural tilt that tracks where infrastructure demand sits. Separately, GE Vernova accounted for approximately 12.2% of consolidated revenues, a low-share customer dependency. Netting these out, the wind tower customer concentration is the dominant feature: it is the highest-share exposure and the most idiosyncratic, since it rests on a handful of buyers. The Texas and New Jersey geographic weighting and the single GE Vernova relationship are secondary, adding regional and customer sensitivity without matching the wind tower line's structural reliance.
For the engine’s reasoning on ACA’s current verdict — including which dimensions drove the score — see the per-dimension breakdown.
Industry peers · Engineering & Construction
Peer concentration profile
| Symbol | Name | HIGH | MEDIUM | LOW | Total |
|---|---|---|---|---|---|
| ACA● | Arcosa, Inc. | 1 | 1 | 1 | 3 |
| AGX | Argan, Inc. | 1 | 0 | 3 | 4 |
| ACM | AECOM | 0 | 2 | 0 | 2 |
| BLD | TopBuild Corp. | 0 | 1 | 0 | 1 |
| CDNL | Cardinal Infrastructure Group I | 0 | 1 | 0 | 1 |
| APG | APi Group Corporation | 0 | 0 | 0 | 0 |
Concentration counts reflect items disclosed in each peer’s most recent 10-K; disclosed-size classification uses TrendMatrix’s internal 10-K extraction taxonomy.