ACA · CIK 1739445
What Arcosa, Inc. told the SEC could break it.
2 self-disclosed vulnerabilities, pulled from its own filings — each in the company’s words, with the source. This is the risk register almost nobody reads.
A limited set so far — we surface every cited disclosure we’ve extracted for ACA. More may follow as additional filings are processed.
In its own words
What could break it.
Regulatory & policy
- 2025 tariffs, USMCA review & wind-tower component trade casemedium
Trade policy hits Arcosa from several sides: 2025 U.S. tariffs on China/Mexico/Canada imports have raised raw-material (steel) costs it may not fully pass through; it manufactures in Mexico (exposed to the July 2026 USMCA review and reciprocal tariffs); and the U.S. Department of Commerce has opened an investigation into imports of wind tower components.
“the tariffs put in place by the current U.S. administration have resulted in, and may continue to result in, increased raw material costs that we may not be able to fully pass on to customers.”
Supplier concentration
- Limited-supplier raw materials, parts & componentsmedium
Certain raw materials, parts and components are available only from a limited number of suppliers, giving Arcosa limited control over pricing, availability and delivery schedules and risking production disruption if supply falls short.
“Certain raw materials, parts, and components for Arcosa's products are currently available from a limited number of suppliers and, as a result, Arcosa may have limited control over pricing, availability, and delivery schedules.”
SEC filing →As of 2026
The hidden graph
Who it depends on, and who depends on it.
Relationships surfaced from filings — including ones disclosed by the other side, which is how the non-obvious ones come to light.
Its customers
“GE Vernova accounted for approximately 12.2% of our consolidated revenues in 2025 up from 10.8% of consolidated revenues in 2024.”
Cited →
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