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AECOM

AECOM

NYSE•ACM
CEO: Mr. W. Troy Rudd
Sector: Industrials
Industry: Engineering & Construction
Listing Date: 2007-05-10
AECOM, together with its subsidiaries, provides professional infrastructure consulting services worldwide. It operates in three segments: Americas, International, and AECOM Capital. The company offers planning, consulting, architectural and engineering design, construction and program management, and investment and development services to public and private clients. It is also involved in the investment and development of real estate projects. In addition, the company provides construction services, including building construction and energy, and infrastructure and industrial construction. It serves transportation, water, government, facilities, environmental, and energy sectors. The company was formerly known as AECOM Technology Corporation and changed its name to AECOM in January 2015. AECOM was incorporated in 1980 and is headquartered in Dallas, Texas.
Contact Information
13355 Noel Road, Suite 400, Dallas, TX, 75240, United States
972-788-1000
aecom.com
Market Cap
$12.89B
P/E (TTM)
22.9
44.6
Dividend Yield
1.1%
52W High
$135.52
52W Low
$85.00
52W Range
25%
Rank59Top 76.7%
2.6
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Weak • 2.6 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2015-2024

Financial Dashboard

Q4 2025 Data

Revenue

$4.18B+1.58%
4-Quarter Trend

EPS

$0.91-29.46%
4-Quarter Trend

FCF

$134.09M-51.14%
4-Quarter Trend

2025 Annual Earnings Highlights

Key Highlights

Revenue Growth Strong Profit Total revenue reached $16.14B USD, up 0.2%. Income from operations increased 24.1% to $1.03B USD.
Net Income Substantial Increase Net income attributable to AECOM surged 39.6% to $561.8M USD, driven by operational efficiency gains across segments.
Backlog Shows Healthy Expansion Total backlog increased $2.3B USD, reaching $39.7B USD, primarily due to Americas Construction Management growth.
Gross Margin Improvement Noted Consolidated gross profit rose 12.2% to $1.22B USD; Americas segment margin improved to 7.0% from 6.1%.

Risk Factors

Cyclical Demand Vulnerability Demand remains cyclical, vulnerable to economic downturns and government spending reductions, potentially delaying projects.
Competitive Industry Pressures Highly fragmented industry competition may cause margin pressure, increased inability to win bids, and market share loss.
International Operations Risks Global operations face currency fluctuations, political instability, trade policy changes, and regulatory compliance risks abroad.
Fixed-Price Contract Exposure Substantial revenue from fixed-price contracts (25% of FY25) exposes results to cost overruns and inflation risks.

Outlook

AI and Digital Investment Focus Investing in AI and digital capabilities to accelerate design delivery, enhance efficiency, and create differentiated client solutions.
Capital Allocation Strategy Clear Deploying future available cash towards dividends and stock repurchases consistent with returns-driven capital allocation policy.
Portfolio Optimization Continues Continuing evaluation of geographic exposure and strategic alternatives for certain businesses, including potential sale review.
Pension Funding Requirements Set Intends to contribute $10.8M USD to U.S. plans and $25.0M USD to international plans in fiscal 2026.

Peer Comparison

Revenue (TTM)

Quanta Services, Inc.PWR
$27.06B
+18.2%
EMCOR Group, Inc.EME
$16.24B
+14.1%
AECOMACM
$16.14B
+0.2%

Gross Margin (Latest Quarter)

Stantec Inc.STN
43.4%
+0.4pp
APi Group CorporationAPG
31.3%
+0.2pp
Comfort Systems USA, Inc.FIX
24.8%
+3.7pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
PWR$64.21B63.313.1%26.5%
FIX$34.00B40.643.6%7.3%
EME$28.07B24.936.8%9.5%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
1.3%
Moderate Growth
4Q Net Income CAGR
-10.3%
Declining Profitability
Cash Flow Stability
100%
Strong Cash Flow

Research & Insights

Next earnings:Feb 2, 2026
|
EPS:$1.16
|
Revenue:$3.33B
Reports
All Years

  • Form 10-K - FY 2025

    Period End: Sep 30, 2025|Filed: Nov 19, 2025|
    Revenue: $16.14B+0.2%
    |
    EPS: $4.24+42.8%
    Beat

  • Form 10-Q - Q3 2025

    Period End: Jun 30, 2025|Filed: Aug 5, 2025|
    Revenue: $4.18B+0.7%
    |
    EPS: $1.32+33.3%
    Beat

  • Form 10-Q - Q2 2025

    Period End: Mar 31, 2025|Filed: May 6, 2025|
    Revenue: $3.77B-4.4%
    |
    EPS: $1.08+10700.0%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Dec 31, 2024|Filed: Feb 4, 2025|
    Revenue: $4.01B+2.9%
    |
    EPS: $1.26+82.6%
    Beat

  • Form 10-K - FY 2024

    Period End: Sep 30, 2024|Filed: Nov 19, 2024|
    Revenue: $16.11B+12.0%
    |
    EPS: $2.97+642.5%
    Beat

  • Form 10-Q - Q3 2024

    Period End: Jun 30, 2024|Filed: Aug 6, 2024|
    Revenue: $4.15B+13.3%
    |
    EPS: $0.99-202.1%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Mar 31, 2024|Filed: May 7, 2024|
    Revenue: $3.94B+13.0%
    |
    EPS: $0.01-98.9%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Dec 31, 2023|Filed: Feb 7, 2024|
    Revenue: $3.90B+15.3%
    |
    EPS: $0.69+9.5%
    Miss