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    Jose [Last Name Unknown] • Citigroup

    Jose [Last Name Unknown]'s questions to AECOM (ACM) leadership

    Jose [Last Name Unknown]'s questions to AECOM (ACM) leadership • Q3 2025

    Question

    Jose, on behalf of Andy Kaplowitz of Citigroup, asked about the sustainability of maintaining a book-to-bill ratio above 1.0x given the market environment, and inquired about the progress of the new water and environment advisory business.

    Answer

    Chairman & CEO Troy Rudd expressed confidence in sustaining the book-to-burn ratio, citing a healthy pipeline, clear government funding agendas, and a competitive edge that drives high win rates. President Lara Poloni reported that the advisory business grew at a double-digit pace and is on track to double its NSR to $400 million within three years, calling it the company's next billion-dollar platform.

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    Jose [Last Name Unknown]'s questions to Vontier Corp (VNT) leadership

    Jose [Last Name Unknown]'s questions to Vontier Corp (VNT) leadership • Q1 2024

    Question

    Jose, on for Andy Kaplowitz, asked for an update on the progress of Vontier's simplification and prioritization initiatives (FPP/80-20) and the company's confidence in its 150 basis point margin improvement target. He also requested an update on the 'drives' business and the broader EV strategy.

    Answer

    President and CEO Mark Morelli affirmed there is a 'tremendous amount of runway' for simplification initiatives, with cost savings being reinvested into R&D for growth areas like Invenco. SVP and CFO Anshooman Aga reiterated confidence in achieving the 150 basis point margin expansion target. On E-mobility, Morelli highlighted that the 'drives' software business is experiencing very high growth, is ranked #2 globally by plugs managed, and is positioned as a high-margin SaaS solution for a growing number of charge point operators.

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