Sangeetha Jain's questions to AECOM (ACM) leadership • Q3 2025
Question
Sangeetha Jain of KeyBanc Capital Markets inquired about the interplay between using overseas technical centers and adopting AI, and asked about the outlook for Net Service Revenue (NSR) growth for the next fiscal year.
Answer
Chairman & CEO Troy Rudd explained that overseas enterprise capability centers and AI are complementary, with AI supporting teams regardless of location to enhance overall capabilities. Chief Financial & Operations Officer Gaurav Kapoor stated that while NSR growth is trending to the lower end of the guidance range for the current year, the strong backlog and win rates provide confidence in the long-term algorithm of 5% to 8% growth for the upcoming year.