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    Sangeetha Jain

    Director and Equity Research Analyst at KeyBanc Capital Markets

    Sangita Jain is a Director and Equity Research Analyst at KeyBanc Capital Markets, specializing in construction, engineering, and alternative energy sectors. She covers major companies such as AECOM, Ballard Power Systems, Bloom Energy, Comfort Systems USA, Dycom Industries, EMCOR Group, Fluor, Jacobs Solutions, KBR, MasTec, Parsons, Plug Power, Primoris Services, and Quanta Services, consistently providing actionable research for investors. Jain began her equity research career at J.P. Morgan and Lehman Brothers before joining KeyBanc in August 2016, advancing to her current position after serving as Senior Associate on the Utilities and Alternative Energy team. She holds a CFA charter, an MBA from New York University, an economics degree from Presidency College Kolkata, and has Series 7, 63, 86, and 87 securities licenses.

    Sangeetha Jain's questions to AECOM (ACM) leadership

    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.

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