Earnings summaries and quarterly performance for AECOM.
Executive leadership at AECOM.
Board of directors at AECOM.
Research analysts who have asked questions during AECOM earnings calls.
Adam Bubes
Goldman Sachs Group, Inc.
3 questions for ACM
Also covers: CAMP, CLH, CWST +7 more
Michael Dudas
Vertical Research Partners
3 questions for ACM
Also covers: AA, ARCH, CEIX +15 more
Michael Feniger
Bank of America
3 questions for ACM
Also covers: AGCO, CAT, CWST +11 more
Adam Thalhimer
Thompson, Davis & Company, Inc.
2 questions for ACM
Also covers: AZZ, CX, DY +17 more
Andrew J. Wittmann
Robert W. Baird & Co.
2 questions for ACM
Also covers: ABM, APG, ARMK +17 more
Andrew Kaplowitz
Citigroup
2 questions for ACM
Also covers: AOS, APG, ATKR +29 more
Jamie Cook
Truist Securities
2 questions for ACM
Also covers: AGCO, AME, CAT +17 more
Sabahat Khan
RBC Capital Markets
2 questions for ACM
Also covers: ATS, DOOO, GFL +9 more
Sangita Jain
KeyBanc Capital Markets
2 questions for ACM
Also covers: CTRI, DY, EME +9 more
Steven Fisher
UBS
2 questions for ACM
Also covers: AGCO, BBCP, CAT +22 more
Andy Kaplowitz
Citigroup Inc.
1 question for ACM
Also covers: APG, ATKR, FLS +9 more
Judah Aronovitz
UBS Group AG
1 question for ACM
Also covers: FLR, J, MLM +2 more
Kevin Wilson
Truist Securities
1 question for ACM
Also covers: CGNX, J
Nandita Nayar
Bank of America Merrill Lynch
1 question for ACM
Also covers: NVEE
Sangeetha Jain
KeyBanc Capital Markets
1 question for ACM
Recent press releases and 8-K filings for ACM.
AECOM Awarded GSA OASIS+ Contract
ACM
New Projects/Investments
- AECOM has been awarded a position on the U.S. General Services Administration (GSA) One Acquisition Solution for Integrated Services Plus (OASIS+) contract.
- This contract enables AECOM to provide integrated services, including architectural and engineering design, environmental compliance and remediation, and advisory and program management, to all U.S. federal civilian and Department of Defense agencies.
- The OASIS+ contract is a significant governmentwide program with a 10-year performance window and no contract ceiling, expanding AECOM's opportunities for government work and supporting critical initiatives.
1 day ago
AECOM awarded nationwide Federal Aviation Administration contract
ACM
New Projects/Investments
- AECOM (NYSE: ACM) has been awarded an indefinite delivery, indefinite quantity (IDIQ) multiple award contract by the U.S. Federal Aviation Administration (FAA).
- The contract has a program ceiling of more than $270 million and will span over 10 years.
- Under the contract, AECOM will provide comprehensive architecture and engineering (A-E) services for new and upgraded FAA facilities nationwide, including Air Traffic Control Towers and Navigational Aids.
- This award expands AECOM's 44-year partnership with the FAA, deepening its impact across the Central and Western Regions.
5 days ago
ACM Announces AI-Driven Transformation and Updated Financial Guidance
ACM
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- ACM is undergoing an AI-driven transformation, which is expected to enable growth without adding headcount, reduce design time from months to weeks, and cut material costs by 10% to 20%. This initiative aims to significantly expand operating leverage from a historical 10-20% to 30%, 60%, or 80%.
- The company initiated FY26 guidance for Holdco, expecting 79% respectively on adjusted EBITDA and EPS. Long-term targets include achieving margins of over 20% and an EPS CAGR of over 15%, with a goal of 20%+ margin by FY28.
- ACM has expanded its program management business to over $1.3 billion in four years and is developing an advisory business to increase its addressable market spend with existing clients from 15% to 35%.
- The capital allocation strategy remains unchanged, with proceeds from the Centimeters business monetization anticipated to be used for share repurchases, aiming for a net neutral EPS impact after the sale and utilization of proceeds.
Nov 18, 2025, 3:00 PM
AECOM Outlines AI-Driven Strategy and Financial Targets, Considers CM Business Sale
ACM
Guidance Update
New Projects/Investments
M&A
- AECOM reported strong fiscal year 2025 results, including delivering over $500 million in capital to shareholders through dividends and stock repurchases, and building a record backlog for fiscal year 2026.
- The company initiated 7%-9% EBITDA and EPS growth guidance for 2026 and raised its long-term margin guidance to over 20%.
- AECOM is undertaking a strategic review, including a potential sale, of its construction management business to focus on higher-returning design, consulting, and advisory segments, and AI transformation.
- Significant investments in AI are expected to transform operating leverage, enable growth without increasing headcount, reduce constructible costs by 10-20%, and drive an expected EPS CAGR of over 15%.
- The advisory business is projected to scale from $200 million to $400 million in Net Service Revenue (NSR) by fiscal year 2028.
Nov 18, 2025, 3:00 PM
AECOM Reports Strong FY2025 Results, Initiates Strategic Review of Construction Management Business, and Raises Long-Term Guidance
ACM
Guidance Update
New Projects/Investments
M&A
- AECOM reported a strong fiscal year 2025, having raised guidance three times and delivered over $500 million in capital to shareholders through dividends and stock repurchases.
- The company announced a strategic review of its Construction Management business, aiming to reallocate resources to higher-returning opportunities in its design, consulting, advisory, and AI transformation initiatives.
- AECOM has raised its long-term margin guidance to over 20% and anticipates an EPS CAGR of over 15%, driven by the expansion of its Advisory business and the transformative impact of AI.
- Significant investments in AI are expected to change the operating leverage paradigm, enabling growth without additional headcount and potentially reducing design material costs by 10%-20%.
Nov 18, 2025, 3:00 PM
ACM Raises Long-Term Financial Targets and Evaluates Strategic Alternatives for Construction Management Business
ACM
Guidance Update
M&A
Dividends
- AECOM exceeded its previously increased earnings guidance mid-points and delivered on its long-term 17%+ margin guidance five quarters early in Q3'25, exiting FY'25 with a record backlog.
- The company announced new, higher financial targets for FY'26-FY'29, including +5-8% Organic Net Service Revenue (NSR) growth CAGR, 20%+ Segment Adjusted Operating / Adjusted EBITDA Margin (exit rate by FY'28), and 15%+ Adjusted EPS and Free Cash Flow per Share Growth CAGR (excluding Construction Management).
- AECOM is evaluating strategic alternatives for its Construction Management business, including a possible sale, with the expectation that it will be classified as held for sale and reported as discontinued operations starting Q1'26.
- For FY'26, the company provided guidance for continuing operations (excluding Construction Management), expecting Net Service Revenue of $7.2 - $7.4 billion and Adjusted EPS of $5.15 - $5.35.
- The company also announced a 19% increase to its quarterly dividend and has repurchased $2.6 billion in stock since September 2020.
Nov 18, 2025, 3:00 PM
AECOM Announces Strong FY2025 Results, Strategic Review of Construction Management Business, and AI-Driven Growth Targets
ACM
Guidance Update
M&A
New Projects/Investments
- AECOM reported a strong fourth quarter and fiscal 2025, having raised guidance three times and beaten it, while also delivering over $500 million in capital to shareholders through dividends and stock repurchases.
- The company is undertaking a strategic process to evaluate alternatives for its construction management business, aiming to focus on its higher-returning design, consulting, and advisory businesses. The advisory business is projected to grow from $200 million to $400 million in Net Service Revenue (NSR) by FY2028.
- AECOM has been investing in AI for two years, anticipating a transformation of its operating leverage from 15% to 80% of its cost structure by enabling growth without increased headcount. This AI integration is expected to reduce design time from months to weeks and decrease material/cost by 10-20% for clients.
- For 2026, AECOM initiated guidance expecting EBITDA and EPS to grow at 7% and 9% respectively, and raised its long-term margin guidance to over 20%, projecting an EPS CAGR of over 15%.
Nov 18, 2025, 3:00 PM
AECOM Raises Financial Targets and Reports Strong Fiscal 2025 Results
ACM
Guidance Update
New Projects/Investments
Share Buyback
- AECOM has raised its financial targets, aiming for segment-adjusted operating and adjusted EBITDA margins exceeding 20% by fiscal 2028, and projects a compound annual growth rate in adjusted EPS of over 15% from 2026 to 2029.
- The company reported record full-year adjusted EBITDA and EPS increases of 10% and 16%, respectively, for fiscal 2025, achieving a 17%+ operating margin ahead of schedule.
- Strategic initiatives include expanding its Advisory business to generate $400 million in annual net service revenue within three years and investing in proprietary AI technology.
- AECOM has demonstrated a strong capital allocation policy, returning over $3 billion to shareholders since September 2020, including nearly $500 million in fiscal 2025, and maintaining a book-to-burn ratio above 1.0 for 20 consecutive quarters.
Nov 18, 2025, 1:04 PM
AECOM Reports Q4 and Full Year Fiscal 2025 Results, Raises Financial Targets, and Announces Strategic Review
ACM
Earnings
Guidance Update
M&A
- AECOM reported full year fiscal 2025 diluted earnings per share (EPS) of $4.79, a 29% increase from the prior year, and adjusted EPS of $5.26, a 16% increase. The company also achieved a record full year segment adjusted operating margin of 16.5% and generated $685 million in free cash flow.
- The company announced increased long-term financial targets, including a 20%+ segment adjusted operating margin and adjusted EBITDA margin exit rate by fiscal 2028, and an adjusted EPS compound annual growth rate (CAGR) of 15%+ for fiscal 2026 through 2029.
- AECOM initiated a review of strategic alternatives for its Construction Management business, including a possible sale, with the business expected to be classified as held for sale and reported in discontinued operations starting in the first quarter of fiscal 2026.
- The Board of Directors approved a 19% increase to the quarterly dividend, raising it to $0.31 per share.
- For fiscal year 2026, AECOM provided guidance for its continuing design and consulting business, expecting adjusted EPS between $5.15 and $5.35 and adjusted EBITDA between $1,180 million and $1,220 million.
Nov 18, 2025, 12:08 PM
ACM Reports Record FY25 Results and Provides Strong FY26 Guidance
ACM
Earnings
Guidance Update
Share Buyback
- ACM achieved record financial results for fiscal year 2025, with Net Service Revenue of $7,573 million, a Segment Adjusted Operating Margin of 16.5%, and Adjusted EPS of $5.26. The company also reported a record total backlog of $24.8 billion, growing 4% year-over-year.
- The company demonstrated strong capital allocation, returning nearly $500 million to shareholders through repurchases and dividends in FY25, including nearly $300 million in Q4. Since September 2020, ACM has returned over $3.0 billion to shareholders. Additionally, ACM generated $685 million in free cash flow for the full year and increased its per share dividend by 19%.
- For fiscal year 2026, ACM initiated guidance for continued strong performance, expecting enterprise-wide Adjusted EBITDA between $1,265 million and $1,305 million and Adjusted EPS between $5.65 and $5.85.
Nov 18, 2025, 12:00 PM
Quarterly earnings call transcripts for AECOM.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more