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.
AB
Adam Bubes
Goldman Sachs Group, Inc.
5 questions for ACM
Also covers: CAMP, CLH, CWST +9 more
Michael Dudas
Vertical Research Partners
5 questions for ACM
Also covers: AA, ARCH, CEIX +15 more
Andrew Kaplowitz
Citigroup
4 questions for ACM
Also covers: AOS, APG, ATKR +29 more
Jamie Cook
Truist Securities
4 questions for ACM
Also covers: AGCO, AME, CAT +17 more
Sabahat Khan
RBC Capital Markets
4 questions for ACM
Also covers: ATS, DOOO, GFL +9 more
SJ
Sangita Jain
KeyBanc Capital Markets
4 questions for ACM
Also covers: CTRI, DY, EME +10 more
Michael Feniger
Bank of America
3 questions for ACM
Also covers: AGCO, CAT, CGNX +12 more
Nandita Nayar
Bank of America Merrill Lynch
3 questions for ACM
Also covers: NVEE, ROAD
AT
Adam Thalhimer
Thompson, Davis & Company, Inc.
2 questions for ACM
Also covers: AZZ, CX, DY +17 more
AJ
Andrew J. Wittmann
Robert W. Baird & Co.
2 questions for ACM
Also covers: ABM, APG, ARMK +17 more
JA
Judah Aronovich
UBS
2 questions for ACM
SF
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, EMR +15 more
JA
Judah Aronovitz
UBS Group AG
1 question for ACM
Also covers: FLR, J, MLM +2 more
KW
Kevin Wilson
Truist Securities
1 question for ACM
Also covers: CGNX, J, RAL +1 more
SJ
Sangeetha Jain
KeyBanc Capital Markets
1 question for ACM
Also covers: J
Recent press releases and 8-K filings for ACM.
AECOM Reports Record Q1 2026 Results and Raises Full-Year Guidance
ACM
Earnings
Guidance Update
Share Buyback
- AECOM reported an exceptional start to the year, exceeding expectations with record first quarter Net Service Revenue (NSR), adjusted EBITDA, margins, and backlog.
- The company raised its full-year fiscal 2026 adjusted EPS guidance to $5.95 at the midpoint, up from $5.75 previously, and increased its share repurchase authorization to $1 billion, having repurchased over $300 million in Q1.
- AECOM concluded its strategic review and will continue to own and operate its construction management business. The Americas segment achieved 9% NSR growth, and the company highlighted strong market conditions, particularly in the data center market, which grew 50% in FY 2025.
7 days ago
AECOM Announces Strong Q1 2026 Results and Increased Full-Year Guidance
ACM
Earnings
Guidance Update
Share Buyback
- AECOM reported strong Q1 2026 results, exceeding expectations with Adjusted EBITDA of $287 million and Adjusted EPS of $1.29. Net service revenue increased by 5% (adjusted for fewer billable days), and the segment-adjusted operating margin reached a record 16.4%.
- The company increased its full-year fiscal 2026 guidance, now expecting Adjusted EPS of $5.95 at the midpoint, up from $5.75 previously.
- Backlog grew 9% to an all-time high, driven by a 1.5 book-to-burn ratio in Q1 2026, marking 21 consecutive quarters above one. International backlog saw a 25% increase.
- AECOM announced an increase in its share repurchase authorization to $1 billion and repurchased over $300 million in Q1 2026.
- Strategic initiatives include the successful integration of acquired AI technology, with initial performance matching expectations and a focus on the facilities market. The company noted strong market conditions in the U.S. and significant growth in its data center business, which grew 50% in FY 2025.
7 days ago
AECOM Reports Strong Q1 2026 Results and Raises Full-Year Guidance
ACM
Earnings
Guidance Update
Share Buyback
- AECOM reported an exceptional Q1 2026, with adjusted EBITDA of $287 million and Adjusted EPS of $1.29, both exceeding expectations.
- The company achieved a 9% increase in backlog to a new all-time high, supported by a 1.5 book-to-burn ratio.
- Full-year Adjusted EPS guidance was raised to a midpoint of $5.95 from $5.75, reflecting operational outperformance and capital deployment benefits.
- AECOM increased its share repurchase authorization to $1 billion, having repurchased over $300 million in the first quarter.
- Key strategic developments include the decision to continue owning and operating the construction management business and the successful integration of a September AI acquisition, which is now live on projects.
7 days ago
AECOM Reports Strong Q1 2026 Results and Raises FY 2026 Guidance
ACM
Earnings
Guidance Update
Share Buyback
- For Q1 2026, AECOM reported an Adjusted EPS of $1.29 , Net Service Revenue of $1,850.9 million , and Adjusted EBITDA of $286.8 million.
- The company raised its FY 2026 financial guidance, now expecting Adjusted EPS between $5.85 and $6.05 (a 13% increase) and Adjusted EBITDA between $1,270 million and $1,305 million (a 7% increase).
- AECOM's total backlog reached an all-time high of $26.0 billion in Q1 2026, supported by an Enterprise Book-to-Burn ratio of 1.5x.
- The company continues its returns-based capital allocation, returning 100% of free cash flow to shareholders and projecting a $1.24 annual dividend per share payment for FY'26E.
7 days ago
AECOM Reports Strong Q1 Fiscal 2026 Results, Raises Guidance, and Increases Share Repurchase Authorization
ACM
Earnings
Guidance Update
Share Buyback
- AECOM reported strong first-quarter fiscal 2026 results, with adjusted EPS of $1.29 and adjusted EBITDA of $287 million, exceeding expectations for the period ended December 31, 2025.
- The company raised its fiscal 2026 guidance, now expecting adjusted EPS between $5.85 and $6.05 and adjusted EBITDA between $1,270 million and $1,305 million.
- Total backlog reached a record high of $25,962 million, an increase of 9% year-over-year, driven by a 1.5x book-to-burn ratio.
- AECOM completed its review of strategic alternatives for the Construction Management business and decided to continue to own and operate the business.
- The company returned more than $340 million to shareholders through repurchases and dividends during the quarter, and the Board approved an increase to the share repurchase authorization to $1 billion.
Feb 9, 2026, 9:09 PM
AECOM Reports Strong Q1 Fiscal 2026 Results and Raises Full-Year Guidance
ACM
Earnings
Guidance Update
Share Buyback
- AECOM reported strong first quarter fiscal 2026 results, with adjusted net service revenue increasing 5% and adjusted EBITDA increasing 6%.
- The company raised its fiscal 2026 guidance, with adjusted EPS now expected between $5.85 and $6.05 and adjusted EBITDA between $1,270 million and $1,305 million.
- Total backlog reached a record high of $25,962 million, up 9% year-over-year, driven by a 1.5x book-to-burn ratio.
- AECOM returned over $340 million to shareholders through repurchases and dividends, and the Board approved an increase to the share repurchase authorization to $1 billion. The company also decided to continue to own and operate its Construction Management business.
Feb 9, 2026, 9:05 PM
AECOM Selected as Delivery Partner for Brisbane 2032 Olympic and Paralympic Games
ACM
New Projects/Investments
- AECOM (NYSE: ACM), through its Unite32 joint venture with Laing O'Rourke, has been named the official Delivery Partner for the Brisbane 2032 Olympic and Paralympic Games.
- The joint venture is tasked with delivering nearly US$5 billion ($AU7.1 billion) in critical infrastructure and venue projects for the Games.
- AECOM's Chairman and CEO, Troy Rudd, highlighted the company's extensive experience in managing complex, multi-billion-dollar programs for major events, including its role for the Los Angeles 2028 Olympic and Paralympic Games.
- The Unite32 consortium brings significant expertise, having been involved in the delivery of every Olympic and Paralympic Games program since London in 2012.
Dec 18, 2025, 9:05 PM
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.
Dec 15, 2025, 2:17 PM
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.
Dec 11, 2025, 11:55 AM
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
Quarterly earnings call transcripts for AECOM.
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more