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AECOM ACM

Industrials — Engineering & Construction
Dividend Champion (5y) Insider Buys (last 12m)
Growth Flags show if company had growth for consecutive years ,
Insider Buys alert about insiders buying in the last 12 month

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Insider Decisions

Total buys
0.70
Total sells
3.22
in millions of $
Nov 25 Feb 26 May 26 Aug 26
Buy — — — — — — — 2 1 — — —
Sell — — 2 — — — — — — — — —
Insider Ownership
0.56%

Capital & Financial Ratios

Market Cap
8,150.00
Revenue
15,393.46
Net Income
338.62
Free Cash Flow
203.75
Net Debt
1,699.30
Current Ratio
1.06
Debt/Equity
1.13
P/E ratio
28.05
P/S ratio
0.52
P/B ratio
3.32
Past 5Y EPS Growth
(14.03%)
This Y EPS Growth
(24.35%)
Next Y EPS Growth
60.41%
Next 5Y EPS Growth
11.48%
in millions of $

Dividends

Payout Ratio
0.50
Annual Dividend Rate
0.72
Annual Dividend Yield
0.40%
total individual payouts
2028 ‡‡‡‡‡
2027 ‡‡‡‡‡
2026 1.17
—
—
—
2025 1.04
—
—
—
—
2024 0.88
—
—
—
—
2023 0.72
—
—
—
—
2022 0.60
—
—
—
—
2021 ‡‡‡
2020 ‡‡‡
2019 ‡‡‡‡
2018 ‡‡‡‡
2017 ‡‡‡
predictions in italic, special payouts not included in total or ratios

Assets vs Liabilities

2023 2024 2025 Q'26
Cash 1,260.21 1,580.88 1,585.74 1,012.93
Receivables 2,558.89 2,952.81 2,643.24 2,475.42
Inventory — — — —
Other 1,620.27 1,883.68 1,785.18 2,114.83
6,169.51 7,055.76 6,730.23 6,349.92
2023 2024 2025 Q'26
Payables 2,190.76 2,560.12 2,260.61 2,381.79
ST’ Debt 86.37 63.84 62.22 60.24
Other 1,234.37 1,333.89 1,087.91 1,129.26
5,850.28 6,374.08 5,928.82 6,009.65
in millions of $

Compound Annual Growth

10y 5y 3y
Sales ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Cash Flow ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Earnings ‡‡‡ ‡‡‡ ‡‡‡‡‡
Book Value ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡

Revenue

Dec Mar Jun Sep Year
’26 3,830.83 3,801.14 3,586.07 —
—
’25 4,014.15 3,771.61 4,178.44 4,175.42
16,139.62
’24 3,899.92 3,943.83 4,151.25 4,110.49
16,105.50
’23 3,382.36 3,490.17 3,663.55 3,842.39
14,378.46
’22 3,266.72 3,213.66 3,241.70 3,426.11
13,148.18
’21 3,313.16 3,265.57 3,408.36 3,353.77
13,340.85
’20 3,235.61 3,245.74 3,189.68 3,568.95
13,239.98
in millions of $

Operating Cash Flow

Dec Mar Jun Sep Year
’26 70.22 3.78 95.23 —
—
’25 151.09 190.66 283.73 196.13
821.60
’24 143.06 94.36 291.30 298.78
827.49
’23 120.01 11.44 279.34 285.19
695.98
’22 194.86 (1.63) 204.84 315.57
713.64
’21 7.10 59.15 320.33 318.08
704.67
’20 (206.93) (299.03) 186.23 649.35
329.62
in millions of $

Free Cash Flow

Dec Mar Jun Sep Year
’26 41.93 (27.42) 55.08 —
—
’25 110.97 178.38 261.72 134.15
685.22
’24 86.89 74.05 272.84 274.61
708.39
’23 83.73 (20.84) 264.90 262.93
590.72
’22 162.74 (17.42) 182.89 257.36
585.57
’21 (14.17) 3.28 295.16 298.96
583.23
’20 (237.97) (312.56) 150.04 619.32
218.83
in millions of $

EPS

Dec Mar Jun Sep Year
’26 0.56 1.39 (0.67) —
—
’25 1.25 1.08 0.98 0.90
4.21
’24 0.69 0.01 0.98 1.28
2.95
’23 0.63 0.55 (0.97) 0.18
0.39
’22 0.43 0.29 0.72 0.75
2.18
’21 0.17 0.26 0.08 0.66
1.16
’20 0.25 (0.54) 0.55 (1.44)
(1.16)

Target Price Range

High
‡‡‡‡
‡‡‡‡‡
Average
‡‡‡‡‡
‡‡‡‡
Low
‡‡‡‡‡
‡‡‡‡

Recommendation Rating

1.5
1
Buy
2
3
Hold
4
5
Sell
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028
‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 60.74 74.40 82.23 85.00 — — —
Low Price
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 86.94 94.01 118.56 135.52 — — —
High Price
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 50,000 52,000 51,000 51,000 — — —
Employees
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.26 0.28 0.32 0.32 — — —
Revenue/Emp
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 13,148.18 14,378.46 16,105.50 16,139.62 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 6.45% 6.58% 6.73% 7.54% — — —
Gross Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 550.68 213.40 718.15 915.57 ‡‡‡‡‡ — —
EBT
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 4.19% 1.48% 4.46% 5.67% ‡‡‡ ‡‡‡ ‡‡‡
EBT Margin
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 334.70 100.14 460.26 636.19 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Net Income
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 170.89 175.73 178.81 175.92 — — —
Depreciation
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 93.40 103.73 118.82 121.93 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Revenue/Sh
‡‡‡‡ ‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 2.21 0.40 2.97 4.24 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡
Earnings/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 5.07 5.02 6.11 6.21 ‡‡‡‡ — —
Cash Flow/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (0.91) (0.76) (0.88) (1.03) ‡‡‡ ‡‡‡ ‡‡‡
Capex/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡ 4.16 4.26 5.23 5.18 — — —
Free CF/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 18.51 17.20 17.49 20.37 ‡‡‡‡‡ — —
Book Value/Sh
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 140.77 138.61 135.54 132.37 ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡
Shares
‡‡‡‡‡ ‡‡‡‡ ‡‡‡‡‡ ‡‡‡ ‡‡‡ ‡‡‡‡‡ 31.08 207.85 34.65 30.77 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
PE Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.73 0.78 0.87 1.07 ‡‡‡ ‡‡‡ ‡‡‡
PS Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 3.69 4.71 5.91 6.41 ‡‡‡ ‡‡‡ ‡‡‡
PB Ratio
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 0.81 0.85 0.93 1.14 ‡‡‡‡ ‡‡‡‡ ‡‡‡‡
EV/Sales
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 18.19 20.61 21.08 26.84 — — —
EV/FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 713.64 695.98 827.49 821.60 ‡‡‡ ‡‡‡ ‡‡‡
Op' Cash Flow
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ (128.07) (105.26) (119.10) (136.38) ‡‡‡‡‡ ‡‡‡‡‡ —
Capex
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 585.57 590.72 708.39 685.22 ‡‡‡‡‡ — —
FCF
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 418.64 319.23 681.68 801.41 — — —
Working Cap'
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,200.26 2,199.74 2,514.17 2,709.44 — — —
Total Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 1,028.05 939.53 933.30 1,123.70 — — —
Net Debt
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2,605.38 2,383.71 2,370.41 2,696.18 — — —
Sh' Equity
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 2.72% 0.49% 3.45% 4.63% ‡‡‡‡‡ — —
ROA
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.13% 6.10% 15.65% 16.80% — — —
ROIC
‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ ‡‡‡‡‡ 11.43% 2.22% 16.92% 22.18% ‡‡‡‡‡ — —
ROE
predictions in italic, sparklines do not include predictions

Analyst Commentary (Summary)

AECOM (ACM) has engineered a stunning comeback from the 2020 pandemic abyss, transforming cyclical woes into a high-octane growth engine powered by U.S. Infrastructure Investment and Jobs Act (IIJA) funding, global energy transitions, and lean operations. Revenues rocketed from a $13.2 billion low to $16.1 billion in 2024, with projections hitting $18 billion by 2028 at a 5% CAGR, fueled by surging demand in transportation, water, and resilient infrastructure amid geopolitical shifts. Efficiency soared as revenue per employee jumped 51% post-headcount cuts and divestitures, driving gross margins from 3.7% to a projected 7.5% and ROE exploding to 22.2%—top-tier for industrials.

Profitability is the real fireworks: EPS leaped from -$1.17 lows to $4.24 expected in 2025 (262% cumulative gain since 2021), with net income forecasted at $959 million by 2028 and steady FCF supporting buybacks and dividends. The balance sheet gleams with net debt slashed 90% since 2016, ROIC at 16.8%, and a asset-light model primed for leverage in a $2.5 trillion global infra boom.

Trading at cautious levels, ACM screams undervaluation with ~44% upside to analyst targets on 20x forward PE and 6% FCF yield, outpacing peers in an infra supercycle—despite minor insider sells. Macro tailwinds like onshoring and green deals position it for EPS doubling to $7.45 by 2028; dive into the full analysis for the charts and catalysts igniting this powerhouse.

Read full commentary →

AECOM (ACM) Latest News

News by impact score

Fine-tune

17 Sep

4 , 2:15 AM
AECOM wins Ireland’s largest rail contract but incurs a significant charge. Major contract win drives substantial long-term revenue growth for AECOM despite short-term charge.

14 Sep

3 , 9:16 PM
AECOM wins MetroLink contract, positioning its stock as potentially 17% below fair value. MetroLink contract win supports AECOM revenue growth and moderate valuation adjustment.

10 Sep

3 , 10:00 AM
AECOM and Jacobs joint venture appointed program delivery partner for MetroLink. Joint venture contract win adds to AECOM project backlog with moderate revenue visibility.

4 Sep

3 , 10:03 AM
AECOM launches 200-GPM Silicon Valley project with potential to boost water growth segment. Single infrastructure project offers moderate water segment growth without major strategic shift.

1 Sep

3 , 11:37 AM
AECOM wins Northland Corridor contract, expanding its infrastructure operations and project portfolio. Single infrastructure contract win supports revenue growth but remains limited in scale relative to overall operations.

31 Aug

3 , 6:55 AM
AECOM appointed as design partner on New Zealand’s Northland Corridor, Section One. Contract win on Northland Corridor adds infrastructure work that may lift revenue without shifting overall trajectory.

20 Aug

3 , 8:48 AM
AECOM reports record backlog offset by a costly charge that pressures near-term earnings. Record backlog supports revenue visibility while costly charge creates earnings pressure and investor caution.

17 Aug

3 transcript www.fool.com, 7:43 PM
AECOM (ACM) Q3 2026 earnings call covered financial results and outlook. Earnings updates typically influence short-term stock sentiment without major strategic shifts.

16 Aug

3 , 9:01 PM
AECOM encounters project setbacks in Q2 while backlog growth shapes its future outlook. Project setbacks and backlog growth signal moderately noticeable effects on AECOM operations and outlook.

14 Aug

4 www.fool.com, 1:31 PM
AECOM stock fell to a 52-week low this week. Stock hitting 52-week low signals major negative shift in investor sentiment and company valuation trajectory.

11 Aug

4 , 9:13 AM
AECOM posted weaker Q3 results and cut 2026 guidance, which may negatively shift the investment case for the stock. Weak quarterly results and reduced long-term guidance directly pressure valuation and investor sentiment.

3 www.marketbeat.com, 1:04 PM
AECOM posted Q3 revenue growth and EPS beat, raised full-year guidance, and cited strong infrastructure backlog in transportation and environmental markets. Quarterly results and raised guidance provide updated financial metrics that moderately affect near-term investor views on AECOM performance.

3 www.fool.com, 11:42 AM
Aecom Group's earnings triggered a drop in the company's stock price. Earnings results can shift AECOM valuation and near-term investor views without altering long-term operations.

3 app.moby.co, 8:30 AM
Aecom presented Q3 2026 earnings results during its earnings call. Quarterly earnings updates can moderately influence investor sentiment and short-term stock movement.

3 , 5:11 AM
Weak earnings from AECOM have put its fair value story under scrutiny, prompting questions on whether the company remains undervalued. Weak earnings challenge AECOM valuation narrative potentially affecting investor sentiment and stock trajectory.

10 Aug

3 , 4:30 PM
AECOM reported its third quarter fiscal 2026 results. Quarterly earnings updates supply financial metrics that can shift near-term investor sentiment and valuation.

27 Jul

3 , 6:55 AM
AECOM selected to design New Lisbon Airport. New Lisbon Airport design contract provides moderate boost to operations and market position.

17 Jul

5 , 5:11 AM
AECOM secures major digital rail and water contracts with potential to transform business performance and market position. Major rail and water contract wins signal transformative growth for AECOM.

4 , 3:13 AM
AECOM wins major infrastructure roles, raising questions on fair value assessment amid expanded project pipeline and potential revenue growth. Major infrastructure contract wins represent significant strategic expansion likely to boost revenue and shift competitive positioning.

14 Jul

3 , 10:26 AM
AECOM expands its Australia transportation operations via The Wave Project. Project win moderately strengthens AECOM revenue and footprint in core Australian transportation market.

13 Jul

3 , 6:55 AM
AECOM selected to advance The Wave – Stage 1 major rail transportation project in Australia. Australian rail contract win adds moderate revenue and international positioning upside for AECOM.

6 Jul

3 , 6:55 AM
AECOM wins exclusive design partner role for £340 million Thames Water Oxford Sewage Treatment Works upgrade in UK. Design partnership on £340 million UK infrastructure project yields moderate revenue and positioning gains for AECOM.

4 Jul

3 , 10:26 PM
AECOM secures new projects that strengthen its backlog and signal improved revenue visibility along with stronger positioning versus peers. New project wins can lift near-term revenue forecasts and backlog without fundamentally reshaping AECOM's long-term competitive trajectory.

27 Jun

5 , 5:07 PM
AECOM faces ongoing cash strain yet secures a UK framework win positioned as a potential game changer for its operations and market standing. UK framework win signals transformative growth potential capable of redefining AECOM's competitive trajectory despite cash pressures.

23 Jun

3 Zacks, 9:42 AM
AECOM secures expanded role on U.K. Government's CPS2 Framework. Expanded role on U.K. government framework provides moderate revenue and positioning lift for AECOM.

22 Jun

3 Business Wire, 6:55 AM
AECOM secures nine lots on UK Government Commercial Agency CPS2 Framework. Securing nine lots on the CPS2 Framework expands AECOM's UK public-sector contract access and supports near-term revenue visibility.

18 Jun

4 , 12:30 PM
AECOM unveils AI blueprint positioned as potential smart investment with capacity to drive future profits and reshape company performance. AI blueprint represents major strategic move with potential to significantly alter AECOM trajectory via transformative technology.

13 Jun

4 , 3:35 PM
AECOM secured a US Department of Homeland Security contract for nationwide infrastructure modernization. DHS contract win adds major revenue stream and bolsters AECOM infrastructure positioning.

12 Jun

3 , 10:25 AM
Question arises on Quanta's ability to double EPS by 2030 while sustaining margin discipline, with potential competitive implications for AECOM. Speculation on Quanta EPS targets and margins may moderately affect AECOM investor sentiment and positioning.

11 Jun

4 , 9:11 AM
AECOM wins major defense contracts that may reshape its valuation and growth expectations. Defense contract wins position AECOM for substantial valuation increases and accelerated growth.
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