AECOM (NYSE:ACM) Releases Quarterly Earnings Results

AECOM (NYSE:ACM) released its earnings results on Monday. The construction company reported ($0.50) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96), FiscalAI reports. AECOM had a net margin of 3.16% and a return on equity of 28.52%. The company had revenue of $3.59 billion during the quarter, compared to analyst estimates of $2.01 billion. AECOM updated its FY 2026 guidance to 3.950-4.150 EPS.

AECOM Price Performance

ACM traded down $2.84 on Monday, hitting $73.00. 3,396,781 shares of the company were exchanged, compared to its average volume of 1,677,897. AECOM has a fifty-two week low of $66.28 and a fifty-two week high of $135.52. The company has a debt-to-equity ratio of 1.07, a quick ratio of 1.11 and a current ratio of 1.11. The firm has a market capitalization of $9.38 billion, a P/E ratio of 19.06, a price-to-earnings-growth ratio of 0.92 and a beta of 0.93. The business’s fifty day moving average is $70.34 and its 200 day moving average is $81.40.

AECOM Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Friday, July 17th. Shareholders of record on Wednesday, July 1st were given a dividend of $0.31 per share. This represents a $1.24 annualized dividend and a yield of 1.7%. The ex-dividend date was Wednesday, July 1st. AECOM’s dividend payout ratio is presently 32.38%.

AECOM News Roundup

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Backlog increased 13% year over year to a record $27.8 billion, supported by $4.2 billion in wins and a 1.6 book-to-burn ratio, indicating solid future demand. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: AECOM generated $95 million of operating cash flow and $55 million of free cash flow during the quarter, and expects approximately $300 million of free cash flow for fiscal 2026.
• Positive Sentiment: The CEO, president and CFO collectively purchased roughly $700,000 of ACM shares during the past six months, a potential signal of management confidence.
• Neutral Sentiment: Analysts’ median price target is $99.50, well above the recent trading level, but these targets predate the latest earnings report and may be revised.
• Negative Sentiment: Fiscal third-quarter revenue fell 14% year over year to $3.586 billion. AECOM reported a net loss attributable to the company of approximately $86.7 million, or a GAAP diluted loss of $0.67 per share, compared with prior-year net income of $131 million. AECOM reports $3.59 billion Q3 revenue after project charge
• Negative Sentiment: Results included a $337 million pretax charge tied to a Construction Management project, pushing adjusted EPS to approximately $0.50 and well below the $1.46 analyst consensus.
• Negative Sentiment: AECOM lowered fiscal 2026 adjusted EPS guidance to $3.95–$4.15, substantially below the $5.97 consensus estimate, while also reducing expectations for net service revenue growth. Adjusted EBITDA guidance is now $935 million–$965 million.
• Negative Sentiment: Investors remain concerned about project claims, collections and cash-flow quality following previously disclosed elevated contract assets. The earnings miss and guidance reduction provide the clearest explanation for the stock’s decline and may keep volatility elevated around the earnings call.

Wall Street Analyst Weigh In

ACM has been the subject of a number of analyst reports. Citigroup restated a “buy” rating on shares of AECOM in a research report on Thursday, July 23rd. Barclays cut their price target on shares of AECOM from $110.00 to $90.00 and set an “equal weight” rating for the company in a report on Tuesday, May 19th. Truist Financial reduced their price objective on shares of AECOM from $109.00 to $102.00 and set a “buy” rating for the company in a research report on Thursday, July 2nd. Royal Bank Of Canada lowered their price objective on AECOM from $111.00 to $105.00 and set an “outperform” rating on the stock in a report on Wednesday, July 22nd. Finally, Robert W. Baird dropped their target price on AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 12th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $114.82.

Insider Activity

In other news, President Lara Poloni purchased 4,224 shares of the stock in a transaction that occurred on Tuesday, June 16th. The shares were acquired at an average price of $70.63 per share, for a total transaction of $298,341.12. Following the acquisition, the president directly owned 153,446 shares in the company, valued at approximately $10,837,890.98. The trade was a 2.83% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Gaurav Kapoor acquired 1,420 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was purchased at an average cost of $71.12 per share, with a total value of $100,990.40. Following the completion of the purchase, the chief financial officer directly owned 88,053 shares in the company, valued at $6,262,329.36. This represents a 1.64% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders purchased 9,869 shares of company stock worth $699,391. Company insiders own 0.46% of the company’s stock.

Institutional Trading of AECOM

A number of institutional investors have recently bought and sold shares of ACM. Towarzystwo Funduszy Inwestycyjnych PZU SA raised its holdings in shares of AECOM by 86.7% in the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after buying an additional 130 shares in the last quarter. Caitong International Asset Management Co. Ltd increased its position in shares of AECOM by 95.4% during the 4th quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock worth $28,000 after purchasing an additional 144 shares in the last quarter. Vise Technologies Inc. increased its position in shares of AECOM by 5.2% during the 3rd quarter. Vise Technologies Inc. now owns 3,310 shares of the construction company’s stock worth $432,000 after purchasing an additional 163 shares in the last quarter. BOKF NA grew its stake in AECOM by 2.3% during the third quarter. BOKF NA now owns 7,477 shares of the construction company’s stock worth $976,000 after buying an additional 171 shares during the last quarter. Finally, Banco Santander S.A. raised its stake in shares of AECOM by 0.7% in the fourth quarter. Banco Santander S.A. now owns 26,362 shares of the construction company’s stock valued at $2,513,000 after acquiring an additional 182 shares during the last quarter. 85.41% of the stock is currently owned by hedge funds and other institutional investors.

About AECOM

AECOM is a multinational infrastructure consulting firm that provides a broad range of professional technical and management services. Its core offerings include architecture and engineering design, program and construction management, environmental remediation and consulting, and operations and maintenance support. The company works across the full project lifecycle from planning and design through construction and long?term asset management.

AECOM serves public- and private-sector clients in major built-environment markets, including transportation (roads, bridges, rail, airports), water and wastewater systems, buildings and places, energy and power, and environmental services.