ACM · NYSE · Engineering & Construction

AECOM (ACM)

Plans, designs, engineers and manages infrastructure projects across public and private markets.

$62.31
vs last close−0.62 (−0.99%)
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AecomACM
Industrials

Sells advisory, planning, design, engineering, program-management and construction-management services across the infrastructure lifecycle. Most activity runs through the Americas, alongside an International professional-services business and AECOM Capital's real-estate investment and development work.

Provides advisory, planning, architecture, engineering, program management and construction management for water, environmental, energy, transportation and building projects. Work spans public and private clients across the project lifecycle rather than standardized products.

Americas is the largest business, covering the United States, Canada and Latin America and including Construction Management. International delivers similar professional services across Europe, the Middle East, India, Africa, Asia, Australia and New Zealand, while AECOM Capital invests in and develops real-estate projects.

Execution relies on technical staff, subcontractors and joint arrangements, as well as client procurement and funding for long-duration assignments. The portfolio retains professional construction management but excludes the self-perform, at-risk construction businesses previously divested.

Company facts

CEOW. Troy Rudd
ListedMay 10, 2007
ExchangeNYSE
HeadquartersDallas, TX
CountryUnited States
Employees51,000
CIK0000868857
ISINUS00766T1007

Market cap$8.09B
EPS (ttm)$2.18
P/E (ttm)28.87
ROE
P/B
P/S0.5254
Dividend yieldDiv yield1.89%
Beta0.91vs XLI 0.38

Price target$85.00+35.1%Average of 25 analysts
ConsensusBuy16 of 25 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 25, 2026Argus ResearchReiterate
Rating: Target: $135
Rating: BuyTarget: $75
Aug 14, 2026Robert W. BairdTarget
Target: $73
Target: $65
Aug 13, 2026RBC CapitalReiterate
Rating: Target: $111
Rating: OutperformTarget: $90
Aug 12, 2026Goldman SachsTarget
Target: $127
Target: $91
Aug 12, 2026UBSTarget
Target: $145
Target: $85

Next report
Nov 17, 26
in 56 days
EPS estimate
$1.61
Revenue estimate
$1.93B
Fiscal quarter
Q4 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.31$1.25$1.34$1.36$1.29$1.59−$0.50Pending
Estimate$1.10$1.19$1.26$1.34$1.41$1.55$1.46$1.61
Surprise+19.1%+5.0%+6.3%+1.5%−8.5%+2.6%−134.2%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$4.01B$3.77B$4.18B$4.18B$1.85B$1.95B$1.61BPending
Estimate$4.18B$1.90B$1.93B$1.95B$1.76B$1.94B$2.01B$1.93B
Surprise−3.9%+98.1%+116.6%+114.3%+5.4%+0.4%−20.1%
Estimate$1.61
ReportedDue Nov 17, 2026
Estimate$1.93B
ReportedDue Nov 17, 2026
View details

Debt to equity151.90%
Current ratio105.70%

ProfitabilityRevenueNet incomeNet margin

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Revenue$4.11B$4.01B$3.77B$4.18B$4.18B$3.83B$3.80B$3.59B
Net income$172.5M$167.0M$143.4M$131.0M$120.4M$74.5M$179.9M−$86.7M
Net margin4.2%4.2%3.8%3.1%2.9%1.9%4.7%0.0%

GrowthOperating income

Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26Q3 FY26
Operating income$236.4M$237.5M$257.6M$294.1M$237.4M$240.2M$247.8M−$76.0M
YoY growth+194.1%+45.6%+28.5%+29.3%+0.4%+1.1%−3.8%Turned loss

Balance sheet, Jun 30, 2026Cash & short-term investments $762.02B · Total debt $3.33B · Total assets $12.03B · Shareholders' equity $2.19B

Revenue
$3.59B
Operating income
−$76.0M
Net income
−$86.7M
View details

Dividend yield
1.89%
Next ex-date
Oct 14, 26
in 22 days
Annual dividend
$1.19
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yieldUpcoming

Jan '25Apr '25Jul '25Oct '25Jan '26Apr '26Jul '26Oct '26
Dividend$0.26$0.26$0.26$0.26$0.31$0.31$0.31$0.31
Annual yield0.87%1.00%0.87%0.97%1.11%1.63%1.78%1.98%
Ex-dateJan 2Apr 2Jul 2Oct 1Jan 7Apr 1Jul 1Oct 14
Payment dateJan 17Apr 17Jul 18Oct 17Jan 23Apr 17Jul 17Oct 30
View details

Institutions93.02%120.26M shares
588 holders · as of Jun 30, 2026
Insiders0.65%839.6K shares
11 holders · as of Jun 16, 2026
Other6.33%8.19M shares
remainder

129.29M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
11.12%14.38Mas of Jun 30, 2026
Primecap Management Co/CA/Institution
6.80%8.79Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.49%5.81Mas of Jun 30, 2026
Barrow Hanley Mewhinney & Strauss LLCInstitution
4.25%5.50Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
4.24%5.49Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Jun 16, 2026Lara Poloniofficer: PRESIDENT+4,224$70.63
May 14, 2026Troy Rudddirector, officer: CHIEF EXECUTIVE OFFICER+4,225$71.02
May 14, 2026Gaurav Kapoorofficer: CHIEF FINANCIAL OFFICER (PAO)+1,420$71.12
Dec 17, 2025Lara Poloniofficer: PRESIDENT−17,533$97.02
Dec 17, 2025David Y. Ganofficer: CHIEF LEGAL OFFICER−9,502$97.01
View details

  • Jacobs Solutions

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    Water-led engineering consultancy for public and commercial infrastructure.

  • Stantec

    Design consultancy spanning infrastructure, water, buildings, and energy.

  • Fluor

    EPC and technical-services provider for complex capital and government projects.

Compare

CompanyPriceChange
AECOM$62.31−0.99%$8.09B28.910.10.5−61.5%
Jacobs Solutions$143.20−0.39%$16.98B50.417.81.2−20.2%
Tetra Tech$35.35−1.70%$9.33B21.720.91.8−19.0%
Stantec$70.98+0.34%$8.07B22.421.41.4−13.1%
Fluor$54.49−0.46%$7.65B16.80.5+8.8%
Median22.419.41.3−16.0%