AECOM (ACM) AI Stock Analysis

AECOM provides comprehensive infrastructure consulting services worldwide across three segments: Americas, International, and AECOM Capital. The company offers planning, consulting, architectural and engineering design, construction and program management, as well as investment and development services for commercial and government clients. It also engages in real estate investment and development, alongside construction services for building, energy, and infrastructure projects. These operations support vital sectors including transportation, water management, government facilities, environmental stewardship, and energy production. Headquartered in Dallas, Texas, the firm was incorporated in 1980 and rebranded from AECOM Technology Corporation to AECOM in January 2015.

AECOM expanded revenue from $13.34B in FY2021 to $16.14B in FY2025, recording a 5-year revenue compound annual growth rate of 4.0%. Over the same period, gross margin improved from 6.0% to 7.5%, while operating margin rose from 4.7% to 6.4%. Net income reached $561.8M in FY2025, yielding an earnings per share of $5.26, up from $2.83 in FY2021. Free cash flow stood at $684.9M in FY2025 following operating cash flow of $821.6M. For the trailing twelve months, revenue was $15.39B with an operating margin of -1.8% and a profit margin of 1.9%. In the quarter ended June 30, 2026, revenue fell 14.2% year-over-year, while quarterly earnings grew 28.5%.

As of June 30, 2026, AECOM reported cash and short-term investments of $762.02B against total debt of $3.33B, resulting in net cash of $758.69B. Shareholders' equity was $2.19B, total assets reached $12.03B, the current ratio stood at 1.06, and the debt-to-equity ratio was 1.52. During FY2025, capital expenditures required $136.7M. The company directed capital back to shareholders through $388.4M in share buybacks and $133.6M in dividends paid, contributing to an 11.1% reduction in share count over 5 years.

At $58.94, AECOM has a market capitalization of $7.59B and an enterprise value of $10.10B. The stock trades at a trailing P/E of 20.8x and a forward P/E of 9.6x, below the median of its US-listed Industrials peers of 24.8x and 17.2x, respectively. Its enterprise value-to-EBITDA ratio is 10.9x versus the peer median of 13.9x, and its price-to-sales multiple is 0.5x compared to the peer median of 1.5x. Over the past year, the stock fell 54.3%, while the S&P 500 (SPY) returned 16.8%.

AECOM pays a quarterly dividend with an annualized forward payout of $1.24 per share, providing a dividend yield of 2.10%. The company maintains a payout ratio of 33.2% and has paid dividends for 5 consecutive years. Its most recent ex-dividend date occurred on October 14, 2026.

Wall Street analysts covering AECOM maintain 9 Strong Buy, 2 Buy, and 2 Hold ratings, with no Sell or Strong Sell recommendations. The mean price target is $84.33, implying 43.1% upside compared to the last close of $58.94. For the fiscal year ending September 30, 2026, analysts estimate revenue of $15.32B and earnings per share of $4.01, representing an EPS decline of 23.8%. AECOM beat EPS estimates in 3 of the last 4 quarters, and its next earnings date is November 17, 2026.

This page is an AI-written research summary of AECOM (ACM). The text was generated on October 30, 2026 from Quotelinks data as of October 16, 2026 (company profile, annual results, latest balance sheet, valuation, price performance and analyst estimates). An automatic check rejects any draft that contains a figure not found in that data. It is not investment advice; verify figures on the linked tabs before making decisions.

Related: ACM income statement, ACM balance sheet, ACM key metrics, ACM analyst forecast, ACM chart. See the ACM stock overview for the latest quote and news.