AECOM (NYSE:ACM) Issues FY 2026 Earnings Guidance

AECOM (NYSE:ACM) issued an update on its FY 2026 earnings guidance on Monday. The company provided EPS guidance of 3.950-4.150 for the period, compared to the consensus EPS estimate of 5.970. The company issued revenue guidance of -.

Analyst Ratings Changes

A number of analysts have commented on ACM shares. Wall Street Zen downgraded AECOM from a “buy” rating to a “hold” rating in a research report on Monday, July 6th. Royal Bank Of Canada cut their target price on AECOM from $111.00 to $105.00 and set an “outperform” rating for the company in a research note on Wednesday, July 22nd. Citigroup reiterated a “buy” rating on shares of AECOM in a research note on Thursday, July 23rd. Truist Financial dropped their price objective on shares of AECOM from $109.00 to $102.00 and set a “buy” rating for the company in a research note on Thursday, July 2nd. Finally, Robert W. Baird decreased their target price on shares of AECOM from $98.00 to $91.00 and set a “neutral” rating on the stock in a research report on Tuesday, May 12th. Nine investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, AECOM presently has a consensus rating of “Moderate Buy” and an average price target of $114.82.

AECOM Stock Performance

NYSE:ACM opened at $73.00 on Tuesday. The stock 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 company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07. AECOM has a 1 year low of $66.28 and a 1 year high of $135.52. The firm has a 50 day moving average of $70.35 and a 200-day moving average of $81.23.

AECOM (NYSE:ACM) last released its quarterly earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96). AECOM had a net margin of 3.16% and a return on equity of 28.52%. The business had revenue of $3.59 billion for the quarter, compared to analyst estimates of $2.01 billion. During the same period in the prior year, the business earned $1.34 earnings per share. The company’s revenue for the quarter was down 14.2% on a year-over-year basis. AECOM has set its FY 2026 guidance at 3.950-4.150 EPS. As a group, sell-side analysts anticipate that AECOM will post 5.97 EPS for the current fiscal year.

AECOM Announces Dividend

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

Insiders Place Their Bets

In related news, President Lara Poloni purchased 4,224 shares of the stock in a transaction that occurred on Tuesday, June 16th. The stock was acquired at an average price of $70.63 per share, with a total value of $298,341.12. Following the completion of the acquisition, the president directly owned 153,446 shares in the company, valued at approximately $10,837,890.98. This trade represents a 2.83% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Troy Rudd acquired 4,225 shares of the company’s stock in a transaction that occurred on Thursday, May 14th. The stock was bought at an average price of $71.02 per share, with a total value of $300,059.50. Following the transaction, the chief executive officer directly owned 142,207 shares in the company, valued at $10,099,541.14. The trade was a 3.06% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders purchased 9,869 shares of company stock valued at $699,391. Insiders own 0.46% of the company’s stock.

Trending Headlines about AECOM

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: AECOM reported record backlog of $27.8 billion, up 13% year over year, following $4.2 billion in wins and a 1.6 book-to-burn ratio. Operating cash flow was $95 million and free cash flow was $55 million for the quarter. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: AECOM’s CEO, president and CFO bought company shares during the past six months, potentially signaling management confidence after the selloff. Institutional investors also received approximately $419 million in government-award payments over the past year.
• Neutral Sentiment: Analysts’ median price target is approximately $99.50, well above the recent trading level, although targets may be revised after the earnings update. Brokers Set Expectations for AECOM’s Q3 Earnings
• Negative Sentiment: AECOM posted an adjusted loss of $0.50 per share, versus the $1.49 consensus estimate and $1.34 earned a year earlier. GAAP results also showed a loss, while revenue fell 14.2% to $3.59 billion. AECOM Reports Q3 Loss, Lags Revenue Estimates
• Negative Sentiment: The quarter included a $337 million pretax charge tied to a Construction Management project, pushing the company to a net loss and causing a significant deterioration in operating margins.
• Negative Sentiment: Fiscal 2026 adjusted EPS guidance was lowered to $3.95–$4.15, substantially below the prior analyst consensus of $5.97. Management also reduced expectations for net service revenue growth and expects about $300 million in full-year free cash flow. AECOM misses sales expectations
• Negative Sentiment: Investors remain concerned about project claims, collection timing and balance-sheet quality. Recent institutional filings also showed sizable reductions by several large holders, including BlackRock, State Street and Pictet.

Hedge Funds Weigh In On AECOM

Several hedge funds have recently added to or reduced their stakes in ACM. Corient Private Wealth LLC lifted its position in AECOM by 3.6% during the 4th quarter. Corient Private Wealth LLC now owns 6,562 shares of the construction company’s stock valued at $626,000 after purchasing an additional 230 shares during the period. EP Wealth Advisors LLC bought a new position in AECOM in the fourth quarter valued at approximately $321,000. Empowered Funds LLC boosted its stake in AECOM by 3.9% in the fourth quarter. Empowered Funds LLC now owns 16,081 shares of the construction company’s stock valued at $1,533,000 after acquiring an additional 601 shares during the last quarter. XTX Topco Ltd boosted its stake in AECOM by 384.5% in the fourth quarter. XTX Topco Ltd now owns 65,494 shares of the construction company’s stock valued at $6,244,000 after acquiring an additional 51,977 shares during the last quarter. Finally, VARCOV Co. acquired a new stake in AECOM during the 4th quarter worth $521,000. Institutional investors own 85.41% of the company’s stock.

AECOM Company Profile

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.