AECOM (NYSE:ACM) Announces Quarterly Earnings Results

AECOM (NYSE:ACM) issued its quarterly earnings results on Monday. The construction company reported ($0.50) EPS for the quarter, missing analysts’ consensus estimates of $1.46 by ($1.96), FiscalAI reports. The business had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $2.01 billion. AECOM had a net margin of 1.87% and a return on equity of 19.45%. The firm’s revenue was down 14.2% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.34 earnings per share. AECOM updated its FY 2026 guidance to 3.950-4.150 EPS.

AECOM Stock Down 8.5%

Shares of NYSE ACM opened at $67.09 on Wednesday. AECOM has a 12 month low of $63.67 and a 12 month high of $135.52. The company has a current ratio of 1.11, a quick ratio of 1.11 and a debt-to-equity ratio of 1.07. The firm has a fifty day simple moving average of $70.25 and a two-hundred day simple moving average of $81.03. The firm has a market capitalization of $8.62 billion, a PE ratio of 30.78, a price-to-earnings-growth ratio of 0.89 and a beta of 0.93.

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 given a dividend of $0.31 per share. This represents a $1.24 dividend on an annualized basis and a yield of 1.8%. The ex-dividend date of this dividend was Wednesday, July 1st. AECOM’s payout ratio is presently 32.38%.

AECOM News Roundup

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Backlog increased 13% to a record $27.8 billion, supported by $4.2 billion in new wins and a 1.6 book-to-burn ratio. Management also reported $95 million of operating cash flow and $55 million of free cash flow in the quarter. AECOM reports third quarter fiscal 2026 results
• Neutral Sentiment: Insider buying may provide some support: CEO Troy Rudd, President Lara Poloni and CFO Gaurav Kapoor reportedly purchased roughly $700,000 of ACM shares combined. However, institutional activity has been mixed, with several large investors reducing their holdings. AECOM reports Q3 revenue after project charge
• Negative Sentiment: AECOM reported a fiscal Q3 adjusted loss of $0.50 per share, versus an expected profit of about $1.46–$1.49, while revenue fell 14.2% year over year to $3.59 billion. Results included a $337 million pretax charge tied to a Construction Management project, and the company posted a net loss instead of the prior-year profit. AECOM reports Q3 loss and misses revenue estimates
• Negative Sentiment: Fiscal 2026 adjusted EPS guidance was reduced to $3.95–$4.15, substantially below the roughly $5.97 analyst consensus cited in the reports. The lower outlook reflects the project charge and weaker expected net service revenue growth. AECOM Q3 2026 earnings call transcript
• Negative Sentiment: Analyst sentiment worsened: Zacks Research downgraded ACM from “hold” to “strong sell,” while Baird cut its price target from $87 to $73 and maintained a “neutral” rating. A securities-fraud law-firm investigation was also announced, adding reputational and legal uncertainty, although no wrongdoing has been established. Zacks Research AECOM securities-fraud investigation announcement

Insiders Place Their Bets

In other news, CFO Gaurav Kapoor acquired 1,420 shares of the stock in a transaction on Thursday, May 14th. The stock was acquired at an average price of $71.12 per share, with a total value of $100,990.40. Following the completion of the transaction, the chief financial officer owned 88,053 shares of the company’s stock, valued at $6,262,329.36. This represents a 1.64% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Troy Rudd purchased 4,225 shares of the stock in a transaction that occurred on Thursday, May 14th. The shares were acquired at an average cost of $71.02 per share, with a total value of $300,059.50. Following the completion of the transaction, the chief executive officer owned 142,207 shares in the company, valued at $10,099,541.14. This trade represents a 3.06% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders have bought 9,869 shares of company stock worth $699,391. Company insiders own 0.46% of the company’s stock.

Hedge Funds Weigh In On AECOM

A number of institutional investors and hedge funds have recently made changes to their positions in ACM. Corient Private Wealth LLC grew its stake in shares of AECOM by 3.6% in the 4th quarter. Corient Private Wealth LLC now owns 6,562 shares of the construction company’s stock worth $626,000 after buying an additional 230 shares during the last quarter. EP Wealth Advisors LLC purchased a new position in AECOM during the fourth quarter valued at $321,000. Empowered Funds LLC raised its stake in AECOM by 3.9% during the fourth quarter. Empowered Funds LLC now owns 16,081 shares of the construction company’s stock valued at $1,533,000 after buying an additional 601 shares during the last quarter. XTX Topco Ltd boosted its holdings in AECOM by 384.5% in the fourth quarter. XTX Topco Ltd now owns 65,494 shares of the construction company’s stock worth $6,244,000 after acquiring an additional 51,977 shares in the last quarter. Finally, VARCOV Co. purchased a new stake in shares of AECOM in the fourth quarter worth $521,000. Institutional investors own 85.41% of the company’s stock.

Analyst Ratings Changes

Several research firms recently issued reports on ACM. Barclays reduced their price target on AECOM from $110.00 to $90.00 and set an “equal weight” rating on the stock in a research report on Tuesday, May 19th. Zacks Research cut shares of AECOM from a “hold” rating to a “strong sell” rating in a report on Monday. Robert W. Baird decreased their target price on shares of AECOM from $87.00 to $73.00 and set a “neutral” rating on the stock in a research note on Tuesday. Wall Street Zen lowered shares of AECOM from a “buy” rating to a “hold” rating in a report on Monday, July 6th. Finally, Truist Financial dropped their price target 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. Nine analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $113.18.

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.