AECOM (NYSE:ACM) Releases FY 2026 Earnings Guidance

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

AECOM Trading Down 8.5%

NYSE:ACM opened at $67.09 on Wednesday. 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 stock 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. The firm’s 50 day moving average is $70.25 and its 200 day moving average is $81.03. AECOM has a 12 month low of $63.67 and a 12 month high of $135.52.

AECOM (NYSE:ACM) last posted its earnings results on Monday, August 10th. The construction company reported ($0.50) earnings per share for the quarter, missing the consensus estimate of $1.46 by ($1.96). AECOM had a return on equity of 19.45% and a net margin of 1.87%.The business had revenue of $3.59 billion during the quarter, compared to analysts’ expectations of $2.01 billion. During the same quarter in the previous year, the business earned $1.34 EPS. AECOM’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. Sell-side analysts expect that AECOM will post 5.97 earnings per share for the current year.

AECOM Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, July 17th. Investors 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 1.8%. The ex-dividend date was Wednesday, July 1st. AECOM’s payout ratio is presently 32.38%.

Wall Street Analysts Forecast Growth

Several analysts have recently weighed in on the stock. Truist Financial lowered their price objective on shares of AECOM from $109.00 to $102.00 and set a “buy” rating on the stock in a research report on Thursday, July 2nd. Citigroup reissued a “buy” rating on shares of AECOM in a research note on Thursday, July 23rd. KeyCorp lowered their price target on AECOM from $115.00 to $101.00 and set an “overweight” rating on the stock in a research report on Wednesday, May 13th. Barclays dropped their price target on AECOM from $110.00 to $90.00 and set an “equal weight” rating for the company in a research note on Tuesday, May 19th. Finally, Robert W. Baird reduced their price objective on AECOM from $87.00 to $73.00 and set a “neutral” rating on the stock in a research report on Tuesday. Nine analysts have rated the stock with a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $113.18.

Insiders Place Their Bets

In other AECOM news, President Lara Poloni acquired 4,224 shares of the business’s stock in a transaction dated Tuesday, June 16th. The shares were purchased at an average cost of $70.63 per share, for a total transaction of $298,341.12. Following the transaction, the president owned 153,446 shares in the company, valued at $10,837,890.98. This represents a 2.83% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Troy Rudd bought 4,225 shares of AECOM stock in a transaction dated Thursday, May 14th. The shares were acquired at an average cost of $71.02 per share, for a total transaction of $300,059.50. Following the completion of the purchase, the chief executive officer directly owned 142,207 shares of the company’s stock, valued at approximately $10,099,541.14. This trade represents a 3.06% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders acquired 9,869 shares of company stock worth $699,391. 0.46% of the stock is currently owned by company insiders.

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

Hedge Funds Weigh In On AECOM

A number of institutional investors have recently bought and sold shares of ACM. Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in shares of AECOM by 86.7% during the 4th quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 280 shares of the construction company’s stock worth $27,000 after acquiring an additional 130 shares during the period. Caitong International Asset Management Co. Ltd boosted its position in shares of AECOM by 95.4% during the fourth quarter. Caitong International Asset Management Co. Ltd now owns 295 shares of the construction company’s stock valued at $28,000 after purchasing an additional 144 shares in the last quarter. EverSource Wealth Advisors LLC grew its stake in AECOM by 189.3% in the second quarter. EverSource Wealth Advisors LLC now owns 298 shares of the construction company’s stock worth $34,000 after purchasing an additional 195 shares during the period. Intesa Sanpaolo Wealth Management purchased a new stake in AECOM in the fourth quarter worth $38,000. Finally, Quarry LP raised its holdings in AECOM by 26.3% in the fourth quarter. Quarry LP now owns 1,024 shares of the construction company’s stock worth $98,000 after purchasing an additional 213 shares in the last quarter. 85.41% of the stock is owned by institutional investors.

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.