Aecom

ACM

Market cap $13.6B

Aecom (ACM) is undervalued after a post-earnings selloff, trading at 18.5x earnings and 12.0x EV/EBITDA, despite a strong transformation story. ACM is exiting low-margin construction management to focus on high-return advisory, AI-powered design tools, and aggressive share repurchases, aiming for margin expansion. Management is guiding for 6–8% organic NSR growth, 7% EBITDA growth, and 9% EPS growth for FY'26, with ambitious long-term targets for margin and EPS expansion.

AECOM ( ACM ) Analyst/Investor Day November 18, 2025 10:00 AM EST Company Participants W. Rudd - Chairman & CEO Lara Maria Poloni - President Gaurav Kapoor - Chief Financial & Operations Officer Conference Call Participants Steven Fisher - UBS Investment Bank, Research Division Adam Bubes - Goldman Sachs Group, Inc., Research Division Sabahat Khan - RBC Capital Markets, Research Division Michael Dudas - Vertical Research Partners, LLC Michael Feniger - BofA Securities, Research Division Jose Sulca Flores Stephen Farkouh - Truist Securities, Inc., Research Division Presentation W.

Despite some impressive developments, its fourth quarter earnings report led to an investor sell-off. This was due at least partially to a miss on revenue.

AECOM (NYSE: ACM) reported mixed fourth-quarter fiscal 2025 results on Tuesday and launched a strategic review of its Construction Management unit.

ACM posts Q4 beats, record backlog and rising margins as it sets FY26 guidance, highlighting growth, profitability and expanding AI-driven initiatives.

DALLAS--(BUSINESS WIRE)--AECOM (NYSE:ACM), the trusted global infrastructure leader, today reported fourth quarter and full year fiscal 2025 results.   Fourth Quarter Fiscal 2025   Full Year Fiscal 2025 (from Continuing Operations; $ in millions, except EPS) As Reported YoY % Change Adjusted1 (Non-GAAP) YoY % Change   As Reported YoY % Change Adjusted1 (Non-GAAP) YoY % Change   Revenue $4,175 2% -- --   $16,140 0% -- --   Net Service Revenue (NSR)2 -- -- $1,967 8%   -- -- $7,573 6%   Operating.

DALLAS--(BUSINESS WIRE)--AECOM (NYSE:ACM), the trusted global infrastructure leader, will host an Investor Day today at 10 a.m. Eastern Time, during which it will detail the Company's transformative strategic initiatives and increased long-term financial targets. “Following more than five years focused on building a culture, business profile and operating structure to lead our industry, today's announcements reflect the significant strategic successes we have delivered and, importantly, the sub.

ACM gears up to report Q4 results as estimates point to year-over-year gains amid strong infrastructure spending and broad market momentum.

Investors interested in stocks from the Engineering - R and D Services sector have probably already heard of Matrix Service (MTRX) and Aecom Technology (ACM). But which of these two stocks presents investors with the better value opportunity right now?

DALLAS--(BUSINESS WIRE)--AECOM (NYSE:ACM), the trusted global infrastructure leader, in joint venture with Jacobs, has been appointed by New Murabba Development Company to provide design services for the landmark The Mukaab — the iconic centerpiece of Riyadh's New Murabba development. The project forms part of Saudi Arabia's Vision 2030 program to create a sustainable, connected and human-centered urban future. “This appointment reflects the strength of our global design leadership and our abil.