AECOM (ACM) Stock Price & Analysis
AECOM (ACM) closed at USD 60.83 on Thursday, October 22, 2026, up 2.25% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 60.83; the Oct 22, 2026 session ranged USD 58.87–60.99 on volume of 917,125 shares. Market capitalization is —, with a 52-week range of USD 56.39–135.52 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:01 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ACM.md
Key facts (ACM)
- Last four reported quarters (through Jun 30, 2026): revenue $15.4B, net income $288M (1.9% margin), free cash flow $203M (SEC filings).
- Valuation: P/E 27.2x (avg 92.1x at the last 3 fiscal year-ends), EV/EBITDA 11.3x, net debt $1.70B.
- Insider open-market purchases, last ~7 months: 3 Form 4 filings, $699K; 0 by opportunistic insiders, 1 by routine insiders.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (13 analysts), mean target USD 84.33 (range 65–104).
- Total return with dividends: 1Y -53.3% vs S&P 500 +14.9%; 5Y -5.4% vs S&P 500 +80.3%.
- Next earnings: 2026-11-17, EPS estimate USD 1.59, revenue estimate $4.10B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (ACM)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $13.3B | $13.1B | $14.4B | $16.1B | $16.1B | $15.4B |
| Gross profit | $798M | $848M | $945M | $1.08B | $1.22B | — |
| Operating income | $630M | $647M | $324M | $827M | $1.03B | $631M |
| Net income | $173M | $311M | $55.3M | $402M | $562M | $288M |
| EPS (diluted) | $1.16 | $2.18 | $0.39 | $2.95 | $4.21 | — |
| Free cash flow | $568M | $577M | $590M | $708M | $685M | $203M |
| Gross margin | 6.0% | 6.4% | 6.6% | 6.7% | 7.5% | — |
| Operating margin | 4.7% | 4.9% | 2.3% | 5.1% | 6.4% | 4.1% |
| Net margin | 1.3% | 2.4% | 0.4% | 2.5% | 3.5% | 1.9% |
| Revenue growth | +0.8% | -1.4% | +9.4% | +12.0% | +0.2% | — |
| Cash + short-term investments | $1.23B | $1.17B | $1.26B | $1.58B | $1.59B | — |
| Total debt | $2.21B | $2.21B | $2.20B | $2.52B | $2.71B | — |
Fiscal years end Sep. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (ACM)
P/E 27.2x · P/S 0.5x · EV/EBITDA 11.3x · EV/Sales 0.6x · P/FCF 38.5x · P/B 3.6x · FCF yield 2.60% · Earnings yield 3.68% · Dividend yield (paid, TTM) 1.91% · Buyback yield (TTM) 8.84% · Net debt $1.70B · EV $9.53B
P/E at fiscal year-ends: Sep 2025 31.0x, Sep 2024 35.0x, Sep 2023 210.3x.
Insider purchases (SEC Form 4, open-market, last ~7 months) (ACM)
3 purchases, $699K. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.
| Trade date | Insider | Role | Shares | Value | Avg price | Insider type |
|---|---|---|---|---|---|---|
| 2026-06-16 | Poloni Lara | PRESIDENT | 4,224 | $298K | 70.63 | Too little history (no open-market trades in 2024) |
| 2026-05-14 | Kapoor Gaurav | CHIEF FINANCIAL OFFICER (PAO) | 1,420 | $101K | 71.12 | Too little history (no open-market trades in 2023 or 2025) |
| 2026-05-14 | Rudd Troy | CHIEF EXECUTIVE OFFICER | 4,225 | $300K | 71.02 | Routine (sold in Aug each year 2023–2025; this trade is outside those months) |
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (ACM)
Consensus Buy (mean 2.00 on a 1–5 scale), 13 analysts; mean target USD 84.33 (low 65, high 104).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-15 | RBC Capital | Target lowered | Outperform | $90 → $89 |
| 2026-10-15 | Keybanc | Target lowered | Overweight | $79 → $78 |
| 2026-10-08 | UBS | Target lowered | Buy | $106 → $103 |
| 2026-10-05 | Truist Securities | Target lowered | Buy | $85 → $75 |
| 2026-08-25 | Argus Research | Target lowered | Buy | $85 → $75 |
| 2026-08-14 | Baird | Target lowered | Neutral | $73 → $65 |
| 2026-08-13 | RBC Capital | Target lowered | Outperform | $105 → $90 |
| 2026-08-12 | Citigroup | Target lowered | Buy | $97 → $84 |
| 2026-08-12 | Truist Securities | Target lowered | Buy | $102 → $85 |
| 2026-08-12 | Keybanc | Target lowered | Overweight | $101 → $79 |
| 2026-08-12 | Barclays | Target lowered | Equal-Weight | $90 → $73 |
| 2026-08-11 | Baird | Target lowered | Neutral | $87 → $73 |
Total return (dividends reinvested) (ACM)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -53.3% | -5.4% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -53.5% | -1.1% |
| Volatility (annualized) | 38.2% | 28.3% |
| Max drawdown | -56.1% (Oct 2025→Oct 2026) | -55.4% (Oct 2025→Oct 2026) |
ACM revenue by business segment (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Americas | $2.63B | 73.4% | -19.7% |
| International | $953.1M | 26.6% | +5.8% |
| AECOM Capital | $200,000 | 0.0% | +100.0% |
| Total revenue | $3.59B | 100% | — |
ACM revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Americas | $2.63B | 73.4% | -19.7% |
| EMEA | $559.5M | 15.6% | +4.3% |
| Asia Pacific | $393.6M | 11.0% | +7.9% |
| Total revenue | $3.59B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
ACM customer concentration
In the period ended Sep 30, 2025, a single direct customer accounted for 7% of revenue, per the company's 10-K filed Nov 19, 2025. The company does not name it.
ACM company outlook (results filed Aug 10, 2026)
- “AECOM updated its fiscal 2026 earnings guidance to reflect the impacts of the Construction Management charge. ·”
- “In addition, the Company reaffirmed its long-term financial targets, which includes its expectation to deliver a 20%+ margin exit rate by fiscal 2028 and to grow adjusted 2 EPS at a 15%+ CAGR from fiscal 2026 to fiscal 2029, excluding the Construction Management charge. ·”
Quoted word-for-word from the SEC 8-K results press release.
ACM analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.59 | $1.60 | -0.7% | $4.10B | 10 |
| Next quarter (ends Dec 2026) | $1.42 | $1.43 | -0.4% | $3.82B | 5 |
| Current fiscal year (ends Sep 2026) | $4.01 | $5.98 | -33.0% | $15.32B | 10 |
| Next fiscal year (ends Sep 2027) | $6.27 | $6.71 | -6.6% | $16.66B | 12 |
Key Statistics (as of October 23, 2026 at 10:01 UTC)
| Price | USD 60.83 |
|---|---|
| Change | ▲ 2.25% (up) |
| Previous Close | USD 60.83 |
| Open | USD 60.83 |
| Day Range | USD 58.87 – 60.99 |
| 52-Week Range | USD 56.39 – 135.52 |
| Volume | 917,125 shares |
| Market Cap | — |
| Exchange | NYQ |
Technical Analysis (ACM)
Nexqual's technical model rates ACM "SELL" based on 2 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 10:01 UTC.
| Overall Signal | SELL |
|---|---|
| RSI (14) | 49.48 (neutral) |
| vs SMA50 | Below (USD 62.25) |
| MACD | -0.91 (negative) |
Analyst Ratings (ACM)
Wall Street analysts rate ACM "Buy" based on 13 analysts, with a mean price target of USD 84.33 (range USD 65–104), per Nexqual as of October 23, 2026 at 10:01 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 13 |
| Mean Target | USD 84.33 |
| High Target | USD 104 |
| Low Target | USD 65 |
| Buy / Hold / Sell | 11 / 2 / 0 |
Earnings (ACM)
| Next Earnings Date | 2026-11-17 |
|---|---|
| EPS Estimate | USD 1.59 |
| Revenue Estimate | $4.10B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD -0.5 vs est 1.46 ▼ miss |
| 2026-03-31 | USD 1.59 vs est 1.54 ▲ beat |
| 2025-12-31 | USD 1.29 vs est 1.16 ▲ beat |
| 2025-09-30 | USD 1.36 vs est 1.34 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
Financials & Fundamentals (ACM)
| Total Revenue | $15.39B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -14.20% |
| Gross Margin | +5.68% |
| Operating Margin | -1.84% |
| Profit Margin | +1.87% |
| ROE | +16.61% |
| Debt / Equity | 1.39 |
| Current Ratio | 1.06 |
| Total Cash | $1.02B |
| Total Debt | $3.33B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $203.45M (1.3% of revenue) |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
Financial Health Score (ACM)
Nexqual rates AECOM's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:01 UTC.
| Growth | Mixed — Revenue +0.2% YoY (annual), slow |
|---|---|
| Profitability | Critical — Gross margin 6%, operating -2% (last 12 months) |
| Balance Sheet | Mixed — $1.01B cash and investments vs $2.71B debt (Jun 2026, SEC) |
| Cash Flow | Mixed — FCF $203M (last 4 quarters to Jun 2026, SEC), slim 1.3% margin |
| Efficiency | Solid — ROE 17%, ROA 3.7% |
Ownership (ACM)
| Insider Ownership | +0.50% |
|---|---|
| Institutional Ownership | +96.38% |
| Shares Outstanding | 128.70M |
| Float | 127.96M |
| Short % of Float | +5.82% |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
Leadership (ACM)
AECOM is led by W. Troy Rudd, Chairman & CEO, per Nexqual as of October 23, 2026 at 10:01 UTC.
| Chairman & CEO | W. Troy Rudd |
|---|---|
| President | Lara Poloni |
| Chief Financial & Operations Officer | Gaurav Kapoor |
| Senior Vice President of Global Communications | Brendan Ranson-Walsh |
| Senior VP & Director of Latin American Transportation | Stephen Polechronis |
Major Backers & Investors (ACM)
Notable institutional backers of AECOM include Primecap Management Company, Barrow, Hanley Mewhinney & Strauss, LLC, FMR, LLC, according to Nexqual as of October 23, 2026 at 10:01 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Primecap Management Company | 6.83% |
| Barrow, Hanley Mewhinney & Strauss, LLC | 4.27% |
| FMR, LLC | 2.92% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 2.77% |
| Invesco | 2.48% |
| First Trust Advisors LP | 1.9% |
| PRIMECAP Odyssey Funds-PRIMECAP Odyssey Aggressive Growth Fund | 1.7% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 11.17% |
| Vanguard Group | 8.77% |
| State Street | 3.19% |
Source: Nexqual, October 23, 2026 at 10:01 UTC.
From AECOM's Latest SEC 10-K Filing (filed 2025-11-19)
Key Strengths & Strategy (as disclosed to the SEC)
- According to Engineering News-Record's (ENR's) 2025 Design Survey, we are the largest general architectural and engineering design firm in the world, ranked by 2024 design revenue, and we are the number one ranked water, transportation design, facilities design, environmental engineering, environmental consulting and environmental science firm in the world.
- Technical excellence is the foundation of our competitive advantage—it's how we harness the power of our teams' technical skills and expertise to deliver high quality solutions for clients and communities we serve.
Partnerships
- Advisory – We provide expertise driven advisory services to infrastructure clients through the development of high-value strategies blending strategic direction with real-world expertise and deep collaboration, including: •Digital Water Advisory and Consulting. •Emerging Contaminants. •Resource Management. •Asset Management. •Water Supply Optimization.
Legal & Regulatory Risks (Item 1A, quoted)
- We operate in many different jurisdictions and we could be adversely affected by legislative actions of governments, as well as violations of the U.S. Foreign Corrupt Practices Act and similar worldwide anti-corruption laws.
- We may use artificial intelligence, machine learning, data science and similar technologies in our business, and challenges with properly managing such technologies could result in reputational harm, competitive harm, and legal liability, and adversely affect our business, financial condition and results of operations.
- Risks Related to Laws and Regulations
- We may be subject to substantial liabilities under environmental laws and regulations.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| STN | Stantec Inc | USD 72.77 | ▲ 3.63% |
| ACA | Arcosa, Inc. | USD 149.15 | ▲ 0.08% |
| DY | Dycom Industries, Inc. | USD 225.16 | ▼ 5.18% |
| TTEK | Tetra Tech, Inc. | USD 36.81 | ▲ 5.02% |
| FLR | Fluor Corporation | USD 43.42 | ▼ 6.44% |
| IESC | IES Holdings, Inc. | USD 220.75 | ▼ 6.7% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:01 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt