AECOM (NYSE:ACM) Posts Quarterly Earnings Results, Misses Estimates By $1.96 EPS

Key Points

• AECOM significantly missed earnings expectations, reporting adjusted EPS of approximately $0.50 versus the $1.46 consensus, largely due to a $337 million pretax charge tied to a Construction Management project. Revenue was $3.59 billion, while the company posted an $86.7 million net loss.
• The company cut fiscal 2026 guidance to adjusted EPS of $3.95–$4.15, well below the $5.97 analyst consensus, and lowered its net service revenue growth outlook. Shares fell to about $73 following the results.
• Despite the setback, AECOM’s backlog rose 13% year over year to a record $27.8 billion, and insiders purchased roughly $700,000 of company stock over the past six months, signaling management confidence in the long-term outlook.

AECOM (NYSE:ACM - Get Free Report) posted its quarterly earnings data on Monday. The construction company reported ($0.50) earnings per share for the quarter, missing the consensus estimate of $1.46 by ($1.96), FiscalAI reports. AECOM had a return on equity of 28.52% and a net margin of 3.16%.The business had revenue of $3.59 billion for the quarter, compared to analyst estimates of $2.01 billion. AECOM updated its FY 2026 guidance to 3.950-4.150 EPS.

AECOM Stock Performance

ACM stock traded down $2.84 during midday trading on Monday, hitting $73.00. The stock had a trading volume of 3,396,781 shares, compared to its average volume of 1,677,897. AECOM has a 52 week low of $66.28 and a 52 week 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 stock has a 50-day simple moving average of $70.34 and a 200 day simple moving average of $81.40. The firm has a market capitalization of $9.38 billion, a price-to-earnings ratio of 19.06, a P/E/G ratio of 0.92 and a beta of 0.93.

AECOM Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, July 17th. Investors of record on Wednesday, July 1st were given a $0.31 dividend. This represents a $1.24 annualized dividend and a yield of 1.7%. The ex-dividend date of this dividend was Wednesday, July 1st. AECOM's dividend payout ratio (DPR) is 32.38%.

Key AECOM News

Here are the key news stories impacting AECOM this week:

• Positive Sentiment: Backlog increased 13% year over year to a record $27.8 billion, supported by $4.2 billion in wins and a 1.6 book-to-burn ratio, indicating solid future demand. AECOM reports third quarter fiscal 2026 results
• Positive Sentiment: AECOM generated $95 million of operating cash flow and $55 million of free cash flow during the quarter, and expects approximately $300 million of free cash flow for fiscal 2026.
• Positive Sentiment: The CEO, president and CFO collectively purchased roughly $700,000 of ACM shares during the past six months, a potential signal of management confidence.
• Neutral Sentiment: Analysts’ median price target is $99.50, well above the recent trading level, but these targets predate the latest earnings report and may be revised.
• Negative Sentiment: Fiscal third-quarter revenue fell 14% year over year to $3.586 billion. AECOM reported a net loss attributable to the company of approximately $86.7 million, or a GAAP diluted loss of $0.67 per share, compared with prior-year net income of $131 million. AECOM reports $3.59 billion Q3 revenue after project charge
• Negative Sentiment: Results included a $337 million pretax charge tied to a Construction Management project, pushing adjusted EPS to approximately $0.50 and well below the $1.46 analyst consensus.
• Negative Sentiment: AECOM lowered fiscal 2026 adjusted EPS guidance to $3.95–$4.15, substantially below the $5.97 consensus estimate, while also reducing expectations for net service revenue growth. Adjusted EBITDA guidance is now $935 million–$965 million.
• Negative Sentiment: Investors remain concerned about project claims, collections and cash-flow quality following previously disclosed elevated contract assets. The earnings miss and guidance reduction provide the clearest explanation for the stock’s decline and may keep volatility elevated around the earnings call.

Insider Buying and Selling at AECOM

In other AECOM news, CEO Troy Rudd acquired 4,225 shares of the company's stock in a transaction dated Thursday, May 14th. The stock was bought at an average price of $71.02 per share, for a total transaction of $300,059.50. Following the purchase, the chief executive officer owned 142,207 shares in the company, valued at $10,099,541.14. This represents a 3.06% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Gaurav Kapoor purchased 1,420 shares of the company's stock in a transaction that occurred on Thursday, May 14th. The stock was acquired at an average cost of $71.12 per share, with a total value of $100,990.40. Following the transaction, the chief financial officer directly owned 88,053 shares of the company's stock, valued at approximately $6,262,329.36. This represents a 1.64% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have acquired 9,869 shares of company stock valued at $699,391 in the last 90 days. 0.46% of the stock is currently owned by company insiders.

Institutional Investors Weigh In On AECOM

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

Wall Street Analyst Weigh In

A number of research analysts have recently commented on ACM shares. Truist Financial cut their price target on AECOM from $109.00 to $102.00 and set a "buy" rating for the company in a report on Thursday, July 2nd. Barclays dropped their target price on shares of AECOM from $110.00 to $90.00 and set an "equal weight" rating on the stock in a research report on Tuesday, May 19th. KeyCorp reduced their price target on shares of AECOM from $115.00 to $101.00 and set an "overweight" rating for the company in a report on Wednesday, May 13th. Citigroup restated a "buy" rating on shares of AECOM in a research report on Thursday, July 23rd. Finally, Robert W. Baird dropped their price objective on shares of AECOM from $98.00 to $91.00 and set a "neutral" rating on the stock in a report on Tuesday, May 12th. Nine analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $114.82.

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.

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