AECOM
Plans, designs, engineers and manages infrastructure projects across public and private markets.
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Profile
Sells advisory, planning, design, engineering, program-management and construction-management services across the infrastructure lifecycle. Most activity runs through the Americas, alongside an International professional-services business and AECOM Capital's real-estate investment and development work.
Provides advisory, planning, architecture, engineering, program management and construction management for water, environmental, energy, transportation and building projects. Work spans public and private clients across the project lifecycle rather than standardized products.
Americas is the largest business, covering the United States, Canada and Latin America and including Construction Management. International delivers similar professional services across Europe, the Middle East, India, Africa, Asia, Australia and New Zealand, while AECOM Capital invests in and develops real-estate projects.
Execution relies on technical staff, subcontractors and joint arrangements, as well as client procurement and funding for long-duration assignments. The portfolio retains professional construction management but excludes the self-perform, at-risk construction businesses previously divested.
Company facts
Key statistics
Year to date −28.2% · Average volume (30d) 2.2M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 25, 2026 | Argus Research | Reiterate | Buy | $135 | $75 |
| Aug 14, 2026 | Robert W. Baird | Target | $73 | $65 | |
| Aug 13, 2026 | RBC Capital | Reiterate | Outperform | $111 | $90 |
| Aug 12, 2026 | Goldman Sachs | Target | $127 | $91 | |
| Aug 12, 2026 | UBS | Target | $145 | $85 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 10, 2026Q3 FY26 | $1.46 | −$0.50 | −134.2% | $2.01B | $1.61B | −20.1% | −8.53% |
| May 11, 2026Q2 FY26 | $1.58 | $1.59 | +0.6% | $1.94B | $1.95B | +0.4% | −12.01% |
| Feb 9, 2026Q1 FY26 | $1.41 | $1.29 | −8.5% | $1.76B | $1.85B | +5.4% | +1.13% |
| Nov 18, 2025Q4 FY25 | $1.34 | $1.36 | +1.5% | $1.95B | $4.18B | +114.3% | −11.10% |
Financial highlights
| 12 quarters | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.77B | $4.18B | $4.18B | $3.83B | $3.80B | $3.59B | |
| Gross profit | $290.8M | $327.0M | $330.6M | $281.0M | $296.5M | −$34.0M | |
| Operating income | $257.6M | $294.1M | $237.4M | $240.2M | $247.8M | −$76.0M | |
| Net income | $143.4M | $131.0M | $120.4M | $74.5M | $179.9M | −$86.7M | |
| Diluted EPS | $1.08 | $1.31 | $0.90 | $0.56 | $1.39 | −$0.67 | |
| Gross margin | 7.7% | 7.8% | 7.9% | 7.3% | 7.8% | -0.9% | |
| Operating margin | 6.8% | 7.0% | 5.7% | 6.3% | 6.5% | -2.1% |
Fiscal years (4-quarter sums)FY21 $13.34B · FY22 $13.15B · FY23 $14.38B · FY24 $16.11B · FY25 $16.14B
Revenue by product · Q1 FY26
Revenue by geography · Q1 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $762.02B · Total debt $3.33B · Total assets $12.03B · Shareholders' equity $2.19B
Dividends
Raised for 3 straight years — most recently to $0.31 from $0.26 in Jan 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 1, 2026 | Jul 1 | Jul 17 | $0.31 | |
| Apr 1, 2026 | Apr 1 | Apr 17 | $0.31 | |
| Jan 7, 2026 | Jan 7 | Jan 23 | $0.31 | raised from $0.26 |
| Oct 1, 2025 | Oct 1 | Oct 17 | $0.26 | |
| Jul 2, 2025 | Jul 2 | Jul 18 | $0.26 | |
| Apr 2, 2025 | Apr 2 | Apr 17 | $0.26 | |
| Jan 2, 2025 | Jan 2 | Jan 17 | $0.26 | raised from $0.22 |
| Oct 2, 2024 | Oct 2 | Oct 18 | $0.22 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 128.52M · Float 127.80M · 99.4% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 14.38M | 11.19% | 13F | Aug 7, 2026 |
| Primecap Management Co/CA/ | 8.79M | 6.84% | 13F | Aug 14, 2026 |
| Vanguard Capital Management LLC | 5.81M | 4.52% | 13F | Aug 13, 2026 |
| Barrow Hanley Mewhinney & Strauss LLC | 5.50M | 4.28% | 13F | Aug 12, 2026 |
| Vanguard Portfolio Management LLC | 5.49M | 4.27% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Jun 16, 2026 | Lara Poloni | officer: PRESIDENT | +4,224 | $70.63 |
| May 14, 2026 | Troy Rudd | director, officer: CHIEF EXECUTIVE OFFICER | +4,225 | $71.02 |
| May 14, 2026 | Gaurav Kapoor | officer: CHIEF FINANCIAL OFFICER (PAO) | +1,420 | $71.12 |
| Dec 17, 2025 | Lara Poloni | officer: PRESIDENT | −17,533 | $97.02 |
| Dec 17, 2025 | David Y. Gan | officer: CHIEF LEGAL OFFICER | −9,502 | $97.01 |
Peers
- Jacobs Solutions
End-to-end infrastructure adviser across water, transport, energy and places.
- Tetra Tech
Water-led engineering consultancy for public and commercial infrastructure.
- Stantec
Design consultancy spanning infrastructure, water, buildings, and energy.
- Fluor
EPC and technical-services provider for complex capital and government projects.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| AECOM | $69.38 | +0.29% | $8.89B | 31.7 | 11.2 | 0.6 | −61.5% |
| Jacobs Solutions | $151.98 | −0.01% | $17.95B | 53.3 | 18.9 | 1.3 | −20.2% |
| Tetra Tech | $36.54 | 0.00% | $9.48B | 22.0 | 21.6 | 1.9 | −19.0% |
| Stantec | $75.10 | +0.40% | $8.53B | 23.4 | 22.1 | 1.5 | −13.1% |
| Fluor | $53.27 | −0.05% | $7.44B | — | 16.5 | 0.5 | +8.8% |
| Median | 23.4 | 20.3 | 1.4 | −16.0% |