AECOM (ACM)

In the past six months, AECOM's stock price has been influenced by several events, including Q4 2025 earnings report where it surpassed analysts' consensus estimates for EPS but fell short on revenue. Recent months have seen downward EPS and revenue revisions from analysts. AECOM is anticipated to report its Q1 2026 earnings on February 9, 2026. The company also initiated a strategic review of its Construction Management division and secured a multi-billion-dollar 13-year contract with Scottish Water.

While specific seasonal patterns for AECOM's overall business are not explicitly detailed, the demand for its products and services is generally strong in key sectors. The company experiences robust demand in transportation, water, and energy infrastructure. AECOM's order backlog has reached record highs, driven primarily by the transportation, water, and energy sectors, indicating sustained demand in these core areas.

AECOM is a multinational infrastructure consulting firm headquartered in Dallas, Texas, operating within the Industrials sector and the Construction industry. The company is a leading global provider of advisory, design, and engineering services, transitioning towards a higher-margin, lower-risk professional services business. AECOM's major products and services encompass a broad spectrum of end markets, including water, transportation, environment, facilities, energy, and general infrastructure, offering services such as architectural engineering, building design, and IT & Cyber Security.

AECOM has a significant global presence, serving clients in over 150 countries. The company's operations are structured into segments, including Americas (covering the United States, Canada, and Latin America) and International (encompassing Europe, the Middle East, India, Africa, and the Asia-Australia-Pacific regions).

AECOM has maintained a strong brand reputation, being recognized by Fortune magazine as one of the "World's Most Admired Companies" for the twelfth consecutive year. In 2025, AECOM was also recognized as Engineering News-Record's No. 1 overall design firm and reaffirmed its No. 1 rankings across its primary end markets. The company achieved an all-time high win rate on projects and reported a record 79% of employees who would recommend it as a great place to work.

Institutional investors hold a significant majority of AECOM's shares, owning approximately 87% of the company. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, Primecap Management Co/ca/, State Street Corp, and Invesco Ltd. Recent insider selling activity has been noted.