Update shared on22 Oct 2025
Fair value Increased 2.68%Analysts have increased AECOM's fair value estimate from $136.83 to $140.50, citing slightly improved revenue growth expectations and a marginal decrease in the discount rate as key contributors to the new price target.
What's in the News
- AECOM, as part of a consortium with Arup, has been awarded a place on the UK's National Highways SPaTS3 framework. The framework is valued at up to £495 million and is expected to last until 2031 (Key Developments).
- A joint venture between Binnies and AECOM will deliver engineering services for the Phase 3 expansion of Changi Water Reclamation Plant in Singapore. The project aims to increase treatment capacity by up to 96 million gallons per day (Key Developments).
- AECOM has been appointed as the Project Management Consultant and engineer for Phase II of The Avenues in Riyadh, a $4 billion mixed-use development scheduled to open in 2026 (Key Developments).
- The company updated its 2025 financial guidance, forecasting GAAP EPS of $5.08 to $5.18 and GAAP net income from continuing operations between $750 million and $753 million (Key Developments).
- AECOM secured contracts with the U.S. Army Corps of Engineers Europe District worth over $490 million. These contracts cover architecture and engineering services in multiple European countries (Key Developments).
Valuation Changes
- The Fair Value Estimate has increased slightly from $136.83 to $140.50.
- The Discount Rate has decreased marginally, moving from 8.63% to 8.61%.
- Revenue Growth expectations have increased from 5.37% to 5.73%.
- The Net Profit Margin has edged down, shifting from 5.08% to 5.03%.
- The future P/E ratio has increased moderately, rising from 24.24x to 24.88x.
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