Update shared on 18 Dec 2025
Fair value Decreased 0.35%Analysts have modestly reduced their price target on AECOM by approximately 0.3 percent to around 142.83 dollars, reflecting slightly higher perceived discount rates and only marginal adjustments to long term growth and profitability assumptions.
What's in the News
- AECOM begins a strategic review of its Construction Management business, including a potential sale, to reallocate capital toward higher growth areas such as AI and its Advisory operations (Company announcement).
- The company issues fiscal 2026 earnings guidance, projecting net income from continuing operations between 599 million dollars and 710 million dollars, and EPS in the range of 4.01 dollars to 4.84 dollars (Company guidance).
- AECOM announces a 19 percent increase in its quarterly dividend to 0.31 dollars per share and sets double digit annual dividend growth targets for 2026 through 2029 (Company announcement).
- The company expands its U.S. federal government reach by securing a position on the GSA OASIS+ contract, a 10 year, no ceiling, multi agency vehicle for complex professional services (Client announcement).
- AECOM, in a joint venture with Jacobs, is appointed to provide design services for The Mukaab, the landmark centerpiece of Riyadh's New Murabba development under Saudi Arabia's Vision 2030 program (Client announcement).
Valuation Changes
- Fair Value Estimate has edged down slightly from approximately 143.33 dollars to 142.83 dollars per share, reflecting a modestly lower intrinsic valuation.
- Discount Rate has risen slightly from about 9.12 percent to 9.14 percent, indicating a marginal increase in the required return applied to future cash flows.
- Revenue Growth assumptions remain effectively unchanged at around negative 8.14 percent, suggesting no material revision to near term top line expectations.
- Net Profit Margin outlook is essentially flat at roughly 7.25 percent, indicating no significant shift in projected profitability.
- Future P/E multiple has slipped slightly from about 26.49x to 26.41x, implying a marginally lower valuation multiple applied to forward earnings.
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