AECOM (ACM) Panoramica del titolo
AECOM, insieme alle sue controllate, fornisce servizi professionali di consulenza infrastrutturale per governi, aziende e organizzazioni a livello internazionale. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 6/6 |
| Crescita futura | 2/6 |
| Prestazioni passate | 3/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 3/6 |
Premi
Analisi del rischio
ACM Community Fair Values
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Analyst Price Targets
Concorrenti di AECOM
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$68.81 |
| Massimo di 52 settimane | US$135.52 |
| Minimo di 52 settimane | US$67.64 |
| Beta | 0.93 |
| Variazione di 1 mese | -4.48% |
| Variazione a 3 mesi | -23.60% |
| Variazione di 1 anno | -37.19% |
| Variazione a 3 anni | -19.04% |
| Variazione a 5 anni | 7.63% |
| Variazione dall'IPO | 226.11% |
Notizie e aggiornamenti recenti
Articolo di analisi • Jun 18
AECOM (ACM) Stock Could Be 35% Undervalued After DHS Contract And AI Push
AECOM (ACM) stock is back in focus after the company secured a wide ranging U.S. Department of Homeland Security contract and highlighted growing use of proprietary AI tools in major infrastructure projects. See our latest analysis for AECOM. Despite the Department of Homeland Security contract win, expanding AI tools and recent leadership and financing updates, AECOM’s recent momentum has softened, with the share price down 23.1% over 90 days and the 1 year total shareholder return declining...
Aggiornamento della narrazione • Jun 07
ACM: Defense Infrastructure Wins And Record Backlog Will Support Future Earnings Upside
Analysts have trimmed their price target for AECOM from $121.75 to $106.88, citing updated assumptions regarding revenue growth, profit margins, the discount rate, and future P/E to better reflect current expectations. What's in the News AECOM secured the top position on Defence Construction Canada’s National Architecture & Engineering Source List, a multi year program with a potential value of up to C$270 million that supports the Department of National Defence’s infrastructure across Canada.Recent updates
Articolo di analisi • Jun 18
AECOM (ACM) Stock Could Be 35% Undervalued After DHS Contract And AI Push
AECOM (ACM) stock is back in focus after the company secured a wide ranging U.S. Department of Homeland Security contract and highlighted growing use of proprietary AI tools in major infrastructure projects. See our latest analysis for AECOM. Despite the Department of Homeland Security contract win, expanding AI tools and recent leadership and financing updates, AECOM’s recent momentum has softened, with the share price down 23.1% over 90 days and the 1 year total shareholder return declining...Aggiornamento della narrazione • Jun 07
ACM: Defense Infrastructure Wins And Record Backlog Will Support Future Earnings Upside
Analysts have trimmed their price target for AECOM from $121.75 to $106.88, citing updated assumptions regarding revenue growth, profit margins, the discount rate, and future P/E to better reflect current expectations. What's in the News AECOM secured the top position on Defence Construction Canada’s National Architecture & Engineering Source List, a multi year program with a potential value of up to C$270 million that supports the Department of National Defence’s infrastructure across Canada.Aggiornamento della narrazione • May 12
ACM: Defense And Fusion Contract Wins Will Support Future Earnings Upside
Analysts have slightly adjusted their price target on AECOM to $121.75 from $121.83, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E, while leaving their overall valuation framework largely intact. What's in the News AECOM joined Type One Energy and Tokamak Energy in the UK Infinity Fusion Consortium to pursue what is described as the first private sector led fusion power plant project in the UK.Seeking Alpha • Apr 28
After Two Detrimental Earnings Events, Could AECOM Be Third Time Lucky?
Summary Recent earnings events have driven Aecom’s stock down 38% in six months, but Q2 2026 offers the potential for a shift. ACM’s accelerating AI adoption, robust data center servicing growth, and strategic buyback authorization ($1.34B authorization equating to 13% of market cap) position it for operating leverage and shareholder returns. At 10x forward EBITDA, Aecom is now one of the cheapest infrastructure consulting stocks around, with the market sleeping over its operating leverage capabilities. With a dividend growth track record of 20% CAGR, ACM is also likely to attract income investors looking for beaten-down dividend growers. The stock has now reached its lower Bollinger band on the monthly chart, while selling volumes have been on the wane. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 26
ACM: Defense And Fusion Wins Will Support Future Earnings Upside
Analysts have adjusted AECOM's price target to about $122 from roughly $126. This reflects updated views on its discount rate, revenue growth, profit margin, and future P/E assumptions.Aggiornamento della narrazione • Apr 12
ACM: Defense And Fusion Infrastructure Wins Will Support Future Upside
Analysts have trimmed their price target on AECOM from $128.25 to about $126.33, reflecting small adjustments to fair value, discount rate and long run P/E assumptions, while keeping revenue growth and profit margin expectations broadly in line with prior views. What's in the News AECOM entered a partnership with Southern Methodist University focused on artificial intelligence research, workforce readiness, and a doctoral fellowship program in infrastructure engineering, guided by a joint advisory board spanning both organizations (Key Developments).Aggiornamento della narrazione • Mar 28
ACM: Major Infrastructure Contracts Will Support Future Share Price Upside
Analysts have maintained their AECOM fair value estimate at $128.25, making only minor adjustments to underlying assumptions such as the discount rate and future P/E. These changes reflect updated views on the company’s risk profile rather than a shift in overall conviction.Aggiornamento della narrazione • Mar 12
ACM: Major Global Infrastructure Wins Will Support Future Share Returns
Analysts have maintained their AECOM fair value estimate at $128.25, making only modest adjustments to assumptions around the discount rate, revenue growth, profit margin, and future P/E. These changes support a price target narrative that remains largely unchanged.Aggiornamento della narrazione • Feb 25
ACM: Expanded Buybacks And Major Rail Contracts Will Support Future Returns
Analysts have adjusted their price target on AECOM to $128.25 from $126.33, reflecting updated assumptions around revenue growth, profit margins, discount rates, and future P/E levels. What's in the News TomTom announced a global partnership with AECOM, giving AECOM access to a wide suite of traffic data products to support mobility and infrastructure planning for public and private clients worldwide, including live traffic and historic traffic analytics (Client announcement).Aggiornamento della narrazione • Feb 11
ACM: Pending Construction Sale And Buybacks Will Support Future Share Returns
Analysts now set their price target for AECOM at $126.33, down from $128.58, reflecting updated views on revenue growth, profit margins, and a lower assumed future P/E multiple. What's in the News AECOM issued earnings guidance for fiscal 2026, with expected net income from continuing operations between $599 million and $710 million and EPS between $4.01 and $4.84, alongside a later update indicating a net income range of $613 million to $705 million and EPS of $4.18 to $4.89 (corporate guidance).Aggiornamento della narrazione • Jan 26
ACM: Long-Term Infrastructure Wins And Portfolio Shift Will Drive Future Returns
Analysts have trimmed their price target on AECOM to about $128.58 from roughly $135.67. They point to slightly higher discount rate assumptions, a modestly weaker revenue growth outlook, a small improvement in profit margin expectations, and a lower future P/E multiple in their updated models.
Nuova narrazione • Jan 24
Long Term Infrastructure And AI Megatrends Will Support Stronger Margins And Earnings Quality
Catalysts About AECOM AECOM is a global infrastructure consulting firm focused on design, advisory, program management and technical services across transportation, water, environment, facilities and energy related projects. What are the underlying business or industry changes driving this perspective?Aggiornamento della narrazione • Jan 10
ACM: Long Term Infrastructure Contracts And Buybacks Will Support Stronger Future Returns
Analysts have trimmed their price target on AECOM by about $7. The shift is mainly tied to a slightly lower assumed future P/E multiple, while revenue growth and profit margin expectations remain broadly unchanged.Aggiornamento della narrazione • Dec 18
ACM: Rising Dividend Payouts Will Drive Stronger Future Shareholder Returns
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).Articolo di analisi • Dec 09
AECOM (NYSE:ACM) Is Paying Out A Larger Dividend Than Last Year
AECOM ( NYSE:ACM ) has announced that it will be increasing its dividend from last year's comparable payment on the...Aggiornamento della narrazione • Dec 04
ACM: Dividend Increases Will Drive Future Shareholder Returns
Analysts have nudged their price target on AECOM slightly lower, trimming fair value by approximately $0.08 per share as they factor in a modestly higher perceived risk profile and a slightly softer margin outlook, partly offset by expectations for a richer future earnings multiple. What's in the News AECOM completed a major share repurchase tranche, buying back about 1.97 million shares, or 1.49% of outstanding stock, in the quarter ended September 30, 2025.Articolo di analisi • Nov 20
Some Analysts Just Cut Their AECOM (NYSE:ACM) Estimates
The analysts covering AECOM ( NYSE:ACM ) delivered a dose of negativity to shareholders today, by making a substantial...Aggiornamento della narrazione • Nov 20
ACM: Rising Margins and Dividend Hike Will Drive Future Performance
Analysts have modestly increased their price target for AECOM from $141.75 to $143.42, citing improved profit margin forecasts even though revenue growth is expected to slow. What's in the News AECOM provided earnings guidance for fiscal year 2026, projecting net income from continuing operations between $599 million and $710 million, and EPS between $4.01 and $4.84 (Corporate Guidance).Aggiornamento della narrazione • Nov 06
ACM: Growth Opportunities and Ongoing Projects Are Expected to Support Steady Performance
Analysts have increased their price target for AECOM from $140.50 to $141.75, reflecting updated expectations for growth and profitability. What's in the News Jacobs and AECOM have been appointed by New Murabba Development Company to provide design services for The Mukaab, the centerpiece of Riyadh's New Murabba development.Aggiornamento della narrazione • Oct 22
Analysts Lift AECOM Valuation as New Contracts Drive Revenue Growth Expectations
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.Aggiornamento della narrazione • Oct 08
Government Infrastructure Spending And AI Will Shape Future Markets
Analysts have raised their price target for AECOM from $133.18 to $136.83 per share, citing slight improvements in key valuation metrics and stable growth expectations. What's in the News AECOM, in joint venture with AtkinsRealis, has been awarded a consultancy for the Hong Kong-Shenzhen Western Rail Link, which will enhance connectivity in the Greater Bay Area (Highways Department of HKSAR Government).Aggiornamento della narrazione • Aug 07
Government Infrastructure Spending And AI Will Shape Future Markets
With consensus forecasts for revenue growth and net profit margin remaining stable, analysts have kept AECOM’s fair value target unchanged at $131.09. What's in the News AECOM revised its 2025 GAAP EPS guidance to $5.08–$5.18, expecting GAAP net income of $750–$753 million and attributable net income of $675–$688 million.Articolo di analisi • Jul 14
Is There Now An Opportunity In AECOM (NYSE:ACM)?
Let's talk about the popular AECOM ( NYSE:ACM ). The company's shares saw a significant share price rise of 31% in the...Articolo di analisi • Jun 30
Does This Valuation Of AECOM (NYSE:ACM) Imply Investors Are Overpaying?
Key Insights Using the 2 Stage Free Cash Flow to Equity, AECOM fair value estimate is US$90.19 AECOM's US$113 share...Seeking Alpha • Apr 29
AECOM: Secular Trends, Digital Transformation And Margin Expansion Ahead
Summary AECOM is a leading global infrastructure consulting firm poised to benefit from a multi-decade infrastructure boom and sustainability trends, making it a strong buy. The company's asset-light, high-margin services, and unique digital edge, including AI integration, are expected to drive significant efficiency gains and margin expansion. AECOM's strong growth and profitability prospects are supported by consistent backlog growth, increasing margins, and a focus on high-value services. Trading at a discount compared to peers, AECOM offers attractive valuation and shareholder returns, with the potential for significant upside as the market recognizes its transformation. Read the full article on Seeking AlphaSeeking Alpha • Feb 09
AECOM: A Strong Industrials Firm For Growth Investors
Summary AECOM is rated a Strong Buy due to projected price increases, strong organic growth, a robust backlog, and rising margins. The company has shown consistent share price growth since mid-2020 and has a healthy financial position with low net leverage. AECOM's growth potential is bolstered by expanding markets and internal initiatives like the Water & Environment Advisory Services. Despite competitive industry risks, AECOM's strong financials, diversified revenue streams, and strategic wins make it a solid candidate for growth investors. Read the full article on Seeking AlphaSeeking Alpha • Nov 27
AECOM: Long Runway To Redeploy Free Cash Flows At An Advantage
Summary AECOM has benefitted from multiples expansion due to its higher returns on capital versus benchmarks and consistent performance over time. Its economic characteristics result in high turnover on capital employed in the enterprise. Valuations are sensible, and the discounted value of free cash flow could be worth >$0.88 on per dollar of sales if business continues at this steady state. Read the full article on Seeking AlphaRendimenti per gli azionisti
| ACM | US Construction | US Mercato | |
|---|---|---|---|
| 7D | -1.9% | 2.1% | 1.4% |
| 1Y | -37.2% | 96.9% | 25.7% |
Ritorno vs Industria: ACM ha avuto una performance inferiore rispetto al US Construction che ha registrato un rendimento 96.9 % nell'ultimo anno.
Rendimento vs Mercato: ACM ha avuto una performance inferiore al mercato US che ha registrato un rendimento 25.7 % nell'ultimo anno.
Volatilità dei prezzi
| ACM volatility | |
|---|---|
| ACM Average Weekly Movement | 5.0% |
| Construction Industry Average Movement | 8.6% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: ACM non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di ACM è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1980 | 51,000 | W. Rudd | www.aecom.com |
AECOM, insieme alle sue controllate, fornisce servizi professionali di consulenza infrastrutturale per governi, aziende e organizzazioni a livello internazionale. L'azienda opera in tre segmenti: Americhe, Internazionale e AECOM Capital. L'azienda offre servizi di consulenza, pianificazione, consulenza, progettazione architettonica e ingegneristica, costruzione e gestione dei programmi, nonché servizi di investimento e sviluppo a clienti pubblici e privati nei principali mercati finali quali trasporti, strutture, acqua, ambiente ed energia.
AECOM Riepilogo dei fondamenti
| ACM statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$8.84b |
| Utili (TTM) | US$631.35m |
| Ricavi(TTM) | US$15.99b |
14.0x
Rapporto P/E0.6x
Rapporto P/SACM è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ACM Conto economico (TTM) | |
|---|---|
| Ricavi | US$15.99b |
| Costo del fatturato | US$14.75b |
| Profitto lordo | US$1.24b |
| Altre spese | US$603.69m |
| Utili | US$631.35m |
Ultimi utili riportati
Mar 31, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | 4.91 |
| Margine lordo | 7.73% |
| Margine di profitto netto | 3.95% |
| Rapporto debito/patrimonio netto | 106.9% |
Come si è comportato ACM nel lungo periodo?
Vedi performance storica e confrontoDividendi
1.8%
Rendimento attuale del dividendo24%
Rapporto di remunerazioneACM paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di ACM| AECOM date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Jul 01 2026 |
| Data di pagamento dei dividendi | Jul 17 2026 |
| Giorni fino al dividendo Ex | 10 days |
| Giorni prima della data di pagamento dei dividendi | 26 days |
ACM paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di ACMAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/06/21 07:24 |
| Prezzo dell'azione a fine giornata | 2026/06/18 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/09/30 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
|
| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
|
* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
AECOM è coperta da 22 analisti. 7 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| John Staszak | Argus Research Company |
| Andrew Wittmann | Baird |
| Andrew Kaplowitz | Barclays |