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
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Read full narrativeConcorrenti di AECOM
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$83.92 |
| Massimo di 52 settimane | US$135.52 |
| Minimo di 52 settimane | US$79.01 |
| Beta | 1.0 |
| Variazione di 1 mese | -1.25% |
| Variazione a 3 mesi | -14.93% |
| Variazione di 1 anno | -17.32% |
| Variazione a 3 anni | 4.87% |
| Variazione a 5 anni | 26.54% |
| Variazione dall'IPO | 297.73% |
Notizie e aggiornamenti recenti
After Two Detrimental Earnings Events, Could AECOM Be Third Time Lucky?
Apr 28
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.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).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.Recent updates
After Two Detrimental Earnings Events, Could AECOM Be Third Time Lucky?
Apr 28ACM: 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.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).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.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.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).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).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.
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?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.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).AECOM (NYSE:ACM) Is Paying Out A Larger Dividend Than Last Year
Dec 09
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.Some Analysts Just Cut Their AECOM (NYSE:ACM) Estimates
Nov 20ACM: 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).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.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.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).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.Is There Now An Opportunity In AECOM (NYSE:ACM)?
Jul 14Does This Valuation Of AECOM (NYSE:ACM) Imply Investors Are Overpaying?
Jun 30AECOM (NYSE:ACM) Might Have The Makings Of A Multi-Bagger
May 19AECOM: Secular Trends, Digital Transformation And Margin Expansion Ahead
Apr 29AECOM: A Strong Industrials Firm For Growth Investors
Feb 09AECOM: Long Runway To Redeploy Free Cash Flows At An Advantage
Nov 27AECOM Earnings Taking Wings Due To Record Revenues And Margins
Sep 12Rendimenti per gli azionisti
| ACM | US Construction | US Mercato | |
|---|---|---|---|
| 7D | 2.4% | 16.1% | 1.8% |
| 1Y | -17.3% | 137.3% | 29.8% |
Ritorno vs Industria: ACM ha avuto una performance inferiore rispetto al US Construction che ha registrato un rendimento 137.3 % nell'ultimo anno.
Rendimento vs Mercato: ACM ha avuto una performance inferiore al mercato US che ha registrato un rendimento 29.8 % nell'ultimo anno.
Volatilità dei prezzi
| ACM volatility | |
|---|---|
| ACM Average Weekly Movement | 5.6% |
| Construction Industry Average Movement | 8.1% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
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 ( 6% ) 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$10.94b |
| Utili (TTM) | US$601.34m |
| Ricavi(TTM) | US$15.96b |
ACM è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| ACM Conto economico (TTM) | |
|---|---|
| Ricavi | US$15.96b |
| Costo del fatturato | US$14.73b |
| Profitto lordo | US$1.23b |
| Altre spese | US$627.96m |
| Utili | US$601.34m |
Ultimi utili riportati
Dec 31, 2025
Prossima data di guadagno
May 11, 2026
| Utile per azione (EPS) | 4.65 |
| Margine lordo | 7.70% |
| Margine di profitto netto | 3.77% |
| Rapporto debito/patrimonio netto | 107.9% |
Come si è comportato ACM nel lungo periodo?
Vedi performance storica e confrontoDividendi
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/06 00:49 |
| Prezzo dell'azione a fine giornata | 2026/05/06 00:00 |
| Utili | 2025/12/31 |
| 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 |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
| |
| Sviluppi principali | 10 anni |
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* 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; abbiamo anche guide su come utilizzare i nostri report e 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. 6 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 |