AECOM

NYSE:ACM 株式レポート

時価総額：US$9.2b

AECOM 過去の業績

過去 基準チェック /36

AECOMは、平均年間20.7%の収益成長を遂げていますが、 Construction業界の収益は、年間 成長しています。収益は、平均年間28% 5.2%収益成長率で 成長しています。 AECOMの自己資本利益率は28.6%であり、純利益率は3.9%です。

主要情報

20.72%

収益成長率

23.42%

EPS成長率

Construction 業界の成長20.19%
収益成長率5.21%
株主資本利益率28.56%
ネット・マージン3.95%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブの更新 • 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 Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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).
ナラティブの更新 • 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.
新しいナラティブ • 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?
ナラティブの更新 • 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.
ナラティブの更新 • 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).
分析記事 • 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...
ナラティブの更新 • 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.
分析記事 • 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...
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
分析記事 • 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...
分析記事 • 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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha

収支内訳

AECOM の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。

収益と収入の歴史

NYSE:ACM 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 2615,9866311540
31 Dec 2515,9566011510
30 Sep 2516,1406381510
30 Jun 2516,0756751550
31 Mar 2516,0486291530
31 Dec 2416,2205871570
30 Sep 2416,1055061520
30 Jun 2415,8373711490
31 Mar 2415,3501161570
31 Dec 2314,8961231470
30 Sep 2314,3781141480
30 Jun 2313,9621961480
31 Mar 2313,5404281380
31 Dec 2213,2643591410
30 Sep 2213,1483891420
30 Jun 2213,0763691450
31 Mar 2213,2422901480
31 Dec 2113,2943291460
30 Sep 2113,3412951470
30 Jun 2113,5562001600
31 Mar 2113,3372631800
31 Dec 2013,3182231870
30 Sep 2013,2401701880
30 Jun 2013,1852421780
31 Mar 2013,3552071600
31 Dec 1913,5222101550
30 Sep 1913,6422111540
30 Jun 1915,4352231430
31 Mar 1917,2232281390
31 Dec 1818,601571300
30 Sep 1813,8781961360
30 Jun 1819,7061411300
31 Mar 1819,1201811310
31 Dec 1718,7564041330
30 Sep 1718,2033391250
30 Jun 1717,6702581250
31 Mar 1717,5172241190
31 Dec 1617,4721641190
30 Sep 1617,411961150
30 Jun 1617,811901120
31 Mar 1617,95251080
31 Dec 1518,077-361080
30 Sep 1517,990-1551140
30 Jun 1515,829-921040

質の高い収益: ACMは 高品質の収益 を持っています。

利益率の向上: ACMの現在の純利益率 (3.9%)は、昨年(3.9%)よりも高くなっています。

フリー・キャッシュフローと収益の比較

過去の収益成長分析

収益動向: ACMの収益は過去 5 年間で年間20.7%増加しました。

成長の加速: ACMの過去 1 年間の収益成長率 ( 0.3% ) は、5 年間の平均 ( 年間20.7%を下回っています。

収益対業界: ACMの過去 1 年間の収益成長率 ( 0.3% ) Construction業界30.4%を上回りませんでした。

株主資本利益率

高いROE: ACMの 自己資本利益率 ( 28.56% ) は 高い ですが、この指標は負債レベルが高いために歪んでいます。

総資産利益率

使用総資本利益率

過去の好業績企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 02:48
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

AECOM 7 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22

アナリスト機関
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Andrew WittmannBaird
Andrew KaplowitzBarclays