AECOM

NYSE:ACM 주식 리포트

시가총액: US$9.1b

AECOM 향후 성장

Future 기준 점검 2/6

AECOM (는) 각각 연간 15.8% 및 5.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 25.9% 로 예상됩니다.

핵심 정보

15.8%

이익 성장률

16.93%

EPS 성장률

Construction 이익 성장23.7%
매출 성장률5.1%
향후 자기자본이익률25.91%
애널리스트 커버리지

Good

마지막 업데이트13 May 2026

최근 향후 성장 업데이트

Recent updates

내러티브 업데이트 • 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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
새로운 내러티브 • 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?
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
분석 기사 • 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...
내러티브 업데이트 • 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.
분석 기사 • 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...
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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).
내러티브 업데이트 • 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.
분석 기사 • 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...
분석 기사 • 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...
분석 기사 • May 19

AECOM (NYSE:ACM) Might Have The Makings Of A Multi-Bagger

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
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

이익 및 매출 성장 예측

NYSE:ACM - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
9/30/202817,986928N/A1,2121
9/30/202717,4078208481,1243
9/30/202616,4095694005262
3/31/202615,986631410554N/A
12/31/202515,956601616741N/A
9/30/202516,140638685822N/A
6/30/202516,075675825924N/A
3/31/202516,048629836932N/A
12/31/202416,220587732836N/A
9/30/202416,105506708827N/A
6/30/202415,837371696814N/A
3/31/202415,350116688802N/A
12/31/202314,896123594719N/A
9/30/202314,378114590696N/A
6/30/202313,962196577726N/A
3/31/202313,540428495652N/A
12/31/202213,264359498639N/A
9/30/202213,148389577714N/A
6/30/202213,076369622716N/A
3/31/202213,242290734832N/A
12/31/202113,294329754892N/A
9/30/202113,341295568705N/A
6/30/202113,5562008921,036N/A
3/31/202113,337263746902N/A
12/31/202013,318223430544N/A
9/30/202013,240170215330N/A
6/30/202013,185242367474N/A
3/31/202013,355207268365N/A
12/31/201913,522210N/A771N/A
9/30/201913,642211N/A778N/A
6/30/201915,435223N/A516N/A
3/31/201917,223228N/A511N/A
12/31/201818,60157N/A522N/A
9/30/201813,878196N/A775N/A
6/30/201819,706141N/A494N/A
3/31/201819,120181N/A836N/A
12/31/201718,756404N/A672N/A
9/30/201718,203339N/A697N/A
6/30/201717,670258N/A808N/A
3/31/201717,517224N/A654N/A
12/31/201617,472164N/A814N/A
9/30/201617,41196N/A814N/A
6/30/201617,81190N/A729N/A
3/31/201617,9525N/A623N/A
12/31/201518,077-36N/A560N/A
9/30/201517,990-155N/A764N/A
6/30/201515,829-92N/A661N/A

애널리스트 향후 성장 전망

수입 대 저축률: ACM 의 연간 예상 수익 증가율(15.8%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: ACM 의 연간 수익(15.8%)이 US 시장(16.8%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: ACM 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ACM 의 수익(연간 5.1%)이 US 시장(연간 11.7%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ACM 의 수익(연간 5.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ACM의 자본 수익률은 3년 후 25.9%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/15 07:11
종가2026/05/15 00:00
수익2026/03/31
연간 수익2025/09/30

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

AECOM는 22명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
John StaszakArgus Research Company
Andrew WittmannBaird
Andrew KaplowitzBarclays