AECOM 향후 성장
Future 기준 점검 4/6
AECOM (는) 각각 연간 28.1% 및 8.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 29.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 29.9% 로 예상됩니다.
핵심 정보
28.1%
이익 성장률
29.07%
EPS 성장률
| Construction 이익 성장 | 25.0% |
| 매출 성장률 | 8.5% |
| 향후 자기자본이익률 | 29.88% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 13 Aug 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • Aug 07
ACM: Airport Design Wins Will Support Future Infrastructure Upside
Analysts trimmed their price target on AECOM from $90 to $87, citing updated assumptions around fair value, discount rate, revenue growth, profit margins, and future P/E as the key drivers of the revision. What’s in the News for AECOM AECOM has been selected by ANA Aeroportos de Portugal, part of the VINCI Airports group, to deliver the preliminary design for New Lisbon Airport (also known as Luis de Camões Airport), which is planned to replace Humberto Delgado Airport and expand capacity for Portugal’s capital.
내러티브 업데이트 • Jul 24
ACM: Public Infrastructure Design Wins And AI Delivery Will Support Upside
Analysts have modestly reduced their price target on AECOM to about $99 from roughly $107. This revision reflects updated assumptions for slightly lower revenue growth, a marginally higher discount rate, a small adjustment in projected profit margins, and a more conservative future P/E expectation.Seeking Alpha • Jul 14
AECOM: Why I Believe The Recent Selloff Is Overdone
Summary AECOM is rated Buy with a fair value range of $88–$94, reflecting a 33% upside from current levels. Despite a 50% stock drop, ACM’s Q2 FY26 showed resilient margins, a record $26.2B backlog, and AI-driven contract wins. ACM trades at a steep discount (10.2x forward P/E) versus peers, despite 20% Americas segment margins and robust capital returns. Risks include Middle East collections, lumpy FCF, and $1.64B net debt, but buybacks and dividend policy support per-share growth. Read the full article on Seeking Alpha내러티브 업데이트 • Jul 10
ACM: Expanded UK Framework Role Will Support Future Infrastructure Upside
Analysts have revised their fair value estimate for AECOM to $90.00 from $101.00, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that reflect a more balanced view of the stock’s risk and return profile. What’s in the News for AECOM AECOM was selected as Lead Designer for the Alexandra Bridge replacement project in Ottawa, providing integrated environmental, architectural, engineering, traffic management, utility coordination, and public consultation services for a modern crossing focused on long term mobility and accessibility.
내러티브 업데이트 • Jun 26
ACM: Defense And Homeland Security Contracts Will Support Future Upside Potential
Analysts now place AECOM's fair value price target at about $133.40, compared with the prior $152.00. The change reflects updated assumptions around revenue growth, profit margins, discount rate, and future P/E expectations.분석 기사 • 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...내러티브 업데이트 • 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.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.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.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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 9/30/2028 | 18,514 | 883 | N/A | 1,142 | 1 |
| 9/30/2027 | 16,874 | 777 | 713 | 978 | 3 |
| 9/30/2026 | 15,302 | 309 | 350 | 490 | 3 |
| 6/30/2026 | 15,393 | 373 | 203 | 365 | N/A |
| 3/31/2026 | 15,986 | 631 | 410 | 554 | N/A |
| 12/31/2025 | 15,956 | 601 | 616 | 741 | N/A |
| 9/30/2025 | 16,140 | 638 | 685 | 822 | N/A |
| 6/30/2025 | 16,075 | 675 | 825 | 924 | N/A |
| 3/31/2025 | 16,048 | 629 | 836 | 932 | N/A |
| 12/31/2024 | 16,220 | 587 | 732 | 836 | N/A |
| 9/30/2024 | 16,105 | 506 | 708 | 827 | N/A |
| 6/30/2024 | 15,837 | 371 | 696 | 814 | N/A |
| 3/31/2024 | 15,350 | 116 | 688 | 802 | N/A |
| 12/31/2023 | 14,896 | 123 | 594 | 719 | N/A |
| 9/30/2023 | 14,378 | 114 | 590 | 696 | N/A |
| 6/30/2023 | 13,962 | 196 | 577 | 726 | N/A |
| 3/31/2023 | 13,540 | 428 | 495 | 652 | N/A |
| 12/31/2022 | 13,264 | 359 | 498 | 639 | N/A |
| 9/30/2022 | 13,148 | 389 | 577 | 714 | N/A |
| 6/30/2022 | 13,076 | 369 | 622 | 716 | N/A |
| 3/31/2022 | 13,242 | 290 | 734 | 832 | N/A |
| 12/31/2021 | 13,294 | 329 | 754 | 892 | N/A |
| 9/30/2021 | 13,341 | 295 | 568 | 705 | N/A |
| 6/30/2021 | 13,556 | 200 | 892 | 1,036 | N/A |
| 3/31/2021 | 13,337 | 263 | 746 | 902 | N/A |
| 12/31/2020 | 13,318 | 223 | 430 | 544 | N/A |
| 9/30/2020 | 13,240 | 170 | 215 | 330 | N/A |
| 6/30/2020 | 13,185 | 242 | 367 | 474 | N/A |
| 3/31/2020 | 13,355 | 207 | N/A | 365 | N/A |
| 12/31/2019 | 13,522 | 210 | N/A | 771 | N/A |
| 9/30/2019 | 13,642 | 211 | N/A | 778 | N/A |
| 6/30/2019 | 15,435 | 223 | N/A | 516 | N/A |
| 3/31/2019 | 17,223 | 228 | N/A | 511 | N/A |
| 12/31/2018 | 18,601 | 57 | N/A | 522 | N/A |
| 9/30/2018 | 13,878 | 196 | N/A | 775 | N/A |
| 6/30/2018 | 19,706 | 141 | N/A | 494 | N/A |
| 3/31/2018 | 19,120 | 181 | N/A | 836 | N/A |
| 12/31/2017 | 18,756 | 404 | N/A | 672 | N/A |
| 9/30/2017 | 18,203 | 339 | N/A | 697 | N/A |
| 6/30/2017 | 17,670 | 258 | N/A | 808 | N/A |
| 3/31/2017 | 17,517 | 224 | N/A | 654 | N/A |
| 12/31/2016 | 17,472 | 164 | N/A | 814 | N/A |
| 9/30/2016 | 17,411 | 96 | N/A | 814 | N/A |
| 6/30/2016 | 17,811 | 90 | N/A | 729 | N/A |
| 3/31/2016 | 17,952 | 5 | N/A | 623 | N/A |
| 12/31/2015 | 18,077 | -36 | N/A | 560 | N/A |
| 9/30/2015 | 17,990 | -155 | N/A | 764 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: ACM 의 연간 예상 수익 증가율(28.1%)이 saving rate(3.7%)보다 높습니다.
수익 vs 시장: ACM 의 연간 수익(28.1%)이 US 시장(17.2%)보다 빠르게 성장할 것으로 예상됩니다.
고성장 수익: ACM 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.
수익 대 시장: ACM 의 수익(연간 8.5%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: ACM 의 수익(연간 8.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: ACM의 자본 수익률은 3년 후 29.9%로 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/13 16:20 |
| 종가 | 2026/08/13 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/09/30 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
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.
| 분석가 | 기관 |
|---|---|
| John Staszak | Argus Research Company |
| Andrew Wittmann | Baird |
| Andrew Kaplowitz | Barclays |