AECOM

NYSE:ACM Aktierapport

Börsvärde: US$10.8b

AECOM Framtida tillväxt

Future kriterier kontrolleras 2/6

AECOM förväntas öka intäkter och intäkter med 15.9% respektive 4.7% per år. EPS förväntas tillväxt med 17.5% per år. Avkastningen på eget kapital förväntas bli 25.2% om 3 år.

Viktig information

15.9%

Tillväxttakt i vinsten

17.46%

Tillväxttakt för EPS

Construction vinsttillväxt23.2%
Intäkternas tillväxttakt4.7%
Framtida avkastning på eget kapital25.24%
Bevakning av analytiker

Good

Senast uppdaterad27 Apr 2026

Senaste uppdateringarna om framtida tillväxt

Recent updates

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
Analysuppdatering • 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.
Analysuppdatering • 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).
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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).
Analysuppdatering • 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).
Analysuppdatering • 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.
Ny analys • 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?
Analysuppdatering • 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.
Analysuppdatering • 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).
Analysartikel • 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...
Analysuppdatering • 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.
Analysartikel • 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...
Analysuppdatering • 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).
Analysuppdatering • 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.
Analysuppdatering • 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.
Analysuppdatering • 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).
Analysuppdatering • 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.
Analysartikel • 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...
Analysartikel • 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...
Analysartikel • 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
Seeking Alpha • Sep 12

AECOM Earnings Taking Wings Due To Record Revenues And Margins

Summary AECOM offers diverse infrastructure consulting services globally, with operations in the Americas, International regions, and AECOM Capital, which focuses on real estate development. It is well positioned in the infrastructure consulting industry, but currently has limited pricing power. AECOM's profitability is recovering, supported by record revenue, strong cash flow, and a solid backlog, making it a Buy recommendation with a target price of $107.05. Read the full article on Seeking Alpha

Prognoser för vinst- och omsättningstillväxt

NYSE:ACM - Analytikernas framtida uppskattningar och tidigare finansiella data (USD Millions )
DatumIntäkterIntäkterFritt kassaflödeKassaflöde från rörelsenGenomsnittligt Antal analytiker
9/30/202817,986937N/AN/A1
9/30/202717,6478238841,2502
9/30/202616,6505754005272
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
12/31/201913,522210662771N/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

Analytiker Framtid Tillväxt Prognoser

Intäkter kontra sparande: ACM s prognostiserade vinsttillväxt ( 15.9% per år) är över sparkvoten ( 3.5% ).

Resultat vs marknad: ACM s intäkter ( 15.9% per år) förväntas växa långsammare än marknaden för US ( 16.6% per år).

Höga tillväxtresultat: ACM s intäkter förväntas växa, men inte avsevärt.

Intäkt vs marknad: ACM s intäkter ( 4.7% per år) förväntas växa långsammare än marknaden för US ( 11.5% per år).

Hög tillväxtintäkter: ACM s intäkter ( 4.7% per år) förväntas växa långsammare än 20% per år.

Tillväxtprognoser för vinst per aktie

Framtida avkastning på eget kapital

Framtida ROE: ACM s avkastning på eget kapital förväntas bli hög om 3 år ( 25.2 %)

Upptäck tillväxtföretag

7D

1Y

7D

1Y

7D

1Y

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/07 06:49
Aktiekurs vid dagens slut2026/05/07 00:00
Intäkter2025/12/31
Årlig intjäning2025/09/30

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

AECOM bevakas av 22 analytiker. 6 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
John StaszakArgus Research Company
Andrew WittmannBaird
Andrew KaplowitzBarclays