AECOM Förvaltning
Förvaltning kriterier kontrolleras 3/4
AECOM VD är W. Rudd, utsedd i Aug 2020, har en mandatperiod på 5.83 år. totala årliga ersättningen är $ 15.97M, bestående av 8.6% lön 91.4% bonusar, inklusive företagsaktier och optioner. äger direkt 0.21% av företagets aktier, värda $ 19.05M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 5.8 år respektive 12.4 år.
Viktig information
W. Rudd
Verkställande direktör
US$16.0m
Total ersättning
| VD-lön i procent | 8.64% |
| Anställning som VD | 5.8yrs |
| Ägande av VD | 0.2% |
| Ledningens genomsnittliga anställningstid | 5.8yrs |
| Styrelsens genomsnittliga mandatperiod | 12.4yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • 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.Uppdatering av berättelse • 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 AlphaUppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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).Uppdatering av berättelse • 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 berättelse • 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?Uppdatering av berättelse • 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.Uppdatering av berättelse • 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...Uppdatering av berättelse • 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...Uppdatering av berättelse • 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).Uppdatering av berättelse • 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.Uppdatering av berättelse • 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.Uppdatering av berättelse • 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).Uppdatering av berättelse • 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...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 AlphaSeeking 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 AlphaSeeking 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 AlphaAnalys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$631m |
| Dec 31 2025 | n/a | n/a | US$601m |
| Sep 30 2025 | US$16m | US$1m | US$638m |
| Jun 30 2025 | n/a | n/a | US$675m |
| Mar 31 2025 | n/a | n/a | US$629m |
| Dec 31 2024 | n/a | n/a | US$587m |
| Sep 30 2024 | US$14m | US$1m | US$506m |
| Jun 30 2024 | n/a | n/a | US$371m |
| Mar 31 2024 | n/a | n/a | US$116m |
| Dec 31 2023 | n/a | n/a | US$123m |
| Sep 30 2023 | US$11m | US$1m | US$114m |
| Jun 30 2023 | n/a | n/a | US$196m |
| Mar 31 2023 | n/a | n/a | US$428m |
| Dec 31 2022 | n/a | n/a | US$359m |
| Sep 30 2022 | US$10m | US$1m | US$389m |
| Jun 30 2022 | n/a | n/a | US$369m |
| Mar 31 2022 | n/a | n/a | US$290m |
| Dec 31 2021 | n/a | n/a | US$329m |
| Sep 30 2021 | US$7m | US$1m | US$295m |
| Jun 30 2021 | n/a | n/a | US$200m |
| Mar 31 2021 | n/a | n/a | US$263m |
| Dec 31 2020 | n/a | n/a | US$223m |
| Sep 30 2020 | US$9m | US$701k | US$170m |
| Jun 30 2020 | n/a | n/a | US$242m |
| Mar 31 2020 | n/a | n/a | US$207m |
| Dec 31 2019 | n/a | n/a | US$210m |
| Sep 30 2019 | US$4m | US$682k | US$211m |
Ersättning vs marknad: W. s total kompensation ($USD 15.97M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 8.35M ).
Ersättning vs inkomst: Ersättningen från W. har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
W. Rudd (61 yo)
5.8yrs
Anställning
US$15,973,622
Kompensation
Mr. W. Troy Rudd has been Chief Executive Officer and Director at AECOM since August 15, 2020 and serves as its Chairman since 2025. Mr. Rudd had been Chief Financial Officer and Executive Vice President a...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman & CEO | 5.8yrs | US$15.97m | 0.21% $ 19.1m | |
| President | 5.8yrs | US$5.83m | 0.083% $ 7.4m | |
| Chief Financial & Operations Officer | 5.8yrs | US$5.37m | 0.038% $ 3.4m | |
| Executive VP | 6.6yrs | US$2.98m | 0.019% $ 1.7m | |
| Chief Technical Officer | 6.6yrs | inga uppgifter | inga uppgifter | |
| Senior Vice President of Finance & Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Vice President of Global Communications & Corporate Responsibility | no data | inga uppgifter | inga uppgifter | |
| Chief Human Resources Officer | 1.4yrs | inga uppgifter | inga uppgifter | |
| Senior VP & Director of Latin American Transportation | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of Global Rail & Transit - Business Lines | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President | no data | inga uppgifter | inga uppgifter | |
| VP & Managing Principal for Midwest Region Buildings + Places Practice | 9yrs | inga uppgifter | inga uppgifter |
5.8yrs
Genomsnittlig anställningstid
55yo
Genomsnittlig ålder
Erfaren ledning: ACM s ledningsgrupp är erfaren och erfaren ( 5.8 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman & CEO | 5.8yrs | US$15.97m | 0.21% $ 19.1m | |
| Member of Global Advisory Board | 14.3yrs | inga uppgifter | inga uppgifter | |
| Chairman of Global Advisory Board | 14.3yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 5.8yrs | US$298.73k | 0.021% $ 1.8m | |
| Lead Independent Director | 11.7yrs | US$433.46k | 0.028% $ 2.5m | |
| Independent Director | 15.9yrs | US$294.23k | 0.017% $ 1.5m | |
| Member of Global Advisory Board | 14.3yrs | inga uppgifter | inga uppgifter | |
| Member of Global Advisory Board | 14.3yrs | inga uppgifter | inga uppgifter | |
| Independent Non-Executive Director | 5.3yrs | US$288.23k | 0.0081% $ 725.4k | |
| Member of Global Advisory Board | 13.2yrs | inga uppgifter | inga uppgifter | |
| Independent Director | 10.8yrs | US$295.73k | 0.029% $ 2.6m | |
| Independent Director | 3.7yrs | US$294.23k | 0.0052% $ 460.6k |
12.4yrs
Genomsnittlig anställningstid
66yo
Genomsnittlig ålder
Erfaren styrelse: ACM s styrelse är rutinerade och erfaren ( 12.4 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/06/12 23:14 |
| Aktiekurs vid dagens slut | 2026/06/12 00:00 |
| Intäkter | 2026/03/31 |
| Årlig intjäning | 2025/09/30 |
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.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* 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 21 analytiker. 7 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| John Staszak | Argus Research Company |
| Andrew Wittmann | Baird |
| Andrew Kaplowitz | Barclays |