Aecom's investment case is currently strained by a sharp deterioration in profitability, with gross margin collapsing to -0.9% in 2026Q3 from a stable 7-8% range, and revenue declining 14.2% year-over-year. The company's asset-light model, evidenced by goodwil...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue growth has decelerated to -14.2% year-over-year in 2026Q3, with gross margin collapsing to -0.9% from a stable 7-8% range, exposing the fragility of a model where COGS consumes over 92% of revenue.
Bulls highlight plans to increase profit margins from 4.0% to 7.6% over three years, targeting $932.6M in profits and $6.99 EPS by 2026.
Recent wins include a five-year consulting mandate from New Jersey Turnpike Authority, reinforcing stable government-backed revenue streams.
Massive worldwide spending on water management and energy infrastructure serves as a primary growth engine for AECOM's business.
Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 10, 2026 | -$0.50-134.2% vs $1.46 | $1.6B-20.1% vs $2.0B |
Q2 2026 May 11, 2026 | $1.59+2.6% vs $1.55 | $1.9B+0.4% vs $1.9B |
Q1 2026 Feb 9, 2026 | $1.29-8.5% vs $1.41 | $1.9B+5.4% vs $1.8B |
Q4 2025 Nov 18, 2025 | $1.36+1.5% vs $1.34 | $4.2B+114.3% vs $1.9B |
ACM's 30.1% six-month slide reflects project setbacks and cash-flow pressure, while record backlog and infrastructure demand support longer-term prospects.
Early design insights from One Click LCA helped AECOM show lower-carbon options before detailed plans were ready. MONTREAL, Sept.
AECOM (NYSE: ACM), the trusted global infrastructure leader, today announced that its Board of Directors has declared a quarterly cash dividend of $0.31 per sha
DALLAS--(BUSINESS WIRE)--AECOM (NYSE: ACM), the trusted global infrastructure leader, today announced that its Board of Directors has declared a quarterly cash dividend of $0.31 per share as part of its ongoing quarterly dividend program. The dividend is payable on October 30, 2026 to stockholders of record as of the close of business on October 14, 2026. About AECOM AECOM (NYSE: ACM) is the global infrastructure leader, committed to delivering a better world. As a trusted professional services.
Benchmark ACM against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Aecom (ACM)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $61.45 | $7.9B | 14.60 | 0.21% | 3.48% | 22.18% | 1.63% | |
| $141.12 | $16.66B | 59.29 | 4.6% | 2.35% | 8.51% | — | |
| $634.90 | $95.27B | 93.37 | 19.76% | 4.08% | 14.73% | — | |
| $217.52 | $17.19B | 42.90 | 16.22% | 3.12% | 14.86% | — | |
| $512.00 | $15.71B | 54.58 | 17.69% | 12.55% | 36.13% | — | |
| $35.34 | $4.48B | 11.01 | 0.57% | 5.49% | 27.3% | — |
Aecom (ACM) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Aecom (ACM) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 10, 2026·SEC
Jun 11, 2026·SEC
Jun 3, 2026·SEC
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Aecom (ACM) stock FAQ — growth, dividends, profitability & financials explained
Aecom (ACM) reported $15.39B in revenue for fiscal year 2025. This represents a 781% increase from $1.75B in 2002.
Aecom (ACM) grew revenue by 0.2% over the past year. Growth has been modest.
Yes, Aecom (ACM) is profitable, generating $288.0M in net income for fiscal year 2025 (3.5% net margin).
Yes, Aecom (ACM) pays a dividend with a yield of 1.63%. This makes it attractive for income-focused investors.
Aecom (ACM) has a return on equity (ROE) of 22.2%. This is excellent, indicating efficient use of shareholder capital.
Aecom (ACM) generated $203.4M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
