The growing long-term public and private capital investment trends have been lucrative for infrastructure companies like Dycom Industries, Inc. DY and AECOM ACM. This favorable scenario is resulting in increased projects for telecommunications, transportation, environmental, energy and water businesses.
ACM to certify Stage 1 of Queensland's The Wave rail project, expanding its Australia transport role as regional backlog hits a multiyear high.
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 $26.2B backlog, and AI-driven contract wins. ACM trades at a steep discount (10.2x forward P/E) versus peers, despite 20% Americas segment margins and robust capital returns.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 600 | $58,848 | $41,481 | -$17,367 | -29.51% |
| CE Curtis Ellergodt Rothschild Investment LLC | 6,640 | $730,071.28 | $459,056.4 | -$271,014.88 | -37.12% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 225,819 | $20.99M | $15.61M | -$5.38M | -25.62% |
| BG Bart Gancher Intech Investment Management LLC | 258,942 | $23.85M | $17.82M | -$6.04M | -25.3% |
Bridgewater Associates LP Bridgewater Associates LP | 183,161 | $16.73M | $12.56M | -$4.17M | -24.91% |
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SK Sabahat Khan RBC Capital | 23.26 | $1,632.41 | $1,588.07 | -$44.34 | -2.72% |
| Construction & Engineering Industry | Industrials Sector | W. Troy Rudd CEO | NYSE Exchange | 00766T100 CUSIP |
| US Country | 51,000 Employees | 1 Apr 2026 Last Dividend | - Last Split | - IPO Date |
AECOM, a global provider of professional infrastructure consulting services, operates with a geographical segmentation that includes the Americas, International, and AECOM Capital. The company, which was initially known as AECOM Technology Corporation before renaming to AECOM in January 2015, was incorporated in 1980 and has its headquarters in Dallas, Texas. AECOM's services cater to both public and private sector clients, offering a broad spectrum of services from planning and consulting to design, construction, and program management. Moreover, AECOM engages in real estate projects through investment and development and extends its services to various sectors such as transportation, water, government, facilities, environmental, and energy.
AECOM provides expert planning and consulting services that encompass the initial stages of infrastructure development, aligning projects with strategic objectives and ensuring environmental and regulatory compliance.
The company offers comprehensive architectural and engineering design solutions that cater to the multifaceted requirements of infrastructure projects, ensuring functionality, sustainability, and aesthetic appeal.
AECOM's construction and program management services oversee the entire lifecycle of infrastructure projects from conception to completion, focusing on timing, cost, and quality control.
Through AECOM Capital, the company engages in the investment and development of strategic real estate projects, leveraging its expertise to optimize project outcomes and returns on investment.
This segment of AECOM includes building construction, as well as energy, infrastructure, and industrial construction services, offering tailored solutions to meet specific project needs.