Aecom (ACM) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
AECOM NYSE: ACM raised its full-year profit outlook after reporting record second-quarter backlog and stronger margins, with management pointing to demand across transportation, water, energy, defense and high-tech infrastructure despite uncertainty in the Middle East.
ACM beats Q2 estimates as backlog hits record highs and FY26 profit guidance rises on strong execution and pipeline growth.
AECOM (ACM) Q2 2026 Earnings Call Transcript
Aecom Technology (ACM) came out with quarterly earnings of $1.59 per share, beating the Zacks Consensus Estimate of $1.58 per share. This compares to earnings of $1.25 per share a year ago.
ACMR Q1 results are likely to benefit from strong revenue growth and global expansion, but margin pressure and falling earnings may temper the outlook.
Rob Spivey, director of research at Altimetry Research, has spent months mapping the energy infrastructure buildout behind the AI boom—and his findings point to a specific kind of company that stands to benefit most. Not just any energy stock.
Aecom (ACM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Chart 2: Semiconductor Equipment Sales to China (China vs.
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.
ACM Research trades at a 60% discount to its Chinese-listed subsidiary ACMS, despite operating the same business. The announced plan for ACMS to seek a Hong Kong listing could catalyze a dramatic re-rating of ACMR. H-shares would likely trade at only a 10-30% discount to ACMS A-shares, implying 100%+ upside to ACMR shareholders.
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