AECOM (ACM) Analyst/Investor Day Transcript
AECOM ( ACM ) Analyst/Investor Day November 18, 2025 10:00 AM EST Company Participants W. Rudd - Chairman & CEO Lara Maria Poloni - President Gaurav Kapoor - Chief Financial & Operations Officer Conference Call Participants Steven Fisher - UBS Investment Bank, Research Division Adam Bubes - Goldman Sachs Group, Inc., Research Division Sabahat Khan - RBC Capital Markets, Research Division Michael Dudas - Vertical Research Partners, LLC Michael Feniger - BofA Securities, Research Division Jose Sulca Flores Stephen Farkouh - Truist Securities, Inc., Research Division Presentation W.
AECOM Q4 Earnings Surpass Estimates, Backlog Increases Y/Y
ACM posts Q4 beats, record backlog and rising margins as it sets FY26 guidance, highlighting growth, profitability and expanding AI-driven initiatives.
AECOM Gears Up to Report Q4 Earnings: Key Factors to Note
ACM gears up to report Q4 results as estimates point to year-over-year gains amid strong infrastructure spending and broad market momentum.
ACM Research Stands Out As The Fast-Growing, Underpriced Chip Tool Maker
ACM Research (ACMR) remains undervalued despite strong growth, robust China market presence, and consistent revenue beats, making it a compelling growth opportunity. ACMR's expansion in China, innovative product launches, and increasing backlog position it as a leading domestic chip equipment supplier amid favorable industry trends. Risks center on ACMR's heavy China exposure and potential policy shifts, but the current risk-reward balance is attractive for attentive, growth-focused investors.
Here's Why Aecom Technology (ACM) is a Strong Growth Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Why Is Aecom (ACM) Up 5% Since Last Earnings Report?
Aecom (ACM) reported earnings 30 days ago. What's next for the stock?
ACM Research: Why This Chinese Chip Stock Is Just Getting Started
In the fast-paced world of investment trading, the market's first reaction is not always the final verdict. This was perfectly illustrated by ACM Research NASDAQ: ACMR in the month of August.
Why Aecom Technology (ACM) is a Top Growth Stock for the Long-Term
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
AECOM Secures Strategic Role in U.K. National Highways Framework
ACM wins a spot in the U.K.'s SPaTS3 framework, boosting backlog and growth outlook.
ACM Research: The Discounted Key Enabler Of China's Accelerating Semiconductor Push
China's unofficial ban on Nvidia's watered down H20 chips is accelerating the state's semiconductor localization policy, as evident by SMIC's Q2 shipment growth and higher utilization. DeepSeek's latest model being tailored for the next generation of domestically made chips indicates that Chinese semiconductors are slowly getting closer to reaching parity with Nvidia's watered down chips. With an expanding market opportunity in China, ACM Research's technological and market leadership in China positions it to directly benefit from the next wave of domestically made chips.
AECOM's JV With Binnies Wins Changi WRP Expansion Project
ACM and Binnies jointly secure a contract for the Changi WRP Phase 3 expansion, reinforcing their global leadership in water infrastructure.
Can AECOM's $24.6B Backlog Weather Economic and Policy Shocks?
With a $24.6B backlog, ACM eyes growth from global infrastructure booms despite looming economic and policy risks.
