Aecom Technology (ACM) came out with quarterly earnings of $1.34 per share, beating the Zacks Consensus Estimate of $1.25 per share. This compares to earnings of $1.16 per share a year ago.
AECOM's shift to higher-margin projects has boosted profitability, with strong ROA, ROE, and ROTC, despite a slight revenue slowdown. ACM's financial health is robust, with ample liquidity and manageable debt, supporting continued growth and resilience. Recent government infrastructure spending and permitting reforms are major tailwinds, though renewable energy business may face short-term headwinds.
ACMR's new tools like PECVD and ALD are ramping and driving margin upside. U.S.-origin components now make up “substantially less” than 5–10% of COGS, per IR. Gross margins hit 50.4% in 2024; long-term target raised to 48%.
Here is how Aecom Technology (ACM) and Vinci SA (VCISY) have performed compared to their sector so far this year.
Here is how Aecom Technology (ACM) and Sterling Infrastructure (STRL) have performed compared to their sector so far this year.
Healthy backlog, favorable market trends and discounted valuation make ACM an attractive pick.
ACM lands a U.S. Air Force contract with a $1.5-billion ceiling to provide global environmental services.
Aecom (ACM) reported earnings 30 days ago. What's next for the stock?
AECOM secures long-term USACE contract, reinforcing its role in sustainable military site restoration.
Here is how Aecom Technology (ACM) and Primoris Services (PRIM) have performed compared to their sector so far this year.
Despite its robust growth, ACM continues to trade at a steep discount relative to industry peers, mainly due to investor misperception that it is a Chinese company. ACM may be on track to exceed its full-year guidance thanks to its relationship with China's largest foundry, SMIC. ACM is in the early stages of its global expansion as it is working to add initial production capacity to its Oregon facility.
From a technical perspective, Aecom Technology (ACM) is looking like an interesting pick, as it just reached a key level of support. ACM recently overtook the 200-day moving average, and this suggests a long-term bullish trend.