Summary
E6Z Chart
AECOM: The Design Franchise Is Intact Despite The Legacy Contract Charge
AECOM's Q3 weakness was driven primarily by a $337 million charge on a legacy Construction Management project awarded in 2019, rather than deterioration in the core Design business. Excluding the charge, FY26 guidance calls for $5.90-$6.10 of adjusted EPS, $1.275-$1.305 billion of adjusted EBITDA and a 17.4% adjusted EBITDA margin. The underlying business remains healthy, supported by record backlog, continued Design NSR growth and management's target for 15%+ adjusted EPS CAGR through FY29.
AECOM: Legacy Headwinds Fading Coupled With Strong Core Growth Could Provide Good Upside In 2027
AECOM is rated Buy, with attractive risk-reward as legacy construction management project headwinds are set to ease after 1H FY27. Core Design business demonstrates robust growth, supported by record $27.8 billion backlog, strong market demand, and expanded wallet share from existing clients. Margin expansion is driven by operational efficiencies, AI-enabled productivity, and a streamlined business model, with a 20%+ margin target by FY28.
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Aecom Profile
| Construction & Engineering Industry | Industrials Sector | W. Troy Rudd CEO | XFRA Exchange | 00766T100 CUSIP |
| US Country | 51,000 Employees | 14 Oct 2026 Last Dividend | - Last Split | - IPO Date |
Overview
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.
Products and Services
- Planning and Consulting:
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.
- Architectural and Engineering Design:
The company offers comprehensive architectural and engineering design solutions that cater to the multifaceted requirements of infrastructure projects, ensuring functionality, sustainability, and aesthetic appeal.
- Construction and Program Management:
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.
- Investment and Development Services:
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.
- Construction Services:
This segment of AECOM includes building construction, as well as energy, infrastructure, and industrial construction services, offering tailored solutions to meet specific project needs.
Contact Information
