Aecom

Aecom

ACMยทNYSE

$72.41

+1.7%
IndustrialsEngineering & Construction

AECOM, together with its subsidiaries, provides professional infrastructure consulting services for governments, businesses, and organizations in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through three segments: Americas, International, and AECOM Capital. The company offers planning, consulting, architectural and engineering design, construction and program management, and investment and development services to commercial and government clients. It also invests in and develops real estate projects. In addition, the company provides construction services, including building construction and energy, and infrastructure and industrial construction. It serves transportation, water, government, facilities, environmental, and energy sectors. The company was formerly known as AECOM Technology Corporation and changed its name to AECOM in January 2015. AECOM was incorporated in 1980 and is headquartered Dallas, Texas.

At a Glance

Live Snapshot
Market Cap$9.31B
EPS4.2400
P/E Ratio17.08
Earnings Date08/03/2026
acm

Aecom Street Expectations Map

ACM ยท NYSE

Wall Street analysts project that ACM stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 110.57, with estimates ranging from a low of 90.00 to a high of 145.00.

Lowest Target
90.00
24.29%
Consensus Target
110.57
52.70%
Highest Target
145.00
100.25%

The consensus 1-year price target stands at 110.57, with estimates ranging from a low of 90.00 to a high of 145.00.

Analyst Consensus Analysis

Upside Potential

+52.7%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

49.7% spread

Mixed analyst views. Wide target range suggests differing opinions on key value drivers, growth prospects, or risk factors.

Analyst Conviction

Moderate

Neutral sentiment. Fair value pricing with moderate agreement suggests wait-and-see approach or catalyst-driven opportunity.

Market Sentiment Insight

Monitor and evaluate: Current analyst consensus suggests limited conviction or near-term catalysts. Stay informed on company developments and reassess positioning as new information emerges.

acm

Aecom Forward Estimates of Revenue

ACM ยท NYSE
Latest Revenue
16.14B
FY 2025
Avg Estimate
7.51B
FY 2026
Estimate Range
6.63B - 7.97B
Analyst Spread

Forward Growth Analysis

Projected Growth-53.5%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

acm

Aecom Forward Estimates of Net Income

ACM ยท NYSE
Latest Net Income
561.77M
FY 2025
Avg Estimate
718.84M
FY 2026
Estimate Range
709.34M - 728.34M
Analyst Spread

Forward Growth Analysis

Projected Growth+28.0%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookPositive

Generally favorable outlook with reasonable growth prospects and analyst support.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

acm

Aecom Forward Estimates of EPS

ACM ยท NYSE
Latest EPS
4.24
FY 2025
Avg Estimate
$5.40
FY 2026
Estimate Range
$5.32 - $5.46
Analyst Spread

Forward Growth Analysis

Projected Growth+27.3%

Strong growth expectations signal robust business momentum and market opportunity expansion.

Analyst Coverage4 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread3%

Narrow estimate range signals strong analyst consensus and predictable business outlook.

OutlookStrong

Positive analyst consensus with strong growth expectations and forecast confidence.

Key Insight

Compelling growth story with analyst consensus: Strong projected growth combined with narrow estimate spread suggests high-conviction opportunity.

acm

Aecom Forward Estimates of EBIT

ACM ยท NYSE
Latest EBIT
1.10B
FY 2025
Avg Estimate
373.74M
FY 2026
Estimate Range
329.97M - 396.95M
Analyst Spread

Forward Growth Analysis

Projected Growth-66.0%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

acm

Aecom Forward Estimates of EBITDA

ACM ยท NYSE
Latest EBITDA
1.28B
FY 2025
Avg Estimate
464.48M
FY 2026
Estimate Range
410.08M - 493.32M
Analyst Spread

Forward Growth Analysis

Projected Growth-63.6%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

acm

Aecom Forward Estimates of SG&A Expense

ACM ยท NYSE
Latest SG&A Expense
157.85M
FY 2025
Avg Estimate
79.91M
FY 2026
Estimate Range
70.55M - 84.87M
Analyst Spread

Forward Growth Analysis

Projected Growth-49.4%

Significant contraction projectedโ€”major business challenges or industry disruption likely.

Analyst Coverage2 Analysts

Limited coverage may indicate reduced institutional interest or information availability.

Estimate Spread18%

Reasonable estimate spread indicates general agreement with normal forecast variance.

OutlookCautious

Analyst skepticism evidentโ€”carefully evaluate risks before investment decisions.

Key Insight

Limited coverage with volatile estimates: Few analysts covering despite significant projected changes may indicate information gaps or emerging risks.

acm

Aecom Insider Positioning

ACM ยท NYSE

During the last 12 months, insiders have purchased $401K and sold $4.53M worth of ACM shares, resulting in $4.13M of net selling activity.

3 Months

Bought

5.6K

401.05K

Sold

0

0.00

Net Activity

+401K

+$401K

3-6 Months

Bought

0

0.00

Sold

32.8K

3.20M

Net Activity

-3.2M

-$3.20M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

11.1K

1.33M

Net Activity

-1.3M

-$1.33M

Top Buyers

1
RT

Rudd Troy

Director, Officer: Chief Executive Officer

4.2K sharesโ€ข1 transactions

$300K

2
KG

Kapoor Gaurav

Officer: Chief Financial Officer (Pao)

1.4K sharesโ€ข1 transactions

$101K

Top Sellers

1
PL

Poloni Lara

Officer: President

17.3K sharesโ€ข1 transactions

$1.68M

2
GDY

Gan David Y.

Officer: Chief Legal Officer

15.5K sharesโ€ข2 transactions

$1.51M

3
RT

Rudd Troy

Director, Officer: Chief Executive Officer

11.1K sharesโ€ข1 transactions

$1.33M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $4.13M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.09:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$401K

Very strong recent buying momentum. Recent insider purchases significantly outpace sales, suggesting near-term optimism.

Insider Participation

Moderate Selling

3 insider sellers vs. 2 buyers. More insiders selling than buying suggests cautious or negative sentiment.