Aecom (ACM)
NYSE:ACM
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Earnings Data
Report Date
Aug 10, 2026Before Open (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
1.54Last Year’s EPS
1.34Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong operational and financial momentum: record backlog, margin expansion, raised profit guidance, notable AI-enabled wins, and robust Americas performance. These positives are tempered by near-term headwinds tied to the Middle East conflict, timing-related cash/claims delays and international revenue softness in some regions. Management expressed confidence in cash flow recovery and continued margin progression, and AI investments are positioned to drive medium-term productivity and competitive advantage.Company Guidance
Record Backlog and Strong Book-to-Burn
Backlog increased 8% to a new record driven by strong wins; design book-to-burn was 1.2x, enhancing revenue visibility and supporting expected second-half growth.
Margin and Earnings Improvement
Companywide segment adjusted operating margin increased 50 basis points to 16.5%; adjusted EBITDA and adjusted EPS reached new second-quarter highs and guidance implies midpoint growth of 7% (EBITDA) and 14% (EPS) year-over-year.
Americas Design Outperformance
NSR in the Americas design business grew 8%; Americas adjusted operating margin rose 60 basis points to 20%, contributing to 10% operating income growth in the segment.
International Backlog and Pipeline Strength
International backlog increased 25% to a new record and the company’s pipeline has increased by double digits for three consecutive quarters, supporting expectations for international growth improvement.
AI-Driven Competitive Wins and Investment
Proprietary AI was a central element in marquee wins (two large wins aggregate ~ $1B, one post-quarter); AI deployment onto projects is growing. Q2 AI investment was $13 million (about 66 basis points), in line with the planned FY26 spend (60–70 bps).
High Re-Compete Win Rate and Advisory Growth
Win rate on re-competes exceeds 90%, often capturing a larger share of client spend. Advisory business on track to double NSR within three years, expanding addressable market.
Notable Market Leadership and New Industry Positions
Named #1 by ENR in transportation facilities and water; secured positions in high-growth areas (hyperscale data center relationships, nuclear fusion work expected to generate nine-figure NSR) supporting long-term secular growth.
Capital Returns and Cash Confidence
Returned $155 million to shareholders in Q2 via repurchases and dividends and reaffirmed full-year free cash flow guidance and a long-term >100% free cash flow conversion target; management stated confidence in delivering on cash guidance.
ACM Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ACM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $79.50 | $69.95 | -12.01% |
Feb 09, 2026 | $102.32 | $103.48 | +1.13% |
Nov 18, 2025 | $131.03 | $126.28 | -3.62% |
Aug 04, 2025 | $110.96 | $117.96 | +6.31% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Aecom (ACM) report earnings?
Aecom (ACM) is schdueled to report earning on Aug 10, 2026, Before Open (Confirmed).
What is Aecom (ACM) earnings time?
Aecom (ACM) earnings time is at Aug 10, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ACM EPS forecast?
ACM EPS forecast for the fiscal quarter 2026 (Q3) is 1.54.