Aecom: When AI Actually Moves The Margin Needle But The Market Looks The Other Away [Seeking Alpha]
AECOM (ACM)
Last aecom earnings: 2/3 06:55 am
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US:NYSE Investor Relations:
investors.aecom.com/mobile.view?c=131318
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Source: Seeking Alpha
ACM is exiting low-margin construction management to focus on high-return advisory, AI-powered design tools, and aggressive share repurchases, aiming for margin expansion. Management is guiding for 6–8% organic NSR growth, 7% EBITDA growth, and 9% EPS growth for FY'26, with ambitious long-term targets for margin and EPS expansion. I rate shares a 'buy' due to a compelling mix of valuation, strategic transformation, and realistic growth prospects, despite some execution risks in scaling AI. JHVEPhoto/iStock Editorial via Getty Images Introduction Despite a sharp post-earnings selloff that has left Aecom ( ACM ) trading at only 18.5x earnings and 12.0x EV/EBITDA, I think the market is underpricing a powerful transformation story at the company. By exiting the low-margin, cyclical construction management business and redeploying This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and
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ACM
News
- AECOM (NYSE:ACM) had its "buy (b-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- AECOM (NYSE:ACM) had its "buy (b-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
- CEO of the Year: Stantec's Gord Johnston is built different [Globe and Mail, The (Toronto, Canada)]Globe and Mail, The
- AECOM (NYSE:ACM) was downgraded by analysts at Baird R W from a "strong-buy" rating to a "hold" rating.MarketBeat
- AECOM (ACM) Analyst/Investor Day Transcript [Seeking Alpha]Seeking Alpha
ACM
Earnings
- 11/18/25 - Beat
ACM
Sec Filings
- 11/19/25 - Form 10-K
- 11/18/25 - Form 8-K
- 9/10/25 - Form 8-K
- ACM's page on the SEC website