AECOM Stock Price, News & Analysis

AECOM (NYSE:ACM) raised long-term financial targets at its Investor Day on November 18, 2025, driven by investments in proprietary AECOM AI and growth in Advisory.

Key targets: 20%+ segment adjusted operating / adjusted EBITDA margin exit by FY2028, 15%+ adjusted EPS CAGR for FY2026–FY2029, Organic NSR +5–8% CAGR, cumulative Free Cash Flow conversion 100%+, and continued double-digit per-share dividend growth (quarterly dividend raised 19% to $0.31).

Other metrics: Advisory annual NSR targeted to double to $400 million in ~3 years; >$3 billion returned to investors since Sept 2020 (including ~$500 million in fiscal 2025); $645 million repurchase capacity remains. The company initiated a review of strategic alternatives for its Construction Management business; that unit is expected to be classified as held for sale and reported in discontinued operations beginning with Q1 results.

AECOM (NYSE:ACM), in a joint venture with Jacobs, was appointed by New Murabba Development Company on November 5, 2025 to provide design consultancy services for The Mukaab in Riyadh’s New Murabba development. The Mukaab is planned as one of the world’s largest built structures, anchoring a 247-acre (100-hectare) mixed-use downtown with residential, hospitality, retail and cultural spaces.

The scope includes design for the Mukaab and surrounding podium areas, infrastructure, road tunnels, the Mukaab Core, wadi podiums and public realm, and emphasizes Najdi architectural inspiration and digital/immersive technologies aligned with Saudi Vision 2030.

AECOM (NYSE:ACM), the global infrastructure leader, has announced its upcoming 2025 Investor Day scheduled for November 18, 2025, at the New York Stock Exchange. The event will begin at 10 a.m. Eastern Time.

Led by Chairman and CEO Troy Rudd, the executive team will present the company's strategic plan, financial targets, and transformation initiatives. The company will also release its Q4 and full-year fiscal 2025 earnings before market opens on the same day.

The presentation will cover AECOM's value proposition enhancements, competitive advantages, and industry-leading performance. A live webcast and replay will be available on the company's investor relations website.

AECOM (NYSE:ACM), the global infrastructure leader, has announced a quarterly cash dividend of $0.26 per share. The dividend will be paid on October 17, 2025, to stockholders of record as of October 1, 2025.

AECOM (NYSE:ACM), in consortium with Arup, has secured a position on National Highways' Specialist Professional and Technical Services 3 (SPaTS3) framework in the U.K. The framework, valued at up to £495 million across six suppliers, spans a six-year term until 2031.

The consortium will provide technical and advisory services to enhance safety and resilience across England's 4,500-mile strategic road network. This appointment extends AECOM's existing partnership with National Highways and builds upon their previous successful collaboration under the earlier SPaTS framework.

AECOM (NYSE:ACM) and Binnies have formed a joint venture to deliver professional engineering services for Phase 3 expansion of Singapore's Changi Water Reclamation Plant (WRP). The expansion will increase treatment capacity by up to 96 million gallons per day, making it one of the world's largest used water treatment facilities.

The joint venture's scope includes preliminary design, cost-benefit analysis, engineering studies for future expansions, environmental studies, and construction supervision. The project will implement advanced water treatment technologies to enhance operational efficiency and space utilization, supporting Singapore's water resilience strategy.

AECOM, which reported revenue of $16.1 billion in fiscal year 2024, brings its expertise as the world's top water design firm to strengthen Singapore's water infrastructure.

AECOM (NYSE:ACM) has been selected as the Project Management Consultant and engineer for Phase II of The Avenues - Riyadh, following their successful completion of Phase I. The $4 billion mixed-use development project in Saudi Arabia spans 1.87 million square meters of built-up area and 370,000 square meters of leasable space.

The project includes a luxury shopping mall and five towers featuring hospitality, commercial, and residential spaces. Set to open in early 2026, The Avenues aims to become a premier commercial hub in the Middle East, supporting Saudi Arabia's Vision 2030. AECOM will implement advanced digital project management tools and lean construction methodologies to optimize project delivery.

AECOM (NYSE:ACM) reported strong third quarter fiscal 2025 results, with record-breaking performance across key metrics. The company achieved net service revenue growth of 6%, with its Americas segment growing 8%. Notable achievements include reaching a 17.1% segment operating margin, exceeding their long-term 17% target more than a year ahead of schedule.

Financial highlights include a 35% increase in net income, 16% growth in adjusted EPS, and total backlog growth of 5% to a record $24.6 billion. The company raised its fiscal 2025 guidance for the third consecutive quarter, now projecting adjusted EBITDA between $1,190-$1,210 million and adjusted EPS of $5.20-$5.30.

AECOM (NYSE:ACM) has secured two significant contracts from the U.S. Army Corps of Engineers (USACE) Europe District for architecture and engineering services. The contracts, with a combined ceiling of $490 million, will support projects across Germany, Poland, Benelux, Czech Republic, Norway, and Denmark.

As the prime contractor, AECOM will provide multi-disciplinary A/E services for new and renovated military infrastructure over a five-year period. The scope includes project planning, design, permitting, and engineering studies, following U.S., host nation, and NATO standards. The company brings substantial regional expertise with over 2,000 professionals across 25 offices in the area.