AECOM Stock Price, News & Analysis

AECOM (NYSE: ACM) has acquired Scotland-based Allen Gordon LLP, a leading technical design and advisory services provider for the U.K. & Ireland water and energy sectors. The strategic acquisition positions AECOM to capitalize on anticipated investments exceeding £250 billion over the next decade in regional water and energy markets.

Founded in 1971, Allen Gordon brings established relationships with major water utilities and renewable energy clients. The acquisition strengthens AECOM's Water and Energy teams in the UK&I region, supporting the company's goal of doubling its global water business within five years.

AECOM (NYSE: ACM) has secured a position on Network Rail's Asset Protection (ASPRO) support services framework for the North West & Central region. The framework spans three years with a possible two-year extension, focusing on mitigating risks during third-party work near Network Rail infrastructure.

The company will collaborate with SLC to provide comprehensive technical services, building on AECOM's 18-year history of asset protection services for Network Rail. The framework encompasses program management, engineering, commercial, construction, and PMO roles.

Notable recent collaborations between AECOM and SLC include the West Midlands Rail Programme and the Northumberland Line project, which resumed passenger service in December 2024 after 60 years of freight-only operations.

AECOM (NYSE: ACM) and its joint venture partner AtkinsRéalis have been selected by Hong Kong's Highways Department to provide technical services for the Northern Metropolis Highway (NMH) project. The NMH will span approximately 23 kilometers, featuring dual three-lane sections and at least 8 major interchanges.

The project will connect Tin Shui Wai in the west to the New Territories North New Town near Ping Che in the east, comprising four main sections. AECOM's scope includes assessing engineering feasibility, alignment options, preliminary design, and conducting various assessments including traffic and environmental impact studies.

The company will implement innovative solutions including digital twins, BIM, and Design for Manufacturing and Assembly (DfMA) to ensure cost-effective designs. This strategic corridor aims to enhance east-west connectivity, reduce congestion on existing highways, and support Hong Kong's Northern Metropolis development.

AECOM (NYSE: ACM), the global infrastructure leader, has scheduled its second quarter fiscal 2025 earnings announcement for May 5, 2025, after U.S. market hours. The company will hold a conference call and webcast with analysts and investors on May 6, 2025, at 8 a.m. Eastern Time / 7 a.m. Central Time.

During the call, management will discuss financial results, outlook, strategic achievements, and market trends. Investors can access the webcast at investors.aecom.com, where presentation slides and press release will be available. For direct dial-in, U.S. participants can call 800-599-5188, while international callers should use 646-307-1591 with passcode 7295287.

AECOM (NYSE: ACM) has been selected as a Design Development Partner for Sydney Water, Australia's largest water utility, to support the delivery of a major capital investment program over the next decade. The program aims to enhance climate resilience, support Sydney's growth, and upgrade aging infrastructure.

As Design Development Partner, AECOM will provide engineering design services to develop preferred options and concept designs across various asset classes, including pipes, pumps, reservoirs, treatment plants, and facilities. The program aligns with the New South Wales Government's vision for Greater Sydney through 2050.

Sydney Water serves 5.3 million customers across Greater Sydney, including the Blue Mountains and Illawarra. AECOM has previously collaborated with Sydney Water on key projects, including the Sydney Desalination Plant, Rouse Hill water recycling plant upgrades, and the Western Sydney Regional Master Plan.

AECOM (NYSE: ACM) has been selected in a joint venture with AtkinsRéalis by Hong Kong's Civil Engineering and Development Department (CEDD) to deliver Package 3 of the First Phase Development of the New Territories North – San Tin / Lok Ma Chau Development Node. This project is part of the Northern Metropolis, a major development that will support 2.5 million people.

The joint venture will provide comprehensive services for the 190-hectare development, including design, tender and construction supervision, site formation, infrastructure works, and environmental monitoring. The project, targeted for completion in 2038, will support innovation and technology industry, housing, and commercial spaces.

AECOM will lead the development of a unified digital twin platform for the San Tin Technopole project. The company is also involved in Package 1 (250-hectare portion) and the Investigation Study for Sam Po Shue Wetland Conservation Park (348-hectare site).

AECOM (NYSE: ACM) has been recognized as one of the World's Most Ethical Companies® by Ethisphere for the ninth time overall and fifth consecutive year in 2025. This prestigious recognition highlights the company's commitment to ethical business practices and integrity in operations.

The company achieved notable milestones in its Ethics & Compliance program, including 100% completion of annual Code of Conduct training for global employees in 2024. The comprehensive program focuses on preventing, detecting, and resolving ethical issues while ensuring proper communication of lessons learned.

The assessment process required AECOM to provide over 240 proof points on various aspects, including:

• Ethics and compliance practices
• Governance
• Culture of ethics
• Environmental and social impact
• Value chain initiatives

AECOM (NYSE: ACM) has announced a quarterly cash dividend declaration by its Board of Directors. The company will pay $0.26 per share to stockholders as part of its ongoing quarterly dividend program. Shareholders who are on record by the close of business on April 2, 2025 will receive the dividend payment on April 17, 2025.

AECOM (NYSE: ACM) reported strong Q1 fiscal 2025 results with notable growth across key metrics. Net service revenue increased 5.5% to $1,801 million, while operating income grew 46% to $237 million. The company achieved record first-quarter margins, with segment operating margin reaching 15.4% (+40 bps) and EBITDA margin at 15.6% (+20 bps).

Earnings per share rose significantly, with adjusted EPS increasing 25% to $1.31. Total backlog reached a record $23,877 million, up 4%, maintaining a book-to-burn ratio above 1.0x for the 17th consecutive quarter. Free cash flow increased 28% to $111 million.

Based on strong performance, AECOM raised its fiscal 2025 guidance, projecting organic NSR growth of 5-8%, adjusted EBITDA of $1,175-1,210 million, and adjusted EPS of $5.05-5.20, representing a 13% increase at the mid-point.