[8-K] AECOM Reports Material Event

Rhea-AI Filing Summary

AECOM reported its financial results for the quarter and year ended September 30, 2025 and outlined increased long-term financial targets, both disclosed through press releases attached to this report. The company also announced that its Board declared a quarterly cash dividend of $0.31 per share, payable on January 23, 2026 to stockholders of record as of January 7, 2026. This dividend represents a 19% increase from the prior quarterly dividend of $0.26 per share, reflecting a higher level of cash returns to shareholders within AECOM’s ongoing quarterly dividend program. Future dividends remain at the sole discretion of the Board.

Positive

• Dividend increased 19%: Quarterly cash dividend raised from $0.26 to $0.31 per share, reinforcing shareholder return through a higher recurring cash payout.
• Higher long-term financial targets: AECOM announced increased long-term financial targets, indicating management confidence in the company’s future performance trajectory.

Negative

• None.

Insights

Equity & earnings analyst

AECOM pairs higher long-term targets with a 19% dividend increase.

AECOM released its fourth quarter and full-year fiscal 2025 results and separately announced increased long-term financial targets, signaling management’s confidence in the company’s multi-year outlook. While specific revenue or earnings figures are not detailed here, the decision to publish higher targets in a standalone press release highlights their importance in the company’s strategy.

The Board also raised the quarterly cash dividend from $0.26 to $0.31 per share, a 19% increase, with payment scheduled for January 23, 2026 to holders of record on January 7, 2026. A larger recurring dividend often reflects a stable cash flow profile and a commitment to ongoing capital returns, although the Board states that future dividends remain fully discretionary.

The combination of increased long-term financial targets and a higher regular dividend suggests management is positioning AECOM as both a growth and income story. Subsequent quarterly reports and future dividend declarations will indicate how consistently the company tracks against these targets and sustains this higher payout level.

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C.  20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION 13 OR 15(d) OF THE

SECURITIES EXCHANGE ACT OF 1934

Date of Report (Date of earliest event reported): November 18, 2025

AECOM

(Exact name of Registrant as specified in its charter)

Delaware		0-52423		61-1088522
(State or Other Jurisdiction		(Commission		(I.R.S. Employer
of Incorporation)		File Number)		Identification No.)

13355 Noel Road
Dallas, Texas 75240		75240
(Address of Principal Executive Offices)		(Zip Code)

Registrant’s telephone number, including area code: (972) 788-1000

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨  Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨  Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨  Pre-commencement communications pursuant to Rule 14d-(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨  Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class		Trading Symbol(s)		Name of each exchange on which registered
Common Stock, $0.01 par value		ACM		New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging Growth Company   ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act  ¨

Item 2.02 Results of Operations and Financial Condition.

On November 18, 2025, AECOM (the “Company”) issued a press release announcing its financial results for the quarter and year ended September 30, 2025. A copy of the press release is attached to this report as Exhibit 99.1. Exhibit 99.1 attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended.  

AECOM reports its results of operations based on 52 or 53-week periods ending on the Friday nearest September 30, December 31, March 31, and June 30. For clarity of presentation, all periods are presented as if the periods ended on September 30, December 31, March 31, and June 30.  

Item 7.01 Regulation FD Disclosure.

On November 18, 2025, AECOM issued a press release announcing its increased long-term financial targets. A copy of the press release is attached to this report as Exhibit 99.2. Exhibit 99.2 attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended.

Item 8.01 Other Events.

On November 18, 2025, AECOM announced that its Board of Directors (the “Board”) has declared a quarterly cash dividend of $0.31 per share as part of the Company’s ongoing quarterly dividend program. The dividend is payable on January 23, 2026 to stockholders of record as of the close of business on January 7, 2026.  

The per share dividend of $0.31 represents a 19% increase from the previous quarterly dividend of $0.26 per share. The declaration and payment of future dividends are subject to the sole discretion of the Board.  

The press release announcing the declaration of a cash dividend is attached hereto as Exhibit 99.1.

Item 9.01 Financial Statements and Exhibits.

(d)  Exhibits

	99.1	Press Release, dated November 18, 2025 entitled “AECOM reports fourth quarter and full year fiscal 2025 results”
	99.2	Press Release, dated November 18, 2025 entitled “AECOM announces increased financial targets built on further extending its competitive advantage and accelerating operating leverage”
	104	Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereto duly authorized.

	AECOM
Dated:  November 18, 2025	By:	/s/ David Y. Gan
		David Y. Gan
		Executive Vice President, Chief Legal Officer

FAQ

What did AECOM (ACM) announce in its latest Form 8-K?

AECOM announced its fourth quarter and full-year fiscal 2025 results, increased long-term financial targets, and a higher quarterly cash dividend, with details provided in attached press releases.

How much is AECOM’s new quarterly dividend and when is it paid?

AECOM’s Board declared a quarterly cash dividend of $0.31 per share, payable on January 23, 2026 to stockholders of record as of January 7, 2026.

How big is the dividend increase AECOM just announced?

The new dividend of $0.31 per share represents a 19% increase from the previous quarterly dividend of $0.26 per share.

Did AECOM change its long-term financial outlook in this filing?

Yes. AECOM issued a press release announcing increased long-term financial targets, indicating updated expectations for its future financial performance.

Are AECOM’s financial results and targets in this 8-K considered filed with the SEC?

The press releases furnished as Exhibits 99.1 and 99.2 are stated as not being deemed "filed" for purposes of Section 18 of the Securities Exchange Act or incorporated by reference into Securities Act filings.

Will AECOM continue to pay dividends at this higher level?

AECOM describes the dividend as part of an ongoing quarterly dividend program, but notes that the declaration and payment of future dividends are at the sole discretion of the Board.