AECOM SEC Filings

AECOM director Douglas Stotlar reported an award of 2,236 shares of the company’s Common Stock on March 3, 2026. The filing describes these as restricted stock units that vest on the earlier of March 3, 2027, or the date of AECOM’s 2027 Annual Meeting of Stockholders.

After this grant, Stotlar is shown as directly holding 38,804 shares of AECOM Common Stock. The reported acquisition carried a per-share transaction price of $0.0000, reflecting that this was an equity award rather than an open-market purchase.

AECOM director Derek J. Kerr reported an equity award in the form of 2,002 shares of common stock on March 3, 2026, recorded at a price of $0.0000 per share. These are described in a footnote as restricted stock units that vest on the earlier of March 3, 2027 or the company’s 2027 annual meeting of stockholders.

After this grant, Kerr held a total of 3,677 shares of common stock in direct ownership and 2,431 shares in indirect ownership held by a trust. The filing records one grant or award acquisition and one indirect holding entry without a stated transaction direction.

Pipes Kristy reported acquisition or exercise transactions in this Form 4 filing.

AECOM director Kristy Pipes received a grant of 2,002 shares of Common Stock in the form of restricted stock units on March 3, 2026. These units vest on the earlier of March 3, 2027 or the date of AECOM's 2027 Annual Meeting of Stockholders, and she directly holds 8,623 shares of common stock following this award.

Buss Brad W reported acquisition or exercise transactions in this Form 4 filing.

AECOM director Brad W. Buss reported receiving an award of 2,002 shares of common stock in the form of restricted stock units. These units vest on the earlier of March 3, 2027, or the date of AECOM's 2027 Annual Meeting of Stockholders. Following this grant, he directly holds 28,513 shares of common stock.

The company reported lower quarterly profit despite solid underlying operations. Revenue for the quarter was $3.83 billion, down from $4.01 billion, but gross profit improved to $281 million as cost of revenue fell more than sales.

Income from continuing operations before tax declined to $198.3 million from $218.0 million, weighed by $27.9 million of restructuring and acquisition costs and higher interest expense. Net income attributable to shareholders fell to $74.5 million, or diluted EPS of $0.56, from $1.25 a year earlier, mainly due to a larger $65.9 million loss from discontinued operations.

That discontinued loss included a $61.8 million non‑cash charge from revising expected recovery on long‑running Department of Energy claims. The company also recorded higher amortization from recent acquisitions and continues to wind down self‑perform at‑risk construction activities. Cash and cash equivalents were $1.25 billion and total debt $2.74 billion. Remaining performance obligations stood at $19.4 billion, with about 60% expected to convert to revenue within 12 months.

The company reported first quarter fiscal 2026 results showing softer GAAP figures but strong underlying performance and record backlog. Revenue was 3,831 with net income from continuing operations of $140, down 21%, and diluted EPS of $1.06, down 20%.

On an adjusted basis, operating income was $264 (up 10%), adjusted net income was $171 (down 3%) and adjusted diluted EPS was $1.29 (down 2%). Adjusted EBITDA reached $287, up 6%, with a segment operating margin of 16.4%. Total backlog rose 9% to 25,962, supported by a 1.5 book‑to‑burn ratio and record backlogs in both Americas and International.

Operating cash flow was $70, a 54% decline, and free cash flow was $42, down 62%. The company completed a strategic review and chose to retain its Construction Management business. It agreed in principle to settle a legacy URS matter, expecting about $50 in cash this fiscal year while recording a $61.8 non‑cash loss in discontinued operations. Management raised full‑year fiscal 2026 guidance to adjusted EPS of $5.85–$6.05 and adjusted EBITDA of $1,270–$1,305, and noted it returned more than $340 to shareholders in the quarter.

BlackRock, Inc. filed an amended Schedule 13G/A reporting a significant institutional stake in the issuer’s common stock. BlackRock reports beneficial ownership of 13,088,821 shares, representing 10.1% of the outstanding class. It holds sole voting power over 12,273,912 shares and sole dispositive power over 13,088,821 shares, with no shared voting or dispositive authority.

The filing states these securities are held in the ordinary course of business, not for the purpose or effect of changing or influencing control of the issuer, except for activities solely in connection with a nomination under the relevant proxy rule.

AECOM is asking stockholders to vote at its 2026 Annual Meeting, which will be held by virtual live webcast on March 3, 2026, for holders of record as of January 9, 2026. Stockholders are being asked to elect 8 directors to serve until the 2027 annual meeting, ratify the selection of Ernst & Young LLP as independent registered public accounting firm for fiscal 2026, and approve the company’s executive compensation on an advisory “Say‑on‑Pay” basis.

The Board highlights a governance framework with 8 directors, 7 of whom are independent, use of a lead independent director, majority voting for uncontested director elections, proxy access, the right of stockholders to call special meetings, and no supermajority requirement for business combinations. AECOM emphasizes pay‑for‑performance compensation metrics, stock ownership guidelines for directors and executives, clawback and anti‑hedging policies, and integration of sustainability and human capital priorities into strategy and incentive design.