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Earnings transcript
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ACM
Aecom
$58.94
-0.15
(-0.25%)
| Exchange: | NYSE |
| Market Cap: | 7.585B |
| Shares Outstanding: | 56.965M |
Delayed data
About The Company
| Sector: | IndustrialsView sector performance | |||||
| Industry: | Engineering & ConstructionView industry performance | |||||
| CEO: | W. Troy Rudd | |||||
| Full Time Employees: | 51000 | |||||
| Address: |
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| Website: | https://www.aecom.com |
AECOM, along with its affiliated entities, delivers specialized infrastructure consulting services to public sector bodies, private businesses, and various organizations across the globe, with operations spanning the Americas, Europe, the Middle East, Africa, and the Asia Pacific region. The company manages its extensive operations through three distinct segments: Americas, International, and AECOM Capital. For its commercial and governmental clientele, AECOM offers a comprehensive suite of services including strategic planning, expert consultation, architectural and engineering design, and robust construction and program management. Additionally, the firm is involved in investment and development initiatives, notably within the real estate sector. Its construction capabilities are extensive, covering general building projects, energy-related infrastructure, and industrial facilities. AECOM’s proficiency is applied across critical sectors such as transportation, water resources, governmental services, facilities management, environmental solutions, and energy. Founded in 1980 and headquartered in Dallas, Texas, the company officially rebranded as AECOM in January 2015, having previously operated as AECOM Technology Corporation.
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Revenue Segmentation
ACM full analysis
Welcome to MARKETSNAP’s SWOT analysis for AECOM! If you’re a long-term investor looking to dig into a company with a strong footprint in infrastructure and engineering, you’re in the right place. Today, we’re breaking down AECOM—yes, that’s the ticker ACM—a global leader in infrastructure consulting, to see what makes it tick, what’s holding it back, and where it could be headed. Let’s get straight into it with a quick overview, some recent updates, and then dive deep into the strengths,…
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 14,378,461 | 16,105,498 | 16,139,622 |
| Gross Profit | 945,465 | 1,084,341 | 1,216,713 |
| EBITDA | 548,467 | 1,082,384 | 1,275,790 |
| Operating Income | 324,134 | 827,442 | 1,026,522 |
| Net Income | 55,332 | 402,266 | 561,774 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 11,233,398 | 12,061,669 | 12,200,249,000 |
| Total Liabilities | 8,849,687 | 9,691,259 | 9,504,065,000 |
| Total Stockholders Equity | 2,212,332 | 2,184,205 | 2,492,584,000 |
| Total Debt | 2,751,674 | 3,027,827 | 3,229,504,000 |
| Cash and Cash Equivalents | 1,260,206 | 1,580,877 | 1,378,582,000 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 695,980 | 827,490 | 821,602,000 |
| Capital Expenditure | -105,600 | 0 | 0 |
| Free Cash Flow | 590,380 | 827,490 | 821,602,000 |
| Net Income | 100,141 | 460,255 | 636,187,000 |
| Net Change in Cash | 83,434 | 322,710 | 877,000 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 15,920,570.116 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 16,476,401.873 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 16,148,332.348 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 1,808,235.160 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 1,876,797.514 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 1,842,516.337 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 1,188,268.940 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 1,242,433.200 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 1,215,351.070 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 169,489.555 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 175,406.911 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 171,914.300 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 9.080 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 9.320 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 8.910 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 1 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Financial Performance: AECOM demonstrated strong results in Q1 2025, as highlighted in the earnings call transcript, with notable growth in net service revenue and operating income. Key metrics such as revenue, gross profit, and net income from recent income statements reflect a solid financial foundation, supported by consistent operating cash flow and free cash flow generation as per cash flow statements.
- Operational Efficiency and Innovation: The company’s focus on digital transformation and workforce capability investments, as mentioned in the Q1 2025 earnings call, positions it as a leader in operational efficiency within the industry. High gross profit margin (TTM) and return on invested capital (ROIC TTM) from key metrics indicate effective resource utilization.
- Strong Market Position: AECOM benefits from a significant market capitalization and a stable presence in its sector, as evidenced by company profile data. Its performance metrics over 1-year and 5-year periods (perf1y, perf5y) show resilience compared to industry averages, reinforcing its competitive standing.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MarketSnap estimates ACM intrinsic value between $46.64 – $85.98 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
Common questions about ACM valuation
Is Aecom (ACM) overvalued or undervalued right now?
MarketSnap estimates intrinsic value for Aecom (ACM) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is ACM a buy, hold, or sell for long-term investors?
MarketSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether ACM trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is ACM’s P/E ratio?
You can see ACM’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for ACM?
MarketSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MarketSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is ACM a good long-term investment?
Whether ACM fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MarketSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
ACM
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Daily snapshot
-0.25
Trading Metrics:
| Open: | 59.05 | Previous Close: | 59.09 | |
| Day Low: | 58.66 | Day High: | 60.11 | |
| Year Low: | 56.39 | Year High: | 135.52 | |
| Price Avg 50: | 63.37 | Price Avg 200: | 78.19 | |
| Volume: | 1.14M | Average Volume: | 1.923M |
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