$ACM

7 stories mentioning ACM

Every FINWIRES story that references ACM, newest first.

Research Alert: CFRA Keeps Buy Opinion On Shares Of Aecom

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month target by $29 to $96, 15.5x our next-12-month EPS estimate of $6.20, below ACM's five-year historical forward average of 20.5x. We lift our FY 26 EPS view by $0.05 to $6.04 and lower our FY 27 EPS view by $0.11 to $6.75. While near-term revenue growth remains modest and policy volatility warrants monitoring, we believe the risk/reward profile is favorable at current valuation levels given AECOM's operational momentum and pathway to industry-leading profitability. The company's raised guidance, accelerated capital returns, and demonstrated ability to navigate policy disruptions support our constructive view. While the Middle East conflict has created near-term revenue impacts, the region continues to generate strong backlog additions. We think international diversification provides additional growth avenues with strengthening momentum despite near-term headwinds. We expect total revenue growth of 1.7% in FY 26 and 6.1% in FY 27.

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Insider Trading31d ago

Aecom Insider Bought Shares Worth $300,060, According to a Recent SEC Filing

Troy Rudd, Director, CEO, on May 14, 2026, executed a purchase for 4,225 shares in Aecom (ACM) for $300,060. Following the Form 4 filing with the SEC, Rudd has control over a total of 403,439 common shares of the company, with 142,207 shares held directly and 261,232 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/868857/000165381126000002/xslF345X05/wk-form4_1778788962.xml

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Wire33d ago

AECOM's Fiscal Q2 Beat Supported by Americas Strength, AI Gains, RBC Says

AECOM (ACM) delivered a modest earnings beat in fiscal Q2, with results slightly ahead of consensus as strong performance in the Americas offset softer international trends impacted by geopolitical disruption in the Middle East, RBC Capital said in a note Tuesday.The analyst said constant-currency revenue growth was driven by strong execution in the Americas, while international operations declined due to regional headwinds, though margins expanded year over year on efficiency gains and early AI-driven productivity and win-rate improvements.RBC pointed to record backlog growth across both the Americas and international segments, supporting stronger visibility into future demand, while management raised fiscal 2026 earnings per share guidance and reaffirmed long-term targets driven by steady demand in transportation, water, and environmental services.The note also said AECOM's shift toward higher-margin advisory and program management services, along with growing opportunities in PFAS remediation as it builds capabilities to support long-term environmental cleanup demand.RBC maintained its outperform rating on the stock and lowered its price target to $111 from $142.Price: $69.92, Change: $-0.03, Percent Change: -0.05%

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Wire33d ago

Truist Securities Cuts Price Target on AECOM to $109 From $116, Maintains Buy Rating

AECOM (ACM) has an average rating of buy and mean price target of $108.41, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $68.36, Change: $-1.52, Percent Change: -2.18%

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Research34d ago

Research Alert: Aecom Q2 Fy 26: Strong Margins And Backlog Growth Drive Guidance Raise

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AECOM delivered strong Q2 FY 26 results with adjusted EPS of $1.59 (+27% Y/Y, +3.2% vs. consensus), while segment adjusted operating margin reached 16.5% (+50 bps), ahead of long-term targets. Net service revenue grew 4% to $1.948B, with Americas design business up 8% in constant currency reflecting market share gains, though International NSR declined 3% due to Middle East conflicts. The company's diversified market exposure and strong execution drove backlog to $26.2B (+8% Y/Y) with a 1.2x book-to-burn ratio for the 22nd consecutive quarter above 1.0x. Management raised adjusted EPS guidance to $5.90-$6.10 (from $5.85-$6.05) and adjusted EBITDA guidance to $1,275M-$1,305M, while reaffirming long-term targets including 20%+ margin exit rate by FY 28. We believe AECOM's margin expansion ahead of schedule and consistent backlog growth demonstrate strong operational execution and provide visibility for sustained profitability improvements.

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Wire34d ago

AECOM Q2 Adjusted Earnings, Revenue Rise

AECOM (ACM) reported fiscal Q2 adjusted earnings of $1.59 per diluted share, up from $1.25 a year earlier.Analysts polled by FactSet expected $1.55.Revenue in the three months ended March 31 rose to $3.8 billion from $3.77 billion a year earlier.The company boosted full-year adjusted EPS guidance to $5.90 to $6.10 from the prior forecast of $5.85 to $6.05.Analysts polled by FactSet expect $5.92.AECOM shares rose 1.9% in after-hours trading.

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US Markets58d ago

Industrial Demand Holds Strong Despite Iran War, Truist Securities Says

The industrial sector likely saw strong demand in the first quarter, despite concerns around the impact of the Iran war, Truist Securities said in a note on Friday.The broader momentum is attributable to improved demand in machinery markets and growth across data centers, aerospace, and heating, ventilation and air conditioning, according to the note."Rising input costs tied to the Iran war are manageable in the short term," Truist analysts, including Jamie Cook, said.While there are worries tied to tariffs, "we would be more concerned about a prolonged war with Iran and the potential macro repercussions," Cook said.Oil prices plunged on Friday after Iran opened the Strait of Hormuz following a ceasefire agreement between Lebanon and Israel. Energy prices have surged following the US-Israel war with Tehran. US President Donald Trump has expressed optimism over the prospects of a deal with Iran ahead of the expiration of a two-week ceasefire between the two sides."We see a positive setup for first-quarter prints across machinery, multi-industry and infrastructure services," Cook wrote.Within the machinery industry, the brokerage maintained 2026 estimates for Deere (DE), AGCO (AGCO) and CNH Industrial (CNH) amid order momentum. Caterpillar (CAT) is expected to deliver another strong quarter, Cook said.Infrastructure service companies AECOM (ACM) and Jacobs (J) must convince investors with sustainable organic growth and margin improvement, though Jacobs is seen posting a solid quarter.Multi industry player Parker-Hannifin (PH) is on track for continued earnings beats and raises, with signs that industrial organic growth is improving, Cook said. AMETEK (AME) is recovering and holds capacity for more deals, according to the research note.AMETEK completed its acquisition of Faro Technologies in 2025.

$ACM$AGCO$AME$CAT$CNH$DE$J$PH