
• Reported GAAP EPS of $0.57 down -54.76% YoY • Reported revenue of $3.83B down -4.57% YoY • AECOM raised its fiscal 2026 adjusted EPS guidance to between $5.85 and $6.05 and adjusted EBITDA guidance to between $1.27B and $1.31B, reflecting strong performance.
Bullish
AECOM achieved record backlog of $25,962 million with a 1.5x book-to-burn, made strategic AI and technology investments, and increased its share repurchase authorization to $1B.
Bearish
AECOM faced GAAP revenue and profit declines, a significant 54% decrease in operating cash flow, and operational award delays in its Americas segment due to a government shutdown.