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AECOM (ACM) investor relations material
AECOM Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary5 Aug, 2025
Executive summary
Achieved record adjusted EBITDA and EPS, with net service revenue growth accelerating in both Americas (8%) and International (3%) segments, and record backlog and pipeline supporting future visibility.
Segment adjusted operating margin reached 17.1%, surpassing the long-term target ahead of schedule.
Raised annual financial guidance for the third consecutive quarter, reflecting strong year-to-date performance and visibility.
Nearly $240 million returned to shareholders year-to-date; $2.7 billion since September 2020.
Investments in organic growth, technical capabilities, and client relationships are driving performance and competitive advantage.
Financial highlights
Revenue for the quarter was $4.18 billion, up 1% year-over-year; net service revenue grew 6% to $1.94 billion.
Adjusted EBITDA was $313 million, up 10% year-over-year; adjusted EPS was $1.34, up 16%.
Free cash flow for the quarter was $262 million; year-to-date free cash flow reached a record $551 million, up 27%.
Operating income rose 29% to $294 million; net income increased 35% to $175 million.
Total backlog reached $24.6 billion, up 5% year-over-year.
Outlook and guidance
Fiscal 2025 guidance raised: adjusted EBITDA expected between $1,190 million and $1,210 million, a 10% increase at midpoint.
Adjusted EPS guidance raised to $5.20–$5.30, a 16% increase at midpoint; organic net service revenue growth of 5–8% expected.
Segment adjusted operating margin guidance increased to 16.5%, a 70 basis point improvement over the prior year.
Free cash flow conversion expected to remain at or above 100%.
Adjusted effective tax rate for the year projected at ~24%.
What drove the Americas NSR growth?
How much capital has been returned to shareholders?
What is the expected adjusted tax rate for FY25?
How will AI impact AECOM's margins?
What's driving margin improvement?
How is the advisory business progressing?
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Q4 202518 Nov, 2025
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Frequently asked questions
Building a sustainable future
AECOM is a multinational engineering and infrastructure firm that provides professional services in the areas of design, consulting, construction, and management. The company operates across various sectors, including transportation, water, energy, environmental, and buildings. AECOM's business model revolves around delivering integrated solutions to clients, offering a wide range of services throughout the project lifecycle.
Economies of scale
One of AECOM's key competitive advantages is its global presence and scale. The company has a vast network of offices and projects worldwide, allowing it to serve clients across different regions and leverage local expertise. AECOM's multidisciplinary approach and ability to offer end-to-end solutions also contribute to its competitive edge, enabling seamless coordination and collaboration on complex projects.
Structural tailwinds
AECOM operates in an industry with several opportunities. The increasing need for infrastructure development, urbanization, and sustainable solutions presents growth opportunities for the company. AECOM can capitalize on emerging trends like smart cities, renewable energy, and resilience planning. Additionally, the global demand for transportation infrastructure and water management solutions creates avenues for expansion.
However, AECOM also faces challenges in the industry. The industry is susceptible to regulatory changes, geopolitical factors, and economic fluctuations, which can affect project funding and profitability. Maintaining a skilled workforce, managing project risks, and ensuring sustainable growth are ongoing challenges for AECOM.
Three listed peers to AECOM in the engineering and infrastructure industry are: Jacobs Solutions, WSP Global, Tetra Tech.
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