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AECOM
AECOM (ACM) investor relations material
AECOM Investor presentation summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor presentation summary2 Mar, 2026
Strategic positioning and market leadership
Holds #1 ranking in all key end markets, supported by deep technical expertise and trusted client relationships.
Maintains a record $26B backlog with a book-to-burn ratio above 1x for 21 consecutive quarters.
Demonstrates a culture focused on innovation, adaptability, and leveraging competitive advantages to expand market share.
Investments in AI and technology are driving better client outcomes and expanding addressable markets.
Recent project wins, such as the Sydney Metro West Linewide Systems package and Scottish Water Enterprise Alliance, highlight strategic growth.
Financial performance and guidance
Raised full-year earnings guidance following Q1 outperformance, now expecting adjusted EPS of $5.95 and adjusted EBITDA of $1,287.5M at midpoints.
Achieved record first-quarter results in NSR, adjusted EBITDA, margins, and backlog, with NSR up 5% and Americas growth at 9%.
Backlog increased 9% to a record high, with a 1.5 book-to-burn ratio and $3.5B in total wins for the quarter.
FY'26 guidance includes 6-8% NSR growth, 17% adjusted EBITDA margin, and 13% adjusted EPS growth.
Returned over $340M to shareholders in Q1 through repurchases and dividends, with repurchase authorization increased to $1B.
Operational efficiency and value creation
Revenue per employee has increased by 30% and profit per employee by 50% since 2020, reflecting productivity gains.
Commercial model evolves to capture more value for clients, driving higher EBITDA and NSR per employee.
Focused on core, higher-return, lower-risk businesses with balanced geographic and funding exposure.
Industry-leading profitability and strong free cash flow conversion underpin disciplined capital allocation.
Targets for FY'26–FY'29 include 5–8% organic NSR CAGR, 20%+ segment adjusted operating margin, and double-digit annual dividend growth.
Detail AI commercial monetization models
How do competitive advantages drive market share gains?
Explain capital allocation's impact on future EPS growth
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Next AECOM earnings date
Q2 20265 May, 2026
AECOM
Next AECOM earnings date
Q2 20265 May, 2026
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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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