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AECOM
AECOM (ACM) investor relations material
AECOM Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary10 Feb, 2026
Executive summary
First quarter fiscal 2026 performance exceeded expectations across NSR, adjusted EBITDA, margins, and backlog, prompting an increase in full-year earnings guidance.
Backlog reached a record high of $26.0 billion, up 9% year-over-year, with a 1.5x book-to-burn ratio and strong win rates, especially on large projects.
Strategic review of the Construction Management business concluded with a decision to retain and integrate it more closely for greater value creation.
Major project wins include delivery partner for the 2032 Brisbane Olympics and Scottish Water’s capital program.
Over $340 million was returned to shareholders via repurchases and dividends; share repurchase authorization increased to $1 billion.
Financial highlights
Net service revenue (NSR) grew 5% year-over-year, with Americas NSR up 9% and International NSR flat after adjusting for fewer billable days.
Adjusted EBITDA reached $287 million, with margin improving to 16.4%–17.0%, and adjusted EPS was $1.29.
Returned over $340 million to shareholders in Q1 and nearly $3.4 billion since September 2020.
Free cash flow for Q1 was $42 million; full-year guidance is approximately $400 million.
Operating cash flow was $70 million, down 54% year-over-year.
Outlook and guidance
Fiscal 2026 adjusted EPS guidance raised to $5.85–$6.05, reflecting Q1 outperformance and strong backlog.
Adjusted EBITDA guidance set at $1,270–$1,305 million; segment adjusted operating margin targeted at 16.8%.
Organic NSR growth expected at 6–8%, excluding a 200bps impact from fewer working days.
Free cash flow for the year projected at approximately $400 million.
Long-term targets include a 20%+ margin exit rate by fiscal 2028 and adjusted EPS CAGR of 15%+ from 2026 to 2029.
Strategic benefits of retaining CM business
How do investments enhance competitive moat?
How will increased buyback impact future EPS?
CM business: How will synergies drive growth?
AI: How does it impact client value and margins?
International: What sustains the improved outlook?
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Next AECOM earnings date
AGM 20263 Mar, 2026
AECOM
Next AECOM earnings date
AGM 20263 Mar, 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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