ACMAecom
Aecom (ACM) is a global professional services firm that designs, builds, and operates infrastructure projects, including airports, transportation systems, and urban development. The company’s next catalyst is Oct 9, 2026 — Conferences, where it will present its strategic priorities and financial outlook. This event will test the company’s ability to maintain investor confidence amid ongoing securities fraud investigations and a recent $337 million charge from project delays.
- Aecom’s revenue in Q2 2026 was $15.40B, with a net margin of 1.9% and free cash flow of $676.56M.
- The company reported a 9% year-over-year increase in backlog, but its diluted EPS was -$0.67, reflecting ongoing financial pressures.
- Aecom’s debt-to-equity ratio is 0.37x, suggesting a relatively conservative capital structure.
The Read
4% after beating Q3 2026 earnings and reporting a 9% backlog increase, but fell 11% following Q2 2026 results due to a $337 million charge and securities fraud investigations.
The schedule
- Sat3Oct
AECOM Securities Investigation Notice
- Sat3Oct
After more than 20 years, AECOM's legal chief plans to retire in 2027. A succes…
- Sun4Oct
The securities investigation notice introduces regulatory and reputational risks, which could affect the company's ability to secure new contracts and maintain investor confidence.
- Sun4Oct
Conferences
- Fri9Oct
Conference appearances will provide visibility into the company's strategic direction and client pipeline, offering insight into its long-term growth prospects and market positioning.
- Mon8Feb
- Fri2Apr
This event will likely include updates on major projects, new contracts, and strategic initiatives, providing a clearer picture of the company's operational momentum and growth potential.
- Mon10May
- Mon9Aug
This earnings report will test the company's ability to sustain growth and manage costs in a challenging macroeconomic environment, with a focus on its margin expansion and project execution.
- Tue28Sep
Conference appearances will provide visibility into the company's strategic direction and client pipeline, offering insight into its long-term growth prospects and market positioning.
- Sun3Oct
This event is likely to mark a significant milestone or strategic shift for the company, potentially impacting its long-term growth trajectory and investor perception.
- Mon4Oct
Conference appearances will provide visibility into the company's strategic direction and client pipeline, offering insight into its long-term growth prospects and market positioning.
- Mon8Nov
Past
- Mon10Aug
Actual outcome: Bear · $61.76 at outcome
AECOM reported an EPS of -0.67, matching the estimate, but the stock fell sharply due to ongoing securities fraud investigations and a $337 million pre-tax charge from project delays. These negative developments overshadowed the earnings report, leading to a bearish price reaction.
- Tue4Aug
Actual outcome: Bull · $94.08 at outcome
AECOM met EPS estimates of $0.57 and reported a 9% year-over-year increase in its total backlog to $25.96 billion, boasting a strong 1.5x book-to-burn ratio. This robust backlog growth, combined with securing a key role in Seattle's $1 billion transit modernization project, reinforced long-term revenue visibility and drove the stock well above the bull target.