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NYSE · Industrials

AECOM (ACM)

As-reported financials and SEC filings for AECOM. The latest annual period is FY2025. The latest reported quarter is Q3 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About AECOM

AECOM provides professional infrastructure consulting and advisory services globally to governments, businesses, and organizations. Its main services include planning, consulting, architectural and engineering design, construction and program management, and real estate development through its AECOM Capital segment. The company serves clients in sectors such as transportation, water, environmental, energy, and facilities across the Americas, International regions, and real estate markets.

Snapshot

Revenue
$16.14B
Revenue growth (YoY)
0.2%
Net income
$561.8M
Diluted EPS
$4.21
Gross margin
7.5%
Operating margin
6.4%
Net margin
3.5%
FCF margin
4.2%
ROE
20.8%
net income / fiscal-year-end equity
P/E
22.1×
trailing when available, otherwise FY EPS
Market cap
$8.38B
Long-term debt / equity
0.98×
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended September 30, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Aecom

  • Revenue grew 0.2% to $16.1B in FY2025, slower than the 12.0% the year before.
  • Operating margin is 6.4% in FY2025, +1.6 pp against 4.7% in FY2021.
  • Most recent quarter Q3 FY2026: revenue $3.6B, down 14.2% from Q3 FY2025.
  • Free cash flow was $685M in FY2025, 4.2% of revenue.
  • Net income rose 39.7% to $562M in FY2025.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Aecom’s fundamentals sit among the 684 Industrials companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Gross margin7.5%
10th percentile of 466
Operating margin6.4%
54th percentile of 605
Net margin3.5%
50th percentile of 645
FCF margin4.2%
47th percentile of 562
Revenue growth (YoY)+0.2%
36th percentile of 668
ROE20.8%
83rd percentile of 600
P/E22.1×
44th percentile of 435
Long-term debt / equity0.98×
75th percentile of 409
Short interest2.10d
30th percentile of 676

Aecom’s gross margin of 7.5% ranks in the 10th percentile of the 466 Industrials companies reporting it.

1 reported insider purchase (code P) totaling $298,341 in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among sector peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 2 of the superinvestors we track (plus 6 quant / multi-strat books), based on each investor’s most recent 13F; periods vary by investor (newest: Q2 2026).

Conviction investors
2
+6 quant / multi-strat
Initiated / added
6
0 new, 6 added
Reduced / exited
3
2 trimmed, 1 exited
Combined position
$539.4M
reported long value
InvestorAs ofPosition valueSharesChange
AQR Capital ManagementquantQ2 2026$124.0M1.8MAdded
D. E. ShawquantQ2 2026$119.4M1.7MAdded
Millennium ManagementquantQ2 2026$92.2M1.3MAdded
Two Sigma InvestmentsquantQ2 2026$61.1M875.6KAdded
Renaissance TechnologiesquantQ2 2026$52.1M746.9KAdded
Citadel AdvisorsquantQ2 2026$47.3M677.8KReduced
Gotham Asset ManagementQ2 2026$31.7M454.6KAdded
Bridgewater AssociatesQ2 2026$11.4M163.4KReduced

No longer held by: Maverick Capital (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4.

Buys (90d)
1
1 insider
Bought (90d)
$298K
code P value
Sells (90d)
0
Reported activity
Net buying
by $ value, 90d
Trade dateInsiderTypeSharesPriceValue
2026-06-16
Poloni LaraPRESIDENTBuy4.2K$70.63$298K
2026-05-14
Rudd TroyCHIEF EXECUTIVE OFFICERBuy4.2K$71.02$300K
2026-05-14
Kapoor GauravCHIEF FINANCIAL OFFICER (PAO)Buy1.4K$71.12$101K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
5.1M
settled 2026-08-14
Change vs prior
-28.3%
vs previous settlement
Days to cover
2.10
at avg daily volume
Avg daily volume
2.4M
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-145.1M-28.3%2.10
2026-07-317.1M-17.5%4.70
2026-07-158.6M-3.5%5.45
2026-06-309.0M+41.1%3.90
2026-06-156.3M-1.7%3.43
2026-05-296.5M-7.4%1.74
2026-05-157.0M+13.2%4.17
2026-04-306.2M+10.9%5.50

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023FY2022FY2021
Revenue$16.14B$16.11B$14.38B$13.15B$13.34B
Gross profit$1.22B$1.08B$945.5M$848.0M$798.4M
Operating income$1.03B$827.4M$324.1M$646.8M$629.6M
Net income$561.8M$402.3M$55.3M$310.6M$173.2M
Diluted EPS$4.21$2.95$0.39$2.18$1.16

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023FY2022FY2021
Operating cash flow$821.6M$827.5M$696.0M$713.6M$704.7M
Capital expenditure$136.7M$119.6M$105.6M$137.0M$136.3M
Free cash flow$684.9M$707.9M$590.4M$576.6M$568.4M

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q3 FY2026$3.59B-14.2%$-86.7M$-0.67
Q2 FY2026$3.80B0.8%$179.9M$1.39
Q1 FY2026$3.83B-4.6%$74.5M$0.56
Q4 FY2025$4.18B1.6%$120.4M$0.90
Q3 FY2025$4.18B0.7%$131.0M$0.98
Q2 FY2025$3.77B-4.4%$143.4M$1.08
Q1 FY2025$4.01B2.9%$167.0M$1.25
Q4 FY2024$4.11B7.0%$172.5M$1.28

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorIndustrials
SIC industryServices-Engineering Services
Latest annual periodFY2025 (ended September 30, 2025)
Latest reported quarterQ3 FY2026 (ended June 30, 2026)
Oldest indexed filing2013
SEC CIK868857

Selected SEC filings

10-K2025-11-19
View on EDGAR →
10-Q2026-08-11
View on EDGAR →
10-Q2026-05-12
View on EDGAR →
10-Q2026-02-10
View on EDGAR →
8-K2026-08-10
View on EDGAR →
8-K2026-06-11
View on EDGAR →
8-K2026-06-03
View on EDGAR →
8-K2026-05-11
View on EDGAR →

Largest Industrials peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.