Added to YB: 2026-07-08
Pitch date: 2026-07-05
ACM [bullish]
AECOM
+0.34%
current return
Author Info
No bio for this author
Company Info
AECOM, together with its subsidiaries, provides professional infrastructure consulting services for governments, businesses, and organizations internationally.
Market Cap
$8.7B
Pitch Price
$67.41
Price Target
N/A
Dividend
1.83%
EV/EBITDA
7.54
P/E
14.15
EV/Sales
0.70
Sector
Construction and Engineering
Category
value
AECOM: Priced for a Slowdown That Isn't in the Backlog
ACM: Down ~40% YoY to $67.70 on Q2 cash-flow scare (OCF -98%, FCF -$27M) mgmt says already reversed. Record $26.2B backlog (+8%), 22nd straight qtr book-to-burn >1, adj EPS +27%, margins record 16.5%. Guidance raised twice to $5.90-6.10 EPS. CEO/Pres/CFO all bought near $71. ~11x vs Jacobs 35x/Tetra 20x. Risk: claims balance +70% to $680M, AI hours compression, gov funding. Author buying.
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