AECOM (ACM) Stock Rises on Q1 2026 Earnings

AECOM (ACM) reported results for Q1 2026 with revenue of $3.83 billion, topping the revenue estimate of $3.65 billion, while diluted earnings per share came in at $0.56 versus an estimate of $1.18. Net income fell sharply year-over-year, and the stock was up 3.02% since market close.

Revenue: $3.83 billion (down 4.6% year-over-year).

Gross profit: $281.0 million (up 4.7% year-over-year).

Operating profit: $212.2 million (down 6.9% year-over-year).

Net income attributable to common shareholders: $74.5 million (down 55.4% year-over-year).

Diluted EPS: $0.56 (down 55.2% year-over-year).

Balance sheet and cash flow highlights:

Cash from operating activities: $283.7 million (up 87.8% year-over-year).

Purchases of property, plant and equipment: $22.0 million (capital spending down 45.2% year-over-year).

Cash and cash equivalents: $1.59 billion (up 0.3% year-over-year).

Total liabilities: $9.50 billion (up 0.9% year-over-year).

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

AECOM Insider Trading Activity

AECOM insiders have traded $ACM stock on the open market 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 have been sales.

Here’s a breakdown of recent trading of $ACM stock by insiders over the last 6 months:

TROY RUDD (CHIEF EXECUTIVE OFFICER) has made 0 purchases and 2 sales selling 53,097 shares for an estimated $6,348,193.
LARA POLONI (PRESIDENT) has made 0 purchases and 2 sales selling 17,533 shares for an estimated $1,701,134.
DAVID Y. GAN (CHIEF LEGAL OFFICER) has made 0 purchases and 2 sales selling 15,502 shares for an estimated $1,514,889.

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

AECOM Hedge Fund Activity

We have seen 272 institutional investors add shares of AECOM stock to their portfolio, and 341 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ORION PORFOLIO SOLUTIONS, LLC removed 5,319,446 shares (-99.7%) from their portfolio in Q3 2025, for an estimated $694,028,119
FIRST TRUST ADVISORS LP added 2,162,158 shares (+105.3%) to their portfolio in Q3 2025, for an estimated $282,096,754
UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 2,086,071 shares (+78.8%) to their portfolio in Q3 2025, for an estimated $272,169,683
PICTET ASSET MANAGEMENT HOLDING SA removed 849,546 shares (-22.5%) from their portfolio in Q4 2025, for an estimated $80,987,220
AMUNDI removed 806,913 shares (-43.7%) from their portfolio in Q3 2025, for an estimated $105,277,939
PRIMECAP MANAGEMENT CO/CA/ removed 684,889 shares (-7.2%) from their portfolio in Q3 2025, for an estimated $89,357,467
INVESCO LTD. added 618,205 shares (+14.2%) to their portfolio in Q3 2025, for an estimated $80,657,206

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

AECOM Government Contracts

We have seen $268,024,841 of award payments to $ACM over the last year.

Here are some of the awards which we have have seen pay out the most over the last year:

REFS/CEIC/INFRASTRUCTURE (I): NEW TASK ORDER (TO) CALLED "PARTNERSHIP FOR GLOBAL INFRASTRUCTURE AND INVEST...: $25,265,000
FY25 MARINE CORPS INSTALLATION GEOSPATIAL INFORMATION AND SERVICES (IGI AND S) DATA MANAGEMENT SUPPORT ON-S...: $21,965,503
COMPREHENSIVE LONG-TERM ENVIRONMENTAL ACTION NAVY (CLEAN VI)INVESTIGATION AND REMEDIATION OF RELEASES, AND ...: $13,829,430
RES - OLD WILMINGTON ROAD: $10,373,076
CONTRACT NO. N62742-23-D-1802, CLEAN VI FOR NAVAL FACILITIES ENGINEERING SYSTEMS COMMAND PACIFIC, PEARL HAR...: $7,352,221

To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.

AECOM Analyst Ratings

Wall Street analysts have issued reports on $ACM in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

UBS issued a "Buy" rating on 01/21/2026
Truist Securities issued a "Buy" rating on 11/21/2025
Argus Research issued a "Buy" rating on 11/20/2025
RBC Capital issued a "Outperform" rating on 11/20/2025
Barclays issued a "Overweight" rating on 11/20/2025
Citigroup issued a "Buy" rating on 11/19/2025

To track analyst ratings and price targets for AECOM, check out Quiver Quantitative's $ACM forecast page.

AECOM Price Targets

Multiple analysts have issued price targets for $ACM recently. We have seen 9 analysts offer price targets for $ACM in the last 6 months, with a median target of $135.0.

Here are some recent targets:

Adam Bubes from Goldman Sachs set a target price of $127.0 on 01/28/2026
Andrew Kaplowitz from Citigroup set a target price of $131.0 on 01/26/2026
Steven Fisher from UBS set a target price of $143.0 on 01/21/2026
Adam Seiden from Barclays set a target price of $100.0 on 12/22/2025
Jamie Cook from Truist Securities set a target price of $126.0 on 12/18/2025
Andrew Wittmann from Baird set a target price of $143.0 on 11/21/2025
John Staszak from Argus Research set a target price of $135.0 on 11/20/2025