AECOM (ACM) reported fiscal third-quarter 2026 revenue of $3.586 billion, down 14.2% from a year earlier. Net loss attributable to AECOM was $86.7 million, compared with net income of $131.0 million in the prior-year period.
The quarter included a $337 million pre-tax charge tied to a Construction Management project. The company said backlog rose 13% to a record $27.8 billion and updated fiscal 2026 guidance to reflect the project charge and lower net service revenue growth expectations.
- GAAP diluted loss per share was $0.67 for the quarter ended June 30, 2026.
- Total backlog increased to $27.816 billion, supported by $4.2 billion in wins and a 1.6 book-to-burn ratio.
- Operating cash flow was $95 million, while free cash flow was $55 million.
- Fiscal 2026 guidance calls for adjusted EPS of $3.95 to $4.15 and adjusted EBITDA of $935 million to $965 million.
- The company expects fiscal 2026 free cash flow of approximately $300 million.
$ACM Insider Trading Activity
$ACM insiders have traded $ACM stock on the open market 3 times in the past 6 months. Of those trades, 3 have been purchases and 0 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) purchased 4,225 shares for an estimated $300,059
- LARA POLONI (PRESIDENT) purchased 4,224 shares for an estimated $298,341
- GAURAV KAPOOR (CHIEF FINANCIAL OFFICER (PAO)) purchased 1,420 shares for an estimated $100,990
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$ACM Hedge Fund Activity
We have seen 258 institutional investors add shares of $ACM stock to their portfolio, and 370 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PICTET ASSET MANAGEMENT HOLDING SA removed 1,976,064 shares (-92.8%) from their portfolio in Q2 2026, for an estimated $137,929,267
- BLACKROCK, INC. removed 1,380,726 shares (-8.8%) from their portfolio in Q2 2026, for an estimated $96,374,674
- FIRST TRUST ADVISORS LP removed 1,053,694 shares (-25.8%) from their portfolio in Q1 2026, for an estimated $88,025,596
- MARINER, LLC removed 1,016,145 shares (-83.2%) from their portfolio in Q1 2026, for an estimated $84,888,753
- ALLIANCEBERNSTEIN L.P. removed 958,419 shares (-63.2%) from their portfolio in Q1 2026, for an estimated $80,066,323
- STATE STREET CORP removed 935,362 shares (-18.6%) from their portfolio in Q2 2026, for an estimated $65,288,267
- FMR LLC added 921,651 shares (+77.7%) to their portfolio in Q1 2026, for an estimated $76,994,724
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$ACM Congressional Stock Trading
Members of Congress have traded $ACM stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $ACM stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG sold up to $50,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
