Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…

AECOM
Next earnings Aug 3, 2026 · consensus $1.55 EPS, $2.08B rev
Last earnings -1.4% on 2026-05-11
Infrastructure-engineering leader with expanding margins — net income +40%, 22.5% ROE — at a reasonable 16.3x EPS.
Sources: SEC EDGAR (CIK 0000868857, latest 10-Q filed 2026-05-12) · EODHD · analysis by claude-code · as of 6/21/2026, 8:50:58 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
Quality fundamentals and an attractive price line up (~124% below fair value) — the rarer case where both the business and the entry look good.
AECOM is a global infrastructure consulting and engineering firm executing well on a margin-expansion strategy. FY2025 revenue was flat at $16.1B, but the quality of earnings improved markedly: operating income rose 24.1% to $1.03B, gross margin expanded to 7.5%, and net income grew 39.7% to $562M (EPS $4.21, +42.7%). This is the right pattern for a professional-services firm — growing profit per dollar of revenue by shifting toward higher-value work and disciplined project selection — and it drives a strong 22.5% return on equity.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $13.3B | $13.1B | $14.4B | $16.1B | $16.1B |
| Gross profit | $798M | $848M | $945M | $1.08B | $1.22B |
| Operating income | $630M | $647M | $324M | $827M | $1.03B |
| Net income | $173M | $311M | $55.3M | $402M | $562M |
| Diluted EPS | $1.16 | $2.18 | $0.39 | $2.95 | $4.21 |
| Net margin | 1.3% | 2.4% | 0.4% | 2.5% | 3.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1482 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Last 90 days: 3 open-market buys · 0 sales
| 2026-06-16 | Poloni Lara PRESIDENT | Buy | 4.22K @ $70.63 | $298K |
| 2026-05-14 | Kapoor Gaurav CHIEF FINANCIAL OFFICER (PAO) | Buy | 1.42K @ $71.12 | $101K |
| 2026-05-14 | Rudd Troy CHIEF EXECUTIVE OFFICER | Buy | 4.22K @ $71.02 | $300K |
| 2026-03-03 | Wolfenbarger Janet Carol Director | Award | 2.00K | |
| 2026-03-03 | van 't Noordende Alexander M Director | Award | 2.00K | |
| 2026-03-03 | Tishman Daniel R. Director | Award | 2.00K | |
| 2026-03-03 | Stotlar Douglas Director | Award | 2.24K | |
| 2026-03-03 | KERR DEREK J Director | Award | 2.00K |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.