A Look At AECOM (ACM) Valuation After Raised 2026 Guidance And New Contract Wins

Simply Wall St.

02/23

AdvertisementWhy AECOM’s latest guidance move matters for investors AECOM (ACM) recently lifted its full year 2026 earnings guidance after first quarter results came in ahead of management ...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2613491272"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2613491272\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2613491272?lang=zh_CN&edition=fundamental","thumbnail":"https://images.simplywall.st/asset/industry/3041000-choice2-main-header/1585186777117","is_english":true,"pubTime":"2026-02-23 07:28","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2613491272","market":"us","top_or_hot":-1,"title":"A Look At AECOM (ACM) Valuation After Raised 2026 Guidance And New Contract Wins","media":"Simply Wall St.","content":"<div>\n<p>AdvertisementWhy AECOM’s latest guidance move matters for investors AECOM (ACM) recently lifted its full year 2026 earnings guidance after first quarter results came in ahead of management ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-acm/aecom/news/a-look-at-aecom-acm-valuation-after-raised-2026-guidance-and\">网页链接</a>\n\n</div>\n","source":"simplywall_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>A Look At AECOM (ACM) Valuation After Raised 2026 Guidance And New Contract Wins</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nA Look At AECOM (ACM) Valuation After Raised 2026 Guidance And New Contract Wins\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-23 07:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/capital-goods/nyse-acm/aecom/news/a-look-at-aecom-acm-valuation-after-raised-2026-guidance-and><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AdvertisementWhy AECOM’s latest guidance move matters for investors AECOM (ACM) recently lifted its full year 2026 earnings guidance after first quarter results came in ahead of management ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/capital-goods/nyse-acm/aecom/news/a-look-at-aecom-acm-valuation-after-raised-2026-guidance-and\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0187121727.USD","symbol_name":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","start_time":0,"source_url":"https://simplywall.st/stocks/us/capital-goods/nyse-acm/aecom/news/a-look-at-aecom-acm-valuation-after-raised-2026-guidance-and","article_id":"2613491272","we_media_id":null,"thumbnails":["https://images.simplywall.st/asset/industry/3041000-choice2-main-header/1585186777117"],"rights":{"source":"simplywall_highlight","url":"https://simplywall.st/stocks/us/capital-goods/nyse-acm/aecom/news/a-look-at-aecom-acm-valuation-after-raised-2026-guidance-and","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2613491272","pubTimestamp":1771802914,"columns":[],"sourceInfo":{"source_id":"simplywall_highlight","name":"Simply Wall St."},"weMediaInfo":null,"summary":"Why AECOM’s latest guidance move matters for investors\nAECOM (ACM) recently lifted its full year 2026 earnings guidance after first quarter results came in ahead of management expectations, supported by net service revenue growth and a strong project pipeline.\nThe updated outlook sits alongside fresh contract wins, including detailed design work on Sydney Metro West and a global partnership with TomTom. This provides investors with more company specific data points to weigh against AECOM’s...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","BK4516":"特朗普概念","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU2238339852.HKD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (HKD) ACC","LU2298064838.USD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (USD) INC","LU2308191902.HKD":"BNP PARIBAS ECOSYSTEM RESTORATION \"CLASSIC\" (HKD) ACC","ACM.AU":"Australian Critical Minerals Ltd","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","BK4129":"建筑与工程","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","ACM":"Aecom Technology Corporation","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1939255532.USD":"NINETY ONE GSF GLOBAL ENVIRONMENT \"A\" (USD) ACC","BK7095":"多种金属与采矿"},"translate_title":"AECOM(ACM)在提高2026年指引和赢得新合同后的估值一览","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ACM.AU":1.5,"ACM":1.5},"content_text":"AdvertisementWhy AECOM’s latest guidance move matters for investors AECOM (ACM) recently lifted its full year 2026 earnings guidance after first quarter results came in ahead of management expectations, supported by net service revenue growth and a strong project pipeline. The updated outlook sits alongside fresh contract wins, including detailed design work on Sydney Metro West and a global partnership with TomTom. This provides investors with more company specific data points to weigh against AECOM’s recent share performance. See our latest analysis for AECOM. Those guidance comments and contract wins come after a mixed stretch for the stock, with a 10.85% 7 day share price return contrasting with a 5.74% 90 day share price decline and a 75.83% five year total shareholder return, suggesting longer term holders have still seen solid gains. If this update has you thinking about where infrastructure related themes could lead next, it might be a good moment to scan our screener of 23 power grid technology and infrastructure stocks as another way to look at grid and transport build out opportunities. With AECOM trading at $97.89, sitting on a 1 year total return of 1.40% and a 5 year total return of 75.83%, along with raised 2026 guidance and recent contract wins, is there still a buying opportunity here or is future growth already priced in? Most Popular Narrative: 22.5% Undervalued Compared with AECOM's last close at $97.89, the most followed narrative points to a fair value of $126.33, implying meaningful upside based on long term earnings and cash flow assumptions.  Accelerating global and U.S. government backed infrastructure spending, especially in transportation, water, energy, and data centers, provides multi year revenue visibility and a record backlog that should support top line growth and backlog driven earnings expansion.  Intensifying investment and client demand for climate resilience, sustainability, and energy transition projects positions AECOM to win higher margin advisory and environmental contracts, supporting margin expansion and higher average contract values. Read the complete narrative. Want to see what sits behind that fair value gap? The narrative leans heavily on steady revenue growth, firmer margins, and a future earnings multiple below many construction peers. Curious how those pieces fit together over the next few years? The full breakdown sets out the earnings path and valuation math in detail. Result: Fair Value of $126.33 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on government infrastructure budgets holding up and AECOM maintaining its technology edge, with project delays or cost pressures potentially spoiling that underpriced story. Find out about the key risks to this AECOM narrative. Next Steps If that mix of upside potential and real risks has you on the fence, do not wait around. Weigh the trade off for yourself with 5 key rewards and 1 important warning sign. Looking for more investment ideas? If AECOM is already on your watchlist, do not stop there. Use the Simply Wall St Screener to surface more focused ideas that match your style.  Target potential mispricing by reviewing companies our tools flag as 54 high quality undervalued stocks with stronger fundamentals than their current share prices might suggest. Prioritise resilience by scanning 87 resilient stocks with low risk scores that score well on balance sheet strength and business stability, so sudden shocks are less likely to catch you off guard. Get ahead of the crowd by checking our screener containing 23 high quality undiscovered gems before they appear on everyone else's radar.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}