Overview
AECOM Q4 revenue misses analyst expectations, adjusted EPS beats estimates
Company reports record full-year margins and strong backlog growth
Outlook
AECOM sees fiscal 2026 adjusted EPS between $5.65 and $5.85
Company expects fiscal 2026 adjusted EBITDA between $1,265 mln and $1,305 mln
AECOM anticipates 6% to 8% organic NSR growth in fiscal 2026
Result Drivers
NSR GROWTH - Q4 NSR grew 8%, driven by 9% growth in Americas design business
RECORD MARGINS - Achieved record full-year margins, exceeding prior long-term guidance
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Revenue | Miss | $4.18 bln | $4.31 bln (5 Analysts) |
Q4 Adjusted EPS | Beat | $1.36 | $1.34 (11 Analysts) |
Q4 EPS | $0.99 | ||
Q4 Adjusted Net Income | Beat | $182 mln | $177.68 mln (8 Analysts) |
Q4 Net Income | $132 mln | ||
Q4 Adjusted EBITDA | Beat | $329 mln | $325.28 mln (10 Analysts) |
Q4 Adjusted Operating Income | Slight Beat* | $299 mln | $296.51 mln (7 Analysts) |
Q4 Net Income from Cont Ops | $149.30 mln | ||
Q4 Operating Income | $237 mln |
*Applies to a deviation of less than 1%; not applicable for per-share numbers.
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 13 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the construction & engineering peer group is "buy"
Wall Street's median 12-month price target for AECOM is $145.50, about 9.3% above its November 17 closing price of $131.92
The stock recently traded at 23 times the next 12-month earnings vs. a P/E of 20 three months ago
Press Release: ID:nBw538hcJa
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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)