NYSE: ACM

AECOM (ACM) Stock Analysis & Forecast

Sep 28 close

$59.42−1.47 (−2.4%)

Gekko Brief

AI summary

AECOM's week has been dominated by continued fallout from delays on large construction management design-build projects, including work tied to Montréal and Dublin's MetroLink, alongside a leadership transition. Coverage this week weighed those legacy project headwinds against a record $27.8 billion backlog and strong core Design business growth, with one piece framing the stock as rated Buy on the view that headwinds ease after 1H FY27. Separate coverage noted the stock hitting a new 52-week low of $60.34, down 52% over the past year, while also flagging share buybacks and a dividend increase, and comparative pieces placed AECOM alongside Tutor Perini as construction sector peers.

The stock closes at $59.42, down 2.4% on the day and sitting below both its 50-day average of $66.59 and 200-day average of $80.70, with the 50-day itself below the 200-day. Returns show a 10.3% decline over one month, 14.8% over three months, and 53.7% over the past year. The GekkoIndex reads 65.6, placing the stock in the Accumulation zone, while price sits 33.2% below Gekko Fair Value of $88.91.

Earnings are next scheduled for 17 November, 49 days out and beyond a typical 20-trading-day hold, with the last report showing an EPS miss against a $1.49 estimate amid a $337 million pretax charge and an 11.6% reaction. No insider, Congress or unusual options activity appears in the recent window. Seasonally, the next 20 trading days have averaged a 2.1% gain over five years, rising in 4 of them. Analyst consensus among 9 firms includes 7 buy and 2 hold ratings, with a consensus target of $86.92.

Written by AI and checked automatically against the figures on this page. Generated Sep 29, 2026 from the data above.

AECOM price vs fair value

$88.91$59.42Sep ’25Mar ’26Sep ’26
Close $59.42200-day averageGekko Fair Value $88.91

AECOM quick facts

Market cap
$7.64B
P/E ratio
21.4
Forward P/E
9.6
EPS, TTM
$2.84
Revenue, TTM
$15.39B
Profit margin
1.9%
Dividend yield
2.03%
Beta
0.91
Volume
2.22M avg 1.87M
1-year return
−53.7%
Typical daily move
±3.6%
Typical 20-day move
±4.3%
50-day average
$66.59
200-day average
$80.70
Next earnings
Nov 17 before open
Shares outstanding
128.7M
52-week range
$58.08$135.52

AECOM swing-trade checklist

AECOM scores 4 supportive, 0 mixed and 1 headwind across the 5 checklist items with data.

Six things swing traders check before a 20-day hold, read from the latest data.

4 supportive0 mixed1 headwind

  • Trendheadwind

    Below 50 and 200-day

    Close $59.42 is below the 50-day ($66.59) and 200-day ($80.70) averages, and the 50-day is below the 200-day.

    See the chart
  • GekkoIndexsupportive

    65.6, Accumulation

    Reading 65.6 is in the Accumulation zone.

    See the GekkoIndex
  • Fair valuesupportive

    33.2% below

    Price is 33.2% below Gekko Fair Value (more than 5% below).

    See fair value
  • Smart moneyno data

    No data

    No insider, Congress or unusual options activity in the window.

    See smart money
  • Earnings risksupportive

    Reports in 49 days

    Next report Nov 17, 2026, 49 days away — outside a typical 20-trading-day hold.

    See earnings
  • Seasonalitysupportive

    +2.1% on average

    From this point in the calendar, the next 20 trading days averaged +2.1% over 5 years, rising in 4 of them.

    See seasonality

A description of current data, not a recommendation. How this page works

AECOM stock chart and price history

AECOM closed at $59.42 on Sep 28, 2026, −53.7% over the past year, inside a 52-week range of $58.08 to $135.52.

Close50-day average200-day averageVolume
AECOM share price, past year, with 50-day and 200-day moving averages and volume$80$100$120NovDecJan 2026FebMarAprMayJunJulAugSep59.42

Use the left and right arrow keys to read daily values.

Performance Breakdown

1 month
−10.3%
3 months
−14.8%
6 months
−30.5%
1 year
−53.7%
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About AECOM

AECOM provides infrastructure-focused consulting to governments, businesses, and other organizations worldwide, with a presence across the Americas, Europe, the Middle East, Africa, and Asia Pacific. It is recognized for combining planning, design, and construction expertise, offering clients services that range from strategic advice and architectural and engineering design to program and construction management. The firm's work touches transportation, water systems, environmental projects, energy, facilities management, and public sector services.

The company runs its business through three segments: Americas, International, and AECOM Capital, the last of which handles investment and development activity, including real estate. Its construction work spans general building, energy infrastructure, and industrial projects, serving both commercial clients and government bodies that rely on it for large-scale planning and delivery.

AECOM was founded in 1980 and is headquartered in Dallas, Texas. It took on its current name in January 2015 after previously operating as AECOM Technology Corporation. Shares of the company are listed on the NYSE under the ticker ACM.

Listed
NYSE
Sector
Industrial services
Industry
Engineering & construction
Website
aecom.com

AECOM GekkoIndex: the smart money zone

AECOM’s GekkoIndex — Gekko’s 0 to 100 smart money score — reads 65.6, in the Accumulation zone, up 2.8 points over five sessions.

010065.6Accumulation

Up 2.8 points over five sessions.

Reading for Sep 28, 2026

What followed past readings in each zone

ZoneReadings5 days10 days20 days50 days
Buying40−0.1%−0.2%−1.3%+0.9%
Accumulation (current zone)265−0.2%−1.0%−2.1%−4.0%
Neutral347−0.2%0.0%+0.3%+0.1%
Distribution19−0.2%+0.5%+1.3%−0.4%
Selling1Too few readings yet

Average ACM share-price change over the trading days after each daily reading in its GekkoIndex history. Across every stock Gekko tracks, Accumulation readings averaged +2.3% over 20 days. Past behaviour doesn’t guarantee future results.

Accumulation zone: Institutional interest building. About the five zones →

See every daily GekkoIndex reading plotted over the ACM price, zone by zone.Track ACM in Gekko

Is AECOM stock overvalued? Gekko Fair Value

AECOM trades 33.2% below Gekko Fair Value of $88.91, so the shares are undervalued on Gekko’s estimate.

Gekko’s own estimate of what AECOM shares are worth, recalculated every trading day.

$88.91

Gekko Fair Value, Sep 29, 2026

33.2% Undervalued

How Gekko Fair Value works →

Gekko Fair Value on every chart, with the gap to price updating daily.Open ACM in Gekko

AECOM insider and Congress trading

No open-market insider purchases were filed for AECOM, and no Congress trades were disclosed, in the last 90 days.

Plus buybacks, unusual options and fund positions, each dated to when it became public.

Insider buying last 90 days

No open-market insider purchases were filed for ACM in the last 90 days.

From Form 4 filings, dated to when each was filed.

Every ACM insider filing, plotted on the chart in Gekko.Open ACM in Gekko

Congress trades last 90 days

No trades in ACM were disclosed by members of Congress in the last 90 days.

From congressional disclosures, which report amounts as ranges.

Congress disclosures for ACM, plotted on the chart in Gekko.Open ACM in Gekko

Buybacks

AECOM has been buying back its own shares.

Bought back, quarter ended Jul 3, 2026
$6K
As a share of market cap
0.00%
Trailing four quarters
$691.9M

From company filings.

Hedge funds and billionaires quarter ended Dec 31

1of the funds Gekko tracks holds ACM.

1added0opened0trimmed0sold out
Which funds are on each side, name by name.Unlock in Gekko

AECOM earnings: next date and track record

AECOM reports on Nov 17, 2026, before the open (49 days away), and beat the EPS estimate in 6 of its last 8 reports.

6 of 8reports beat the EPS estimate
±6.6%average move across the report
4 of 8reports followed by a gain

Share-price move across each report

+1.8%Nov ’24−1.2%Feb ’25+0.6%May ’25+7.1%Aug ’25−14.3%Nov ’25+2.8%Feb ’26−13.2%May ’26−11.6%Aug ’26

Last earnings call, Aug 10, 2026 AI summary

What they said
AECOM reported Q3 FY2026 results marked by a $337 million pretax charge related to delays on a large construction management (CM) design-build P3 project, plus continued cash burn related to that and a second similar project. Management emphasized strong underlying performance across design and international businesses: 1.6x book-to-burn, 13% backlog growth, record backlog and marquee recompete wins (notably in environment), and pipeline expansion (U.S. water +30%, Department of Defense pipeline +30%). International margins improved materially, helping management to reiterate confidence in reaching a ~20% segment adjusted operating margin exit target by FY2028. The base design business showed organic growth (Americas design ~7% YTD adjusted for workdays) and high win rates (80%+ on large programs). The company guided to long-term organic growth of 5–8% across the business (including CM), reiterated FY2026 EPS/EBITDA guidance (no change from prior raised guidance), and expects full-year free cash flow for FY2026 to be ~$300 million (revised down from $400M). Cash impact from the two CM projects is expected to be about $0.5 billion in fiscal 2027 with most cash burn in the first half. Management noted restructuring costs of $150–200 million for FY2026 remain on track. They stressed tightened risk controls, a prohibition on new design-build P3s in CM under current approval processes, and expect CM growth to accelerate into H2 FY2027 as backlog ramps and problem projects complete. They are pursuing claims (estimated claims roughly $600–$650M) against third parties to recover costs, but recovery timing is uncertain. Closing remarks emphasized employee efforts and confidence in long-term strategy.
Guidance
Long-term organic growth algorithm: 5%–8% (applies to entire business including Construction Management). Americas design Q4 expected ~7% (adjusted for workdays). Margin exit target: ~20%+ by FY2028. FY2026 EPS/EBITDA guidance: unchanged from prior quarter (management expects to deliver prior raised guidance). FY2026 free cash flow revised to ~$300M (previously $400M). Expected cash impact related to two CM projects in FY2027: approx. $0.5 billion, concentrated in first half of FY2027. Restructuring costs for FY2026: $150–$200M guidance unchanged. No detailed revenue or EPS numeric guidance beyond the above provided.
Risks flagged
Large pretax charge ($337M) from delayed CM design-build project and continued cash burn on two legacy CM P3 projects. Claims recovery (~$600–$650M) is expected but timing and quantum remain uncertain; collection may take considerable time and could burden cash flow through H1 FY2027. Subcontractor productivity risks and project execution delays (e.g., convention center in Texas) have affected NSR and cash flow. Ramp timing mismatches in CM when large projects drop off before new wins come online create near-term NSR/headwind. Although management tightened risk controls and excludes new design-build P3s from current approvals, residual execution and litigation risks remain. Other standard forward-looking risks noted in safe harbor (macroeconomic, regulatory, etc.).
ReportedEPSSurpriseRevenueSurpriseMove
Aug 10, 2026−$0.50
est $1.49
−133.6%$1.61B
est $2.01B
−20.1%−11.6%
May 11, 2026$1.59
est $1.54
+3.2%$1.95B
est $1.94B
+0.4%−13.2%
Feb 9, 2026$1.29
est $1.41
−8.5%$1.85B
est $1.76B
+5.4%+2.8%
Nov 18, 2025$1.36
est $1.34
+1.5%$4.18B
est $1.95B
+114.3%−14.3%
Aug 4, 2025$1.34
est $1.26
+6.3%$4.18B
est $1.93B
+116.6%+7.1%
May 5, 2025$1.25
est $1.19
+5.0%$3.77B
est $1.90B
+98.1%+0.6%
Feb 3, 2025$1.31
est $1.10
+19.1%$4.01B
est $4.18B
−3.9%−1.2%
Nov 18, 2024$1.27
est $1.25
+1.6%$4.11B
est $1.86B
+121.5%+1.8%

“Move” is the close of the first session after the report compared with the close of the last session before it, so it reads the same whether the company reported before the open or after the close.

AECOM stock forecast and analyst price targets

Analysts’ average 12-month price target for AECOM is $86.92, +46.3% from the last close, from 9 firms rating the stock in the last 90 days.

$86.92consensus 12-month target, +46.3% from the last close
Low $73High $91
Buy7
Hold2
Sell0

Each firm’s latest rating in the last 90 days: 9 firms.

Latest analyst actions

DateFirmRatingTargetvs price
Sep 2Goldman SachsBuy, maintained$91+53.1%
Aug 24Argus ResearchBuy, maintained$75+26.2%
Aug 13RBC CapitalBuy, maintained$90+51.5%
Aug 12CitiBuy, maintained$84+41.4%
Aug 12KeyBancBuy, maintained$79+33.0%
−2.1%average 20-day move after past Accumulation readings
+2.1%average move over the next 20 trading days in the last 5 years
±3.6%typical daily move, from the 14-day average range

Gekko doesn’t publish price predictions. These are analyst targets and historical base rates, which don’t guarantee future results.

AECOM seasonality: the next 20 trading days

Over the next 20 trading days from Sep 26, AECOM averaged +2.1% across the last 5 years, rising in 4 of them.

Next 20 trading days, by year

+3.9%2021+6.3%2022−6.9%2023+1.6%2024+2.8%2025

Average move and hit rate

WindowAverageYears higher
Next 5 trading days−0.4%2 of 5
Next 10 trading days+0.9%3 of 5
Next 15 trading days+1.7%4 of 5
Next 20 trading days+2.1%4 of 5
Next 30 trading days+5.9%4 of 5

For scale, ACM’s typical 20-trading-day move in either direction is about 4.3%.

AECOM market cap and key statistics

AECOM’s market cap is $7.64B, with a P/E ratio of 21.4 and revenue of $15.39B over the last twelve months.

Valuation

Market cap
$7.64B
P/E ratio
21.4
Forward P/E
9.6
EPS, TTM
$2.84
Gekko Fair Value
$88.91

Trading

Volume
2.22M
Avg volume, 20 days
1.87M
52-week high
$135.52
52-week low
$58.08
Shares outstanding
128.7M

Financials

Revenue, TTM
$15.39B
Profit margin
1.9%
Return on equity
16.6%
Quarterly earnings growth, YoY
+28.5%

Risk and income

Beta
0.91
Typical daily move
±3.6%
Typical 20-day move
±4.3%
Dividend yield
2.03%

AECOM peers

AECOM’s 6 largest industry peers by market value, with today’s move, GekkoIndex zone and gap to Gekko Fair Value.

StockTodayGekkoIndex zonevs Fair Value
PWRQuanta Services−0.1%Neutral6.5% above
FIXComfort Systems USA+0.2%Neutral5.6% above
FERFerrovial+0.8%Accumulation20.0% below
EMEEMCOR+0.6%Neutral5.7% above
OTISOtis Worldwide+0.8%Accumulation16.5% below
APGAPi+0.3%Neutral1.2% above

A peer links to its own page where one exists.

In the Buying zone today

Reporting earnings this week

Popular on Gekko

AECOM stock FAQ

What is AECOM’s market cap?

AECOM’s market cap is $7.64B at the Sep 28, 2026 close of $59.42, with 128.7M shares outstanding. The shares trade on a P/E ratio of 21.4.

What is the AECOM stock forecast?

The consensus analyst 12-month price target for AECOM is $86.92, +46.3% from the last close. Of the 9 firms that rated the stock in the last 90 days, 7 rate it a buy, 2 a hold and 0 a sell. Gekko doesn’t publish price predictions of its own.

Is AECOM stock overvalued or undervalued?

On Gekko’s estimate AECOM is undervalued: the Sep 28, 2026 close of $59.42 is 33.2% below Gekko Fair Value of $88.91. Gekko Fair Value is recalculated every trading day, and a gap inside 5% either way counts as about fair value.

When does AECOM report earnings next?

AECOM is expected to report on Nov 17, 2026, before the market opens (49 days away). Analysts expect earnings of $1.61 per share on revenue of $1.93B. AECOM beat the earnings estimate in 6 of its last 8 reports, moving 6.6% on average across the report.

What is AECOM’s 52-week high and low?

AECOM’s 52-week high is $135.52 and its 52-week low is $58.08; it closed at $59.42 on Sep 28, 2026, −53.7% over the past year.

Is AECOM stock a buy right now?

Gekko describes the data; it does not make buy or sell recommendations. On the swing-trade checklist, 4 of the 5 items with data read as supportive (gekkoindex, fair value, earnings risk and seasonality) and 1 as a headwind (trend). The checklist is a description of current data, not a recommendation.

How this page works

During US trading hours the price at the top of the page is a delayed quote, refreshed every 15 minutes; everything else is rebuilt after each US market close. The GekkoIndex, Gekko Fair Value and the checklist are Gekko’s own, and the Gekko Brief is written by AI from this page’s data and checked against it before it is published. How Gekko’s data works →

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