AECOM (ACM) Stock Analysis — April 2026 Rating, Price, and Forecast
Company Overview — What Does AECOM Do?
AECOM, together with its subsidiaries, provides professional infrastructure consulting services for governments, businesses, and organizations in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through three segments: Americas, International, and AECOM Capital. The company offers planning, consulting, architectural and engineering design, construction and program management, and investment and development services to commercial and government clients. It also invests in and develops real estate projects. In addition, the company provides construction services, including building construction and energy, and infrastructure and industrial construction. It serves transportation, water, government, facilities, environmental, and energy sectors. The company was formerly known as AECOM Technology Corporation and changed its name to AECOM in January 2015. AECOM was incorporated in 1980 and is headquartered Dallas, Texas. AECOM (ACM) is classified as a large-cap stock in the Industrials sector, specifically within the Business Services industry. The company is led by CEO W. Troy Rudd and employs approximately 50,000 people, headquartered in Los Angeles, Texas. With a market capitalization of $11.1B, ACM is one of the prominent companies in the Industrials sector.
AECOM (ACM) Stock Rating — Reduce (April 2026)
As of April 2026, AECOM receives a Reduce rating with a composite score of 46.9/100 and 2 out of 5 stars from the Blank Capital Research quantitative model.ACM ranks #2,169 out of 4,446 stocks in our coverage universe. Within the Industrials sector, AECOM ranks #345 of 752 stocks, placing it in the upper half of its Industrials peers. The rating is generated by a multi-factor model that weighs quality (30%), momentum (25%), value (15%), investment (10%), stability (10%), and short interest (10%).
ACM Stock Price and 52-Week Range
AECOM (ACM) currently trades at $83.59. The stock lost $1.93 (2.3%) in the most recent trading session. The 52-week high for ACM is $135.52, which means the stock is currently trading -38.3% from its annual peak. The 52-week low is $85.00, putting the stock -1.7% above its annual trough. Recent trading volume was 763K shares, suggesting relatively thin trading activity.
Is ACM Overvalued or Undervalued? — Valuation Analysis
AECOM (ACM) carries a value factor score of 70/100 in the Blank Capital model, suggesting the stock trades at a meaningful discount to its fundamental earning power. The trailing price-to-earnings ratio is 22.07x, compared to the Industrials sector average of 28.33x — a discount of 22%. The price-to-book ratio stands at 3.99x, versus the sector average of 2.23x. The price-to-sales ratio is 0.67x, compared to 0.50x for the average Industrials stock. On an enterprise value basis, ACM trades at 10.99x EV/EBITDA, versus 5.70x for the sector.
Based on these multiples, AECOM appears attractively valued relative to both its sector peers and the broader market. Value-oriented investors may find the current entry point compelling, particularly if the company's fundamental quality metrics also score well.
AECOM Profitability — ROE, Margins, and Quality Score
AECOM (ACM) earns a quality factor score of 50/100, indicating solid business quality with consistent operational execution. The return on equity (ROE) is 18.1%, compared to the Industrials sector average of 8.9%, which is within a healthy range. Return on assets (ROA) comes in at 4.0% versus the sector average of 3.3%.
On a margin basis, AECOM reports gross margins of 7.3%, compared to 35.8% for the sector. The operating margin is 6.1% (sector: 6.2%). Net profit margin stands at 3.0%, versus 3.9% for the average Industrials stock. Revenue growth is running at 7.1% on a trailing basis, compared to 6.4% for the sector. The overall profitability profile is adequate, though there may be room for margin expansion.
ACM Debt, Balance Sheet, and Financial Health
AECOM has a debt-to-equity ratio of 353.0%, compared to the Industrials sector average of 70.0%. This elevated leverage warrants close monitoring, as it increases the company's sensitivity to rising interest rates and economic downturns. The current ratio is 1.14x, suggesting adequate working capital coverage. Cash and equivalents stand at $1.59B.
ACM has a beta of 0.88, meaning it is roughly in line with the broader market in terms of price volatility. The stability factor score for AECOM is 73/100, indicating low-volatility characteristics and consistent price behavior that appeals to risk-averse investors.
AECOM Revenue and Earnings History — Quarterly Trend
In TTM 2026, AECOM reported revenue of $16.05B and earnings per share (EPS) of $4.24. Net income for the quarter was $488M. Gross margin was 7.3%. Operating income came in at $980M.
In FY 2025, AECOM reported revenue of $16.14B and earnings per share (EPS) of $4.24. Net income for the quarter was $636M. Gross margin was 7.5%. Revenue grew 0.2% year-over-year compared to FY 2024. Operating income came in at $1.03B.
In Q3 2025, AECOM reported revenue of $4.18B and earnings per share (EPS) of $0.99. Net income for the quarter was $160M. Gross margin was 7.8%. Revenue grew 0.7% year-over-year compared to Q3 2024. Operating income came in at $294M.
In Q2 2025, AECOM reported revenue of $3.77B and earnings per share (EPS) of $1.08. Net income for the quarter was $160M. Gross margin was 7.7%. Revenue grew -4.4% year-over-year compared to Q2 2024. Operating income came in at $258M.
Over the past 8 quarters, AECOM has demonstrated a growth trajectory, with revenue expanding from $3.90B to $16.05B. Investors analyzing ACM stock should weigh these quarterly trends alongside the valuation and quality metrics discussed above.
ACM Dividend Yield and Income Analysis
AECOM (ACM) does not currently pay a dividend. This is common among growth-oriented companies in the Business Services industry that prefer to reinvest cash flows into business expansion rather than returning capital to shareholders. Income-focused investors looking for Industrials dividend stocks may want to explore other Industrials stocks or use the stock screener to filter by dividend yield.
ACM Momentum and Technical Analysis Profile
AECOM (ACM) has a momentum factor score of 34/100, signaling weak relative price performance. Stocks with low momentum scores have historically tended to continue underperforming in the near term. The investment factor score is 30/100, which measures capital allocation efficiency and asset growth patterns. The short interest score of 28/100 signals elevated short interest, which can indicate bearish sentiment among institutional investors.
ACM vs Competitors — Industrials Sector Ranking and Peer Comparison
Within the Industrials sector, AECOM (ACM) ranks #345 out of 752 stocks based on the Blank Capital composite score. This places ACM in the upper half of all Industrials stocks in our coverage universe. Key competitors and sector peers include South Bow Corp (SOBO) with a score of 56.5/100, TSAKOS ENERGY NAVIGATION LTD (TEN) with a score of 61.4/100, Great Lakes Dredge & Dock CORP (GLDD) with a score of 56.7/100, Tri Pointe Homes, Inc. (TPH) with a score of 57.3/100, and Clear Channel Outdoor Holdings, Inc. (CCO) with a score of 52.2/100.
Comparing ACM against the S&P 500 benchmark is also instructive for understanding relative performance. Investors can view the full ACM vs S&P 500 (SPY) comparison to assess how AECOM stacks up against the broader market across all factor dimensions.
ACM Next Earnings Date
No upcoming earnings date has been announced for AECOM (ACM) at this time. Check the earnings calendar for the latest scheduling updates across all stocks in our coverage universe.
Should You Buy ACM? — Investment Thesis Summary
The quantitative profile for AECOM suggests caution. The value score of 70/100 suggests attractive pricing relative to fundamentals. Momentum is weak at 34/100, a headwind for near-term performance. Low volatility (stability score 73/100) reduces downside risk.
In summary, AECOM (ACM) earns a Reduce rating with a composite score of 46.9/100 as of April 2026. The rating is derived from the Blank Capital Research methodology, which combines six factor dimensions into a single quantitative ranking. Investors should consider these quantitative signals alongside their own fundamental research, risk tolerance, and investment time horizon before making buy or sell decisions on ACM stock.
Related Resources for ACM Investors
Explore more research and tools: ACM vs S&P 500 comparison, top Industrials stocks, stock screener, our methodology, quality factor explained, value factor explained, momentum factor explained. Compare ACM head-to-head with peers: ACM vs SOBO, ACM vs TEN, ACM vs GLDD.