AECOM Q1 2026 Earnings Recap

ACM Q1 2026 February 10, 2026

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AECOM's first quarter of 2026 surpassed expectations, achieving record net service revenue, adjusted EBITDA, and backlog growth despite external challenges, including a U.S. federal government shutdown.

Earnings Per Share Miss

$1.29 vs $1.41 est.

-8.5% surprise

Revenue Beat

1850900000 vs 1756113000 est.

+5.4% surprise

Market Reaction

1-Day +1.13%

5-Day -14.01%

30-Day -7.09%

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Key Takeaways

Net service revenue grew 5% year-over-year, adjusted for fewer billable days.
Backlog increased 9% to a record high, bolstered by a 1.5 book-to-burn ratio.
Adjusted EBITDA reached $287 million, with adjusted EPS at $1.29, both exceeding guidance.
The company announced a $1 billion increase in share repurchase authorization, reflecting strong cash flow and commitment to shareholder value.
Strategic wins include partnerships for the 2032 Olympic and Paralympic Games and Scottish Water's capital investment program, showcasing AECOM’s competitive advantages in large infrastructure projects.

This summary was generated by AI from the official earnings call transcript and is provided for informational purposes only. It does not constitute financial advice. For the complete transcript and financial data, visit ACM on AllInvestView.

Next Q2 2026