- Aecom‘s effective tax rate for the fourth quarter was 28.1%, slightly higher than the estimate of 27.7%.
- The company plans for organic NSR to grow between 6% and 8%, taking into account fewer working days expected in fiscal 2026.
- Aecom has revised its long-term financial targets with the intention to achieve a 20%+ margin exit rate by fiscal 2028.
- The company aims for adjusted earnings per share (EPS) to grow at a compound annual growth rate (CAGR) of 15%+ from fiscal 2026 to fiscal 2029.
- Aecom forecasts a 5-8% organic NSR CAGR from fiscal 2026 to 2029.
- The aim is to convert at least 100% of adjusted net income to free cash flow cumulatively during the period from fiscal 2026 to 2029.
- Aecom plans to increase its dividend per share value by a double-digit percentage annually from fiscal 2026 to 2029.
- The incorporation of AI is viewed as a way to enhance the scalability of human and intellectual capital within the company.
- The company received 12 buy recommendations, 2 hold recommendations, and 1 sell recommendation from analysts.
Aecom on Smartkarma
Analyst coverage of Aecom on Smartkarma by Baptista Research showcases a positive outlook on the company’s future. In their report titled “AECOM’s Data Center Boom: Can AI & Advisory Services Propel It to $1 Billion?”, they highlight AECOM’s strong third-quarter performance for fiscal 2025, with record results in key financial metrics and robust growth in the Americas segment. Baptista Research aims to assess the various factors influencing the company’s stock price and conducts an independent valuation using a Discounted Cash Flow (DCF) methodology.
In another report titled “AECOM: Geographical Diversification & International Growth To Enhance Its Global Footprint; What Lies Ahead?“, Baptista Research discusses AECOM’s second quarter 2025 earnings call, emphasizing the company’s solid operational performance, financial results, and strategic direction. AECOM reported a strong quarter marked by impressive financial metrics, robust backlog growth, and strategic accomplishments. The report acknowledges both positive aspects such as record net service revenue and adjusted operating margins, as well as challenges and market dynamics that could impact AECOM’s future performance.
A look at Aecom Smart Scores
| Factor | Score | Magnitude |
|---|---|---|
| Value | 2 | |
| Dividend | 2 | |
| Growth | 4 | |
| Resilience | 3 | |
| Momentum | 5 | |
| OVERALL SMART SCORE | 3.2 |
Smart Score is a compound score for the Company indicating its overall outlook. It is derived by taking an equally weighted average of underlying Factor scores computed by Smartkarma
Aecom, a company that provides professional technical services to various government entities and commercial clients, has been rated using the Smartkarma Smart Scores. These scores indicate the company’s outlook in different areas. Aecom has received a score of 2 for both value and dividend, a score of 4 for growth, 3 for resilience, and an impressive score of 5 for momentum. This suggests a promising long-term outlook for the company, particularly in terms of growth and momentum.
With a strong focus on growth and momentum, Aecom seems well-positioned for future success. While the value and dividend scores are moderate, the higher scores in growth and momentum indicate potential for significant advancement. The company’s diverse range of services, including consulting, engineering, construction management, and environmental services, further solidify its position in the market for continued growth and resilience amidst changing economic conditions.
Disclaimer: This article by Smartkarma is general in nature and based on historical data 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 financial situation. Note that our articles may not factor in the latest price-sensitive company announcements or qualitative material.
While all reasonable care has been taken in the preparation, Smartkarma makes no assurance about the accuracy of any generated data or content. All content is indicative only and should be independently checked for accuracy and confirmed before use. Smartkarma accepts no responsibility for any loss or damage caused as a result of any inaccuracy or error within the Lab online tools or generated data.
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