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Sep 30, 2025
AECOM Q4 2025 Earnings Report
AECOM reported solid Q4 performance with record margins and strong earnings.
Key Takeaways
AECOM ended Q4 2025 with stable revenues, higher adjusted profitability, and a record backlog, positioning the company for sustained growth into fiscal 2026.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
AECOM issued strong FY26 guidance reflecting confidence in backlog and strategic positioning, including growth from AI and Advisory services.
Positive Outlook
- FY26 adjusted EPS expected to grow 9% YoY
- FY26 adjusted EBITDA expected to grow 7% YoY
- Expect 6% to 8% organic NSR growth excluding CM business
- Raised long-term targets including 20%+ margin run-rate by FY28
- Strong design pipeline growth and robust funding across core markets
Challenges Ahead
- Free cash flow expected to decline due to planned AI investments
- CM business to be held for sale, introducing transition complexity
- International segment operating margin declined YoY
- Lower revenue in some end markets impacted international performance
Historical Earnings Impact
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Avg. Return Before/After Earnings
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