$ACM

AECOM stock rose 2.7% after a glacier-collapse flood in Nepal, with estimated rebuilding costs of $5 billion. The company, with a $21 billion backlog, is seen as a potential beneficiary for reconstruction contracts. This follows a recent earnings miss and a price target cut by Baird to $73. The broader market's positive trend also supports infrastructure-linked stocks.

Nepal's flood reconstruction may cost $5 billion, benefiting engineering firms like AECOM (ACM) and Fluor (FLR). Nepal seeks international funding, with contracts likely through multilateral channels. AECOM and Fluor have significant backlogs, but contracts are contingent on procurement timelines. Ongoing flood risks may delay reconstruction. No contracts have been issued yet, and investors should monitor procurement portals for updates.

AECOM has secured an environmental contract for the Sydney high-speed rail project. The company's involvement in this infrastructure development is notable for investors tracking its contract wins and growth prospects.

AECOM (ACM) shares have dropped 49.3% over the past year, closing at $62.78. Analysts estimate intrinsic values of $77.69 and $90.00, suggesting a 19.2% discount. The decline follows a $337M charge on a legacy project, but the company has a $27.8B backlog. Options traders expect volatility, and investors debate whether the stock is undervalued or at risk due to execution concerns.

AECOM (ACM) reported Q3 2026 sales of $3.59B and a net loss of $86.71M, with weaker year-to-date earnings. The company cut its full-year 2026 outlook due to a Construction Management charge, delayed projects, and Middle East conflict, despite higher underlying margins. The revised guidance ties weaker earnings to these factors, with the company projecting $19.6B revenue and $1B earnings by 2029, a 34% upside from current prices.

AECOM (ACM) reported a mixed Q3 with a record backlog of $42.2B, up 13%, but a $337M pretax charge for a delayed project. Adjusted EBITDA rose 5%, EPS up 11%. Full-year EBITDA margin outlook raised to 17.4%.

Aecom has been appointed as the lead consultant for Phase I of the Al Dhaher Development in Al Ain, a major citizen housing project. The project includes 2,394 villas and various community facilities. Aecom's role involves infrastructure design and construction supervision. The development is part of Al Ain's growth and the UAE's vision for sustainable communities.

AECOM (ACM) held its Q3 2026 earnings call, citing a $337 million pretax charge tied to delays in a legacy construction management project from subcontractor productivity issues. The company reported record $27.8 billion backlog and updated fiscal 2026 guidance, with adjusted EPS $4.05 (midpoint) and free cash flow guidance cut to $300 million for the year.

Aecom (NYSE: ACM) shares fell about 5.5% after its fiscal Q3 2026 results missed expectations. Analysts expected EPS of $1.51; Aecom reported a $0.50 per-share loss. Revenue was $3.6B, above the $2B expected, but operating and GAAP net losses widened. Management cited a $337M pre-tax charge tied to a 2019 contract.

AECOM reported Q2 revenue of $3.59B versus $4.31B expected and adjusted EPS of -$0.50 versus $1.46, citing a large charge tied to delays and cost overruns on a legacy construction management project plus slower new project starts and Middle East headwinds. Full-year adjusted EPS guidance was cut to $4.05 midpoint; EBITDA guidance to $950M. Backlog rose to $27.82B.