AECOM (ACM)
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-10-29
$63.51+1.99%
Close 2026-10-29 · 1-day change
NYSEIndustrialsEngineering & ConstructionSnapshot 2026-10-29
Research Workspace
Put ACM beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Construction & Engineering is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS near $6.0 in FY26: Comparison needs review.
View ThesisRevenue is contracting — down about 4% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationThis stock is volatile — it swings about 1% on a typical day and fell roughly 57% in its worst 12-month stretch.
View RiskAECOM’s case rests on growing infrastructure revenue and backlog, with delivery execution central to the thesis. Revenue fell 14% year over year in fiscal third quarter 2026, alongside a non-GAAP earnings miss. ACM trades at 17× P/E versus a 39.5× peer median; the market prices in more growth than our forecast. Its fiscal third-quarter earnings miss and a problem project threaten execution; our model puts next-quarter miss probability near 44%. Peer multiples imply a price about 16% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. ACM is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering ACM (as of Oct 2026).
Based on 9 Wall Street analysts offering 12-month price targets for ACM in the last 4 months.
Continue this research
Compare ACM with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| ACM Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 9 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Construction & Engineering — fair value, gap to price, and forward P/E.
Compare the value case
Put ACM next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue growth and backlog
Secures significant revenue growth and backlog increase.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $63.51
The last 12 months of price, then the range of analyst 12-month targets from today’s $63.51.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Below average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Increase revenue growth and backlog
New contract enhances revenue growth and backlog.
Advances: Increase revenue growth and backlog
Increased demand for engineering services boosts revenue growth potential.
Threatens: Increase revenue growth and backlog
Record backlog indicates growth but costly charge threatens margins.
Threatens: Increase revenue growth and backlog
Project setbacks hinder revenue growth and backlog objectives.
Stock crash indicates significant investor concern and potential operational issues.
Advances: Increase revenue growth and backlog
Data center pipeline supports revenue growth objective.
Threatens: Increase net income and earnings per share
Earnings drop indicates potential issues with net income growth.