AECOM
NYSE:ACM
AECOM
In the realms of global infrastructure, AECOM stands as a pivotal entity, intertwining visionary engineering with comprehensive construction management. Born from a merger in 1990, AECOM—an acronym for Architecture, Engineering, Consulting, Operations, and Management—embarked on a journey to reimagine the way infrastructures are conceived. The company weaves together the expertise of architects, engineers, designers, and planners, crafting tailored solutions that meet the demands of increasingly intricate urban landscapes. Whether it's building bridges and highways, designing resilient cities, or conceptualizing sustainable energy solutions, AECOM leverages its multidisciplinary approach to solve some of the world's toughest challenges. Its ability to integrate a wide spectrum of services under a singular umbrella distinguishes it in the industry.
Financially, AECOM thrives by navigating the delicate balance between public sector needs and private sector innovation. The company generates its revenue primarily through large-scale contracts awarded by federal, state, and local governments, alongside private sector projects. By engaging with both design and build phases, AECOM expands its value proposition—providing end-to-end solutions that ensure continuity and efficiency from blueprint to execution. Through strategic partnerships and acquisitions, the company scales its capabilities, enhancing its proficiency in emerging technologies and sustainable practices. This dual focus not only fuels its growth trajectory but also cements its status as a leader in the infrastructure domain, anticipating and building the future of urban and rural landscapes worldwide.
Record Performance: AECOM posted record highs in NSR, margins, EBITDA, EPS, backlog, and pipeline, with financial results exceeding expectations.
Guidance Raised: Management raised annual financial guidance for the third consecutive quarter, projecting full-year adjusted EBITDA and EPS to increase by 10% and 16% at the new midpoint.
Margin Expansion: Segment adjusted operating margin hit a new record at 17.1%, up 90 basis points year-over-year and ahead of prior targets.
Organic Growth: Organic NSR growth accelerated to 6%, led by 8% growth in the Americas; advisory and program management businesses remain major growth drivers.
Strong Cash Flow: Free cash flow increased 27% year-to-date, with $262 million delivered in the quarter and nearly $240 million returned to shareholders so far this year.
Backlog & Pipeline: Backlog and pipeline both reached all-time highs, with a book-to-burn ratio above 1 for the 19th straight quarter and high win rates in large pursuits.
AI & Efficiency: AI initiatives are already boosting margins and are expected to have a material, favorable impact over the next 2–3 years.
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