On August 17, AECOM (NYSE:ACM) delivered a third quarter that looked strong and messy at the same time. Backlog hit an all-time high on record quarterly wins, yet the company also absorbed a $337 million pretax charge tied to a delayed construction project. The result was a quarter where headline numbers cratered even as the […]

Record backlog and book-to-burn ratio offset near-term project headwinds.

AECOM’s second quarter results were met with a negative market response after the company missed Wall Street’s expectations on both revenue and adjusted earnings. Management attributed the shortfall primarily to a large charge related to delays and cost overruns on a legacy construction management project, which CEO Troy Rudd said was “primarily the result of a delay in delivering a large construction management project due to several factors, the largest of which is overall productivity of subc

Infrastructure consulting service company AECOM (NYSE:ACM) fell short of the market’s revenue expectations in Q2 CY2026, with sales falling 14.2% year on year to $3.59 billion. Its non-GAAP loss of $0.50 per share was significantly below analysts’ consensus estimates.

The engineering and construction giant slashes its 2026 guidance just months after raising it. What's happening?

The stock gave back part of its earnings pop once the market saw where the quarter's profit actually came from.

AECOM (NYSE:ACM) reported record quarterly wins and a 13% increase in backlog during its fiscal third quarter of 2026, but the infrastructure consulting company also recorded a $337 million pre-tax charge tied primarily to delays on a large Construction Management project. Chief Executive Officer T

Aecom had some bad -- and old -- news for investors today.

AECOM recently reported third-quarter 2026 results showing sales of US$3,586.07 million versus US$4,178.44 million a year earlier and swinging from a US$130.97 million net profit to an US$86.71 million net loss. Alongside weaker nine‑month earnings, management cut full‑year 2026 guidance to reflect a significant Construction Management charge and delayed project starts, particularly in the Middle East. We’ll now examine how this weaker quarter and lowered 2026 guidance reshape AECOM’s...

Moby summary of Aecom's Q3 2026 earnings call

AECOM earnings miss puts recent results in focus AECOM (ACM) is back on investors' radar after reporting a quarterly loss and revenue that came in below expectations for the period ended June 2026. The company posted third quarter sales of US$3.59b, compared with US$4.18b a year earlier. It reported a net loss of US$86.71m, versus net income of US$130.97m in the same quarter last year. Basic and diluted loss per share from continuing operations were both US$0.65 for the quarter. This compared...

Aecom (ACM) delivered earnings and revenue surprises of -133.56% and -23.12%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Infrastructure consulting service company AECOM (NYSE:ACM) missed Wall Street’s revenue expectations in Q2 CY2026, with sales falling 14.2% year on year to $3.59 billion. Its non-GAAP loss of $0.50 per share was significantly below analysts’ consensus estimates.

J is expanding its AI infrastructure role beyond data centers, with record backlog and broader project exposure supporting its next growth phase.

J pairs record backlog and higher guidance with margin gains, but debt and execution risks keep the investment case balanced.

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PWR's raised 2026 outlook and record backlog highlight accelerating infrastructure demand, with acquisitions expanding its reach into power and data centers.

Rayonier (RYN) delivered earnings and revenue surprises of +66.67% and +8.88%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Waste Management is delivering on profits but trimming its sales forecast, and on its latest call, analysts zeroed in on that contradiction.

Industrials businesses quietly power the physical things we depend on, from cars and homes to e-commerce infrastructure. Still, their generally high capital requirements expose them to the ups and downs of economic cycles, and the industry’s six-month return of 6.3% has fallen short of the S&P 500’s 8.6% rise.

AECOM stock has fallen 37.8% over the past year, yet the latest valuation work suggests the shares may now be closer to their intrinsic value than the price slide alone might imply. The 37.8% decline over the last 12 months raises the question of whether recent weakness has already priced in much of the concern around execution and policy risks flagged in recent coverage. New design wins on large public infrastructure projects and investments in AI enabled digital delivery can support longer...

In July 2026, AECOM announced a series of major contract wins, including roles on Queensland’s The Wave rail project, Canada’s Alexandra Bridge replacement, and Thames Water’s approximately £340 million Oxford Sewage Treatment Works upgrade. These projects highlight AECOM’s expanding role in complex, digitally delivered transport and water infrastructure, underpinning its global public-sector consulting and engineering franchise. We’ll now examine how AECOM’s expanded role in major,...

AECOM (ACM) stock is in focus after the company reported several new project wins, including a six year role as Independent Certifier on Queensland’s The Wave rail project and lead design work in Canada. See our latest analysis for AECOM. Despite securing these high profile infrastructure roles, AECOM’s recent share price performance has been weak, with the stock down 27.44% year to date and a 1 year total shareholder return decline of 37.82%. This points to fading momentum even as project...

DY's record backlog, raised outlook and margin gains support its growth case. But can they justify its premium valuation over ACM?

ACM to certify Stage 1 of Queensland's The Wave rail project, expanding its Australia transport role as regional backlog hits a multiyear high.