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AECOM

ACM · NYSE

AECOM has record backlog, rising net service revenue, raised FY2026 earnings guidance, a shareholder-return machine, and a bold AI/advisory margin story. The pressure point is less glamorous: Q2 fiscal 2026 free cash flow was negative because collections and claim resolution slipped.

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NYSEACMCoverage BootstrapInfrastructureEngineering ServicesProfessional Services
Latest ReportMay 13, 2026AECOM: the infrastructure giant promising AI margins while cash takes a detourView report ->Total Reports1Published reportView all ->Active Discussions0No visible comments yetView discussions ->Member WorkspaceLockedFinancials, timeline, comparisons, scorecard, and discussion require a paid login.View access ->
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AECOM: the infrastructure giant promising AI margins while cash takes a detour

AECOM has record backlog, rising net service revenue, raised FY2026 earnings guidance, a shareholder-return machine, and a bold AI/advisory margin story. The pressure point is less glamorous: Q2 fiscal 2026 free cash flow was negative because collections and claim resolution slipped.

May 13, 2026Research reportSlides available
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AECOMthe infrastructure giant promising AI margins while cash takes aMay 13, 2026
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AECOM: the infrastructure giant promising AI margins while cash takes a detourAECOM has record backlog, rising net service revenue, raised FY2026 earnings guidance, a shareholder-return machine, and a bold AI/advisory margin story. The pressure point is less glamorous: Q2 fiscal 2026 free cash flow was negative because collections and claim resolution slipped.NYSEMay 13, 2026Research reportReadSlides