Sign inJoin
Company / Finance

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.

FollowAdd to WatchlistAsk Question
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 ->
Company filters1 of 1 reports match
Clear filters
Selected tags
ACMCoverage Bootstrap
Clear tags
MatchAny tagAll tags
Latest Thesis

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
Read reportOpen slidesDiscussion (0)
AECOMthe infrastructure giant promising AI margins while cash takes aMay 13, 2026
Member workspace

Financials and workspace tools are for paid members.

Paid login unlocks company financials, filing timeline, peer comparison, scorecard, and discussion. Valuation remains admin-only while we finalize market-data licensing.

Sign in to continue

Recent Reports

Compact report index for this company.

View all 1 reports ->
ReportTypeUpdatedReadActions
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