Aecom ACM

AECOM es un proveedor global de servicios de consultoría de infraestructura profesional para gobiernos, empresas y organizaciones en todo el mundo. La empresa opera a través de tres segmentos: América, Internacional y AECOM Capital (ACAP). El segmento de América ofrece servicios de planificación, consultoría, diseño arquitectónico e ingeniería, construcción y gestión de programas a clientes comerciales y gubernamentales en Estados Unidos, Canadá y América Latina en mercados finales como transporte, agua, gobierno, instalaciones, medio ambiente y energía. El segmento Internacional ofrece servicios de planificación, consultoría, diseño arquitectónico e ingeniería y gestión de programas a clientes comerciales y gubernamentales en Europa, Medio Oriente, África y la región de Asia-Pacífico en mercados finales como transporte, agua, gobierno, instalaciones, medio ambiente y energía. El segmento ACAP invierte principalmente en proyectos inmobiliarios y los desarrolla.

Con 17 acciones de ACM (USD 1.025,10) habrías recibido USD 15,81 en dividendos en los últimos 12 meses.

• Zacks Investment Research 29 sept

  Can AECOM Sustain 5%-8% Organic Growth as Backlog Hits a Record?

  AECOM achieved record backlog of $27.8B with 13% year-over-year growth and strong project wins across multiple sectors. The company maintains a 5%-8% organic growth target through fiscal 2029, supported by robust U.S. water and federal defense pipelines. However, slower project starts, a $337M legacy charge, and cash flow pressures through early fiscal 2027 present near-term headwinds. The company currently carries a Zacks Rank #5 (Strong Sell) rating.

  

• Zacks Investment Research 22 sept

  AECOM Stock Falls 30% in the Past Six Months: Is a Rebound Ahead?

  AECOM shares have declined 30.1% over six months due to project execution issues, a $337 million charge from subcontractor productivity delays, and weakened cash generation. While the company maintains a record $27.8 billion backlog and expects 33.7% earnings growth in fiscal 2027, near-term risks including geopolitical uncertainty and government project delays warrant caution. The stock trades at a discount but analysts recommend avoiding it until project execution and cash flow normalize.

  

• Zacks Investment Research 9 sept

  Can Quanta's $53B Backlog Keep Its Infrastructure Boom Alive?

  Quanta Services (PWR) reported strong Q2 2026 performance with a record $53B backlog, up from $48.5B in Q1. The company raised full-year 2026 revenue guidance to $39.3-$39.7B and adjusted EPS to $16.45-$16.95. Recent acquisitions are expected to add $1.2-$1.4B in revenues and $120-$140M in EBITDA. PWR stock has gained 51.4% year-to-date and currently holds a Zacks Rank #1 (Strong Buy) rating.

  

• Zacks Investment Research 8 sept

  AECOM vs. Jacobs: Which Infrastructure Stock Has More Upside?

  Both AECOM and Jacobs Solutions are positioned to benefit from accelerating infrastructure investment across transportation, water, energy, and defense. However, Jacobs demonstrates stronger near-term momentum with 27.3% backlog growth, robust AI-related infrastructure demand (11% of revenues), and three consecutive quarters of raised guidance. AECOM faces near-term headwinds from a $337 million construction management project charge and delayed project starts, though it maintains long-term margin expansion potential. Jacobs is rated as the better opportunity currently.

  

• Zacks Investment Research 4 sept

  Can AECOM's 200-GPM Silicon Valley Project Boost Water Growth?

  AECOM has been selected to design a 200-GPM direct potable reuse pilot facility for Silicon Valley, advancing drought-resilient water solutions. The company's U.S. water pipeline expanded 30% in Q3 FY26, with total backlog rising 13% year-over-year to record highs and quarterly wins reaching $4.2B. However, earnings estimates have trended downward, and the stock carries a Zacks Rank #5 (Strong Sell) rating.