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AECOM ACM

AECOM scores weak on business quality (3.5 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$59.28Oct 9, 2026
Business qualityWeak
Next earningsNov 16, 2026, after the close
Insiders, 90 daysQuiet

Why it matters

  1. What AECOM does

    AECOM delivers professional, management, and technical services for infrastructure projects globally, charging government and commercial clients for design and engineering expertise. The firm is navigating a tight margin environment while relying on record backlogs to support future project execution.

  2. What it does best

    AECOM secures large-scale infrastructure projects through global reach, though its gross margin of 5.7% sits well below peers like STRL at 23.8%, limiting pricing power.

  3. The main risk

    Thin margins leave little room for error if project cost overruns occur, threatening net income which sits at $288 million on $15.4 billion in revenue.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margins rest at 4.6% alongside a free cash flow margin of 1.3%, showing that scale does not automatically yield strong conversion into cash profits.

MoatFair

Enterprise clients provide sticky relationships built on multi-year infrastructure contracts, though a gross margin sector percentile of 1% limits deep competitive protection.

GrowthSlow

Revenue growth crawls at 0.2% annually, showing a notable deceleration compared to historical multi-year expansion rates.

Financial healthWeak

Total debt of $2.7 billion outweighs cash of $1.6 billion, yielding a net debt of $1.1 billion with an interest coverage ratio of 3.5x.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

No open market buys or unplanned sales by executives or directors.

Our sealed record on ACM

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is ACM a good business?

AECOM scores weak on the Cluenex quality check (3.5 of 10), measured against its own industry. Profitability is weak, moat fair, growth slow and financial health weak.

Are insiders buying ACM?

In the last 90 days of SEC Form 4 filings: No open market buys or unplanned sales by executives or directors.

When does ACM report earnings?

Nov 16, 2026, after the close.

For members

See ACM today

  • Today's verdict on ACM, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “AECOM (ACM)”, https://cluenex.com/stocks/acm/, data as of Oct 10, 2026.