ACM
AECOM
ACM
63.53USD
+1.02%
Sep 14, 2026
Price
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Price Action
Price trend is broken
Longer-term context reads damaged structure, with a near-term setup of distribution pressure.
The tactical setup reads distribution pressure, but the weekly structure is broken.
EntryWeak / unconfirmed recovery
The daily chart may be improving, but the weekly fast averages have not been reclaimed — the recovery is not yet confirmed on the higher timeframe.
Key Financials
- Market Cap
- $8.2B
- Avg Volume (60D)
- 2.1M
- Revenue Growth YoY
- -4.2%
- Gross Margin
- +5.7%
- Operating Margin
- +4.7%
- Free Cash Flow Yield
- +4.6%
- Distance from 200DMA
- -23.0%
- Next Earnings
- 2026-11-17
- P/E
- 23.2x
- EV / EBITDA
- 11.3x
- EV / Sales
- 0.7x
60 sessions
Trailing twelve months
Trailing twelve months
Market metrics as of Sep 13, 2026
Fundamentals & Valuation
One of the two valuation perspectives says cheap; intrinsic is the dissenting view.
AECOM has a Cheap valuation stance because current market expectations look undemanding relative to how its multiples compare with businesses of the same kind.
Company Research
Thesis
AECOM is an infrastructure-services enabler: it provides advisory, engineering and design, program management, environmental services and project-delivery support rather than owning the underlying infrastructure assets or manufacturing their equipment.
Opportunity
Moderate opportunity
Public agencies, utilities and institutional infrastructure owners are funding and executing large, multi-year transportation, water, environmental and civic-asset programs that require outsourced planning, design, technical advisory and owner-side program management.
Key risk
Dependence on government infrastructure spending.
Narrative & Theme
Public Infrastructure Modernization and Resilience
Part of Complex Infrastructure Design and Program Management, with moderate fit.
AECOM has a real and direct exposure to the multi-year modernization of transportation, water, environmental and energy-related infrastructure.
Narrative HeatNeutral6.0 / 10
This reading is no longer current (last measured 2026-08-27). It is kept until the next scheduled measurement replaces it.
Theme HeatNeutral5.5 / 10
This is the company’s own research reading. The canonical heat measurement for this story has not run.
Business & Markets
Industrials · Engineering & Construction
What they do
AECOM provides professional infrastructure consulting services globally through its subsidiaries, operating across the Americas, International, and AECOM Capital segments. It delivers advisory, design, construction, program management, and investment services to public and private clients.
How it earns
Project-based revenue from consulting, design, construction management, and investment services.
Products & services
Infrastructure consulting
Architectural and engineering design
Construction and program management
Investment and development services
Customers & end markets
Government agencies
Private businesses
Organizations in transportation, facilities, water, environmental, and energy sectors
Market position
AECOM is a global leader in infrastructure consulting and engineering services.
Demand drivers
Medium cyclicality
Business is influenced by public and private infrastructure spending cycles and economic conditions.
Peers
Companies validated as economically comparable to ACM — similar business, revenue model and scale.
PRICE ACTIONVALUATIONTHEME
This company is eligible on price action but is not currently mapped to an approved narrative, so narrative signals are unavailable.Early-stage constructive setup.
30-day price action
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NarrativeWater Infrastructure Modernization and ResilienceThemeWater Infrastructure Engineering, Resilience and Environmental Services
Early-stage constructive setup.30-day price action
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NarrativeDefense Rearmament and Industrial BaseThemeDefense Digital Engineering, Integration and Mission Services
Weak or broken price action.30-day price action
Fluor is a diversified global EPC and project-management contractor. Its Urban Solutions business serves advanced technology and manufacturing markets, including business-critical data centers, while Energy and Mission Solutions add power, fuels, nuclear, government, and other complex-project exposure. For this theme, it is a project-delivery contractor rather than a maker of electrical or cooling equipment.
NarrativeAI Compute Infrastructure BuildoutThemeAI Data Center Power and Thermal Systems
Constructive pullback: trend intact, pulling toward support.30-day price action