AECOM Common Stock (ACM)

FairStock Score: 49/100 — MIXED

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for businesses that earn good returns on capital and sell at a sensible price. AECOM is a large infrastructure consultant with 51,000 employees, serving governments and private clients. That work can be sticky, but engineering and construction services remain competitive; I see no wide moat. The financial record is mixed. In fiscal Q3 2026, the quarter ended 2026-06-30, AECOM reported revenue of $3.6B and a net loss of $86.7M, or diluted EPS of -$0.67. That compares badly with fiscal Q3 2025, the quarter ended 2025-06-30, when revenue was $4.2B, net income $131.0M, and diluted EPS $0.98. Yet fiscal FY2025, the year ended 2025-09-30, was solid: revenue $16.1B, net income $561.8M, and diluted EPS $4.21. FairStock calculations show ROE 16.61% but ROCE only 3.73%, debt-to-equity 1.39, Piotroski F-Score 3/9, and Altman Z-Score 0.60. Free cash flow is $203.4M, a 2.7% FCF yield. On valuation, at the $59.39 close on 2026-10-13, FairStock's P/E is 20.91, P/B 3.49, and EV/EBITDA 10.48. The Graham Number is $33.00, leaving a margin of safety of -79.97%—in plain terms, the price is well above what the numbers alone would support. FairStock labels it a STALWART because annual profit grew 34.2% a year over four years and revenue 4.9%, but the latest loss challenges that steady-growth story. I would want evidence that earnings and cash flow are durable before calling this a bargain.

In plain English: AECOM provides engineering and consulting services for infrastructure such as transportation and facilities. In its latest reported quarter, sales fell and it posted a loss, so the business looks weak lately. At $59.39 on 2026-10-13, the price looks expensive compared with its earnings and accounting value.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-06-30) · fiscal Q2 2026 10-Q (period ended 2026-03-31) · fiscal Q1 2026 10-Q (period ended 2025-12-31) · fiscal Q3 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-09-30) · FY2024 10-K (period ended 2024-09-30) · FY2023 10-K (period ended 2023-09-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer