Infrastructure consulting service company AECOM (NYSE: ACM) will be reporting results this Monday after the bell. Here’s what to expect.
AECOM missed analysts’ revenue expectations by 3.3% last quarter, reporting revenues of $4.18 billion, flat year on year. It was a mixed quarter for the company, with an impressive beat of analysts’ adjusted operating income estimates but a significant miss of analysts’ revenue estimates.
Is AECOM a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.
This quarter, analysts are expecting AECOM’s revenue to grow 5.1% year on year to $4.32 billion, slowing from the 7% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.34 per share.
Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. AECOM has missed Wall Street’s revenue estimates four times over the last two years.
Looking at AECOM’s peers in the engineering and design services segment, some have already reported their Q3 results, giving us a hint as to what we can expect. Sterling delivered year-on-year revenue growth of 16%, beating analysts’ expectations by 11.3%, and MasTec reported revenues up 22%, topping estimates by 1.6%. Sterling traded down 2.6% following the results while MasTec was also down 4.6%.
Read our full analysis of Sterling’s results here and MasTec’s results here.
Debates around the economy’s health and the impact of potential tariffs and corporate tax cuts have caused much uncertainty in 2025. While some of the engineering and design services stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3% on average over the last month. AECOM is up 2.3% during the same time and is heading into earnings with an average analyst price target of $141.75 (compared to the current share price of $133.94).
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