Industrials·Construction & Engineering·$10.4B
AECOM (ACM) is a leading company in the construction and engineering sector, providing infrastructure and environmental services worldwide. With a market cap of $10 billion, AECOM plays a crucial role in shaping cities and communities, making it a key player in the industrial landscape, especially as global infrastructure needs continue to grow.
EPS
Earnings per share is a critical measure of profitability, and this quarter's consensus estimate is $1.54.
Revenue
Revenue indicates the overall sales performance, with a consensus estimate of $4.0 billion, reflecting demand for AECOM's services.
Wall Street expectations, options signals, track record, and call prep available with Pro.
EPS Beat Streak
0Q
EPS Beat Rate
75%
Avg EPS Surprise
+4.48%
Avg Stock Reaction
-0.12%
In Q1-2026, AECOM reported an EPS of $1.29, which was below the expected $1.41, resulting in an 8.51% surprise. Despite the miss, the stock rose 1.65% the following day.
Management Promises & Guidance
Analysts are cautiously optimistic about AECOM's upcoming earnings, expecting a rebound in EPS and revenue growth. The consensus estimates suggest a solid performance compared to the previous quarter.
Bull Case
If AECOM beats the EPS estimate, it could signal strong operational improvements and increased demand for infrastructure projects, boosting investor confidence.
Bear Case
A miss on EPS or revenue could raise concerns about project delays or cost overruns, leading to a negative market reaction.
EPS
$1.54Earnings per share is a critical measure of profitability, and this quarter's consensus estimate is $1.54.
Revenue
$4.0BRevenue indicates the overall sales performance, with a consensus estimate of $4.0 billion, reflecting demand for AECOM's services.
The print will turn on these two things.
Q1
Will AECOM achieve an EPS of $1.54 or higher?
This figure is crucial as it reflects the company's profitability and operational efficiency, impacting investor sentiment.
Q2
How does AECOM plan to address recent project delays or cost overruns?
Management's response will provide insight into their operational strategy and ability to meet future expectations.
Why consensus could be wrong
The consensus may underestimate AECOM's ability to recover from recent operational challenges, as their focus on efficiency could lead to better-than-expected results.
Supporting Evidence
Historically, AECOM has a 75% EPS beat rate, suggesting potential for positive surprises.
The stock has shown resilience with a positive average reaction following earnings beats.
Key Risk
If management provides strong guidance on project execution and cost management, it could significantly shift market sentiment.
Pre-commit to what would confirm each case.
The market is weighing AECOM's ability to recover from previous earnings misses and deliver on growth expectations.
Bull Confirmed If
Achieving an EPS of $1.54 or better would confirm strong operational performance and market demand.
Bear Confirmed If
An EPS below $1.47 would indicate ongoing challenges in project execution and profitability.
Implied Move
±4.2%
The options market is pricing in a significant move, indicating uncertainty ahead of the earnings report.
Likely market behavior by outcome — not investment advice.
Beat & Raise
If AECOM beats earnings expectations, history suggests the stock could rise by around 1.65%, confirming positive momentum.
In-Line / Cautious
If results are in line with expectations, the stock may experience a muted reaction as investors await further commentary from management.
Miss
A miss on earnings could lead to a decline of approximately 1.66%, reflecting investor disappointment and concerns about future performance.
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ENBRIDGE INC
May 8, 2026