earnings
confidence high
sentiment positive
materiality 0.80
AECOM beats Q1 estimates; raises FY2025 guidance on record backlog and margins
AECOM
2025-Q1 EPS reported
$1.25
revenue$4,014,152,000
- Adjusted EPS $1.31, +25% YoY; revenue $4.0B (+3%); NSR $1.8B (+5.5%).
- Segment operating margin 15.4% (record for Q1), +40bps; EBITDA margin 15.6%, +20bps.
- Total backlog $23.9B (+4%); book-to-burn 1.1x (design 1.2x); 17th consecutive quarter >1.0x.
- Free cash flow $111M (+28%); returned $55M to shareholders via buybacks and dividends.
- FY2025 guidance raised: adj. EBITDA $1,175-1,210M, adj. EPS $5.05-5.20 (midpoint +9% and +13%).