earnings
confidence high
sentiment positive
materiality 0.75
AECOM Q2 FY25 adjusted EPS up 20% to $1.25, raises full-year guidance
AECOM
2025-Q2 EPS
reported $2.33
vs consensus $1.27
▲ beat
(+82.8%)
- Adjusted EPS $1.25 (+20%); adjusted EBITDA $290M (+8%); revenue $3.77B, NSR $1.87B (+4%).
- Record backlog $24.3B (+3%); 1.1x book-to-burn; 18th consecutive quarter >1.0x.
- FY25 guidance raised: adj. EBITDA $1,180-1,210M (midpoint +9%), adj. EPS $5.10-5.20 (+14%).
- Segment margin 16.1% (+90bps); free cash flow $178M (+141%); returned $165M to shareholders in H1.
- Named #1 overall design firm by ENR; reaffirmed #1 in transportation, water, facilities.