earnings
confidence high
sentiment positive
materiality 0.85
AECOM Q3: adj. EPS $1.34 (+16%), margin 17.1% exceeds target; raises FY guidance
AECOM
2025-Q3 EPS
reported $3.31
vs consensus $1.35
▲ beat
(+145.0%)
- Adjusted EPS $1.34 (+16% YoY); adjusted EBITDA $313M (+10%); net service revenue $1,938M (+6%).
- Segment adjusted operating margin 17.1% (record), exceeding 17% target more than one year early.
- Total backlog record $24.6B (+5%); design backlog and pipeline at all-time highs.
- FY2025 guidance raised: adj. EBITDA $1,190-$1,210M, adj. EPS $5.20-$5.30 (midpoints +10% and +16% YoY).
- YTD free cash flow $551M (+27%); ~$240M returned to shareholders via buybacks and dividends.
item 2.02item 9.01