earnings
confidence high
sentiment positive
materiality 0.80
AECOM reports record FY2025; raises dividend 19%; reviews sale of Construction Management biz
AECOM
2025-FY EPS
reported $4.21
vs consensus $1.18
▲ beat
(+257.6%)
- FY2025 adjusted EPS $5.26 (+16% YoY); exceeded raised guidance mid-points; record margin 16.5%.
- Q4 adjusted EPS $1.36 (+7%); Americas design NSR grew 9%; total backlog $24.8B (+4% YoY).
- Dividend increased 19% to $0.31/share payable Jan 23, 2026; returned ~$500M via buybacks and dividends in FY2025.
- Initiated strategic review of Construction Management business (possible sale); Goldman Sachs and Wachtell retained.
- New long-term targets: 20%+ margin exit rate by FY2028; adjusted EPS CAGR 15%+ FY2026-2029.