earnings
confidence high
sentiment positive
materiality 0.85
AECOM Q1 beats expectations; raises FY2026 EPS guidance; keeps Construction Mgmt
AECOM
2026-Q1 EPS
reported $0.56
vs consensus $1.57
▼ miss
(-64.2%)
- Adjusted EPS $1.29 (-2% YoY; +8% adj. for prior-year tax rate); GAAP EPS $1.06 (-20%).
- NSR $1.85B (+5% adjusted for fewer workdays); backlog record $25.96B (+9% YoY).
- Raised FY2026 adjusted EPS guidance to $5.85–$6.05 (from $5.65–$5.85); EBITDA guidance $1.27–$1.305B.
- Completed strategic review; will retain Construction Management business; board increased buyback authorization to $1B.
- Returned >$340M to shareholders in Q1; settled legacy matter for ~$50M cash (non-cash loss $61.8M in discontinued ops).