secwatch.observer — SEC 8-K summary
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Issuer:     AECOM (ACM)
CIK:        0000868857
Form:       8-K
Filed at:   2026-02-09T23:59:59+00:00
Accession:  0001104659-26-012069
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AECOM Q1 beats expectations; raises FY2026 EPS guidance; keeps Construction Mgmt
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- 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).

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/868857/000110465926012069/0001104659-26-012069-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/868857/000110465926012069/tm265439d1_8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-012069

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