earnings
confidence high
sentiment positive
materiality 0.75
AECOM Q2 FY2026: EPS up 22% to $1.42; backlog record $26.2B; guidance raised
AECOM
2026-Q2 EPS reported
$1.95
revenue$7,631,977,000
- Revenue $3.8B (+1% YoY); net income $184M (+19%); diluted EPS $1.42 (+22%).
- Adjusted EPS $1.59 (+27%); segment adjusted op margin 16.5% (+50 bps), record for Q2.
- Total backlog rose 8% to a record $26.2B; design book-to-burn 1.2 for 22nd consecutive quarter.
- FY2026 adjusted EPS guidance raised to $5.90-$6.10 (prev $5.85-$6.05); EBITDA guidance $1,275M-$1,305M.
- Returned $155M to shareholders via buybacks and dividends; net leverage 1.2x.