AECOM benefits from Gateway Tunnel funding release
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 18 2026
0mins
Should l Buy ACM?
Source: CNBC
AECOM's stock fell 5.10% as it crossed below the 5-day SMA amid broader market declines.
The Trump administration's release of $98 million for the Gateway Tunnel project, along with an additional $30 million in reimbursements, is expected to enhance passenger rail capacity into Manhattan. This funding will allow construction to resume next week, safeguarding nearly 1,000 jobs that were threatened by a work stoppage. Governor Hochul emphasized the federal government's legal obligation to fully fund the project, underscoring its significance for infrastructure and commuter needs.
The resumption of the Gateway Tunnel project is crucial for AECOM, as it positions the company to benefit from increased infrastructure spending and job security in the sector.
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Analyst Views on ACM
Wall Street analysts forecast ACM stock price to rise
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 91.370
Low
100.00
Averages
133.78
High
152.00
Current: 91.370
Low
100.00
Averages
133.78
High
152.00
About ACM
AECOM is a global provider of professional infrastructure consulting and advisory services for governments, businesses and organizations throughout the world. It provides advisory, planning, consulting, architectural and engineering design, construction and program management services, and investment and development services to public and private clients worldwide in major end markets, such as transportation, facilities, water, environmental, and energy. Its Americas segment provides planning, consulting, architectural and engineering design, construction management and program management services to public and private clients in the United States, Canada, and Latin America. Its International segment provides planning, consulting, architectural and engineering design services and program management to public and private clients in Europe, the Middle East, India, Africa, and the Asia-Australia-Pacific regions. Its ACAP segment primarily invests in and develops real estate projects.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Government Infrastructure Projects: Approximately $34.6 million of the contracts are allocated to government infrastructure projects, where FBS Global serves as a subcontractor, further solidifying its position in public sector construction.
- Demonstration of Technical Capabilities: CEO Kelvin Ang emphasized that the project pipeline reflects the company's ability to handle technically demanding construction work, particularly in regulatory compliance and coordinated multi-system execution, indicating prospects for sustained growth.
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- Design and Management: As the lead contractor on the design contract, AECOM will manage civil and structural engineering from early technical development through final design, aimed at enhancing capacity and reliability of light rail, commuter rail, and bus networks.
- Environmental Planning Support: The company will also assist with environmental planning, including systemwide studies and regulatory approvals for new projects, ensuring compliance with environmental standards for smooth project progression.
- Enhancing Regional Mobility: Russell Jackson, interim CEO of AECOM's global Transportation business, stated that the firm's extensive experience will help achieve regional mobility goals, advancing the planning and implementation of the next generation of transportation systems.
See More
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- Funding Release: The Trump administration released $98 million previously withheld for the Gateway Tunnel construction and an additional $30 million in reimbursements, significantly enhancing passenger rail capacity into Manhattan.
- Project Resumption: The funding freeze had triggered a work stoppage threatening nearly 1,000 jobs, but contractors are now instructed to prepare for construction resumption next week, ensuring the project stays on track.
- Legal Obligation: Governor Hochul emphasized that the federal government has a legal obligation to fully fund the Gateway project, highlighting the importance of continuous funding support to prevent future disruptions for workers and commuters.
- Infrastructure Significance: The Gateway project is one of the most critical infrastructure initiatives in the U.S., with the existing North River Tunnel carrying 200,000 passengers daily and in urgent need of repairs to meet growing transportation demands.
See More
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- Data-Driven Insights: By integrating TomTom's Traffic Stats, Historic Traffic Volumes, and Live Traffic products, AECOM can deliver more accurate data analysis to its global teams, helping to improve mobility, enhance safety, and optimize infrastructure investments.
- Addressing Urbanization Challenges: In the context of urbanization and changing travel patterns, AECOM will utilize TomTom's high-quality traffic data to support governments and private sectors in making more informed transport decisions to tackle the challenges of a new era of transportation.
- Enhancing Traffic Management Efficiency: TomTom's Live Traffic service provides low-latency speed data and incident detection to traffic management centers and emergency services, enabling AECOM's traffic management teams to respond more effectively to network disruptions and congestion, thereby improving road safety and efficiency.
See More
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- Net Income Decline: Despite the revenue beat, net income fell to $140 million, or $1.06 per share, reflecting lower pass-through revenue impacts, yet the company maintained strong growth in net service revenue, which increased by 5% on an adjusted basis.
- Record Backlog: AECOM's total backlog reached $26 billion, a 9% increase year-over-year, marking a record high for the company, and the book-to-burn ratio of 1.5x indicates sustained strong market demand, with 21 consecutive quarters above 1.0.
- Increased Shareholder Returns: The company returned over $340 million to shareholders through buybacks and dividends during the quarter, and the board approved an increase in share repurchase authorization to $1 billion, reflecting confidence in future cash flows and shareholder value.
See More
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- Upwork Client Decline: Upwork revealed that active clients at the end of 2025 totaled 785,000, down from 832,000 the previous year, leading to a 22% plunge in shares; additionally, the current quarter revenue guidance of $192 million to $197 million fell short of the $201 million consensus estimate, highlighting weakening market demand.
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