AECOM Scheduled to Announce Q1 Earnings on February 9
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 12h ago
0mins
Should l Buy ACM?
Source: seekingalpha
- Earnings Announcement: AECOM (ACM) is set to release its Q1 earnings report on February 9 after market close, with consensus EPS estimate at $1.16, reflecting an 11.5% year-over-year decline, and revenue estimate at $3.53 billion, down 12% year-over-year.
- Historical Performance: Over the past two years, AECOM has exceeded EPS estimates 88% of the time and revenue estimates 38% of the time, indicating a degree of reliability in its earnings performance despite current challenges.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates, with four downward adjustments, while revenue estimates also saw no upward revisions and two downward adjustments, suggesting a cautious outlook from analysts regarding the company's future performance.
- Strategic Review Initiation: AECOM has recently initiated a strategic review of its construction management business while raising its financial targets, indicating the company's proactive approach to optimizing its business structure in response to market challenges.
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Analyst Views on ACM
Wall Street analysts forecast ACM stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ACM is 133.78 USD with a low forecast of 100.00 USD and a high forecast of 152.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
9 Analyst Rating
7 Buy
2 Hold
0 Sell
Strong Buy
Current: 98.650
Low
100.00
Averages
133.78
High
152.00
Current: 98.650
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.
AECOM Scheduled to Announce Q1 Earnings on February 9
- Earnings Announcement: AECOM (ACM) is set to release its Q1 earnings report on February 9 after market close, with consensus EPS estimate at $1.16, reflecting an 11.5% year-over-year decline, and revenue estimate at $3.53 billion, down 12% year-over-year.
- Historical Performance: Over the past two years, AECOM has exceeded EPS estimates 88% of the time and revenue estimates 38% of the time, indicating a degree of reliability in its earnings performance despite current challenges.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates, with four downward adjustments, while revenue estimates also saw no upward revisions and two downward adjustments, suggesting a cautious outlook from analysts regarding the company's future performance.
- Strategic Review Initiation: AECOM has recently initiated a strategic review of its construction management business while raising its financial targets, indicating the company's proactive approach to optimizing its business structure in response to market challenges.
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- Market Impact: This adjustment reflects UBS's revised outlook on the stock's performance in the market.
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- Dividend Yield: With a current share price of $98.92, AECOM's annualized dividend of $1.24 translates to a yield of 1.25%, allowing dividend investors to capture a higher yield amid falling stock prices.
- Market Comparison: AECOM's RSI is significantly lower than the average RSI of 55.7 for other dividend stocks, highlighting its relative weakness in the market, which may attract value-seeking investors.
- Investor Strategy: While dividends are not always predictable, examining AECOM's dividend history can assist investors in assessing the likelihood of continued dividends, enabling more informed investment decisions.
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- Defense Stock Performance: Following the military action, global defense stocks broadly advanced, with the iShares U.S. Aerospace & Defense ETF (ITA) rising over 1% in trading to reach an all-time high, reflecting market optimism about defense spending.
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- Significant Design Responsibility: As one of two Primary Designers, AECOM will be accountable for the design across the investment program, ensuring effective and efficient delivery outcomes, which will enhance the company's market position in the infrastructure sector.
- Clear Timeline: The program spans from 2027 to 2033, with contracted activities commencing in 2026 and the potential for a six-year extension, providing AECOM with long-term revenue and business growth opportunities.
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AECOM Scheduled to Announce Q1 Earnings on February 9
- Earnings Announcement: AECOM (ACM) is set to release its Q1 earnings report on February 9 after market close, with consensus EPS estimate at $1.16, reflecting an 11.5% year-over-year decline, and revenue estimate at $3.53 billion, down 12% year-over-year.
- Historical Performance: Over the past two years, AECOM has exceeded EPS estimates 88% of the time and revenue estimates 38% of the time, indicating a degree of reliability in its earnings performance despite current challenges.
- Estimate Revisions: In the last three months, there have been no upward revisions to EPS estimates, with four downward adjustments, while revenue estimates also saw no upward revisions and two downward adjustments, suggesting a cautious outlook from analysts regarding the company's future performance.
- Strategic Review Initiation: AECOM has recently initiated a strategic review of its construction management business while raising its financial targets, indicating the company's proactive approach to optimizing its business structure in response to market challenges.
See More
AECOM: UBS Lowers Price Target to $143 from $148
- Target Price Adjustment: UBS has cut its target price for a specific stock from $148 to $143.
- Market Impact: This adjustment reflects UBS's revised outlook on the stock's performance in the market.
See More
AECOM (ACM) Stock Enters Oversold Territory with RSI at 29.7
- Oversold Signal: AECOM's Relative Strength Index (RSI) has dropped to 29.7, indicating it has entered oversold territory below the 30 threshold, suggesting that recent heavy selling may be nearing exhaustion and providing potential buying opportunities for investors.
- Dividend Yield: With a current share price of $98.92, AECOM's annualized dividend of $1.24 translates to a yield of 1.25%, allowing dividend investors to capture a higher yield amid falling stock prices.
- Market Comparison: AECOM's RSI is significantly lower than the average RSI of 55.7 for other dividend stocks, highlighting its relative weakness in the market, which may attract value-seeking investors.
- Investor Strategy: While dividends are not always predictable, examining AECOM's dividend history can assist investors in assessing the likelihood of continued dividends, enabling more informed investment decisions.
See More
Trump's Military Strike Sparks Surge in Defense Stocks
- Shift in Military Policy: Trump's announcement of a military operation in Venezuela, capturing President Maduro, could lead to increased defense spending, thereby boosting the market performance of related stocks.
- Investment Opportunities: Analysts noted that U.S. oil companies plan to invest billions in Venezuela following Maduro's ouster, prompting defense and engineering consulting firms to develop future investment proposals.
- Defense Stock Performance: Following the military action, global defense stocks broadly advanced, with the iShares U.S. Aerospace & Defense ETF (ITA) rising over 1% in trading to reach an all-time high, reflecting market optimism about defense spending.
- Increase in Foreign Spending: Analysts expect foreign military spending to rise between 2023 and 2025, particularly as U.S. military presence in South America strengthens, potentially driving future defense budget increases.
See More
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- Nkunku's Debut Brace: Nkunku scored twice in AC Milan's 3-0 victory over Verona, marking his first goals in Serie A and showcasing his progress since transferring for €37 million, which could enhance his role in the team.
- Pulisic's Stellar Performance: Pulisic opened the scoring and has now netted 8 goals in 11 Serie A appearances, highlighting his critical importance to AC Milan's attacking strategy and overall success.
- Milan's Lead in Standings: Following this match, AC Milan sits one point ahead of Napoli in the league standings, solidifying their position in the title race despite earlier season challenges.
- Verona's Relegation Struggles: Verona remains in the relegation zone after this defeat, two points behind Genoa, intensifying their struggle for survival as they face crucial upcoming matches to secure points.
See More
AECOM Selected as Preferred Bidder for Scottish Water's Multi-Billion Dollar Enterprise Alliance
- Massive Project Scale: AECOM has been selected as the preferred bidder for Scottish Water's new Enterprise Alliance, a 13-year investment program with a multi-billion dollar cap aimed at enhancing Scotland's water and wastewater infrastructure, marking the highest value investment initiative in Scottish Water's history.
- Significant Design Responsibility: As one of two Primary Designers, AECOM will be accountable for the design across the investment program, ensuring effective and efficient delivery outcomes, which will enhance the company's market position in the infrastructure sector.
- Clear Timeline: The program spans from 2027 to 2033, with contracted activities commencing in 2026 and the potential for a six-year extension, providing AECOM with long-term revenue and business growth opportunities.
- Far-reaching Strategic Implications: By participating in this critical project, AECOM not only solidifies its influence in the public utility sector but also showcases its expertise in large-scale infrastructure projects, further enhancing its competitive edge in the market.
See More
