ACM Earnings

ACM reported its earnings on 2026-02-09, showcasing a revenue of 3.83B against an estimate of 7.95B, resulting in a -51.81% surprise. The EPS was 1.29, surpassing the expected 1.41 by -8.51%. The stock experienced a 1.13% price change on the earnings day and a -14.01% change over the next five days, reflecting market reactions to the results.

Following ACM's earnings announcement on 2026-02-09, the stock price moved by 1.13% on the day of the release. Over the subsequent five days, it saw a -14.01% change. Historically, ACM's stock price tends to shift by an average of -0.6% in the 10 days leading up to earnings and -1.29% in the 10 days following, providing insight into potential market.

For 2026/Q2, analysts estimate ACM's annual revenue to reach 3.16B, while the EPS is projected at 1.25. These estimates reflect recent revisions, with revenue estimates revised downward by -21.55% and EPS estimates revised downward by -19.77% over the past three months, indicating analyst expectation in the company's performance.

The correlation between ACM's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2026 were revised downward by -21.55%, while EPS estimates moved revised downward by -19.77%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, ACM's stock price typically moves by -0.6% in the 10 days before its earnings and -1.29% in the 10 days after. For the upcoming 2026/Q2 earnings, analysts expect an EPS of 1.25 and revenue of 3.16B.

The earnings call highlights strong financial performance with a 20% pipeline growth and a 34% increase in early-stage pipeline. AI integration is complete and expected to enhance productivity and profitability. Strong international bookings and a positive outlook in the U.S. market support growth. Despite some vague responses on AI's impact on contracts, the overall sentiment is positive, with robust growth opportunities and strategic positioning in data centers and infrastructure projects.