NYSE:ACM

Aecom (ACM)

71.60
-0.87 (1.20%)
as of May 27, 2026, 4:04:15 pm Market Open.
9 watching
0
Investor Insights
star iconMay 26, 2026, 12:00 am

This summary was created by AI, based on 1 opinions in the last 12 months.

Aecom, with symbol ACM-N, has a diverse business model, heavily reliant on government contracts, with 47% of its operations focused on defense and significant contributions from civilian, energy/environment, intelligence, and space sectors. The company recently reported strong earnings that surpassed expectations and reaffirmed its full-year guidance, although the growth rate fell short of market expectations. Concerns arise from potential threats to their government contracts, particularly from emerging trends, but experts believe this perspective may be exaggerated. Notably, Aecom boasts longstanding relationships with major government clients like NASA and the Air Force, along with a robust order backlog. Experts recommend monitoring the actions of major shareholders before entering into an investment, while acknowledging Aecom as a company worth observing in the current market landscape.

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Consensus
Cautious
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Valuation
Fair Value
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Jacobs, J
WATCH

47% of their business is defence, 17% civilian, 15% energy/environment, 11% intelligence and 10% space. Clients include NASA, Air Force and federal agencies, so they depend on government contracts. Defence is a solid business, unless Washington reduces this spend. Last earnings were good: beating revenues and earnings and reiterated full-year guidance. However, the growth rate disappointed the street and DOGE threatens to kill some of their government contracts, though he thinks that's overblown. ACM has longstanding relationships with government agencies and they have a huge order backlog. He wants to see their big shareholders reduce their stakes before jumping in, but this is worth watching.

DON'T BUY

Infrastructure consulting firm. Engineering and construction are core businesses, and the construction part is what stops him. Example, LRT cost overruns in Toronto. He owns WSP instead, pure-play consulting and engineering.

BUY
Infrastructure Bill of late 2021 money is only trickling out now

A general contractor that oversees the construction of a project and will directly benefit from the bill. Shares are barely up for the year, so this is an opportunity. There's a lot of room to run.

BUY
Opportunities after the infrastructure bill has been signed? Contractors who will benefit from the this bill. He should've bought this when the bill was signed.
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Aecom (ACM) Frequently Asked Questions

What is Aecom stock symbol?

Aecom is a American stock, trading under the symbol ACM (previously ACM-N on Stockchase) on the New York Stock Exchange (ACM). It is usually referred to as NYSE:ACM or ACM

Is Aecom a buy or a sell?

In the last year, there was no coverage of Aecom published on Stockchase.

Is Aecom a good investment or a top pick?

Aecom was never recommended as a Top Pick on Stockchase. Read the latest stock experts ratings for Aecom.

Why is Aecom stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts' recommendations for help on deciding if you should buy, sell or hold the stock.

Is Aecom worth watching?

0 stock analysts on Stockchase covered Aecom in the last year. It is a trending stock that is worth watching.

What is Aecom stock price?

On 2026-05-27, Aecom (ACM) stock closed at a price of $71.60.