Aecon Group Inc (ARE.TO) Buy, Sell or Hold

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Aecon Group Inc (ARE.TO)

45.99

-1.24 (2.63%)

as of Aug 19, 2026, 8:00:00 pm Market Open.

423 watching

Investor Insights

Aug 19, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Aecon Group Inc (ARE-T) has garnered a favorable outlook from various experts despite challenges within the construction and engineering sectors. The company boasts a record backlog of over $10 billion, primarily driven by infrastructure spending and a strong focus on nuclear projects in Canada. Analysts appreciate the transition towards variable-price contracts, which has led to improved cash flow and earnings stability. The stock has exhibited significant growth recently but is also viewed as overbought in the short term by some reviewees, suggesting potential pullbacks. Overall, there is a sense of cautious optimism surrounding Aecon's future performance, particularly with the anticipated increase in infrastructure investments and the clearing of legacy projects that have burdened the company.

Consensus

Hold

Valuation

Overvalued

Similar

Atkins, ATK

DON'T BUY

Trading at about 14-15 times earnings. Construction of commercial and government buildings is flat to marginally down. Transportation is marginally up. Oil sands is going up. Margins are about 2.5%-3%. Doesn’t see a lot of growth.

DON'T BUY

Canadian infrastructure. Missed their earnings last quarter. Stock has suffered quite a bit. Prefers global infrastructure. (See Top Picks.)

DON'T BUY

Infrastructure play. Investors are moving more up the risk curve and dumping infrastructure. He has a Short position on this one.

WAIT

Operates in 4 divisions. Challenges in their building division hurt them. This quarter had some problems in their Industrial area. Very large backlog but there is some margin pressure. Needs to see a couple of more quarters.

DON'T BUY

Because of a lack of execution, earnings where poor last quarter. Also seems to be squeezed on margins.

BUY

Has not worked out. Management could not translate backlog into margins. He’s hanging on. He bought today. It will pick up if they some higher margin projects.

WEAK BUY

A Fantastic company. An infrastructure play. They are all price premium. At the end of their stimulus packages but they have great backlogs. When stimulus dries up they will not have as many global orders as piers.

BUY

Infrastructure play. Construction and contracting, particularly in western Canada. Well managed with a decent balance sheet. Will be involved in the replacement of developed infrastructure as well as emerging-market infrastructure.

BUY

Trailed SNC. Aecon had some problems with its buildings group. But they have record levels of backlogs. In his view this makes it a good time to buy it.

BUY

Probably undervalued. NAV is around $18 so the stock should be trading at $15-$16. Has a record backlog giving it 2-3 years of growth.

BUY

Has been one of his top picks, but disappointing valuation. Buy more at this price. Things will turn around next year.

WAIT

No longer dirt-cheap. Growing their top line and bought into Churchill. Well run. While they pick up a lot of top-line he would like to see more bottom-line growth. Well positioned for the economy while it turns around.

WAIT

Has had a bit of a rally since July but is still below the 200-day moving average. Wait to see if that is a resistant level or if it will break through. Earnings momentum is average.

HOLD

Very well run company in 2 distinct divisions. Infrastructure side is doing quite well with stimulus money but buildings division is weak with low margins. Company is building backlog ($2.7 billion) with some strong orders and have been making acquisitions in the West. Next growth driver is going to be building infrastructure in the oil sands.

COMMENT

Infrastructure play. Ordered back log.

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Aecon Group Inc (ARE.TO)