AECOM Surpasses Expectations with Strong Q3 2025 Performance
AECOM, a leading professional technical service provider in the construction and engineering sector, has reported impressive results for the third quarter of fiscal 2025. The company, listed on the New York Stock Exchange, has exceeded earnings per share (EPS) estimates and raised its guidance for the year, driven by robust performance in infrastructure and sustainability projects.
Earnings Call Highlights
On August 5, 2025, AECOM Technology announced that it had surpassed profit forecasts for Q3 2025. The company reported record adjusted earnings and a revenue of $4.2 billion for the quarter, as highlighted in multiple news sources. This strong performance was attributed to the company’s focus on infrastructure and sustainability megatrends, which have been key drivers of growth.
Financial Performance and Guidance
AECOM’s third-quarter results included a significant acceleration in net service revenue growth across both segments. The company achieved quarterly records in adjusted EBITDA and adjusted EPS, with a milestone margin performance. The backlog and pipeline have reached all-time highs, providing unprecedented visibility and expansion opportunities.
In light of these results, AECOM has raised its 2025 guidance, targeting a 10% growth in EBITDA and a 16% increase in EPS. This optimistic outlook reflects the company’s strong position and strategic focus on high-demand sectors.
Market Reaction
The positive financial results have been well-received by the market. BofA Securities has raised its stock price target for AECOM from $112.50 to $124, indicating confidence in the company’s future performance. Additionally, Benchmark Co. has maintained a Buy rating on AECOM Research (ACMR) stock, further supporting the positive sentiment.
Company Overview
AECOM operates in the industrials sector, offering a wide range of services including consulting, planning, architecture, engineering, construction management, project management, asset management, environmental services, and design-build services. The company serves various governments and commercial customers globally.
As of August 3, 2025, AECOM’s close price was $111.94, with a market capitalization of $14.92 billion. The company’s price-to-earnings ratio stood at 24.297, reflecting its growth potential and market valuation.
In summary, AECOM’s strong Q3 2025 performance underscores its strategic focus on key growth areas and positions it well for continued success in the coming years.