Revenue and Income - Fourth quarter revenue increased by 2% to $4.175 billion, while full year revenue remained effectively unchanged at $16.140 billion[10] - Net service revenue (NSR) grew by 8% in the fourth quarter, driven by a 9% increase in the Americas design business, with full year NSR up 6% to $7.573 billion[10] - Operating income for the fourth quarter was $237 million, unchanged year-over-year, while full year operating income increased by 24% to $1.027 billion[10] - AECOM reported revenue of $4.175 billion for the three months ended September 30, 2025, representing a 1.6% increase compared to $4.110 billion for the same period in 2024[31] - Total revenue for the three months ended September 30, 2025, was $4,175.4 million, an increase from $4,110.5 million in the same period of 2024, representing a growth of 1.6%[37] - Net service revenue for the three months ended September 30, 2025, was $1,966.8 million, up from $1,812.1 million in the same period of 2024, indicating a growth of 8.5%[40] - AECOM's adjusted net income attributable to AECOM from continuing operations for the twelve months ended September 30, 2025, was $701.7 million, compared to $616.9 million in the previous year, indicating a 13.7% increase[46] Margins and Backlog - The company achieved a record full year segment adjusted operating margin of 16.5%, exceeding prior long-term guidance five quarters ahead of expectations[10] - Total backlog increased by 4% to $24.830 billion, marking the fifth consecutive quarter of sequential backlog growth[4] - The contracted backlog as of September 30, 2025, was $13,518.6 million, showing a slight increase from $13,335.7 million in 2024[37] Shareholder Returns and Guidance - The company returned nearly $500 million to shareholders through repurchases and dividends, with a 19% increase in the quarterly dividend to $0.31 per share[4] - AECOM initiated fiscal 2026 guidance with expectations for organic NSR growth of 6% to 8%, projecting adjusted EPS between $5.15 and $5.35[16] - For fiscal year 2026, AECOM's GAAP EPS guidance is projected to be between $4.01 and $4.84, while adjusted EPS guidance is expected to be between $5.65 and $5.85[52] Financial Position - As of September 30, 2025, AECOM had $1.6 billion in cash and cash equivalents, $2.7 billion in total debt, and a net leverage ratio of 0.8x[18] - AECOM's total cash and cash equivalents stood at $1.586 billion as of September 30, 2025, slightly up from $1.581 billion a year earlier[34] - The total debt of AECOM, excluding unamortized debt issuance costs, increased to $2.744 billion as of September 30, 2025, compared to $2.540 billion in the previous year[34] - Net debt as of September 30, 2025, was $1,158.0 million, compared to $959.0 million in 2024, reflecting an increase of 20.8%[41] Operational Performance - AECOM's adjusted EBITDA margin was not explicitly stated but is a key metric used to evaluate operational performance[28] - The company's working capital improved to $801.411 million as of September 30, 2025, up from $681.678 million a year prior[34] - AECOM's adjusted EBITDA for the twelve months ended September 30, 2025, was $1,245.9 million, compared to $1,130.7 million for the previous year, reflecting a 10.2% increase[50] Costs and Expenses - The company experienced a 225.3% increase in restructuring and acquisition costs for the three months ended September 30, 2025, totaling $59.355 million compared to $18.248 million in the same period last year[31] - General and administrative expenses for the three months ended September 30, 2025, totaled $39.2 million, a decrease from $43.5 million in the same period of 2024[37] - The company incurred restructuring and acquisition costs of $59.4 million for the three months ended September 30, 2025, compared to $18.3 million in the same period of 2024[44] Tax and Interest - The effective tax rate was 28.1% in the fourth quarter and 22.3% for the full year, with an adjusted effective tax rate of 29.0% and 24.3%, respectively[19] - The adjusted income tax expense for continuing operations for the twelve months ended September 30, 2025, was $225.0 million, compared to $203.0 million in the previous year[44] - AECOM anticipates a GAAP interest expense of $175 million for fiscal year 2026, with adjusted net interest expense guidance set at $135 million[54] Segment Performance - AECOM's adjusted segment income from operations for the Americas segment was $244.1 million for the three months ended September 30, 2025, compared to $241.3 million for the previous quarter, reflecting a 0.3% increase[50] - The international segment reported an adjusted segment income from operations of $92.7 million for the three months ended September 30, 2025, consistent with the previous quarter[50] - The Americas segment's income from operations for the twelve months ended September 30, 2025, was $897.8 million, up from $774.6 million in the previous year, indicating a 15.8% increase[50]

Non-GAAP Financial Information Fourth Quarter Fiscal 2025 East San Fernando Valley Transit Corridor Light Rail Los Angeles, California AECOM was appointed by the Los Angeles County Metropolitan Transportation Authority as the lead designer on the East San Fernando Valley Light Rail Transit project, providing engineering, architectural and design services for the 6.7-mile track extension. AECOM was appointed to Phase 2 work in Q4. Disclosures Forward-Looking Statements All statements in this communication ot ...

DALLAS--(BUSINESS WIRE)--AECOM (NYSE:ACM), the trusted global infrastructure leader, will host an Investor Day today at 10 a.m. Eastern Time, during which it will detail the Company's transformative strategic initiatives and increased long-term financial targets. "Following more than five years focused on building a culture, business profile and operating structure to lead our industry, today's announcements reflect the significant strategic successes we have delivered and, importantly, the sub. ...

With U.S. stock futures trading lower this morning on Tuesday, some of the stocks that may grab investor focus today are as follows:Wall Street expects Home Depot Inc. (NYSE:HD) to report quarterly earnings at $3.85 per share on revenue of $41.14 billion before the opening bell, according to data from Benzinga Pro. Home Depot shares fell 0.4% to $356.70 in after-hours trading.Helmerich and Payne Inc. (NYSE:HP) reported a loss of 1 cent per share for the fourth quarter. The company reported quarterly sales o ...

Aecom (NYSE:ACM) is a leading global infrastructure consulting firm headquartered in Dallas, Texas. The company's extensive service range, including planning, consulting, architectural and engineering design, as well as construction and program management, positions it across various sectors like transportation, water, government, and energy. With a significant footprint in regions such as the Americas, Europe, the Middle East, Africa, and the Asia Pacific, Aecom's diversified operations underscore its glob ...

Earnings Expectations - Aramark (NYSE:ARMK) is expected to report quarterly earnings of 65 cents per share on revenue of $5.16 billion [2] - J&J Snack Foods Corp. (NASDAQ:JJSF) is anticipated to post quarterly earnings of $1.19 per share on revenue of $419.09 million [2] - Aecom (NYSE:ACM) is projected to report quarterly earnings of $1.34 per share on revenue of $4.31 billion [2] - Helmerich and Payne Inc. (NYSE:HP) is expected to post quarterly earnings of 25 cents per share on revenue of $973.68 million [2] Stock Performance - Aramark shares fell 1.3% to close at $38.03 on Friday [2] - J&J Snack Foods shares rose 0.6% to close at $83.09 on Friday [2] - Sohu.com Ltd. (NASDAQ:SOHU) reported third-quarter earnings of 33 cents per share, compared to a loss of 39 cents per share a year ago, with sales of $180.161 million, up from $151.992 million [2] - Sohu.com shares fell 3.2% to close at $14.32 on Friday [2] - Aecom shares gained 0.3% to $133.89 in after-hours trading [2] - Helmerich and Payne shares gained 3.2% to close at $27.83 on Friday [2]

Company Overview - ACM Research is a leading provider of advanced wafer processing equipment for the semiconductor industry, specializing in single-wafer cleaning and plating technologies [4][8] - The company leverages proprietary innovations such as space alternated phase shift and timely energized bubble oscillation to meet the needs of cutting-edge chip fabrication [4][8] - As of November 14, 2025, ACM Research's market capitalization was $2.12 billion, with a revenue of $880.35 million and a net income of $117.11 million for the trailing twelve months (TTM) [3] Recent Developments - Seldon Capital LP disclosed a new position in ACM Research, adding 193,242 shares valued at approximately $7.56 million as of September 30, 2025 [1] - This new position represents 2.66% of Seldon Capital's total assets under management (AUM) [2] - ACM Research shares were priced at $31.51 on November 14, 2025, with a one-year total return of 68.2%, outperforming the S&P 500 by 57 percentage points [2] Financial Performance - In Q3 2025, ACM Research reported a 32% year-over-year increase in sales, reaching $269.2 million [9] - The company expects full-year revenue to be between $875 million and $925 million, indicating significant growth compared to 2024's revenue of $782.1 million [9] - ACM Research's diluted earnings per share (EPS) increased to $1.26 in the first three quarters of 2025, up from $1.07 in 2024 [10] Market Position - ACM Research positions itself as a key enabler of next-generation semiconductor production, focusing on enhancing manufacturing yields [5] - The company sells proprietary equipment and technology solutions to integrated circuit manufacturers through a direct sales force and third-party representatives [8]

Core Insights - AECOM is expected to report Q4 fiscal 2025 earnings with an EPS of $1.34 and revenue of $1.95 billion, driven by strong public infrastructure spending and favorable international trends [1][6] - The company has consistently exceeded earnings expectations over the last four quarters, with an average surprise of 9.8% [2][6] Financial Performance - In the previous quarter, AECOM's earnings exceeded expectations by 7.2% and grew 15.5% year-over-year, while revenue increased by 6.1% compared to the previous year, despite a slight miss of 0.6% against estimates [2] - Key financial ratios include a P/E ratio of 28.64, a price-to-sales ratio of 1.10, and an enterprise value to sales ratio of 1.17, indicating the company's market valuation [3][6] Operational Efficiency - The enterprise value to operating cash flow ratio stands at 20.40, and the earnings yield is 3.49%, reflecting the company's operational efficiency [4] - AECOM's debt-to-equity ratio is 1.22, suggesting a moderate use of debt in its operations, while the current ratio of 1.17 indicates a reasonable level of liquidity to cover short-term liabilities [4][5] Strategic Outlook - The company's restructuring efforts and strategic capital allocation are expected to enhance efficiency and profitability, contributing to anticipated growth in the upcoming earnings report [5]

Core Viewpoint - AECOM is expected to report its fourth-quarter fiscal 2025 results on November 17, with anticipated year-over-year growth in earnings and revenues driven by public infrastructure spending and favorable international trends [1][3][9]. Financial Performance - In the last reported quarter, AECOM's earnings exceeded the Zacks Consensus Estimate by 7.2%, growing 15.5% year over year, while revenues slightly missed the consensus by 0.6% but increased by 6.1% year over year [1]. - The Zacks Consensus Estimate for the upcoming fourth quarter indicates adjusted EPS of $1.34, reflecting a 5.5% increase from the previous year's $1.27, and revenues are estimated at $1.95 billion, showing a year-over-year growth of 7.4% [2][9]. Growth Drivers - The expected growth in AECOM's fourth-quarter performance is attributed to robust public infrastructure spending trends supported by federal and state initiatives, including the One Big Beautiful Bill Act [3]. - Favorable trends in international markets such as Canada, the UK, Ireland, Australia, and the Middle East are also anticipated to contribute positively to performance [3]. - Key market segments, including AI, water, transportation, aviation, coastal protection, and electricity, are expected to provide growing opportunities, reflected in a robust project pipeline and backlog growth [4]. Segment Performance - The Zacks Consensus Estimate for net service revenues in the Americas and International segments is projected at $1.15 billion and $799 million, indicating year-over-year growth of 8.5% and 6%, respectively [5]. Operational Efficiency - AECOM's restructuring efforts and balanced capital allocation strategy are expected to enhance operational efficiency and profitability, with the bottom line anticipated to increase year over year due to improved top-line leverage and minimal restructuring costs [6][9]. Market Challenges - Despite geopolitical risks, tariff-related concerns, and foreign currency challenges, AECOM's focus on continuous innovation and effective capital management is expected to support growth [7]. Earnings Prediction Model - The Zacks model does not predict an earnings beat for AECOM this time, as the company has an Earnings ESP of 0.00% and a Zacks Rank of 4 (Sell) [8][10].

Core Insights - Acoramidis has shown significant clinical benefits in reducing all-cause mortality in patients with variant ATTR-CM, particularly in the V142I subpopulation, with a reported 69% reduction in mortality through Month 30 and Month 42 [1][3][4] - The study highlights the importance of early diagnosis and treatment for patients with the V142I variant, who have historically faced challenges in accessing care [2] - The findings reflect advancements in precision medicine and equity in cardiovascular care, emphasizing the need for continued research and development in this area [2] Summary by Sections Clinical Study Results - The ATTRibute-CM study demonstrated a 59% risk reduction in all-cause mortality (ACM) in the overall variant population at Month 42 compared to placebo [3] - In the V142I subpopulation, there was a 69% risk reduction in ACM through Month 30 and Month 42 [3][4] - Acoramidis also showed improvements in functional capacity, with a least-squares mean difference of 87 meters in the 6-minute walk test and a 20-point difference in the Kansas City Cardiomyopathy Questionnaire score through Month 30 [4] Patient Population Insights - The V142I variant affects 3-4% of the U.S. Black population, highlighting a significant unmet need for effective treatments in this demographic [1] - The study's results are particularly meaningful for patients with variant ATTR-CM, who have limited access to early diagnosis and treatment options [2] Regulatory and Market Information - Acoramidis is approved as Attruby® by the U.S. FDA and as BEYONTTRA® by the European Medicines Agency and other regulatory bodies, indicating its recognized efficacy in stabilizing transthyretin [6][8] - Future data on the benefits of Attruby for ATTR-CM patients is anticipated to be presented at upcoming medical meetings [7] Safety and Adverse Reactions - Adverse reactions reported with Attruby included diarrhea (11.6% vs 7.6% for placebo) and upper abdominal pain (5.5% vs 1.4% for placebo), with most being mild and resolving without discontinuation [9]