AECOM (NYSE:ACM) Q3 2023 Earnings Conference Call August 8, 2023 8:00 AM ET Company Participants William Gabrielski - SVP, Finance, Treasury and IR Troy Rudd - CEO Lara Poloni - President Gaurav Kapoor - CFO Conference Call Participants Sean Eastman - KeyBanc Capital Markets Andrew Wittmann - Robert W. Baird Steven Fisher - UBS Andy Kaplowitz - Citigroup Sabahat Khan - RBC Capital Markets Michael Dudas - Vertical Research Adam Thalhimer - Thompson, Davis & Co. Operator Good morning, and welcome to the AECOM ...

RECONSTRUCTION OF UKRAINE Ukraine Following Russia’s unlawful invasion of Ukraine, AECOM is serving as the reconstruction delivery partner to best position the country to achieve its long- term recovery ambitions. The reconstruction will transformthe lives of all Ukrainians and serve as a model forinnovation in infrastructure. Disclosures Forward-Looking Statements All statements in this communication other than statements of historical fact are “forward-looking statements” for purposes of federal and state ...

Financial Data and Key Metrics Changes - AECOM reported an 8% organic net service revenue (NSR) growth in the second quarter, with adjusted EBITDA reaching a new quarterly high and strong EPS growth [8][24] - The adjusted operating margin increased by 60 basis points, exceeding expectations for the full year [24] - Adjusted EBITDA increased by 14% on a constant currency basis [24] Business Line Data and Key Metrics Changes - The design business achieved a record quarter of wins with a 1.5 book-to-burn ratio, reflecting strength across both the Americas and International segments [9][25] - NSR growth in the Americas was driven by a 5% increase in the design business, with the adjusted operating margin expanding to 18.7% [25] - NSR growth in the International segment was 12%, with a book-to-burn ratio of 1.4 [26] Market Data and Key Metrics Changes - In the U.S., funding from the Infrastructure Investment and Jobs Act (IIJA) is beginning to flow, contributing to a major bridge replacement project [19] - In Canada, NSR and backlog growth are strong, supported by federal infrastructure investments focused on transit and green energy [20] - Internationally, the EU's Green Deal industrial plan and ongoing investments in Saudi Arabia and Australia are driving growth [21] Company Strategy and Development Direction - AECOM's strategy focuses on collaboration, expanding the addressable market, investing in teams, disciplined capital allocation, and superior value creation [10][12] - The company is positioned to benefit from mega trends in global infrastructure investment, sustainability, and energy transitions [13] - AECOM is exploring strategic options for its AECOM Capital business, which will be reported as noncore [25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in sustaining organic growth and margin improvements, citing a disciplined approach to investments and a high-quality backlog [31][32] - The company anticipates peak infrastructure funding in the U.S. around 2027, with strong long-term funding opportunities globally [44] - Management highlighted the importance of diversifying away from commercial real estate to more stable funding markets [47] Other Important Information - AECOM has returned over $1.6 billion to shareholders since September 2020 through share repurchases and dividends [12] - The company has no bond maturities until 2027, with a strong balance sheet and free cash flow of $63 million in the first half of the year [27] Q&A Session Summary Question: Sustainability of AECOM's performance metrics - Management highlighted the ability to improve organic growth and margins simultaneously, with a focus on high-quality backlog and disciplined investments [31][32] Question: Confidence in fiscal '24 targets - Management expressed confidence in achieving targets due to a competitive edge platform built on organic growth, margin improvements, and disciplined capital allocation [35][36] Question: Infrastructure funding expectations - Management expects infrastructure funding to increase in '24 and '25, supported by various legislative initiatives [42][44] Question: Exposure to private markets - Management has diversified away from commercial real estate, focusing on more stable markets such as logistics and utilities [47] Question: AECOM Capital's strategic options - Management acknowledged the noncore status of AECOM Capital and emphasized the strength of the Professional Services business [49][50] Question: International market momentum - Management noted strong policy commitments to infrastructure in international markets, contributing to growth [58] Question: Organic growth potential - Management indicated that while organic growth has been steady, they are focused on balancing growth with margin improvements [64][66] Question: Trends in private markets - Management discussed the diversification of projects within private markets, focusing on transportation, water, and other sectors [68] Question: Investment areas for future growth - Management emphasized ongoing investments in people, digital tools, and artificial intelligence to drive future growth [72][74] Question: PFAS project opportunities - Management identified a $10 billion opportunity in PFAS projects, driven by regulatory changes and funding availability [76][77] Question: Infrastructure funding security - Management expressed optimism about the stability of IIJA funding, citing procedural difficulties in clawing back funds [79][80]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-52423 AECOM (Exact name of registrant as specified in its charter) Delaware 61-1088522 State or Other Jurisdiction Of I.R.S. Emp ...

AECOM (NYSE:ACM) Q1 2023 Earnings Conference Call February 7, 2023 12:00 PM ET Company Participants Will Gabrielski - SVP, Finance, Treasury & IR Troy Rudd - CEO Lara Poloni - President Gaurav Kapoor - CFO Conference Call Participants Michael Feniger - Bank of America Andy Wittmann - Baird Sabahat Khan - RBC Capital Markets Andy Kaplowitz - Citigroup Jamie Cook - Credit Suisse Michael Dudas - Vertical Research Adam Thalhimer - Thompson Davis Avi Jaroslawicz - UBS Alex Dwyer - KeyBanc Capital Markets Operato ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number 000-52423 AECOM (Exact name of registrant as specified in its charter) Delaware 61-1088522 State or Other Jurisdiction Of I.R.S. ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark one) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 000-52423 AECOM (Exact name of Registrant as specified in its charter) Delaware State or Other Jurisdiction Of Incorpo ...

AECOM (NYSE:ACM) Q4 2022 Results Conference Call November 14, 2022 12:00 PM ET Company Participants Will Gabrielski - SVP, Finance & IR Troy Rudd - CEO & Director Lara Poloni - President Gaurav Kapoor - CFO Conference Call Participants Michael Feniger - Bank of America Andrew Kaplowitz - Citigroup Andy Wittmann - Baird Steven Fisher - UBS Sean Eastman - KeyBanc Capital Markets Jamie Cook - Credit Suisse Michael Dudas - Vertical Research Adam Thalhimer - Thompson Davis Operator Good morning, and welcome to t ...

| --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-------|-------|-------|-------|-------|-------|-------|-------| | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | ...

AECOM (NYSE:ACM) Q3 2022 Earnings Conference Call August 9, 2022 8:00 AM ET Company Participants William Gabrielski - SVP, Finance & IR Troy Rudd - CEO & Director Lara Poloni - President Gaurav Kapoor - CFO Conference Call Participants Sean Eastman - KeyBanc Capital Markets Michael Dudas - Vertical Research Partners Andrew Kaplowitz - Citigroup Steven Fisher - UBS Jamie Cook - Crédit Suisse Adam Thalhimer - Thompson, Davis & Company Sabahat Khan - RBC Capital Markets Michael Feniger - Bank of America Merril ...