These Analysts Revise Their Forecasts On Aecom Following Q4 Results - AECOM (NYSE:ACM)

Core Insights - AECOM reported mixed fourth-quarter fiscal 2025 results, with revenue growth of 2% year over year to $4.175 billion, missing the consensus estimate of $4.315 billion, while adjusted EPS of $1.36 increased by 7% year over year, beating the consensus of $1.34 [1][2] Financial Performance - Revenue for the fourth quarter was $4.175 billion, reflecting a 2% year-over-year growth [1] - Adjusted EPS was reported at $1.36, which is a 7% increase year over year, surpassing the consensus estimate of $1.34 [1] - AECOM expects fiscal 2026 adjusted EPS to be between $5.65 and $5.85, compared to the consensus of $5.24 [2] - Projected adjusted EBITDA for fiscal 2026 is between $1.265 billion and $1.305 billion, with free cash flow expected to be around $400 million [2] Market Reaction - Following the earnings announcement, AECOM shares fell by 8.6%, trading at $116.21 [3] Analyst Ratings - Baird analyst Andrew Wittmann maintained an Outperform rating but lowered the price target from $144 to $143 [5] - UBS analyst Steven Fisher maintained a Buy rating and reduced the price target from $153 to $148 [5] - Citigroup analyst Andrew Kaplowitz maintained a Buy rating and raised the price target from $150 to $152 [5]