Core Insights - AECOM's current valuation is attractive for investors, trading at a forward 12-month P/E ratio of 19.96X, lower than the industry average of 20.17X and the S&P 500's 21.83X [1][7] - The company is also trading at a discount compared to peers such as VSE Corporation (33.36X), Quanta Services (32.82X), and Sterling Infrastructure (22.02X) [2] Financial Performance - AECOM's year-to-date stock performance shows a gain of 3.6%, outperforming the industry (2%) and S&P 500 (0.4%), while the broader construction sector declined by 2.7% [8] - The company's backlog reached $24.27 billion in Q2, reflecting a 54.9% contracted growth and an 80% win rate on major enterprise pursuits [7][15] Growth Drivers - Infrastructure investments are driving growth, with a reported 6% year-over-year increase in net service revenue (NSR) in the Americas, supported by strong demand in the U.S. and Canadian design markets [10] - AECOM is engaged in large-scale projects in the U.K. and Australia, focusing on energy systems and infrastructure upgrades due to rising urbanization [11] Revenue and Margin Outlook - The company aims for 5-8% organic NSR growth annually, with a target of 20-30 basis points of adjusted operating margin expansion [13] - NSR grew 4% on an adjusted basis during the first half of fiscal 2025, indicating solid organic growth driven by demand in transportation, water, and environmental segments [12] Backlog and Competitive Advantage - AECOM's backlog has increased from $23.74 billion in the prior year, showcasing strong visibility and demand for its services [15] - The company maintains a competitive advantage by consistently securing large, complex projects, supported by an improving global infrastructure demand scenario [14] Technical Indicators - AECOM stock is trading above both the 50 and 200-day moving averages, indicating a bullish trend and positive market sentiment [18] Earnings Estimates - Analysts have revised fiscal 2025 earnings estimates upward by 2% to $5.15, reflecting a 13.9% year-over-year growth, with 2026 estimates also increasing by 2% [21]

Analysts on Wall Street project that Hamilton Lane (HLNE) will announce quarterly earnings of $1.12 per share in its forthcoming report, representing a decline of 18.8% year over year. Revenues are projected to reach $161.89 million, declining 8.4% from the same quarter last year.The current level reflects a downward revision of 2.5% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projectio ...