AECOM (NYSE:ACM) 2025 Earnings Call Presentation

Financial Performance and Targets - AECOM exceeded previously increased earnings guidance mid-points[13] - AECOM delivered on long-term 17%+ margin guidance five-quarters early (Q3'25)[13] - AECOM has a record design backlog of $23 billion[14] - AECOM's FY'20-FY'25 adjusted EPS CAGR is 20%[13] - AECOM is targeting FY'26 – FY'29 Organic NSR Growth CAGR of +5 – 8%[38] - AECOM is targeting FY'26 – FY'29 Segment Adjusted Operating/Adjusted EBITDA Margin of 20%+ (Exit rate by FY'28)[38] - AECOM is targeting FY'26 – FY'29 Adjusted EPS and Free Cash Flow per Share Growth CAGR of 15%+[38] - AECOM's FY25 Net Service Revenue was $7572.8 million[79, 99] - AECOM's FY25 Adjusted EPS was $5.26[79] - AECOM's FY25 Total Backlog was $24.8 billion[79] Strategic Initiatives - AECOM expects to double its Advisory business within three years[13] - AECOM's win rate on largest pursuits in FY'25 was 80%+[14] - AECOM has built a team of 200+ AI PhDs and advanced degrees in machine learning, math, physics, computer and data sciences[13, 34]