AECOM is a global infrastructure consulting leader delivering design and advisory services across transportation, water, and environmental sectors for major construction projects.
AECOM provides professional infrastructure services worldwide, benefiting from sustained government and private investment in transportation, water, and environmental infrastructure.
Data updated Feb 15 · Source: Twelve Data
AECOM is a global infrastructure consulting firm with leading positions in transportation, water, environment, and facilities design. The company has successfully transformed itself by divesting lower-margin construction services to focus on its higher-margin professional services business, improving profitability and cash flow predictability.
The bull case centers on secular tailwinds from the U.S. Infrastructure Investment and Jobs Act, growing demand for climate resilience projects, and AECOM's strong backlog providing revenue visibility. Its asset-light model generates solid free cash flow supporting buybacks and debt reduction.
However, the stock has experienced a sharp correction, down 33% over 60 days and trading well below its 50-day moving average of $98.15, now near its 52-week low of $85. This decline likely reflects broader market concerns about government spending cuts and potential project delays. The P/E of 20.78x is reasonable for the sector but leaves limited margin of safety if earnings disappoint.
The bear case includes exposure to government budget uncertainty, potential infrastructure spending slowdowns, and macroeconomic sensitivity. While the selloff may present a value opportunity for patient investors, near-term momentum remains decidedly negative. Wait for stabilization before adding.
You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided. Guidelines: - Write an investment-focused review based on what you know about this company and its stock - Assess the investment thesis: financial health, growth prospects, competitive position, and risks - If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis - Be balanced: mention both bull and bear cases - Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8) - Consider the item's performance/fit within each specific category when giving ratings - Keep the review between 80-200 words - Write in a professional, analytical tone suitable for investors User Prompt: Please review the following: Name: AECOM Website: https://www.aecom.com Ticker: ACM Categories: Construction & Materials Stocks, Infrastructure Stocks Market Data: - Current Price: $88.31 (-0.08%) - Change (30D): -7.36% - Change (60D): -33.06% - Change (90D): -31.82% - Change (180D): -18.34% - Change (1Y): -14.91% - Change (5Y): 65.03% - 52-Week High: $135.52 - 52-Week Low: $85.00 - 50-Day MA: $98.15 - Volume: 3.34M - P/E Ratio: 20.78 - EPS (TTM): $4.25
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