AECOM beats Q1 estimates, raises FY2025 guidance

Published 03/02/2025, 22:40
AECOM beats Q1 estimates, raises FY2025 guidance

DALLAS - AECOM (NYSE:ACM) reported better-than-expected first quarter results and raised its full-year guidance, sending shares up 1% in after-hours trading on Monday.

The global infrastructure consulting firm posted adjusted earnings per share of $1.31 for the fiscal first quarter, surpassing analyst estimates of $1.11. Revenue came in at $4.01 billion, significantly above the consensus forecast of $1.79 billion.

Net service revenue, which excludes pass-through costs, grew 5.5% year-over-year to $1.80 billion. The company’s Americas segment saw particularly strong growth, with net service revenue up 8% driven by a 9% increase in the design business.

"We delivered strong performance in the first quarter and raised our guidance for the full year," said Troy Rudd, AECOM’s chief executive officer. "Importantly, we are investing to extend our advantages."

AECOM raised its fiscal 2025 adjusted EPS guidance to a range of $5.05-$5.20, up from its previous outlook and above the $5.10 analyst consensus. The company now expects adjusted EBITDA of $1,175 million to $1,210 million, representing 9% growth at the midpoint.

Management highlighted robust market trends and record backlog levels, which increased 4% year-over-year to $23.9 billion. The company achieved a book-to-burn ratio of 1.2x in its design business.

"The benefits of our Think and Act Globally strategy are evident in our high win rates and record backlog," said Lara Poloni, AECOM’s president.

AECOM also reiterated its target of reaching a 17% margin exit rate by the end of fiscal 2026, supported by continued growth and strategic investments.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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