AECOM ACM

AECOM’s strongest current evidence is not a headline flourish but the latest SEC financial rail. In the 10-Q period ending 2026-03-31, the company reported $3.80 billion of revenue from contracts with customers, $247.8 million of operating income, $179.9 million of net income attributable to the parent, and diluted earnings per share of $1.39.

AECOM is an operating equity story built around contract work, not a product launch story in this source pack. The supplied evidence points to a company whose market case has to be read through customer contracts, contract liabilities, cash, capital spending and board filings, rather than through an invented pipeline or unsourced order book.

The balance sheet rail is material. The latest SEC facts show assets of $12.01 billion, liabilities of $9.53 billion, stockholders’ equity attributable to the parent of $2.27 billion, and cash and cash equivalents of $1.03 billion, all from the 10-Q period ending 2026-03-31. Operating cash flow was $74.0 million and payments to acquire property, plant and equipment were $59.5 million for the same period, with diluted weighted average shares outstanding of 129.2 million.

The chart context is limited by the supplied source rail. No TradingView route, chart level, candle pattern, support line, resistance line or moving average is provided, so the market mechanism here is filing-led: revenue conversion, operating income, cash generation, capex, liabilities and capital-return signals from SEC developments.

What changed on the public rail is a cluster of SEC activity: an 8-K filed on 2026-06-03, another 8-K on 2026-06-11, and a Form 4 on 2026-06-16, alongside earlier Form 4 filings on 2026-05-14 and the 10-Q filed on 2026-05-12. The 2026-06-03 8-K says AECOM’s Board of Directors declared something and references a June 3 press release entitled “AECOM declares”, but the supplied extract does not provide the full terms.

The contract notes add useful texture. AECOM disclosed pass-through revenues of $3.8 billion for the six months ended 2026-03-31, compared with $4.1 billion for the six months ended 2025-03-31. It also recognised $686.7 million of revenue during the six months ended 2026-03-31 that had been included in contract liabilities as of 2025-09-30, compared with $771.9 million in the prior-year comparison. The company also said it had no material revisions to estimates for contracts where revenue is recognised using the input method during those six-month periods.