Aecom (NYSE:ACM) posted stronger-than-anticipated fourth-quarter earnings on Tuesday, sending its shares up 2.49% in pre-market trading, even though quarterly revenue landed slightly below Wall Street estimates.

The engineering and infrastructure consultancy reported adjusted earnings of $1.36 per share, edging past consensus forecasts of $1.34. Quarterly revenue came in at $4.18 billion, short of the $4.32 billion analysts expected. Still, the company highlighted that net service revenue grew a solid 8%, supported by a 9% increase in design activity across the Americas.

The firm closed the quarter with its best-ever segment adjusted operating margin of 17.1%, a 40-basis-point improvement from the prior year. Adjusted EBITDA jumped 13% to $329 million.

“We exited fiscal 2025 with numerous financial and strategic accomplishments including a record backlog and pipeline, which underpins our confidence in fiscal 2026 and beyond,” said Troy Rudd, Aecom’s chairman and chief executive officer.

Looking to fiscal 2026, Aecom guided for adjusted EPS in a range of $5.65 to $5.85, implying roughly 9% growth at the midpoint compared to last year. The company also announced a 19% increase to its quarterly dividend, raising the payout to $0.31 per share.

Aecom added that it is reviewing “strategic alternatives” for its Construction Management division — including the possibility of a sale — as it concentrates investment on its strongest and fastest-expanding business lines.

Aecom stock price

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