AI brief of an SEC Form 8-K · AECOM (ACM)

AECOM Q1 revenue falls 5%, profit drops 21%, but raises fiscal 2026 EPS guidance

Mixed Impact 4 of 5 earnings Written later

AECOM reported first quarter fiscal 2026 results for the quarter ended December 31, 2025. Revenue fell 5% to $3.8 billion and GAAP diluted EPS fell 20% to $1.06, while the company raised its fiscal 2026 adjusted EPS guidance to $5.85 to $6.05 from $5.65 to $5.85 and the board raised the share repurchase authorization to $1 billion.

Key points

  • Revenue fell 5% to $3.8 billion; operating income fell 7% to $222 million; net income fell 21% to $140 million
  • Adjusted EPS fell 2% to $1.29; adjusted EBITDA rose 6% to $287 million
  • Fiscal 2026 adjusted EPS guidance raised to $5.85 to $6.05, from $5.65 to $5.85; free cash flow guidance of approximately $400 million
  • Returned more than $340 million to shareholders in the quarter; board approved repurchase authorization increase to $1 billion

The filing

CompanyAECOM (ACM)
Form8-K, current report
Filed with the SECFeb 9, 2026, 4:09 PM ET
Accession number0001104659-26-012069

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 1:17 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on February 09, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.