Every material Form 8-K AECOM filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
AECOM said Chief Legal Officer David Gan will retire, with his role passing to Manav Kumar, the company's General Counsel, Corporate and Global Head of Public Affairs, effective October 2, 2026. Gan will then serve as Senior Advisor until his retirement in the second half of 2027. The filing describes a planned leadership transition with no financial results or guidance included.
David Gan provided notice of retirement on September 14, 2026, and remains in his role through October 2, 2026.
Manav Kumar, age 42, becomes Chief Legal Officer effective October 2, 2026, and has been General Counsel, Corporate and Global Head of Public Affairs since December 2024.
Gan keeps his existing base salary as Senior Advisor until his retirement in the second half of 2027.
Gan remains eligible for a fiscal year 2026 annual incentive bonus but will not participate in annual or long-term incentive programs in fiscal year 2027.
AECOM reported fiscal third-quarter 2026 results for the quarter ended June 30, 2026, with GAAP revenue of $3.6 billion, down 14% from a year earlier, and a $76 million operating loss. The results include a $337 million pre-tax charge on a Construction Management project, and the company lowered its fiscal 2026 guidance to reflect the charge and slower net service revenue growth. For shareholders, the charge drives the loss and reduces the expected full-year free cash flow to about $300 million, while backlog rose to a record $27.8 billion.
Q3 GAAP revenue was $3.6 billion, down 14%; operating loss was $76 million and diluted loss per share was $0.65.
A $337 million pre-tax charge on a Construction Management project was recorded; excluding it, adjusted EBITDA was $329 million and adjusted EPS was $1.49.
Fiscal 2026 adjusted EPS guidance is $3.95 to $4.15 including the charge, and free cash flow is projected at approximately $300 million.
Total backlog rose 13% to a record $27.8 billion; the project is expected to reach substantial completion in the second quarter of fiscal 2027, and recovery claims may take several years.
AECOM entered into a Credit Agreement on June 10, 2026, providing a $500 million revolving credit facility with Bank of America, N.A. as administrative agent. As of June 10, 2026, no borrowings were outstanding, and the facility is secured by substantially all assets of the borrowers and subsidiary guarantors. The agreement includes a maximum consolidated leverage ratio of 4.00 to 1.00, tested quarterly, which shareholders may watch as a constraint on future borrowing.
Facility size: $500 million revolving credit, scheduled to mature June 9, 2028
No borrowings outstanding as of June 10, 2026
Interest: SOFR plus 1.125% to 2%, or base rate plus 0.125% to 1%, based on leverage ratio
Covenant requires consolidated leverage ratio of 4.00 to 1.00 or less, tested quarterly
AECOM reported second quarter fiscal 2026 results for the quarter ended March 31, 2026, with revenue up 1% to $3.8 billion and GAAP diluted EPS from continuing operations up 22% to $1.42. The company raised its adjusted EPS guidance for fiscal 2026 to $5.90 to $6.10 from $5.85 to $6.05, but operating income fell 4% and free cash flow was negative $27 million in the quarter.
Q2 revenue rose 1% to $3.8 billion; operating income fell 4% to $248 million; net income from continuing operations rose 19% to $184 million
Adjusted EPS rose 27% to $1.59; fiscal 2026 adjusted EPS guidance raised to $5.90 to $6.10, the second consecutive raise
Total backlog rose 8% to a record $26.2 billion; free cash flow was negative $27 million in the quarter, which management attributed to Middle East payment timing and claim resolution
The company returned $155 million to shareholders in the quarter and reiterated full-year free cash flow guidance of approximately $400 million
On March 10, 2026, AECOM entered into Amendment No. 16 to its Syndicated Facility Agreement with Bank of America, N.A. as administrative agent. The new facilities replaced the existing revolver and term loans in full, with proceeds used to refinance the prior credit facilities, and the revolver and Term Loan A maturities were extended two years to March 10, 2031.
New $1.5 billion revolving credit facility, a $950 million Term Loan A and a $500 million Term Loan B
Revolver and Term Loan A now mature March 10, 2031, a two-year extension; Term Loan B matures April 19, 2031, unchanged
Term Loan B margin is 0.25% lower than under the existing agreement; AECOM must keep a consolidated leverage ratio at or below 4.00 to 1.00
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.
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
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every AECOM filing is on SEC EDGAR ↗. 8-K briefs of other companies →