AECOM — Feb 9, 2026 release
Fiscal 2026 first-quarter results · 8-K Item 2.02 · Exhibit 99.1 · 0001104659-26-012069
Showing in the filing
Share repurchase authorization
“$1 billion”
Period
No period stated
Measure
Declared action
Source
Prose
All guidance in this release · 18
Share repurchase authorization
“$1 billion”
Organic NSR growth for FY2026
“6% to 8%”
Segment adjusted operating margin for FY2026
“16.8%”
Adjusted EBITDA margin for FY2026
“17.0%”
Free cash flow for FY2026
“approximately $400 million”
Average fully diluted share count for FY2026
“131 million”
Adjusted effective tax rate for FY2026
“approximately 20 – 22%”
Margin exit rate for FY2028
“20%+”
Adjusted EPS CAGR for the long term
“15%+”
Cash receipt from legacy matter settlement for FY2026
“approximately $50 million”
GAAP EPS for FY2026
“$4.18 to $4.89”
Adjusted EPS for FY2026
“$5.85 to $6.05”
GAAP net income from continuing operations for FY2026
“$613 to $705”
Adjusted interest expense, net for FY2026
“$140”
Adjusted income tax expense for FY2026
“$198 to $207”
Adjusted EBITDA for FY2026
“$1,270 to $1,305”
GAAP interest expense for FY2026
“$180”
GAAP income tax expense for FY2026
“$141 to $167”
Exhibit 99.1 · the passage around this item
… earlier in the release
rate the business
· Returned more than $340 million to shareholders through repurchases and
dividends during the quarter
· Board of Directors approved an increase of the share repurchase authorization
to $1 billion
DALLAS (February 9, 2026) — AECOM (NYSE:ACM), the
trusted global infrastructure leader, today reported first quarter fiscal 2026 results. Consistent with the decision to retain the Construction
Management business, reported financial results include the Construction Management business as a continuing operation.
(from
Continuing Operations;
$ in millions, except EPS)
As Reported
YoY
% Change
Adjusted 1
(Non-GAAP)
YoY
%
Change
Revenue
$
3,831
(5)
%
--
--
Net Service Revenue (NSR) 2
--
--
$
1,851
5
% 3
Operating Income
$
222
(7)
%
$
264
10
%
Segment Operating Margin 4
--
--
16.4
%
+100
bps
Net Income
$
140
(21)
%
$
171
(3)
%
Tax Rate
19.7
%
+630
bps
21.5
%
+720
bps
EPS (Fully Diluted)
$
1.06
(20)
%
$
1.29
(2)
%
EBITDA 5
--
later in the release …
the item shown at left
other guidance in this release
Text is the filed exhibit, verbatim.