ACM

EX-99.1

2 tm2614102d1_ex99-1.htm

EXHIBIT 99.1

Exhibit 99.1

Press Release

Investor Contact:

Will Gabrielski

Senior Vice President, Finance, Treasurer

213.593.8208

William.Gabrielski@aecom.com

Media Contact:

Brendan Ranson-Walsh

Senior Vice President, Global Communications

213.996.2367

Brendan.Ranson-Walsh@aecom.com

AECOM reports second quarter fiscal 2026 results

·Delivered record second quarter performance

·Design book-to-burn ratio of 1.2 drove 8% total backlog growth to a record high; 22nd consecutive quarter with a book-to-burn ratio in excess of 1

·Continued to execute returns-based capital allocation policy

·Raised earnings guidance for a second consecutive quarter

DALLAS (May 11, 2026) — AECOM (NYSE:ACM), the trusted global infrastructure leader, today reported second quarter fiscal 2026 results.

Second Quarter Highlights:

·Reflecting as reported GAAP performance from continuing operations, second quarter revenue increased 1% to $3.8 billion, operating income declined 4% to $248 million, net income increased 19% to $184 million and diluted earnings per share increased 22% to $1.42.

·Net service revenue1 increased 4% on an as reported basis, or 2% on a constant-currency basis, highlighted by 8% constant-currency growth in the Americas design business.

·The segment adjusted2 operating margin3 increased by 50 basis points to 16.5% and the adjusted2 EBITDA margin4 increased by 20 basis points to 16.5%, both of which set new all-time highs for a second quarter.

-As a result, in the first half of the year, the segment adjusted operating margin and the adjusted EBITDA margin were both 16.5%, increasing by 70 basis points and 50 basis points, respectively, and set new records.

·Adjusted2 EBITDA5 increased by 8% and adjusted2 EPS increased by 27%.

·Total backlog6 increased by 8% to a record high, driven by a 1.2 book-to-burn7 ratio in the design business.

-The design pipeline increased by double-digits and reached a record level, driven by strong funding across the Company’s markets and an expanding addressable market opportunity.

Second Quarter Fiscal 2026

(from Continuing Operations;

$ in millions, except EPS)

As Reported

(GAAP)

YoY % Change

Adjusted2

(Non-GAAP)

YoY % Change

Revenue $3,801 1% -- --

Net Service Revenue (NSR)1 -- -- $1,948 2%

Operating Income $248 (4%) $280 7%

Segment Operating Margin3 -- -- 16.5% +50 bps

Net Income $184 19% $205 23%

EPS (Fully Diluted) $1.42 22% $1.59 27%

EBITDA5

-- -- $312 8%

EBITDA

Margin4 -- -- 16.5% +20 bps

Operating Cash Flow $4 (98%) -- --

Free Cash Flow8 -- -- ($27) NM

Total Backlog6 $26,204 8% -- --

“Our strong second quarter and fiscal year-to-date performance highlights the strength and resiliency of our business,” said Troy Rudd, AECOM’s chairman and chief executive officer. “Our competitive advantages of scale, infrastructure domain and technical expertise, and strong client relationships are key to our successes. We are continuing to invest at record levels to enhance our client value proposition and expand our addressable market, which includes our proprietary AI investments and growing our Advisory practice. Taken together, we are well positioned to deliver on both our twice-raised fiscal 2026 guidance and our long-term financial targets.”

1

“Our teams continue to build momentum and our investments to extend our competitive advantages are contributing to a strengthened client value proposition,” said Lara Poloni, AECOM’s president. “Now more than ever, we are positioned to deliver complex technical expertise at scale.”

“As our second quarter performance and raised full year financial guidance underscore, we have an enduring competitive advantage that allows us to continue to deliver,” said Gaurav Kapoor, AECOM’s chief financial and operations officer. “Our competitive advantages have enabled us to consistently win increasingly valuable projects, and in turn, deliver continued earnings growth year after year.”

Cash Flow and Capital Allocation

·Underlying cash flow in the second quarter was consistent with expectations, but was offset by delayed payment timing in the Middle East business, as well as longer-than-anticipated claim resolution on certain projects.

·Importantly, collections in the Middle East have already recovered in the fiscal third quarter and AECOM reiterated its full year free cash flow guidance, as well as its long-term 100%+ free cash flow conversion target.

·The Company returned $155 million to shareholders through repurchases and dividends in the quarter.

-Since the initiation of its repurchase program in September 2020, the Company has returned more than $3.5 billion of capital to shareholders.

-The Company remains committed to executing its returns-focused capital allocation policy, which includes returning substantially all available cash flow to shareholders through repurchases and dividends.

·The Company maintains a strong balance sheet with net leverage9 of 1.2x.

Fiscal 2026 and

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UNITED STATES

SECURITIES AND

EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION

13 OR 15(d) OF THE

SECURITIES EXCHANGE

ACT OF 1934

Date of Report (Date of earliest event reported): February 9, 2026

AECOM

(Exact name of Registrant as specified in its charter)

Delaware

0-52423

61-1088522

(State or Other Jurisdiction

(Commission

(I.R.S. Employer

of Incorporation)

File Number)

Identification No.)

13355 Noel Road

Dallas, Texas 75240

75240

(Address of Principal

Executive Offices)

(Zip Code)

Registrant’s telephone number, including area code: (972) 788-1000

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, $0.01 par value

ACM

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging Growth Company   ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act  ¨

Item 2.02 Results of Operations and Financial Condition.

On February 9, 2026, AECOM issued a press release announcing its financial results for the quarter ended December 31, 2025. A copy of the press release is attached to this report as Exhibit 99.1. Exhibit 99.1 attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended.

AECOM reports its results of operations based on 52 or 53-week periods ending on the Friday nearest September 30, December 31, March 31, and June 30. For clarity of presentation, all periods are presented as if the periods ended on September 30, December 31, March 31, and June 30.

Item  9.01 Financial Statements and Exhibits.

(d)  Exhibits

99.1 Press Release, dated February 9, 2026 entitled “AECOM reports first quarter fiscal 2026 results”.

104 Cover Page Interactive Data File (embedded within the Inline XBRL document).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereto duly authorized.

AECOM

Dated: February 9, 2026 By: /s/ David Y. Gan

David Y. Gan

Executive Vice President, Chief Legal Officer

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2025-11-18 2025-11-18

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UNITED STATES

SECURITIES AND

EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

PURSUANT TO SECTION

13 OR 15(d) OF THE

SECURITIES EXCHANGE

ACT OF 1934

Date of Report (Date of earliest event reported): November 18, 2025

AECOM

(Exact name of Registrant as specified in its charter)

Delaware

0-52423

61-1088522

(State or Other Jurisdiction

(Commission

(I.R.S. Employer

of Incorporation)

File Number)

Identification No.)

13355 Noel Road

Dallas, Texas 75240

75240

(Address of Principal

Executive Offices)

(Zip Code)

Registrant’s telephone number, including area code: (972) 788-1000

Not Applicable

(Former Name or Former Address, if Changed Since Last Report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):

¨ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

¨ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

¨ Pre-commencement communications pursuant to Rule 14d-(b) under the Exchange Act (17 CFR 240.14d-2(b))

¨ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class

Trading Symbol(s)

Name of each exchange on which registered

Common Stock, $0.01 par value

ACM

New York Stock Exchange

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging Growth Company   ¨

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act  ¨

Item 2.02 Results of Operations and Financial Condition.

On November 18, 2025, AECOM (the “Company”) issued a press release announcing its financial results for the quarter and year ended September 30, 2025. A copy of the press release is attached to this report as Exhibit 99.1. Exhibit 99.1 attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended.

AECOM reports its results of operations based on 52 or 53-week periods ending on the Friday nearest September 30, December 31, March 31, and June 30. For clarity of presentation, all periods are presented as if the periods ended on September 30, December 31, March 31, and June 30.

Item 7.01 Regulation FD Disclosure.

On November 18, 2025, AECOM issued a press release announcing its increased long-term financial targets. A copy of the press release is attached to this report as Exhibit 99.2. Exhibit 99.2 attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, nor shall it be deemed incorporated by reference in any filing under the Securities Act of 1933, as amended.

Item 8.01 Other Events.

On November 18, 2025, AECOM announced that its Board of Directors (the “Board”) has declared a quarterly cash dividend of $0.31 per share as part of the Company’s ongoing quarterly dividend program. The dividend is payable on January 23, 2026 to stockholders of record as of the close of business on January 7, 2026.

The per share dividend of $0.31 represents a 19% increase from the previous quarterly dividend of $0.26 per share. The declaration and payment of future dividends are subject to the sole discretion of the Board.

The press release announcing the declaration of a cash dividend is attached hereto as Exhibit 99.1.

Item 9.01Financial Statements and Exhibits.

(d)  Exhibits

99.1Press Release, dated November 18, 2025 entitled “AECOM reports fourth quarter and full year fiscal 2025 results”

99.2Press Release, dated November 18, 2025 entitled “AECOM announces increased financial targets built on further extending its competitive advantage and accelerating operating leverage”

104Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned thereto duly authorized.

AECOM

Dated:  November 18, 2025 By: /s/ David Y. Gan

David Y. Gan

Executive Vice President, Chief Legal Officer