ACM AECOM Common Stock
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About AECOM Common Stock Company overview from Wikipedia
AECOM (, ay-ee-KOM; formerly AECOM Technology Corporation) is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
The company's official name from 1990 to 2015 was AECOM Technology Corporation, and is now AECOM. The company is listed on the New York Stock Exchange (NYSE) under the ticker symbol ACM.
As of 2023, AECOM had approximately 51,000 employees, and was number 291 on the 2023 Fortune 500 list.
History
1910–1990
AECOM traces its origins to Kentucky-based Ashland Oil & Refining Company, which in turn grew out of Swiss Drilling Company, founded in Oklahoma in 1910 by J. Fred Miles. He gained control of some 200,000 acres and formed Swiss Oil Company in Lexington. In 1924, Miles launched a refining operation called Ashland Refining Company, headed by Paul Blazer. While the parent company struggled, leading to the ouster of Miles, Ashland prospered under Blazer's leadership, and in 1936, he was named chief executive officer of the reorganized company, Ashland Oil & Refining Company. In 1966, Ashland acquired Warren Brothers and became involved in highway construction and construction materials. The company was able to take advantage of refinery byproducts to produce asphalt. Ashland grew into one of the nation's major road-construction firms, and laid a foundation for AECOM. Through a series of acquisitions and technological developments, Ashland grew to include chemical, petrochemical, highway construction, and construction materials firms within its realm, laying the groundwork for a management buyout of Ashland Technology in 1985.
In the 1970s, Ashland Oil & Refining became Ashland Oil, Inc. Five years later the company consolidated its construction assets into a construction division and also formed a coal company subsidiary, indicative of a changing focus at Ashland. Although it generated more than $1 billion a year in sales, Ashland was a small player in the oil industry at a time when the cost of exploration was prohibitively expensive. By 1980, Ashland sold its production assets, and a year later was reorganized as a modified holding company. A new corporate strategy was implemented as Ashland now focused on refining and marketing and sought to grow its non-refining businesses.
In 1984, Ashland acquired Daniel, Mann, Johnson & Mendenhall (DMJM), an architectural firm located in Los Angeles, California. Originally focused on military architecture projects, after World War II it had become one of the first integrated engineering and architectural firms in the western United States. The acquisition of DMJM also included its president, Richard G. Newman. In 1985, DMJM became part of a new subsidiary, Ashland Technology Corporation. Two years later Newman was named its new chief executive and president.
When Ashland chose to return to its core petroleum refining business in the late 1980s, Newman recommended an employee buyback proposal, resulting in the spin-off of Ashland Technology and the creation of AECOM (Architecture, Engineering, Construction, Operations, and Management) in 1990. The company went on to acquire a number of engineering, design and planning firms including urbanism/sustainability practice EDAW, consultancy firm Economic Research Associates (ERA), environmental firms ENSR and The RETEC Group, architectural firm Ellerbe Becket and construction consultants Davis Langdon.
2000–present
In 2000, AECOM acquired Metcalf and Eddy, a water and wastewater engineering firm based in Massachusetts and London-based Guy Maunsell International, expanding the firm's reach in the United Kingdom, Hong Kong/China, Australia and the Middle East. In 2003, AECOM developed an award-winning landscape plan for Jinji Lake in Suzhou Industrial Park; the lake was developed from a shallow and marshy pond into one of the largest lake front parks in China.
In September 2004, it acquired the Canadian company, UMA Engineering Ltd. ENSR and EDAW joined AECOM in 2005.
AECOM went public during May 2007 with an initial public offering on the NYSE, netting $468.3 million. In January 2008, AECOM acquired The Services Group, Inc., a provider of consulting services to the US Agency for International Development (USAID) and other multi-lateral donor organizations. In July 2008, AECOM purchased Earth Tech Inc., a consulting and engineering firm, from Tyco International for $510 million. On July 14, 2010, AECOM announced its acquisition of Tishman Construction Corp., a leading provider of construction management services in the United States, whose projects include both the building of the original Twin Towers in New York City in 1973 and One World Trade Center (Freedom Tower) in the aftermath of 9/11. On July 13, 2014, AECOM announced its acquisition of URS Corporation, an engineering, construction, and technical services firm for US$56.31 per share in cash and stock, pegging the enterprise value of URS at approximately $6 billion. Effective July 10, 2014, it acquired ACE International Consultants SL, a Madrid-based provider of consulting services. In July 2014, it acquired Hunt Construction Group, adding to AECOM's construction services business. In July 2017, AECOM acquired Shimmick Construction Company. Officials at the Golden Gate Bridge, Highway and Transportation District blamed the acquisition for delaying construction of a safety barrier at the bridge by 2 years.
In 2018, AECOM along with 91 additional Fortune 500 companies had "paid an effective federal tax rate of 0% or less" as a result of Donald Trump's Tax Cuts and Jobs Act of 2017.
In October 2019, AECOM announced plans to sell their Management Services division to private equity firm American Securities LLC and Lindsay Goldberg for $2.405 billion. Management Services provides services and support to governmental clients including the Department of Energy and Department of Defense. On January 31, 2020, this transaction was completed with the new company being called Amentum. In October 2020, AECOM announced the sale of its Power construction business to private equity firm CriticalPoint Capital. In December 2020, AECOM announced the sale of its Civil construction business, including Shimmick Construction, to private equity firm Oroco Capital, which completed January 5, 2021. AECOM explained these divestitures as a "transformation into a higher-margin, lower-risk Professional Services business".
In August 2021, AECOM announced plans to relocate its global headquarters from Los Angeles, California to Dallas, Texas.
In 2025, AECOM acquired Norway-based artificial intelligence start-up company Consigli.
Services
AECOM provides Archaeology, Architecture & Design, Urban Planning, Landscape Architecture, Asset Management, Construction, Cost Management, Decommissioning & Closure, Economics, Engineering, Environmental Services, International Development, IT & Cyber Security, Operations & Maintenance, Planning & Consulting, Program Management/Construction Management, Risk Management & Resilience and Technical Services.
Management
AECOM's first president and CEO was Richard G. Newman, who came to Ashland through its acquisition of Daniel, Mann, Johnson & Mendenhall (DMJM). Under Ashland Oil's ownership, he was president and chief operating officer of DMJM from October 1985 to December 1988. While president of Ashland Technology Corp. from December 1988 until May 1990, Newman was instrumental in taking it from a division of Ashland Oil to an independent company. He was president when the company changed its name to AECOM Technology Corporation in April 1990. Newman was president until 1993, and then chairman, president and CEO from May 1993 to October 2000, and chairman and CEO from 2000 to 2005.
In October 2005, John M. Dionisio succeeded Newman as president and CEO of AECOM. In 2011, Dionisio became chairman of the company, having been COO from October 2003 to October 2005 and president and CEO of the subsidiary DMJM+Harris from October 2000 to October 2003.
In October 2011, Michael S. Burke succeeded Dionisio as president and then in March 2014 succeeded him as CEO. Burke joined AECOM in 2005 and was appointed CFO in 2006.
In 2011, Stephen M. Kadenacy was named chief financial officer, later promoted to president and COO. In 2017, Kadenacy left the company and was succeeded as COO by Randy Wotring.
In November 2019, AECOM announced that Burke would retire as chairman and CEO. The change was announced to be effective after either the next annual meeting or completion of the search for a replacement. At the same time, AECOM said that the board of directors would be expanded to include representatives of activist-shareholder Starboard Value, the fifth largest shareholder. Amid market speculation that AECOM would be acquired by WSP Global, AECOM announced the selection of W. Troy Rudd to be CEO. The change will be effective as of October 1, 2020. Before his appointment as CEO, Rudd was CFO for the company. The announcement included naming Lara Poloni as the new president. The announcement resulted in the resignation of the Starboard Value board member in protest over the selection. AECOM was included on Fortune's list of the world's most admired companies in 2024.
As of April 2026, key leadership were:
Troy Rudd, Chairman and Chief Executive Officer
Lara Poloni, President
Gaurav Kapoor, Chief Financial & Operations Officer
David Gan, Chief Legal Officer
Emily Gepner, Chief Human Resources Officer
Corporate affairs
AECOM is headquartered in Dallas, Texas, United States, with clients in more than 150 countries. The company reported revenue of US$16.1 billion during the 12 months that ended September 30, 2025.
Source: Wikipedia, CC BY-SA 4.0 · View on Wikipedia ↗
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | ACM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 27.9 | · | 34.6 | Undervalued | |
| P/S | 0.5 | · | 2.0 | Undervalued | |
| P/B | 3.1 | · | 6.4 | Fair value | |
| EV / EBITDA | 5.2 | · | 19.2 | Undervalued | |
| Price / FCF | 11.4 | · | · | · | |
| Price / Cash Flow | 9.5 | · | 21.0 | Fair value | |
| EV / Revenue | 0.4 | · | · | · | |
| EV / FCF | 9.1 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | ACM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Gross Margin (TTM) | 5.7% | · | 24.2% | Weak | |
| Operating Margin (TTM) | 4.1% | · | 7.8% | Weak | |
| EBITDA Margin (TTM) | 5.5% | · | 7.9% | Weak | |
| Pretax Margin (TTM) | 3.4% | · | 6.5% | Weak | |
| Net Profit Margin (TTM) | 1.9% | · | 5.2% | Weak | |
| ROA | 4.6% | · | 4.7% | In line | |
| ROE | 24.0% | · | 15.2% | Top tier | |
| ROIC | 31.9% | · | 13.5% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | ACM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | · | 0.3 | Low debt | |
| Current Ratio | 1.1 | · | 1.5 | Low liquidity | |
| Quick Ratio | 0.7 | · | 1.0 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | ACM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 0.21% | · | · | · | |
| Revenue CAGR 3Y | 7.1% | · | · | · | |
| Revenue CAGR 5Y | 4.0% | · | · | · | |
| EPS YoY | 42.7% | · | · | · | |
| Net Income YoY | 39.6% | · | · | · | |
| EPS CAGR 3Y | 24.5% | · | · | · | |
| Net Income CAGR 3Y | 21.8% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | ACM | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 1.3 | · | 1.3 | In line | |
| Receivables Turnover | 6.1 | · | 6.3 | In line | |
| Revenue / Employee | ≈$316.5K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Oct 14, 2026 | $0.31 | USD | ≈2.1% |
| Jul 1, 2026 | $0.31 | USD | ≈1.8% |
| Apr 1, 2026 | $0.31 | USD | ≈1.3% |
| Jan 7, 2026 | $0.31 | USD | ≈1.1% |
| Oct 1, 2025 | $0.26 | USD | ≈0.80% |
| Jul 2, 2025 | $0.26 | USD | ≈0.87% |
| Apr 2, 2025 | $0.26 | USD | ≈1.0% |
| Jan 2, 2025 | $0.26 | USD | ≈0.87% |
| Oct 2, 2024 | $0.22 | USD | ≈0.86% |
| Jul 3, 2024 | $0.22 | USD | ≈0.97% |
| Apr 23, 2024 | $0.22 | USD | ≈0.85% |
| Jan 3, 2024 | $0.22 | USD | ≈0.85% |
| Oct 4, 2023 | $0.18 | USD | ≈0.89% |
| Jul 5, 2023 | $0.18 | USD | ≈0.81% |
| Apr 4, 2023 | $0.18 | USD | ≈0.81% |
| Jan 3, 2023 | $0.18 | USD | ≈0.75% |
| Oct 4, 2022 | $0.15 | USD | ≈0.82% |
| Jul 5, 2022 | $0.15 | USD | ≈0.71% |
| Apr 5, 2022 | $0.15 | USD | ≈0.40% |
| Jan 4, 2022 | $0.15 | USD | ≈0.19% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| Sept. 30, 2026 | Aug 10, 2026 | $-0.50 | $1.48 | -133.8% |
| June 30, 2026 | $-0.50 | $1.48 | -133.8% | |
| March 31, 2026 | $1.59 | $1.57 | 1.5% | |
| Dec. 31, 2025 | $1.29 | $1.18 | 9.6% | |
| Sept. 30, 2025 | $1.36 | $1.35 | 0.67% | |
| June 30, 2025 | $1.34 | $1.27 | 5.1% | |
| March 31, 2025 | $1.25 | $1.20 | 3.8% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $16.14B | $16.11B | $14.38B | $13.15B | $13.34B | $13.24B | $13.64B | $13.88B | $18.20B | |
| Cost of Revenue | $14.92B | $15.02B | $13.43B | $12.30B | $12.54B | $12.53B | $13.03B | $13.40B | $17.52B | |
| Gross Profit | $1.22B | $1.08B | $945M | $848M | $798M | $710M | $612M | $479M | $684M | |
| SG&A Expense | $158M | $160M | $154M | $147M | $155M | $189M | $148M | $136M | $133M | |
| Operating Income | $1.03B | $827M | $324M | $647M | $630M | $381M | $396M | $393M | $654M | |
| Interest Income | $63M | $59M | $40M | $8M | $7M | · | · | · | · | |
| Other Non-op | $-2M | $2M | $-5M | $14M | $18M | $11M | $15M | $21M | $7M | |
| Pretax Income | $916M | $718M | $213M | $551M | $409M | $233M | $249M | $212M | $429M | |
| Income Tax | $204M | $153M | $56M | $136M | $89M | $46M | $13M | $-3M | $8M | |
| Net Income | $562M | $402M | $55M | $311M | $173M | $-186M | $-261M | $136M | $339M | |
| EPS (Basic) | $4.24 | $2.97 | $0.40 | $2.21 | $1.18 | $-1.17 | $-1.66 | $0.86 | $2.18 | |
| EPS (Diluted) | $4.21 | $2.95 | $0.39 | $2.18 | $1.16 | $-1.16 | $-1.63 | $0.84 | $2.13 | |
| Shares (Basic) | 132,373,000 | 135,544,000 | 138,614,000 | 140,768,000 | 147,279,000 | 159,005,000 | 157,044,000 | 159,101,000 | 155,728,000 | |
| Shares (Diluted) | 133,311,000 | 136,453,000 | 140,109,000 | 142,696,000 | 149,676,000 | 161,292,000 | 159,684,000 | 162,261,000 | 159,135,000 | |
| EBITDA | $1.20B | $1.01B | $500M | $818M | $806M | $619M | $286M | · | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.59B | $1.58B | $1.26B | $1.17B | $1.23B | $1.71B | $886M | $887M | $802M | |
| Receivables | $2.50B | $2.79B | $2.54B | $2.32B | $2.62B | $2.92B | $2.87B | $3.31B | $5.13B | |
| Prepaid Expense | $716M | $638M | $730M | $759M | $739M | $692M | $516M | $585M | $697M | |
| Current Assets | $6.73B | $7.06B | $6.17B | $5.82B | $6.17B | $7.53B | $7.53B | $7.13B | $6.68B | |
| PP&E (Net) | $416M | $354M | $383M | $428M | $399M | $382M | $406M | $614M | $621M | |
| PP&E (Gross) | $1.14B | $1.06B | $1.15B | $1.12B | $1.08B | $1.05B | $1.09B | $1.35B | $1.30B | |
| Accum. Depreciation | $725M | $707M | $772M | $697M | $682M | $665M | $684M | $734M | $677M | |
| Goodwill | $3.70B | $3.48B | $3.42B | $3.38B | $3.50B | $3.48B | $3.48B | $5.92B | $5.99B | |
| Intangibles | $183M | $7M | $18M | $36M | $55M | $77M | $100M | $320M | $415M | |
| Other Non-current Assets | $254M | $268M | $219M | $293M | $308M | $160M | $172M | $229M | $150M | |
| Total Assets | $12.20B | $12.06B | $11.23B | $11.14B | $11.73B | $13.00B | $14.55B | $14.68B | $14.40B | |
| Accounts Payable | $2.26B | $2.56B | $2.19B | $2.03B | $2.09B | $2.36B | $2.41B | $2.73B | $2.25B | |
| Accrued Liabilities | $2.49B | $2.39B | $2.29B | $2.18B | $2.17B | $2.25B | $1.88B | $2.27B | $2.25B | |
| Short-term Debt | $4M | $3M | $3M | $5M | $4M | $223.0K | $48M | $8M | $1M | |
| Current Liabilities | $5.93B | $6.37B | $5.85B | $5.40B | $5.52B | $6.09B | $6.46B | $6.13B | $5.58B | |
| Capital Leases | $516M | $511M | $549M | $595M | $679M | $745M | · | · | · | |
| Deferred Tax | $68M | $28M | $17M | $9M | $5M | $3M | $5M | $47M | $21M | |
| Other Non-current Liabilities | $211M | $156M | $124M | $136M | $145M | $163M | $266M | $329M | $322M | |
| Total Liabilities | $9.50B | $9.69B | $8.85B | $8.53B | $8.90B | $9.59B | $10.65B | $10.40B | $10.18B | |
| Total Debt | $4M | $3M | $3M | $5M | $4M | $223.0K | $48M | · | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $2M | $2M | $2M | $2M | |
| Paid-in Capital | $4.61B | $4.35B | $4.24B | $4.16B | $4.12B | $4.04B | $3.95B | $3.85B | $3.73B | |
| Retained Earnings | $-1.22B | $-1.28B | $-1.10B | $-702M | $-504M | $174M | $600M | $948M | $962M | |
| AOCI | $-893M | $-883M | $-927M | $-980M | $-900M | $-919M | $-864M | $-703M | $-701M | |
| Stockholders' Equity | $2.49B | $2.18B | $2.21B | $2.48B | $2.71B | $3.29B | $3.69B | $4.09B | $4.00B | |
| Liabilities + Equity | $12.20B | $12.06B | $11.23B | $11.14B | $11.73B | $13.00B | $14.55B | $14.68B | $14.40B | |
| Shares Outstanding | 131,782,371 | 132,552,407 | 136,210,883 | 138,933,907 | 143,168,815 | 157,044,687 | 157,482,983 | 156,983,356 | 157,529,419 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $42M | $179M | $176M | $171M | $176M | $237M | $261M | $268M | $279M | |
| Stock-based Comp | $61M | $62M | $46M | $38M | $45M | $54M | $64M | $73M | $84M | |
| Deferred Tax | $33M | $153M | $-136M | $22M | $-3M | $11M | $-98M | $37M | $-50M | |
| Amort. of Intangibles | $2M | $19M | $19M | $19M | $23M | $24M | $25M | $97M | $103M | |
| Other Non-cash | $-10M | $32M | $555M | $194M | $359M | $213M | $812M | · | · | |
| Operating Cash Flow | $822M | $827M | $696M | $714M | $705M | $330M | $778M | $775M | $697M | |
| CapEx | $137M | $120M | $106M | $137M | $136M | $115M | $101M | $113M | $86M | |
| Investing Cash Flow | $-413M | $-211M | $-138M | $-175M | $-421M | $2.04B | $-147M | $-59M | $-203M | |
| Stock Issued | $40M | $35M | $33M | $27M | $26M | $26M | $30M | $35M | $30M | |
| Stock Repurchased | $388M | $479M | $379M | $473M | $867M | $187M | $98M | $179M | $25M | |
| Net Stock Activity | $-348M | $-444M | $-346M | $-446M | $-841M | $-161M | $-68M | · | · | |
| Dividends Paid | $134M | $115M | $96M | $63M | · | · | · | · | · | |
| Financing Cash Flow | $-404M | $-295M | $-473M | $-588M | $-873M | $-1.63B | $-433M | $-625M | $-386M | |
| Net Change in Cash | $877.0K | $323M | $85M | $-58M | $-583M | $738M | $194M | $84M | $110M | |
| Taxes Paid | $-92M | $-140M | $-78M | $-105M | $-114M | $-71M | $-2M | $-41M | $12M | |
| Free Cash Flow | $685M | $708M | $590M | $577M | $568M | $215M | $677M | · | · |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 7.5% | 6.7% | 6.6% | 6.5% | 6.0% | 5.4% | 4.0% | · | · | |
| Operating Margin | 6.4% | 5.1% | 2.2% | 4.9% | 4.7% | 2.9% | 0.12% | · | · | |
| Net Margin | 3.5% | 2.5% | 0.38% | 2.4% | 1.3% | -1.4% | -1.3% | · | · | |
| Pretax Margin | 5.7% | 4.5% | 1.5% | 4.2% | 3.1% | 1.8% | -0.91% | · | · | |
| EBITDA Margin | 7.4% | 6.2% | 3.5% | 6.2% | 6.0% | 4.7% | 1.4% | · | · | |
| ROA | 4.6% | 3.5% | 0.49% | 2.7% | 1.4% | -1.4% | -1.8% | · | · | |
| ROE | 24.0% | 18.3% | 2.4% | 12.0% | 5.8% | -5.3% | -6.7% | · | · | |
| ROIC | 31.9% | 29.8% | 10.8% | 19.6% | 18.1% | 9.3% | 0.67% | · | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.1 | 1.1 | 1.1 | 1.1 | 1.1 | 1.2 | 1.2 | · | · | |
| Quick Ratio | 0.7 | 0.7 | 0.7 | 0.6 | 0.7 | 0.8 | 0.7 | · | · | |
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 1.3 | 1.4 | 1.3 | 1.1 | 1.1 | 1.0 | 1.4 | · | · | |
| Receivables Turnover | 6.1 | 6.0 | 5.9 | 5.3 | 4.8 | 4.6 | 5.9 | · | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $18.91 | $16.48 | $16.24 | $17.83 | $18.95 | $20.97 | $23.43 | · | · | |
| Revenue / Share | $121.07 | $118.03 | $102.62 | $92.14 | $89.13 | $82.09 | $128.46 | · | · | |
| Cash Flow / Share | $6.16 | $6.06 | $4.97 | $5.00 | $4.71 | $2.04 | $4.95 | · | · | |
| Cash / Share | $12.03 | $11.93 | $9.25 | $8.44 | $8.59 | $10.88 | $6.86 | · | · | |
| EPS (TTM) | $4.21 | $2.95 | $0.39 | $2.18 | $1.16 | $-1.16 | $-1.63 | · | · |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 0.21% | 12.0% | 9.4% | -1.4% | 0.76% | · | · | · | · | |
| Revenue CAGR 3Y | 7.1% | 6.5% | 2.8% | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.0% | · | · | · | · | · | · | · | · | |
| EPS YoY | 42.7% | 656.4% | -82.1% | 87.9% | · | · | · | · | · | |
| EPS CAGR 3Y | 24.5% | 36.5% | · | · | · | · | · | · | · | |
| Net Income YoY | 39.6% | 627.0% | -82.2% | 79.3% | · | · | · | · | · | |
| Net Income CAGR 3Y | 21.8% | 32.4% | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $16.14B | $16.11B | $14.38B | $13.15B | $13.34B | $13.24B | $13.64B | · | · | |
| Net Income TTM | $562M | $402M | $55M | $311M | $173M | $-186M | $-261M | · | · | |
| Market Cap | $17.19B | $13.69B | $11.31B | $9.50B | $9.04B | $6.57B | $5.92B | · | · | |
| Enterprise Value | $15.61B | $12.11B | $10.05B | $8.33B | $7.82B | $4.86B | $4.88B | · | · | |
| P/E | 31.0 | 35.0 | 212.9 | 31.4 | 54.4 | -36.1 | -23.0 | · | · | |
| P/S | 1.1 | 0.8 | 0.8 | 0.7 | 0.7 | 0.5 | 0.4 | · | · | |
| P/B | 6.9 | 6.3 | 5.1 | 3.8 | 3.3 | 2.0 | 1.6 | · | · | |
| P / Cash Flow | 20.9 | 16.5 | 16.3 | 13.3 | 12.8 | 19.9 | 7.6 | · | · | |
| P / FCF | 25.1 | 19.3 | 19.2 | 16.5 | 15.9 | 30.6 | 8.7 | · | · | |
| EV / EBITDA | 13.0 | 12.0 | 20.1 | 10.2 | 9.7 | 7.9 | 17.1 | · | · | |
| EV / FCF | 22.8 | 17.1 | 17.0 | 14.4 | 13.8 | 22.6 | 7.2 | · | · | |
| EV / Revenue | 1.0 | 0.8 | 0.7 | 0.6 | 0.6 | 0.4 | 0.4 | · | · | |
| Dividend Yield | 0.78% | 0.84% | 0.85% | 0.67% | · | · | · | · | · | |
| Earnings Yield | 3.2% | 2.9% | 0.47% | 3.2% | 1.8% | -2.8% | -4.3% | · | · | |
| Payout Ratio | 23.8% | 28.6% | 173.8% | 20.4% | · | · | · | · | · | |
| Annual Payout | $134M | $115M | $96M | $63M | · | · | · | · | · |
Income Statement
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | · | $3.59B | $3.80B | · | $3.83B | $4.18B | $3.77B | $4.01B | $4.11B | $4.15B | $3.94B | $3.90B | $3.84B | $3.66B | |
| Cost of Revenue | · | $3.62B | $3.50B | · | $3.55B | $3.85B | $3.48B | $3.75B | $3.82B | $3.87B | $3.68B | $3.66B | $3.59B | $3.41B | |
| Gross Profit | · | $-34M | $296M | · | $281M | $327M | $291M | $268M | $294M | $285M | $261M | $244M | $252M | $250M | |
| SG&A Expense | · | $34M | $44M | · | $41M | $38M | $40M | $40M | $43M | $36M | $45M | $36M | $41M | $43M | |
| Operating Income | · | $-76M | $248M | · | $222M | $294M | $258M | $237M | $236M | $227M | $200M | $163M | $80M | $-105M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $48M | $41M | · | $39M | |
| Interest Income | · | $12M | $14M | · | $14M | $14M | $15M | $17M | $15M | $16M | $15M | $12M | $16M | $9M | |
| Other Non-op | · | $5M | $11M | · | $8M | $823.0K | $-9M | $7M | $-4M | $963.0K | $3M | · | · | · | |
| Pretax Income | · | $-107M | $222M | · | $198M | $269M | $221M | $218M | $218M | $193M | $171M | $137M | $57M | $-134M | |
| Income Tax | · | $-27M | $27M | · | $39M | $65M | $51M | $29M | $35M | $46M | $45M | $27M | $9M | $-20M | |
| Net Income | · | $-87M | $180M | · | $75M | $131M | $143M | $167M | $173M | $134M | $1M | $94M | $25M | $-135M | |
| EPS (Basic) | · | $-0.67 | $1.40 | · | $0.57 | $0.99 | $1.08 | $1.26 | $1.28 | $0.99 | $0.01 | $0.69 | $0.19 | $-0.97 | |
| EPS (Diluted) | · | $-0.67 | $1.39 | · | $0.56 | $0.98 | $1.08 | $1.25 | $1.27 | $0.98 | $0.01 | $0.69 | $0.18 | $-0.97 | |
| Shares (Basic) | · | 128,564,000 | 128,728,000 | · | 130,888,000 | 132,301,000 | 132,432,000 | 132,500,000 | · | 136,025,000 | 136,006,000 | 135,897,000 | · | 138,741,000 | |
| Shares (Diluted) | · | 128,564,000 | 129,235,000 | · | 131,982,000 | 133,078,000 | 133,139,000 | 133,625,000 | · | 136,790,000 | 136,712,000 | 137,101,000 | · | 138,741,000 | |
| EBITDA | · | · | · | · | · | $294M | $258M | $280M | · | $227M | $200M | $206M | · | $-105M |
Balance Sheet
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | $1.79B | $1.60B | $1.58B | $1.58B | $1.64B | $1.19B | $1.19B | · | $1.26B | |
| Receivables | · | · | · | · | · | $2.60B | $2.52B | $2.65B | $2.79B | $2.66B | $2.65B | $2.52B | · | $2.52B | |
| Prepaid Expense | · | · | · | · | · | $855M | $793M | $758M | $638M | $732M | $726M | $723M | · | $720M | |
| Current Assets | · | · | · | · | · | $7.27B | $6.93B | $7.00B | $7.06B | $7.12B | $6.50B | $6.28B | · | $6.27B | |
| PP&E (Net) | · | · | · | · | · | $404M | $359M | $363M | $354M | $357M | $372M | $390M | · | $417M | |
| PP&E (Gross) | · | · | · | · | · | · | · | · | $1.06B | · | · | · | · | · | |
| Accum. Depreciation | · | · | · | · | · | · | · | · | $707M | · | · | · | · | · | |
| Goodwill | · | · | · | · | · | $3.49B | $3.44B | $3.43B | $3.48B | $3.45B | $3.45B | $3.46B | · | $3.44B | |
| Intangibles | · | · | · | · | · | $5M | $6M | $6M | $7M | $12M | $16M | $21M | · | $22M | |
| Other Non-current Assets | · | · | · | · | · | $120M | $127M | $141M | $268M | $152M | $119M | $209M | · | $232M | |
| Total Assets | · | · | · | · | · | $12.25B | $11.78B | $11.82B | $12.06B | $12.05B | $11.46B | $11.39B | · | $11.43B | |
| Accounts Payable | · | · | · | · | · | $2.45B | $2.31B | $2.35B | $2.56B | $2.44B | $2.30B | $2.11B | · | $2.11B | |
| Accrued Liabilities | · | · | · | · | · | $2.50B | $2.35B | $2.36B | $2.39B | $2.41B | $2.39B | $2.42B | · | $2.22B | |
| Short-term Debt | · | · | · | · | · | $5M | $3M | $4M | $3M | $3M | $3M | $3M | · | $4M | |
| Current Liabilities | · | · | · | · | · | $6.23B | $6.02B | $6.14B | $6.37B | $6.29B | $6.14B | $6.00B | · | $5.71B | |
| Capital Leases | · | · | · | · | · | $521M | $496M | $485M | $511M | $497M | $508M | $523M | · | $586M | |
| Deferred Tax | · | · | · | · | · | $45M | $44M | $29M | $28M | $18M | $17M | $17M | · | $10M | |
| Other Non-current Liabilities | · | · | · | · | · | $159M | $153M | $153M | $156M | $123M | $120M | $117M | · | $121M | |
| Total Liabilities | · | · | · | · | · | $9.55B | $9.32B | $9.42B | $9.69B | $9.55B | $9.06B | $8.96B | · | $8.80B | |
| Total Debt | · | · | · | · | · | $5M | $3M | $4M | · | $3M | $3M | $3M | · | $4M | |
| Common Stock | · | · | · | · | · | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | |
| Paid-in Capital | · | · | · | · | · | $4.43B | $4.38B | $4.35B | $4.35B | $4.32B | $4.27B | $4.25B | · | $4.23B | |
| Retained Earnings | · | · | · | · | · | $-1.06B | $-1.15B | $-1.18B | $-1.28B | $-1.11B | $-1.16B | $-1.11B | · | $-873M | |
| AOCI | · | · | · | · | · | $-875M | $-943M | $-965M | $-883M | $-915M | $-910M | $-890M | · | $-901M | |
| Stockholders' Equity | · | · | · | · | · | $2.49B | $2.29B | $2.20B | $2.18B | $2.30B | $2.20B | $2.25B | · | $2.45B | |
| Liabilities + Equity | · | · | · | · | · | $12.25B | $11.78B | $11.82B | $12.06B | $12.05B | $11.46B | $11.39B | · | $11.43B | |
| Shares Outstanding | · | · | · | · | · | 132,318,294 | 132,019,854 | 132,638,253 | 132,552,407 | 135,702,623 | 135,872,491 | 136,018,182 | · | 138,499,043 |
Cash Flow
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | $56M | $59M | · | $52M | $45M | $42M | $42M | $45M | $46M | $44M | $43M | $45M | $43M | |
| Stock-based Comp | · | $-4M | $15M | · | $16M | $15M | $14M | $17M | $17M | $14M | $16M | $15M | $5M | $16M | |
| Amort. of Intangibles | · | $14M | $17M | · | $13M | $300.0K | $400.0K | $1M | $5M | $5M | $5M | $5M | · | $5M | |
| Other Non-cash | · | · | · | · | · | · | · | $-75M | · | · | · | $-10M | · | · | |
| Operating Cash Flow | · | $95M | $4M | · | $70M | $284M | $191M | $151M | $299M | $291M | $94M | $143M | $285M | $279M | |
| CapEx | · | $40M | $31M | · | $28M | $22M | $12M | $40M | $24M | $19M | $20M | $56M | $22M | $14M | |
| Investing Cash Flow | · | $-72M | $-40M | · | $-35M | $-47M | $-61M | $-25M | $-25M | $-64M | $-35M | $-87M | $-32M | $-23M | |
| Stock Issued | · | $12M | $7M | · | $11M | $5M | $11M | $6M | $9M | $11M | $5M | $10M | $11M | $9M | |
| Stock Repurchased | · | $-6.0K | $116M | · | $326M | $5M | $78M | $55M | $315M | $50M | $21M | $92M | $234M | $50M | |
| Net Stock Activity | · | · | · | · | · | · | · | $-49M | · | · | · | $-82M | · | · | |
| Dividends Paid | · | $40M | $40M | · | $35M | $35M | $35M | $29M | $30M | $30M | $31M | $24M | $25M | $25M | |
| Financing Cash Flow | · | $-43M | $-173M | · | $-374M | $-45M | $-115M | $-121M | $-340M | $233M | $-62M | $-126M | $-269M | $-57M | |
| Net Change in Cash | · | $-21M | $-212M | · | $-339M | $194M | $15M | $-136.0K | $-63M | $459M | $-4M | $-69M | $-18M | $199M | |
| Free Cash Flow | · | · | · | · | · | · | · | $111M | · | · | · | $87M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | $54M | · | · |
Profitability
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | 7.8% | 7.7% | 6.7% | · | 6.9% | 6.6% | 6.3% | · | 6.8% | |
| Operating Margin | · | · | · | · | · | 7.0% | 6.8% | 5.9% | · | 5.5% | 5.1% | 4.2% | · | -2.9% | |
| Net Margin | · | · | · | · | · | 3.1% | 3.8% | 4.2% | · | 3.2% | 0.03% | 2.4% | · | -3.7% | |
| Pretax Margin | · | · | · | · | · | 6.4% | 5.9% | 5.4% | · | 4.7% | 4.3% | 3.5% | · | -3.6% | |
| EBITDA Margin | · | · | · | · | · | 7.0% | 6.8% | 7.0% | · | 5.5% | 5.1% | 5.3% | · | -2.9% | |
| ROA | · | · | · | · | · | 1.1% | 1.2% | 1.4% | · | 1.1% | 0.01% | 0.83% | · | -1.2% | |
| ROE | · | · | · | · | · | 5.5% | 6.4% | 7.5% | · | 5.7% | 0.04% | 3.9% | · | -5.5% | |
| ROIC | · | · | · | · | · | 8.9% | 8.6% | 9.3% | · | 7.5% | 6.7% | 5.8% | · | -3.6% |
Liquidity & Solvency
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | · | · | · | · | 1.2 | 1.2 | 1.1 | · | 1.1 | 1.1 | 1.0 | · | 1.1 | |
| Quick Ratio | · | · | · | · | · | 0.7 | 0.7 | 0.7 | · | 0.7 | 0.6 | 0.6 | · | 0.7 | |
| Debt / Equity | · | · | · | · | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | 4.2 | 4.0 | · | -2.7 |
Efficiency
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | · | · | · | · | 0.3 | 0.3 | 0.3 | · | 0.4 | 0.3 | 0.3 | · | 0.3 | |
| Receivables Turnover | · | · | · | · | · | 1.6 | 1.5 | 1.6 | · | 1.6 | 1.6 | 1.6 | · | 1.5 |
Per Share
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | · | · | · | · | · | $18.84 | $17.31 | $16.62 | · | $16.94 | $16.18 | $16.52 | · | $17.72 | |
| Revenue / Share | · | · | · | · | · | $31.40 | $28.33 | $30.04 | · | $30.35 | $28.85 | $28.45 | · | $26.41 | |
| Cash Flow / Share | · | · | · | · | · | · | · | $1.13 | · | · | · | $1.04 | · | · | |
| Cash / Share | · | · | · | · | · | $13.56 | $12.12 | $11.92 | · | $12.12 | $8.73 | $8.77 | · | $9.08 | |
| Dividend / Share | · | $0.31 | $0.31 | · | $0.31 | $0.26 | $0.26 | $0.26 | · | · | · | · | · | · | |
| EPS (TTM) | $2.26 | $2.18 | $3.83 | $3.87 | $3.52 | $4.58 | $4.58 | $3.51 | · | $1.86 | $-0.09 | $0.45 | · | $0.95 |
Valuation (TTM)
| Metric | Trend | Q4 2026 | Q3 2026 | Q2 2026 | Q4 2025 | Q1 2026 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $15.40B | $15.39B | $15.99B | $15.80B | $15.96B | $16.07B | $16.05B | $16.22B | · | $15.84B | $15.35B | $14.90B | · | $13.96B | |
| Net Income TTM | $299M | $288M | $506M | $516M | $469M | $614M | $617M | $475M | · | $255M | $-14M | $62M | · | $135M | |
| Market Cap | · | · | · | · | · | $14.93B | $12.24B | $14.17B | · | $11.96B | $13.33B | $12.57B | · | $11.73B | |
| Enterprise Value | · | · | · | · | · | $13.14B | $10.65B | $12.59B | · | $10.32B | $12.14B | $11.38B | · | $10.48B | |
| P/E | 30.0 | 32.0 | 22.1 | 24.9 | 27.1 | 24.6 | 20.2 | 30.4 | · | 47.4 | -1089.8 | 205.4 | · | 89.1 | |
| P/S | · | · | · | · | · | 0.9 | 0.8 | 0.9 | · | 0.8 | 0.9 | 0.8 | · | 0.8 | |
| P/B | · | · | · | · | · | 6.0 | 5.4 | 6.4 | · | 5.2 | 6.1 | 5.6 | · | 4.8 | |
| P / Cash Flow | · | · | · | · | · | · | · | 93.8 | · | · | · | 87.9 | · | · | |
| EV / Revenue | · | · | · | · | · | 0.8 | 0.7 | 0.8 | · | 0.7 | 0.8 | 0.8 | · | 0.8 | |
| Dividend Yield | · | · | · | · | · | 0.86% | 1.0% | 0.85% | · | 0.92% | 0.79% | 0.79% | · | 0.79% | |
| Earnings Yield | 3.3% | 3.1% | 4.5% | 4.0% | 3.7% | 4.1% | 4.9% | 3.3% | · | 2.1% | -0.09% | 0.49% | · | 1.1% | |
| Payout Ratio | · | · | · | · | · | · | · | 17.4% | · | · | · | 25.9% | · | · | |
| Annual Payout | · | $150M | $145M | · | $140M | $129M | $124M | $120M | · | $110M | $105M | $100M | · | $92M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2024-09-30 |
|---|---|---|---|---|---|
| Revenue | · | · | · | $16.14B | $16.11B |
| Gross Margin % | · | · | · | 7.5% | 6.7% |
| Operating Margin % | · | · | · | 6.4% | 5.1% |
| Net Income | · | · | · | $562M | $402M |
| Diluted EPS | · | · | · | $4.21 | $2.95 |
| Metric | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2024-09-30 |
|---|---|---|---|---|---|
| Debt / Equity | · | · | · | 0.0 | 0.0 |
| Current Ratio | · | · | · | 1.1 | 1.1 |
| Quick Ratio | · | · | · | 0.7 | 0.7 |
| Metric | 2026-06-30 | 2026-03-31 | 2025-12-31 | 2025-09-30 | 2024-09-30 |
|---|---|---|---|---|---|
| Free Cash Flow | · | · | · | $685M | $708M |
Institutional owners (13F) 614 filers · $9.4B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 81 (-30 vs prior Q) | 121 (+15 vs prior Q) | 186 (-39 vs prior Q) | 232 (+28 vs prior Q) | +6.9M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1,171,205,505 | 12,285,802 | 12.47% | Shares |
| BlackRock, Inc. | $1,003,698,738 | 14,379,638 | 10.69% | Shares |
| PRIMECAP MANAGEMENT CO/CA/ | $613,335,602 | 8,787,043 | 6.53% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $405,401,332 | 5,808,042 | 4.32% | Shares |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | $383,701,279 | 5,497,153 | 4.09% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $382,967,263 | 5,486,637 | 4.08% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $295,340,103 | 3,481,963 | 3.14% | Shares |
| STATE STREET CORP | $286,605,640 | 4,106,098 | 3.05% | Shares |
| FMR LLC | $262,321,822 | 3,758,192 | 2.79% | Shares |
| Invesco Ltd. | $222,792,760 | 3,191,873 | 2.37% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $170,754,730 | 2,445,738 | 1.82% | Shares |
| FIRST TRUST ADVISORS LP | $170,737,149 | 2,446,092 | 1.82% | Shares |
| Impax Asset Management Group plc | $148,558,062 | 2,128,339 | 1.58% | Shares |
| Qube Research & Technologies Ltd | $147,941,030 | 2,119,499 | 1.58% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $146,366,063 | 2,096,935 | 1.56% | Shares |
| NORGES BANK | $129,341,843 | 1,853,035 | 1.38% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $124,007,075 | 1,795,383 | 1.32% | Shares |
| D. E. Shaw & Co., Inc. | $119,438,758 | 1,711,157 | 1.27% | Shares |
| UBS Group AG | $118,339,199 | 1,695,404 | 1.26% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $114,526,869 | 1,640,760 | 1.22% | Shares |
| MORGAN STANLEY | $114,362,469 | 1,638,429 | 1.22% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $94,429,209 | 1,352,854 | 1.01% | Shares |
| MILLENNIUM MANAGEMENT LLC | $92,226,461 | 1,321,296 | 0.98% | Shares |
| Amundi | $91,674,676 | 1,312,233 | 0.98% | Shares |
| Bank of New York Mellon Corp | $79,518,792 | 1,139,237 | 0.85% | Shares |
| NORTHERN TRUST CORP | $78,590,193 | 1,125,934 | 0.84% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $73,339,094 | 1,050,704 | 0.78% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $67,614,911 | 968,695 | 0.72% | Shares |
| CIBC Bancorp USA Inc. | $64,577,774 | 925,183 | 0.69% | Shares |
| TWO SIGMA INVESTMENTS, LP | $61,117,369 | 875,607 | 0.65% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $56,719,969 | 812,607 | 0.60% | Shares |
| GOLDMAN SACHS GROUP INC | $53,764,874 | 770,270 | 0.57% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $52,132,015 | 746,877 | 0.56% | Shares |
| BANK OF AMERICA CORP /DE/ | $51,811,464 | 742,285 | 0.55% | Shares |
| BARCLAYS PLC | $50,829,338 | 728,214 | 0.54% | Shares |
| CITADEL ADVISORS LLC | $47,308,416 | 677,771 | 0.50% | Shares |
| ALLIANCEBERNSTEIN L.P. | $47,233,035 | 556,862 | 0.50% | Shares |
| TUDOR INVESTMENT CORP ET AL | $46,757,764 | 669,882 | 0.50% | Shares |
| PFA Pension, Forsikringsaktieselskab | $43,141,108 | 618,067 | 0.46% | Shares |
| Ninety One UK Ltd | $43,043,409 | 730,168 | 0.46% | Shares |
| HSBC HOLDINGS PLC | $39,293,475 | 567,740 | 0.42% | Shares |
| JANE STREET GROUP, LLC | $37,315,150 | 534,601 | 0.40% | Shares |
| AXA Investment Managers S.A. | $36,701,863 | 281,305 | 0.39% | Shares |
| PRUDENTIAL FINANCIAL INC | $35,786,669 | 512,703 | 0.38% | Shares |
| Squarepoint Ops LLC | $34,732,550 | 497,601 | 0.37% | Shares |
| JPMORGAN CHASE & CO | $34,484,452 | 488,288 | 0.37% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $33,160,654 | 475,081 | 0.35% | Shares |
| Perpetual Ltd | $32,089,609 | 544,353 | 0.34% | Shares |
| Gotham Asset Management, LLC | $31,727,590 | 454,550 | 0.34% | Shares |
| Nuveen, LLC | $30,946,584 | 443,361 | 0.33% | Shares |
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| AECOM ×3 filings | Sept. 27, 2024 | · | Initial filing | · | SEC |
| STARBOARD VALUE LP, STARBOARD VALUE AND OPPORTUNITY MASTER FUND LTD, STARBOARD VALUE AND OPPORTUNITY S LLC, STARBOARD VALUE AND OPPORTUNITY C LP, STARBOARD P FUND LP, STARBOARD VALUE P GP LLC, STARBOARD VALUE R LP, STARBOARD VALUE AND OPPORTUNITY MASTER FUND L LP, STARBOARD VALUE L LP, STARBOARD VALUE R GP LLC, STARBOARD LEADERS YANKEE LLC, STARBOARD LEADERS FUND LP, STARBOARD LEADERS SELECT X LP, STARBOARD LEADERS SELECT X GP LLC, STARBOARD VALUE A LP, STARBOARD VALUE A GP LLC, STARBOARD VALUE X MASTER FUND LTD, STARBOARD VALUE GP LLC, STARBOARD PRINCIPAL CO LP, STARBOARD PRINCIPAL CO GP LLC, JEFFREY C. SMITH, PETER A. FELD ×3 filings | Jan. 27, 2023 | · | Initial filing | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 59 insiders · 27 officers · 25 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Troy Rudd | CHIEF EXECUTIVE OFFICER | May 14, 2026 P | 142,207 | 1 | 0 | $300,060 |
| Michael S Burke | Chairman & CEO | March 17, 2020 M | 807,744 | 0 | 0 | $0 |
| Gaurav Kapoor | CHIEF FINANCIAL OFFICER (PAO) | May 14, 2026 P | 88,053 | 1 | 0 | $100,990 |
| Lara Poloni | PRESIDENT | June 16, 2026 P | 153,446 | 1 | 2 | $-1,402,794 |
| Chuan-Sheng Chiao | President, Asia Pacific | Aug. 20, 2020 S | 38,214 | 0 | 0 | $0 |
| John C. Vollmer | Group President, MS | Jan. 27, 2020 M | 37,975 | 0 | 0 | $0 |
| Steve Morriss | Group President, Design and Co | Dec. 15, 2019 A | 7,460 | 0 | 0 | $0 |
| McQuade Daniel P | President, Construction Srvcs. | March 13, 2018 S | 2,642 | 0 | 0 | $0 |
| Stephen M Kadenacy | President and COO | June 30, 2017 M | 134,308 | 0 | 0 | $0 |
| Nigel C Robinson | President, Global Geographies | Dec. 15, 2012 M | 105,551 | 0 | 0 | $0 |
| Alan P Krusi | President, Strategic Dev | Nov. 28, 2012 A | 24,348 | 0 | 0 | $0 |
| James M Jaska | President, Americas/Government | Nov. 28, 2012 A | 57,282 | 0 | 0 | $0 |
| Randall A Wotring | Chief Operating Officer | Dec. 15, 2019 A | 139,134 | 0 | 0 | $0 |
| David Y. Gan | CHIEF LEGAL OFFICER | Dec. 15, 2025 M | 41,549 | 0 | 2 | $-1,514,889 |
| Todd Battley | CHIEF STRATEGY OFFICER | Jan. 5, 2023 S | 16,295 | 0 | 0 | $0 |
| Shirley A Adams | CHIEF HUMAN RESOURCES OFFICER | Dec. 16, 2022 M | 14,750 | 0 | 0 | $0 |
| Carla J Christofferson | EVP, Chief Legal Officer | Dec. 15, 2019 M | 15,759 | 0 | 0 | $0 |
| Mary E Finch | EVP, CHRO | Dec. 15, 2018 A | 17,005 | 0 | 0 | $0 |
| Frederick W Werner | Pres, Design & Conslt Services | Jan. 4, 2017 S | 50,125 | 0 | 0 | $0 |
| Ronald E Osborne | SVP, Controller | Dec. 15, 2016 A | 28,169 | 0 | 0 | $0 |
| Kevin A. Lynch | EVP, Chief Strategy Officer | July 8, 2015 S | 3,141 | 0 | 0 | $0 |
| George Nash | Pres, Energy, Infr & Ind Const | Nov. 19, 2014 A | 21,477 | 0 | 0 | $0 |
| Joseph Masters | General Counsel | Oct. 17, 2014 A | 28,409 | 0 | 0 | $0 |
| Anthony Chun Kin Shum | Chairman, Asia | Oct. 16, 2014 A | 189,765 | 0 | 0 | $0 |
| John M Renfro | EVP, Chief HR Officer | Nov. 28, 2012 A | · | 0 | 0 | $0 |
| James R Royer | Vice Chairman | Feb. 13, 2009 S | 195,144 | 0 | 0 | $0 |
| Raymond W Holdsworth Jr | Vice Chairman, Corp Develop | Feb. 15, 2008 M | 352,817 | 0 | 0 | $0 |
| Kristy Pipes | Director | March 3, 2026 A | 8,623 | 0 | 0 | $0 |
| Janet Carol Wolfenbarger | Director | March 3, 2026 A | 38,822 | 0 | 0 | $0 |
| Daniel R. Tishman | Director | March 3, 2026 A | 23,677 | 0 | 0 | $0 |
| Lydia H Kennard | Director | March 19, 2024 A | 10,456 | 0 | 0 | $0 |
| Robert G Card | Director | March 1, 2023 M | 11,242 | 0 | 0 | $0 |
| CREEL DIANE C | Director | March 1, 2023 M | 4,970 | 0 | 0 | $0 |
| Clarence T Schmitz | Director | March 1, 2022 A | 40,219 | 0 | 0 | $0 |
| Jacqueline C. Hinman | Director | Feb. 24, 2022 M | 8,927 | 0 | 0 | $0 |
| Rob J Routs | Director | Feb. 24, 2021 M | 33,129 | 0 | 0 | $0 |
| Steven A Kandarian | Director | Feb. 24, 2021 M | 9,641 | 0 | 0 | $0 |
| Peter A. Feld | Director | March 11, 2020 A | 1,876 | 0 | 0 | $0 |
| William H. Frist | Director | March 6, 2020 M | 51,603 | 0 | 0 | $0 |
| James H Fordyce | Director | March 6, 2019 A | 147,676 | 0 | 0 | $0 |
| Linda M Griego | Director | March 6, 2019 A | 36,910 | 0 | 0 | $0 |
| David W Joos | Director | Feb. 28, 2018 M | 30,926 | 0 | 0 | $0 |
| William P Rutledge | Director | March 2, 2016 M | 38,656 | 0 | 0 | $0 |
| William G Ouchi | Director | March 2, 2016 M | 8,439 | 0 | 0 | $0 |
| John M Dionisio | Director | Dec. 29, 2015 M | 174,188 | 0 | 0 | $0 |
| Richard G Newman | Director | March 4, 2015 M | 115,539 | 0 | 0 | $0 |
| Francis S Y Bong | Director | Dec. 15, 2013 M | 8,145 | 0 | 0 | $0 |
| Robert J Lowe | Director | June 12, 2013 M | 110,783 | 0 | 0 | $0 |
| Norman Y Mineta | Director | Dec. 15, 2010 S | 3,679 | 0 | 0 | $0 |
| Frederick H Christie | Director | Dec. 15, 2010 S | 30,699 | 0 | 0 | $0 |
| Noordende Alexander M Van 'T | · | March 3, 2026 A | 12,423 | 0 | 0 | $0 |
| Brad W Buss | · | March 3, 2026 A | 28,513 | 0 | 0 | $0 |
| Douglas Stotlar | · | March 3, 2026 A | 38,804 | 0 | 0 | $0 |
| Derek J Kerr | · | March 3, 2026 A | 3,677 | 0 | 0 | $0 |
| Michael John Donnelly | · | July 27, 2016 S | 7,180 | 0 | 0 | $0 |
| Jane A Chmielinski | · | March 25, 2014 M | 3,114 | 0 | 0 | $0 |
| Stephen Malcolm Gillis | · | March 7, 2013 A | 4,885 | 0 | 0 | $0 |
| J. H. Whitney Equity Partners VI, LLC | · | May 15, 2007 C | 638,213 | 0 | 0 | $0 |
| J H Whitney VI L P | · | May 15, 2007 C | 638,213 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 76 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PHO · Invesco Exchange-Traded Fund Trust | 3.06% | 1,004,583 SH | Oct. 23, 2026 | Daily |
| RUNN · Strategic Trust | 1.38% | 85,194 NS | Aug. 31, 2026 | N-PORT |
| QIDX · Spinnaker ETF Series | 1.02% | 5,460 NS | July 31, 2026 | N-PORT |
| GRPM · Invesco Exchange-Traded Fund Trust | 0.93% | 93,569 SH | Oct. 23, 2026 | Daily |
| XMHQ · Invesco Exchange-Traded Fund Trust | 0.89% | 817,181 SH | Oct. 23, 2026 | Daily |
| SMDX · Tidal Trust III | 0.88% | 15,826 NS | July 31, 2026 | N-PORT |
| FXR · First Trust Exchange-Traded AlphaDE… | 0.70% | 71,434 NS | July 31, 2026 | N-PORT |
| SDVD · First Trust Exchange-Traded Fund IV | 0.62% | 77,644 NS | July 31, 2026 | N-PORT |
| RWK · Invesco Exchange-Traded Fund Trust … | 0.59% | 126,243 SH | Oct. 23, 2026 | Daily |
| HSMV · First Trust Exchange-Traded Fund III | 0.50% | 2,452 NS | July 31, 2026 | N-PORT |
| IQSM · New York Life Investments ETF Trust | 0.35% | 15,951 NS | July 31, 2026 | N-PORT |
| IVOV · VANGUARD ADMIRAL FUNDS | 0.29% | 61,806 SH | Aug. 19, 2026 | Daily |
| FBUF · Fidelity Greenwood Street Trust | 0.27% | 897 NS | July 31, 2026 | N-PORT |
| QVMM · Invesco Exchange-Traded Fund Trust … | 0.27% | 18,334 SH | Oct. 23, 2026 | Daily |
| PTMC · Pacer Funds Trust | 0.26% | 14,214 NS | July 31, 2026 | N-PORT |
| FHEQ · Fidelity Greenwood Street Trust | 0.25% | 32,376 NS | July 31, 2026 | N-PORT |
| IVOO · VANGUARD ADMIRAL FUNDS | 0.25% | 207,785 SH | Aug. 19, 2026 | Daily |
| AFMC · First Trust Exchange-Traded Fund VI… | 0.23% | 7,359 NS | Aug. 31, 2026 | N-PORT |
| RDVI · First Trust Exchange-Traded Fund IV | 0.23% | 115,550 NS | July 31, 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0.22% | 19,674 NS | July 31, 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0.21% | 55,799 SH | Aug. 19, 2026 | Daily |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.20% | 56,240 NS | July 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.20% | 1,887 NS | July 31, 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0.19% | 1,871,253 SH | Aug. 19, 2026 | Daily |
| FYEE · Fidelity Greenwood Street Trust | 0.18% | 5,311 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.16% | 56,494 NS | July 31, 2026 | N-PORT |
| TEXN · iShares Trust | 0.13% | 401 SH | Sept. 11, 2026 | Daily |
| FIDU · FIDELITY COVINGTON TRUST | 0.13% | 42,461 NS | July 31, 2026 | N-PORT |
| VIS · VANGUARD WORLD FUND | 0.12% | 157,119 SH | Aug. 19, 2026 | Daily |
| ISCG · iShares Trust | 0.12% | 17,998 SH | Sept. 11, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.11% | 239,579 NS | July 31, 2026 | N-PORT |
| SMMD · iShares Trust | 0.11% | 68,973 SH | Sept. 11, 2026 | Daily |
| VB · VANGUARD INDEX FUNDS | 0.11% | 2,947,967 SH | Aug. 19, 2026 | Daily |
| IYJ · iShares Trust | 0.10% | 30,710 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.10% | 1,475,164 SH | Aug. 19, 2026 | Daily |
| ESML · iShares Trust | 0.10% | 43,023 SH | Sept. 11, 2026 | Daily |
| TILT · FlexShares Trust | 0.09% | 27,176 NS | July 31, 2026 | N-PORT |
| IWS · iShares Trust | 0.08% | 191,453 SH | Sept. 11, 2026 | Daily |
| WSML · iShares Trust | 0.08% | 8,163 SH | Sept. 11, 2026 | Daily |
| DFSU · Dimensional ETF Trust | 0.06% | 19,877 NS | July 31, 2026 | N-PORT |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0.06% | 6,890 NS | July 31, 2026 | N-PORT |
| IWR · iShares Trust | 0.06% | 527,396 SH | Sept. 11, 2026 | Daily |
| DEUS · DBX ETF Trust | 0.05% | 2,427 NS | Aug. 31, 2026 | N-PORT |
| DIVB · iShares Trust | 0.05% | 17,279 SH | Sept. 11, 2026 | Daily |
| DXUV · Dimensional ETF Trust | 0.05% | 4,029 NS | July 31, 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.04% | 5,567 SH | Oct. 23, 2026 | Daily |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 6,503 SH | Oct. 23, 2026 | Daily |
| DFAC · Dimensional ETF Trust | 0.04% | 249,244 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.03% | 66,964 NS | July 31, 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.03% | 77,801 SH | Aug. 19, 2026 | Daily |
| MNZL · EA Series Trust | 0.03% | 90 NS | July 31, 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.02% | 41,034 SH | Oct. 23, 2026 | Daily |
| DCOR · Dimensional ETF Trust | 0.02% | 11,064 NS | July 31, 2026 | N-PORT |
| QARP · DBX ETF Trust | 0.02% | 270 NS | Aug. 31, 2026 | N-PORT |
| IWD · iShares Trust | 0.02% | 286,011 SH | Sept. 11, 2026 | Daily |
| DFAU · Dimensional ETF Trust | 0.02% | 30,558 NS | July 31, 2026 | N-PORT |
| IUSV · iShares Trust | 0.01% | 63,919 SH | Sept. 11, 2026 | Daily |
| IWB · iShares Trust | 0.01% | 88,529 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.01% | 36,647 SH | Sept. 11, 2026 | Daily |
| IYY · iShares Trust | 0.01% | 5,361 SH | Sept. 11, 2026 | Daily |
| ITOT · iShares Trust | 0.01% | 168,195 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.01% | 29,993 NS | July 31, 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 4,077,525 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 114,047 SH | Aug. 19, 2026 | Daily |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 21,647 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 10,936 SH | Aug. 19, 2026 | Daily |
| IUSG · iShares Trust | 0.01% | 49,224 SH | Sept. 11, 2026 | Daily |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0.00% | 3,485 SH | Oct. 23, 2026 | Daily |
| IJH · iShares Trust | · | 4,510,068 SH | Sept. 11, 2026 | Daily |
| IJK · iShares Trust | · | 327,583 SH | Sept. 11, 2026 | Daily |
| IJJ · iShares Trust | · | 366,991 SH | Aug. 21, 2026 | Daily |
| IFRA · iShares Trust | · | 203,050 SH | Sept. 11, 2026 | Daily |
| XJH · iShares Trust | · | 17,557 SH | Sept. 8, 2026 | Daily |
| ISCB · iShares Trust | · | 5,768 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 16,038 SH | Sept. 11, 2026 | Daily |
| SMLF · iShares Trust | · | 65,322 SH | Sept. 11, 2026 | Daily |
ACM Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
12 analysts · 2026-10-27Mean target $83.92 +38.2%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| ACM | $17.19B | 31.0 | 0.21% | 3.5% | 24.0% | 7.5% |
| APG | $15.91B | -55.4 | 12.7% | 3.8% | 9.2% | 31.4% |
| MTZ | · | 42.9 | 16.2% | 2.8% | 12.9% | · |
| STRL | $9.40B | 32.6 | 17.7% | 11.7% | 30.3% | 23.0% |
| IESC | $7.90B | 26.5 | 16.9% | 9.1% | 38.5% | 25.5% |
| VMI | · | 24.6 | 0.71% | 8.5% | 22.2% | 30.2% |
| DY | $10.92B | 38.1 | 17.9% | 5.1% | 17.4% | · |
| FLR | · | -127.8 | -5.0% | · | · | · |
| ECG | $4.36B | 21.7 | 31.5% | 5.4% | 35.3% | 12.1% |
| ROAD | · | 69.0 | 54.2% | 3.6% | 11.8% | 15.6% |
| GVA | $5.02B | 29.9 | 10.4% | 4.4% | 17.6% | 16.1% |
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