AECOM (NYSE:ACM) Reports Q4 Revenue Down 4.6% Yet Beats EPS Estimates

AECOM (NYSE:ACM) reported Q4 CY2025 revenue of $3.83B, down 4.6% year-on-year, but non-GAAP EPS of $1.29 surpassed analyst estimates by 10.9%. The company’s backlog totaled $25.96B, reflecting 3.7% YoY growth over the past two years and effective order fulfillment. Supporting context: AECOM’s five-year revenue growth averaged 3.7%, below sector norms, while its EPS grew at a 17.7% CAGR. Share count declined 14.2% over five years, and operating margin expanded 1.4 percentage points, providing operating leverage. Q4 EPS of $1.29 beat last year’s $1.31 and outpaced estimates; full-year 2026 guidance for EPS of $5.24 reflects 2.5% growth. Despite a projected 3.4% revenue decline over the next 12 months, the stock rose 3% to $105.76 on the report.