AECOM Announced Q2 2026 Earnings on May 12, 2026, Reporting "8% growth in our Americas design business".

AECOM reported second quarter 2026 results highlighting that "backlog increased 8% to a new record" and "The increase in NSR was driven by 8% growth in our Americas design business". Chief Executive Officer Troy Rudd noted that the "segment adjusted operating margin increased by 50 basis points to 16.5%" and they achieved a "design book-to-burn of 1.2x". In the International segment, Chief Financial and Operations Officer Gaurav Kapoor stated "NSR increased by 2% and declined by 3% on a constant currency basis". Capital allocation for the quarter included returning "$155 million of capital to shareholders in the second quarter through repurchases and dividends".Key strategic initiatives continued to focus on "proprietary AI and growing our advisory practice". Kapoor noted they "spent $13 million on our AI road map" during the second quarter.

President Lara Poloni highlighted a major expansion in their high-tech business, stating "we expanded our relationship with a key hyperscaler that positions us for accelerating growth". Additionally, AECOM announced their selection "to deliver design and technical services for the U.K. STEP nuclear fusion program" and Poloni noted their "advisory business is on track to double its NSR within 3 years".For forward guidance, management increased their full year profit expectations.

Kapoor stated, "we now expect to grow adjusted EPS and EBITDA by 14% and 7%, respectively, at the midpoint of the ranges". The company also maintained its revenue expectations, noting their "reaffirmed guidance for 4% to 6% NSR growth for the year" and "Excluding this impact, we continue to expect 6% to 8% NSR growth for the year". They are also "reaffirming our free cash flow guidance for this year as well as our long-term 100% plus free cash flow conversion target".