NYSE$ACM

AECOM · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

AECOM reported strong first quarter results that exceeded expectations, driven by the Think and Act Globally strategy.

AECOM's first quarter results exceeded expectations, with strong organic NSR growth, a record first quarter operating margin, and double-digit earnings growth. The company raised its full year adjusted EPS guidance and repurchased over $200 million of stock. They also initiated a new quarterly dividend program.

  • First quarter results exceeded expectations on key metrics.
  • The company is winning work at its highest rate ever.
  • Over $200 million of stock was repurchased in the first quarter.
  • A new quarterly dividend program was initiated.

Headline financials

Total Revenue

$3.27B

Previous: $3.31B-1.4%
EPS (adj)

$0.89

Previous: $0.62+43.5%
Capital Expenditures

-$32.7M

Previous: -$30.9M-5.7%
Free Cash Flow

$28.9M

Previous: -$4.77M+705.0%
Net Income

$61.5M

Previous: $26.1M+135.6%
Operating Income

$168M

Previous: $141M+19.2%
Gross Profit

$200M

Previous: $184M+8.6%
Cash & Equivalents

$1.08B

Previous: $1.04B+3.6%
Total Assets

$11.4B

Previous: $12.5B-8.5%
Stock-Based Comp

$9.81M

Previous: $15.4M-36.1%

Revenue & EPS history

AECOM · Revenue · Quarterly

$3.27B

Q1 2022-1.4%vs Q1 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

AECOM · $3.3B total across 2 segments · Q1 2022

  • Americas
    $2.5B-3.8%
  • International
    $802M+6.1%

Forward guidance

AECOM raised its full year adjusted EPS guidance, reflecting confidence in delivering highly profitable and accelerating NSR growth combined with strong free cash flow.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2022

Historical avgQ1 2022

-0.2%

Avg return

Earnings day

-0.0%

Avg return

5 days after

+0.8%

Avg return

30 days after

50%

34 / 68 earnings

Positive

+16.9%

Q4 2016

Best reaction

-16.9%

Q2 2012

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026+0.3%-10.3%-12.6%
Q1 2026+1.1%-14.0%-12.6%
Q4 2025-3.7%-21.5%-26.2%
Q2 2025+0.7%+2.4%+8.3%
Q1 2025+0.3%+3.2%-6.9%
Q4 2024+1.8%+8.8%+0.0%
Q3 2024+3.2%+9.5%+9.3%
Q2 2024-1.7%-1.8%-8.9%
Q1 2024-1.8%-0.8%-0.9%
Q4 2023+7.6%+8.3%+15.4%
Q3 2023-1.3%+2.2%-1.2%
Q2 2023-4.2%-6.6%-0.7%
Q1 2023+3.4%+2.5%+1.7%
Q4 2022+2.8%+2.9%+9.5%
Q3 2022+1.8%+7.0%+3.1%
Q2 2022-7.5%-6.5%-0.4%
Q1 2022+5.6%+4.6%+6.9%
Q4 2021+3.5%+3.2%+5.6%
Q3 2021-0.5%+1.7%+4.7%
Q2 2021-0.7%-3.3%-6.7%
Q1 2021-1.6%+3.0%+11.8%
Q4 2020+0.8%+1.5%-4.2%
Q3 2020+4.2%+3.4%+1.9%
Q2 2020+3.0%+5.1%+28.3%
Q1 2020-1.6%-2.3%+3.6%
Q4 2019-1.8%+0.4%+0.8%
Q3 2019+0.1%+1.4%+10.9%
Q2 2019+2.3%-0.5%+1.1%
Q1 2019-3.1%-7.2%-2.8%
Q4 2018-3.9%+0.7%-12.4%
Q3 2018-1.1%-2.0%-3.8%
Q2 2018-0.7%-3.7%-0.9%
Q1 2018+1.6%-3.5%+1.4%
Q4 2017-3.9%-2.4%+7.6%
Q3 2017+5.4%+3.0%+6.1%
Q2 2017+0.3%-3.3%-2.1%
Q1 2017-0.3%+3.4%-5.5%
Q4 2016+16.9%+13.9%+18.3%
Q3 2016-1.9%-2.5%-14.9%
Q2 2016+3.6%
Q1 2016-1.1%
Q4 2015+3.6%
Q3 2015-5.5%
Q2 2015+4.5%
Q1 2015-2.1%
Q4 2014-1.7%
Q3 2014+0.1%
Q2 2014-2.2%
Q1 2014+1.5%
Q4 2013-7.5%
Q3 2013-16.2%
Q2 2013+0.8%
Q1 2013+9.7%
Q4 2012-11.2%
Q3 2012+16.6%
Q2 2012-16.9%
Q1 2012-3.5%
Q4 2011-2.8%
Q3 2011-15.4%
Q2 2011+0.2%
Q1 2010-2.9%
Q1 2011+0.7%
Q2 2010-2.6%
Q4 2010-2.6%
Q4 2008-2.6%
Q4 2009+5.1%
Q3 2010+5.1%
Q3 2009+5.1%

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