NYSE$ACM
AECOM · Q4 2021 earnings
Q4 2021 earnings · · Investor relations
Briefing
AECOM reported fourth quarter and full year fiscal 2021 results, demonstrating accelerating NSR growth, record operating margins, and double-digit earnings growth.
AECOM's fiscal 2021 results showcased accelerating NSR growth, record operating margins, and double-digit earnings growth. The company increased its fiscal 2024 adjusted EPS target and expressed confidence in delivering against its 17% margin target over time.
- Net service revenue (NSR) increased 6.5% in the Americas and International segments, marking a third consecutive quarter of accelerating growth.
- Construction Management contracted backlog increased 21%, driven by the advancement of a large project.
- The fourth quarter adjusted operating margin on an NSR basis of 19.8% reflected a 290 basis point increase over the prior year and marks a quarterly record.
- AECOM published its first global ESG report, highlighting progress towards its sustainability goals.
Headline financials
Revenue & EPS history
AECOM · Revenue · Quarterly
$3.35B
Revenue by segment
AECOM · $3.37B total across 2 segments · Q4 2021
- Americas$2.6B-3.7%77.1%
- International$771M-7.2%22.9%
Forward guidance
AECOM expects accelerating revenue growth in fiscal 2022 and continued margin, adjusted EBITDA and adjusted EPS growth. The company has increased its fiscal 2024 adjusted EPS target and has increased confidence to deliver against its 17% margin target over time.
Tailwinds
- Accelerating revenue growth in fiscal 2022
- Continued margin growth
- Continued adjusted EBITDA growth
- Continued adjusted EPS growth
- Increased fiscal 2024 adjusted EPS target
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 Q4 2021
-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
| Quarter | Report date | Reaction (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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