NYSE$ACM

AECOM · Q4 2022 earnings

Q4 2022 earnings · · Investor relations

Briefing

AECOM reported strong Q4 2022 results, driven by high win rate and strategic investments.

AECOM reported strong fourth quarter and full year fiscal 2022 results, with revenue increase in Americas and International segments. The company's performance is enabling investments in teams and leadership development. The long-term growth drivers are intact, and the company has built an agile organization.

  • Delivered another year of strong performance and expanded earnings power.
  • Achieved an all-time high win rate and won transformative projects.
  • Invested in teams, including enhancing healthcare program and expanding leadership development opportunities.
  • Guidance reflects the strength of the backlog, driven by an all-time high win rate.

Headline financials

Total Revenue

$3.43B

Previous: $3.35B+2.1%
EPS (adj)

$0.89

Previous: $0.81+9.9%
Capital Expenditures

$66.5M

Previous: $23.7M+181.2%
Free Cash Flow

$249M

Previous: $294M-15.4%
Net Income

$106M

Previous: -$5M+2212.4%
Operating Income

$184M

Previous: $222M-17.1%
Gross Profit

$217M

Previous: $217M+0.0%
Cash & Equivalents

$1.2B

Previous: $1.2B+0.0%
Total Assets

$11.1B

Previous: $11.7B-5.1%
Stock-Based Comp

$11.1M

Previous: $8.53M+29.7%

Revenue & EPS history

AECOM · Revenue · Quarterly

$3.43B

Q4 2022+2.1%vs Q4 2021
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

AECOM · $3.41B total across 3 segments · Q4 2022

  • Americas
    $2.6B+0.0%
  • International
    $807M+4.7%
  • AECOM Capital
    $400K

Forward guidance

AECOM expects a $5 million to $10 million earnings contribution from AECOM Capital in fiscal 2023.

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 2022

Historical avgQ4 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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