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AECOM

ACMActive

CIK 868857 · Environmental Engineering & Consulting

Aecom is a public company in Engineering & Construction, tracked in the environmental engineering, consulting, and infrastructure services sub-sector, with $16B TTM revenue and $1.3B TTM EBITDA.

Market data as of May 10, 2026

Financials: LTM / latest available company filings

Sources: FMP, ACM filings, SEC EDGAR

$10,419

Market cap ($MM)

$13,009

Enterprise value ($MM)

$15,956

Revenue · LTM ($MM)

$1,267

EBITDA · LTM ($MM)

8%

EBITDA margin

0.8x

EV / revenue

10.3x

EV / EBITDA

1.4x

Net debt / EBITDA

Coverage

Coverage view

The analytical read on the name and the balance-sheet capacity behind the program.

Key points

  1. 01ACM is a scaled public consolidator in Env Engineering, a benchmark for how the sub-sector buys, pays, and trades.
  2. 02The relevant peer set is TTEK, PWR, J, KBR, EME, GVA.

Balance sheet & capacity

Indicative capacity read: 1.4x net debt / EBITDA with EBITDA of $1.3B.

$1,034

Cash & equiv. ($MM)

$2,748

Total debt ($MM)

$1,713

Net debt ($MM)

1.4x

Net debt / EBITDA

Valuation

Where it trades against its peer set

ACM versus the scaled public Environmental Engineering & Consulting comparables.

EV / EBITDA distribution · peer set

ACM 10.3x

14.1xBV: 6.4x EV/EBITDABVKBR: 7.1x EV/EBITDAKBRACM: 10.3x EV/EBITDAACMTTEK: 13.0x EV/EBITDATTEKGVA: 15.2x EV/EBITDAGVAJ: 19.2x EV/EBITDAJEME: 20.0x EV/EBITDAEMEWLDN: 20.8x EV/EBITDAWLDN4.1x23.1x
CompanyTickerRevenue ($MM)EBITDA ($MM)MarginMarket cap ($MM)EV ($MM)EV / revEV / EBITDANet debt / EBITDA
AecomACM$15,956$1,2678%$10,419$13,0090.8x10.3x1.4x
Tetra Tech, Inc.TTEK$4,914$67314%$7,861$8,7471.8x13.0x1.0x
Jacobs Solutions Inc.J$13,172$8947%$13,984$17,1701.3x19.2x3.0x
KBR, Inc.KBR$7,691$92712%$4,126$6,5570.9x7.1x2.4x
EMCOR Group, Inc.EME$17,751$2,03311%$41,043$40,6432.3x20.0x-0.3x
Granite Construction Inc.GVA$4,637$48210%$6,207$7,3051.6x15.2x2.0x
BrightView Holdings, Inc.BV$2,729$32812%$1,209$2,1010.8x6.4x2.5x
Willdan Group, Inc.WLDN$684$659%$1,308$1,3492.0x20.8x0.3x
Environmental Engineering & Consulting median$6,302$78411%$7,034$8,0261.4x14.1x1.7x

Financials via Financial Modeling Prep (SEC-derived TTM). EV/EBITDA distribution: each dot a live peer, band = interquartile range, line = median. Impossible values (EBITDA > revenue, negative-EBITDA multiples) shown NM.

M&A program

A sustained, programmatic tuck-in cadence

ACM's disclosed acquisition footprint and the deals behind it.

Disclosed acquisitions

40

Active years

14

Named deals

5

Avg / active year

2.9

Acq. cash outflow ($MM)

N/A

Annual acquisition count

named acquisition
091011121314151617182425

ACM cadence shown by annual acquisition count because verified spend is N/A.

Selected transactions

DateTargetSegmentConsideration ($MM)Strategic rationaleSource
Jul 25, 2008Earth TechEnvironmental engineering, consulting, and infrastructure services$347On July 25, 2008, the Company completed the acquisition of the Earth Tech business unit of Tyco International Ltd. (Earth Tech), pursuant to a Purchase Agreement (Purchase Agree...10-K
Sep 30, 20172017 acquisitionsEnvironmental engineering, consulting, and infrastructure services$164The Company completed one acquisition during the year ended September 30, 2018 and two acquisitions during the year ended September 30, 2017 for a total consideration of $5.6 mi...10-K
Dec 1, 2005EDAW, Inc.Environmental engineering, consulting, and infrastructure services$70•EDAW. In December 2005, we acquired 100% of the capital stock of EDAW, Inc., a San Francisco-based professional technical services firm which specializes in global urban develo...10-K
Sep 30, 2018Acquisition completed during the year ended September 30, 2018Environmental engineering, consulting, and infrastructure services$6The Company completed one acquisition during the year ended September 30, 2018 for a total consideration of $5.6 million, which was accounted for under the acquisition method.10-K
Sep 30, 20182018 acquisitionEnvironmental engineering, consulting, and infrastructure services$6The Company completed one acquisition during the year ended September 30, 2018 and two acquisitions during the year ended September 30, 2017 for a total consideration of $5.6 mi...10-K

Acquisitions disclosed/extracted from SEC filings; not necessarily full M&A history. Disclosed acquisition cash outflow is cumulative "payments for acquisitions, net of cash acquired" from the 10-K cash-flow statements (a cash outflow, not deal value). Built on 10 SEC-backed facts across 5 cited filings.

Strategy

In management's own words

The acquisition thesis as management frames it in its filings and why each line matters.

ThemeExcerptWhy it mattersSource
Management languageN/AN/A until a source excerpt is available.N/A

Excerpts drawn from SEC filings; the right-hand read turns each into a coverage talking point.

Evidence

Source ledger

Every figure above traces to a dated SEC filing.

ClaimExcerptSource typeFiling dateEvidenceSource
Earth Tech business unit of Tyco International Ltd.On July 25, 2008, the Company completed the acquisition of the Earth Tech business unit of Tyco International Ltd. (Earth Tech), pursuant to a Purchase Agreement (Purchase Agreement) dated as of February 11, 2008, by an…10-KNov 27, 2009MediumSEC source
2017 acquisitionsThe Company completed one acquisition during the year ended September 30, 2018 and two acquisitions during the year ended September 30, 2017 for a total consideration of $5.6 million and $164.4 million, respectively.10-KNov 13, 2018MediumSEC source
EDAW•EDAW. In December 2005, we acquired 100% of the capital stock of EDAW, Inc., a San Francisco-based professional technical services firm which specializes in global urban development and planning projects. The considera…10-KDec 13, 2007MediumSEC source
Acquisition completed during the year ended September 30, 2018The Company completed one acquisition during the year ended September 30, 2018 for a total consideration of $5.6 million, which was accounted for under the acquisition method.10-KNov 13, 2019MediumSEC source
2018 acquisitionThe Company completed one acquisition during the year ended September 30, 2018 and two acquisitions during the year ended September 30, 2017 for a total consideration of $5.6 million and $164.4 million, respectively.10-KNov 13, 2018MediumSEC source
Prepared from SEC EDGAR public filingsACM · CIK 868857Source-backed coverage research, not investment advice