Analysts highlight ACM’s role in AI datacenter development, driving 32% EPS growth to $5.26 in FY2025.
AECOM’s stock traded at $71.44 on June 2, with analysts citing its position as a key enabler of global AI infrastructure. The firm provides engineering and design services for hyperscalers like Microsoft and Google, supporting datacenter development before compute infrastructure deployment.
The company’s trailing and forward P/E ratios stand at 15.08 and 10.72, respectively. AECOM’s asset-light model delivers high-margin revenue across transportation, water, energy, and buildings, with expanding exposure to AI-driven projects. FY2025 adjusted EPS is projected to grow 32% to $5.26, while EBITDA margins are targeting 17% long-term.
AECOM’s financial performance is bolstered by rising infrastructure complexity and stable fee-based revenue, with no commodity or capital risk. The firm’s role in AI datacenter growth is seen as a critical, underappreciated catalyst for future earnings.