AECOM releases transcript of Q3 2026 earnings conference call

AECOM held its Q3 2026 earnings call with CEO W. Troy Rudd, President Lara Poloni, CFO/COO Gaurav Kapoor, and SVP IR Will Gabrielski.

• Management flagged a $337 million pretax charge tied to delays on a large construction management project; completion shifted to near Q2 FY27.
• Sizable claims are being pursued; dispute-resolution progress has supported confidence in recovery, though cash flow drag is expected into H1 2027.
• Backlog rose 13% to a record; book-to-burn was 1.6 overall and 1.8 in the Americas; year-to-date 1.4.
• Guidance was reset to NSR of about $7.3 billion, adjusted EBITDA of $950 million, EPS of $4.05, and free cash flow of $300 million.