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What smart money is saying about AECOMUnited States flag

ACM · Industrials · Engineering & Construction · Market cap $13.09B

2 funds in our archive have pitched AECOM — most recently TAMIM Global Equities High Conviction in September 2025.

Company profile

AECOM, together with its subsidiaries, provides professional infrastructure consulting services for governments, businesses, and organizations in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through three segments: Americas, International, and AECOM Capital. The company offers planning, consulting, architectural and engineering design, construction and program management, and investment and development services to commercial and government clients. It also invests in and develops real estate projects. In addition, the company provides construction services, including building construction and energy, and infrastructure and industrial construction. It serves transportation, water, government, facilities, environmental, and energy sectors. The company was formerly known as AECOM Technology Corporation and changed its name to AECOM in January 2015. AECOM was incorporated in 1980 and is headquartered Dallas, Texas.

Fund coverage · 2 theses

  • TAMIM Global Equities High Conviction
    September 2025

    AECOM is a leading infrastructure consulting firm poised for growth with strong revenue, expanding margins, and a robust balance sheet, benefiting from increased global infrastructure spending.

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  • TAMIM Fund Global High Conviction
    June 2025

    AECOM is a well-positioned investment in the infrastructure sector, with consistent revenue growth and a strong global presence despite some regional risks.

    Read the full thesis

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