What smart money is saying about AECOM
2 funds in our archive have pitched AECOM — most recently TAMIM Global Equities High Conviction in September 2025.
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.
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Position history
Between Q2 2025 and Q3 2026, 4 fund letters reported a position in AECOM — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 0 |
| Q2 2026 | 3 | 1 | 0 | 0 |
| Q3 2025 | 0 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Fund activity · 4 positions · 1 move
- July 2026
“• Poorer contributors covered various themes and end markets. Chinese clean energy names (Canadian Solar, Xinyi Solar, China Longyuan) continue to suffer the aftereffects of China’s transition from fixed feed-in tariffs to market pricing mechanisms for renewables, putting downward pressure on generator margins and reducing demand for equipment. AECOM (added in April) has performed poorly year-to-date despite record margins and strong bookings due to fears that its use of AI tools might interfere with its current business model based on billable hours.”
AECOM - June 2026
“Aecom was the fund’s bottom performer following the release of its first quarter results.”
AECOM “Aecom was the fund’s bottom performer following the release of its first quarter results.”
AECOM- June 2026
“Truist Financial is a super-regional bank with $549B in assets. Truist is focused on improving returns. Volatility around the naming of a new CEO created the opportunity to establish a position at an attractive valuation. AECOM is an engineering and construction firm with exposure to water, transportation, environment & energy and facilities that is seeing a record backlog and improving margins as it benefits from the growing opportunity in infrastructure investment.”
AECOM
Fund coverage · 2 theses
- TAMIM Global Equities High ConvictionSeptember 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.
Read the full thesis - TAMIM Fund Global High ConvictionJune 2025
AECOM is a well-positioned investment in the infrastructure sector, with consistent revenue growth and a strong global presence despite some regional risks.
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