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AECOM

ACMintermediary

AECOM is the world's premier infrastructure consulting firm, designing and managing major infrastructure projects including the LA 2028 Olympics venues, London's Crossrail, and hundreds of US military base projects.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($16.4B)

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Americas Design & Consulting (60%)
International Design & Consulting (25%)
Construction Management & Other (15%)

Segment Breakdown & Key Customers

Product Details

Americas Advisory, Design & Engineering (ACAD)60%

Infrastructure consulting, design, and program management — highways, bridges, water, transit.

International Advisory (ACAI)25%

Infrastructure and environmental consulting outside the Americas.

AECOM Capital15%

Infrastructure development and equity investment.

Supply Chain Relationships

Macro & Market Context

산업재Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Upcoming Catalysts

GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)보잉 737 MAX 생산 재개 일정미국 인프라 2차 집행 예산 확정

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Company Info

Headquarters

Dallas, TX

Founded

1990

Employees

53,000

Website

aecom.com

Sector Overview산업재

Sector News

리쇼어링·국방 수요 + AI 자동화 투자 — 장기 수주잔고 사상 최고

ISM 제조업 PMI

50.3 (확장 복귀)

미국 제조업 건설 지출

$235B (+68% YoY)

항공 여객 회복

103% (2019 대비)

화물 운임 지수 (BDI)

1,450p

Key Themes

  • CHIPS·IRA법 → 반도체·배터리 공장 건설 붐 — 건설기계 수요 급증
  • GE Aerospace 엔진 납기 지연 → 보잉·에어버스 인도 차질 지속
  • 방산 수주 급증 — RTX·NOC·GD 백로그 사상 최대

Upcoming Catalysts

  • GE Aerospace·Honeywell·CAT Q1 실적 (2026.04)
  • 보잉 737 MAX 생산 재개 일정