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艾奕康AECOM(ACM)2026财年第一季度业绩电话会纪要「NYSE」(英文版)(17页).pdf

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1、LSEG STREETEVENTSEDITED TRANSCRIPTACM.N-Q1 2026 AECOM Earnings CallEVENT DATE/TIME:FEBRUARY 10,2026/1:00PM GMTOVERVIEW:Company SummaryLSEG STREETEVENTS|Contact Us2026 LSEG.All rights reserved.Republication or redistribution of LSEG content,including by framing or similar means,is prohibited without

2、the prior writtenconsent of LSEG.LSEG and the LSEG logo are registered trademarks of LSEG and its affiliated companies.CORPORATE PARTICIPANTSWill Gabrielski AECOM-Senior Vice President,Finance and Investor RelationsW.Troy Rudd AECOM-Chairman of the Board,Chief Executive OfficerLara Poloni AECOM-Pres

3、identGaurav Kapoor AECOM-Chief Financial and Operations OfficerCONFERENCE CALL PARTICIPANTSSabahat Khan RBC Capital Markets Inc-AnalystAndrew Kaplowitz Citibank Cameroon SA(Douala Branch)-AnalystAdam Bubes Goldman Sachs Group Inc-AnalystJamie Cook Truist Securities-AnalystSangita Jain KeyBanc Capita

4、l Markets Inc-Equity AnalystMichael Dudas Vertical Research Partners LLC-AnalystJudah Aronovitz UBS AG-AnalystNandita Nayar Bofa Merrill Lynch Asset Holdings Inc-AnalystPRESENTATIONOperatorThank you for standing by.My name is Jay,and I will be your conference operator today.At this time,I would like

5、 to welcome everyone tothe AECOM First Quarter 2026 Earnings Conference Call.(Operator Instructions)Id now like to turn the conference over to Will Gabrielski,Senior Vice President,Finance,Investor Relations.You may begin.Will Gabrielski-AECOM-Senior Vice President,Finance and Investor RelationsThan

6、k you,operator.I would like to direct your attention to the safe harbor statement on Page 1 of todays presentation.Todays discussioncontains forward-looking statements about future business and financial expectations.Actual results may differ significantly from thoseprojected in todays forward-looki

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1. **业绩表现**:Q1 2026净服务收入(NSR)同比增长5%(调整工作日后),调整后EBITDA达2.87亿美元,调整后EPS为1.29美元,均超预期。 2. **订单创新高**:积压订单增长9%至历史新高,订单消耗比达1.5,连续21个季度高于1。 3. **业务亮点**:中标布里斯班2032奥运会交付伙伴、苏格兰水务工程等重大项目,AI技术整合初显成效。 4. **市场动态**:美国联邦拨款法案通过提振需求,国际市场(如中东、澳洲)订单增长25%,但短期受地缘因素影响。 5. **财务指引**:上调全年调整后EPS指引中值至5.95美元(原5.75美元),回购授权增至10亿美元。
AI如何赋能AECOM? 国际市场有何新机遇? 股东回报计划如何?
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