AECOM: Geographical Diversification & International Growth To Enhance Its Global Footprint; What Lies Ahead? 

AECOM’s second quarter 2025 earnings call presents a comprehensive view of the company’s operational performance, financial results, and strategic outlook. AECOM reported a strong quarter characterized by impressive financial metrics, robust backlog growth, and strategic achievements, while also acknowledging certain challenges and market dynamics. Positives in AECOM’s performance include record second quarter net service revenue (NSR), adjusted operating margins, and earnings per share (EPS). The company experienced notable growth in its largest and most profitable region, the Americas, buoyed by ongoing infrastructure investments supported by federal funding such as the IIJA (Infrastructure Investment and Jobs Act). The adjusted operating margin for the quarter climbed to 16.1%, reflecting a 90 basis point increase year-over-year, driven by effective execution and growth in higher margin advisory services, as well as continuous improvement initiatives.