AECOM Seems Like A Good Buy With Further Growth From The New Big Beautiful Bill

  • AECOM's shift to higher-margin projects has boosted profitability, with strong ROA, ROE, and ROTC, despite a slight revenue slowdown. ACM's financial health is robust, with ample liquidity and manageable debt, supporting continued growth and resilience. Recent government infrastructure spending and permitting reforms are major tailwinds, though renewable energy business may face short-term headwinds.