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GOVT-CONTRACT ·Filed Aug 5, 2026

ACM

AECOM
NEUTRAL
Impact 3/10
Horizonimmediate Processed2mo ago
Large government contract award ($500M+)
Actionable Insight • Neutral

This is a routine administrative funding modification for ongoing work. Monitor for future modifications or new awards from State/USAID that could indicate expanded scope or new contract wins.

DirectionNeutral
Confidencemedium
Horizonimmediate
Latest settled — T+20d ⚠ clustered
ACM ▼ -10.81% at T+20d
NEUTRAL call -10.81% · α vs SPY -11.41% · entry $74.93 → $66.83
Next anchor: T+60d in 4d
Latest observation: T+55 -7.68% FF3 residual α
Entry = T+0 close
Aug 6, 2026
via day close
T+1d
+1.21%
call +1.21% · α +0.60%
$75.84
settled 3mo ago
T+5d
-15.11%
call -15.11% · α -16.32%
$63.61
settled 2mo ago
T+20d
-10.81%
call -10.81% · α -11.41%
$66.83
settled 8w ago
T+60d
Pending
in 4d

Price Chart

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Executive Summary

AECOM Technical Services received a $43.8M contract modification from the Department of State to move funding from USAID to State systems for continued support of an existing USAID award. The modification is administrative in nature and represents incremental funding for ongoing work.

Key Financial Metrics

Award Amount
$43.8M
Agency
Department of State
Contract Type
modification

Key Facts

  • Contract modification P00009 under award 7200AA24F00004
  • Obligation amount: $43,783,515.79
  • Awarding agency: Department of State
  • Purpose: administrative transfer of funding from USAID to State systems for continued servicing/management of USAID award 19AQMM26F0911
  • Recipient: AECOM TECHNICAL SERVICES, INC. (subsidiary of AECOM)
  • Company annual revenue not available for percentage calculation

Financial Impact

$43.8M incremental funding for an existing contract; revenue impact relative to AECOM's total revenue cannot be calculated as annual revenue is not provided

revenue

Risk Factors

  • Funding subject to government appropriations and continuing resolutions
  • No information on contract duration or remaining ceiling value
  • Administrative reallocation does not imply new work or expanded scope

Investment Themes

Services

Documents Analyzed

This report is based on 1 federal contract record from official U.S. government contract data.

DocumentAccession Number
GOVT-CONTRACT Data (Synthetic)contract-7200AA24F00004
11 reports for ACM
Performance horizon
100% Hit rate @ T+5 3 of 3 directional calls Went positive at some point 3 of 3 best @ T+5▲ +16.75%Aug 7, 2026
Filters
Rows
Reports for ACM — sortable, filterable
TypeNow
Oct 8, 2026
18d ago
3
NEUTRAL ★ 2/10
$59.28 $58.94▼ −0.57%▲ +1.39%$60.72 (+2.43%)
Sep 17, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$63.41 $58.52▼ −7.71%▼ −8.31%$60.72 (−4.24%)
Aug 10, 2026
11w ago
8-K
BEARISH ★ 8/10
$67.05 $61.72▲ +7.95%▲ +7.55%$60.72 (+9.44%)
Aug 7, 2026
11w ago
Institutional Cluster
BEARISH ★ 6/10
$75.81 $63.11▲ +16.75%▲ +17.15%$60.72 (+19.90%)
Aug 7, 2026
11w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$73.30 $62.22▼ −15.12%▼ −15.07%$60.72 (−17.16%)
Aug 5, 2026
11w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$74.93 $63.61▼ −15.11%▼ −16.32%$60.72 (−18.96%)
Jun 30, 2026
16w ago
Court Ruling
NEUTRAL ★ 2/10
$66.51 $67.69▲ +1.78%▲ +0.98%$60.72 (−8.71%)
Jun 11, 2026
19w ago
8-K
NEUTRAL ★ 3/10
$70.12 $68.81▼ −1.87%▼ −2.54%$60.72 (−13.41%)
Jun 3, 2026
20w ago
8-K
NEUTRAL ★ 3/10
$72.40 $68.58▼ −5.27%▼ −1.45%$60.72 (−16.13%)
May 11, 2026
24w ago
8-K
BULLISH ★ 7/10
$69.86 $71.49▲ +2.34%▲ +2.26%$60.72 (−13.08%)
Showing 10 of 11

US Market Status

Market Closed — Opens Tue (16h 13m)

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Report published Aug 5, 2026