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GOVT-CONTRACT ·Filed Aug 7, 2026

ACM

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

Monitor for follow-on task orders or modifications under this contract, as well as future DHS infrastructure awards that could signal a growing relationship with the agency. The contract's value relative to AECOM's total revenue is likely modest, but it represents a new project win in the federal construction management space.

DirectionNeutral
Confidencemedium
Horizonmonths
Latest settled — T+20d ⚠ clustered
ACM ▼ -9.90% at T+20d
NEUTRAL call -9.90% · α vs SPY -8.99% · entry $73.30 → $66.04
Next anchor: T+60d in 6d
Latest observation: T+53 -19.89% FF3 residual α
Entry = T+0 close
Aug 10, 2026
via day close
T+1d
-8.53%
call -8.53% · α -8.21%
$67.05
settled 3mo ago
T+5d
-15.12%
call -15.12% · α -15.07%
$62.22
settled 2mo ago
T+20d
-9.90%
call -9.90% · α -8.99%
$66.04
settled 7w ago
T+60d
Pending
in 6d

Price Chart

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Executive Summary

AECOM TECHNICAL SERVICES, INC., a subsidiary of AECOM, was awarded a $35.3 million contract by the Department of Homeland Security for construction management advisory services on 15 border patrol checkpoint projects across four states. The award is a new, competed contract that expands AECOM's federal infrastructure footprint.

Key Financial Metrics

Award Amount
$35.3M
Agency
Department of Homeland Security
Contract Type
new

Key Facts

  • Award amount: $35,331,814.13
  • Awarding agency: Department of Homeland Security
  • Services: Construction management as advisor for 15 design-build border patrol checkpoint projects
  • Geographic scope: Arizona, California, New Mexico, Texas
  • Award date: August 7, 2026
  • Period of performance starts same day as award

Financial Impact

$35.3 million contract award; company annual revenue not provided, so revenue impact percentage cannot be calculated

revenue

Risk Factors

  • Company annual revenue not available in context, so materiality relative to total revenue is unknown
  • Government contracts subject to funding availability and potential delays under continuing resolutions
  • Execution risk on 15 separate design-build projects across multiple states

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-70B01C26F00000594
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
19d ago
3
NEUTRAL ★ 2/10
$59.28 $58.94▼ −0.57%▲ +1.39%$61.53 (+3.80%)
Sep 17, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$63.41 $58.52▼ −7.71%▼ −8.31%$61.53 (−2.96%)
Aug 10, 2026
11w ago
8-K
BEARISH ★ 8/10
$67.05 $61.72▲ +7.95%▲ +7.55%$61.53 (+8.23%)
Aug 7, 2026
11w ago
Institutional Cluster
BEARISH ★ 6/10
$75.81 $63.11▲ +16.75%▲ +17.15%$61.53 (+18.83%)
Aug 7, 2026
11w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$73.30 $62.22▼ −15.12%▼ −15.07%$61.53 (−16.06%)
Aug 5, 2026
12w ago
GOVT-CONTRACT
NEUTRAL ★ 3/10
$74.93 $63.61▼ −15.11%▼ −16.32%$61.53 (−17.88%)
Jun 30, 2026
17w ago
Court Ruling
NEUTRAL ★ 2/10
$66.51 $67.69▲ +1.78%▲ +0.98%$61.53 (−7.49%)
Jun 11, 2026
19w ago
8-K
NEUTRAL ★ 3/10
$70.12 $68.81▼ −1.87%▼ −2.54%$61.53 (−12.25%)
Jun 3, 2026
20w ago
8-K
NEUTRAL ★ 3/10
$72.40 $68.58▼ −5.27%▼ −1.45%$61.53 (−15.01%)
May 11, 2026
24w ago
8-K
BULLISH ★ 7/10
$69.86 $71.49▲ +2.34%▲ +2.26%$61.53 (−11.92%)
Showing 10 of 11

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Report published Aug 7, 2026