AECOM 2026年季度报告

(Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the quarterly period ended January 2, 2026OR TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF1934 For the transition period fromtoCommission File Number 000-52423________________________________________________________________ AECOM Name of each exchange on which registered Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filingrequirements for the past 90 days. YesNo Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files).YesNo Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, oran emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and “emerging growth company”in Rule 12b-2 of the Exchange Act. If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with anynew or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). YesNo As of February6, 2026, 129,288,624 shares of the registrant’s common stock were outstanding. AECOMINDEXPART I.FINANCIAL INFORMATIONItem 1.Financial Statements1Consolidated Balance Sheets as ofDecember31, 2025(unaudited) andSeptember30, 20251Consolidated Statements of Operations for the Three Months EndedDecember31, 2025(unaudited) andDecember31, 2024(unaudited)2Consolidated Statements of Comprehensive Income for the Three Months EndedDecember31, 2025(unaudited) andDecember31, 2024(unaudited)3Consolidated Statements of Cash Flows for the Three Months EndedDecember31, 2025(unaudited) andDecember31, 2024(unaudited)5Notes to Consolidated Financial Statements (unaudited)6Item 2.Management’s Discussion and Analysis of Financial Condition and Results of Operations28Item 3.Quantitative and Qualitative Disclosures About Market Risk41Item 4.Controls and Procedures41PART II.OTHER INFORMATION43Item 1.Legal Proceedings43Item 1A.Risk Factors43Item 2.Unregistered Sales of Equity Securities and Use of Proceeds43Item 3.Defaults Upon Senior Securities43Item 4.Mine Safety Disclosure43Item 5.Other Information44Item 6.Exhibits45SIGNATURES47 AECOMConsolidated Statements of Operations(unaudited - in thousands, except per share data) AECOMConsolidated Statements of Cash Flows(unaudited - in thousands) AECOMNotes to Consolidated Financial Statements(unaudited) 1.Basis of Presentation The accompanying consolidated financial statements of AECOM (the Company) are unaudited and, in the opinion of management,include all adjustments, including all normal recurring items necessary for a fair statement of the Company’s financial position and results ofoperations for the periods presented. All intercompany balances and transactions are eliminated in consolidation. The consolidated financial statements should be read in conjunction with the consolidated financial statements and notes theretoincluded in the Company’s Form 10-K for the fiscal year ended September30, 2025 (the Annual Report). The accompanying unauditedconsolidated financial statements and related notes have been prepared in accordance with generally accepted accounting principles (GAAP) inthe United States (U.S.) for interim financial information and with the instructions to Form 10-Q and Rule 10-01 of Regulation S-X.Accordingly, they do not include all of the information and footnotes required by GAAP for complete financial statements. The consolidated financial statements included in this report have been prepared consistently with the accounting policies described inthe Annual Report, except as noted, and should be read together with the Annual Report. The results of operations for the three months ended December31, 2025 are not necessarily indicative of the results to be expected forthe fiscal year ending September30, 2026. As discussed in more detail in Note 3, the Company concluded that its self-perform at-risk construction businesses met the criteria forheld for sale beginning in the first quarter of fiscal 2020 and met the criteria for discontinued operation classification. As a result, the self-perform at-risk construction businesses are presented in the consolidated statements of ope