TORVANTA
Other · S&P 500 · data as of 2026-10-05

ACM stock analysis: ACM

ACM (ACM) is an S&P 500 company in Other. It grades weakest on profitability, momentum and growth.

The model's view of ACM · subscribers

Where ACM ranks among the 1,500 U.S. stocks the model scores each trading day, its expected return, the evidence for and against it, and whether the model portfolio holds it. The grades below describe the company's data; they are not the model's view.

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What's happening with ACM · updated 2026-10-05 · from prices and SEC filings

ACM price performance

ACM against the S&P 500, one year
-50%-25%+0%S&P 500 +18%ACM -53%2025-09-292026-10-05
Year to date-36.6%S&P 500 +14.5% · behind by 51.1 pts
1 year-53.1%S&P 500 +17.0% · behind by 70.1 pts
3 years-23.7%S&P 500 +89.3% · behind by 112.9 pts
5 years-1.9%S&P 500 +91.3% · behind by 93.2 pts

Total returns with dividends reinvested.

ACM factor grades

Each grade compares ACM with the rest of its sector (A+ best, F worst); the numbers behind it are shown with the typical figure for its peers.

CValueP/E 27.4x (industry 20.1x)FCF yield 2.6% (industry 6.0%)
D-GrowthRevenue growth -4% (industry +8%)EPS growth -52% (industry +10%)
C-ProfitabilityOperating margin 4.1% (industry 9.6%)ROIC 41.2% (industry 10.1%)
D-Momentum12-month change -53%From 52-wk high -55%

ACM in plain numbers

ACM key statistics

SectorOther
Industryn/a
IndexS&P 500
Market value$7.7B
Revenue growth (y/y)-4%
Free-cash-flow yield2.6%
Dividend yield1.6%
Next earnings (expected)2026-11-17
Valuation measures
Market value$7.7B
Enterprise value$6.7B
P/E (trailing)27.4x
Forward P/E (Torvanta estimate)30.9x
Price / sales0.5x
Price / book3.5x
EV / revenue0.4x
EV / EBITDA8.0x
Financial highlights
Revenue, last 12 months$15.4B
Net income, last 12 months$288.0M
EPS, last 12 months (GAAP)$2.18
Gross margin5.7%
Operating margin4.1%
Net margin1.9%
Return on equity12.3%
Return on invested capital41.2%
Cash$1.0B
Total debt$62.8M
Debt / equity0.03x
Free cash flow, last 12 months$203.4M
Interest cover3.1x
Current ratio1.06x

Company figures from its latest SEC filings; market value and returns from end-of-day prices.

ACM earnings trends

Revenue vs earnings
-$86.7M$1.0B$2.0B$3.1B$4.2BSep 2024 Revenue: $4.1BDec 2024 Revenue: $4.0BMar 2025 Revenue: $3.8BJun 2025 Revenue: $4.2BSep 2025 Revenue: $4.2BDec 2025 Revenue: $3.8BMar 2026 Revenue: $3.8BJun 2026 Revenue: $3.6BSep 2024 Net income: $172.5MDec 2024 Net income: $167.0MMar 2025 Net income: $143.4MJun 2025 Net income: $131.0MSep 2025 Net income: $120.4MDec 2025 Net income: $74.5MMar 2026 Net income: $179.9MJun 2026 Net income: -$86.7MSep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026Net margin: 4.2%Net margin: 4.2%Net margin: 3.8%Net margin: 3.1%Net margin: 2.9%Net margin: 1.9%Net margin: 4.7%Net margin: -2.4%-2%1%5%■ Revenue ■ Net income ━ Net margin
Earnings per share$-0.7$-0.2$0.4$0.9$1.4Sep 2024 EPS (GAAP, diluted): $1.3Dec 2024 EPS (GAAP, diluted): $1.3Mar 2025 EPS (GAAP, diluted): $1.1Jun 2025 EPS (GAAP, diluted): $1.0Sep 2025 EPS (GAAP, diluted): $0.9Dec 2025 EPS (GAAP, diluted): $0.6Mar 2026 EPS (GAAP, diluted): $1.4Jun 2026 EPS (GAAP, diluted): $-0.7Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026■ EPS (GAAP, diluted) Change from a year earlier: Sep 2025 -29% · Dec 2025 -55% · Mar 2026 +29% · Jun 2026 -168%

From the company's 10-Q and 10-K filings with the SEC.

ACM financials (from SEC filings)

Fiscal yearFY2021FY2022FY2023FY2024FY2025
Revenue$13.3B$13.1B$14.4B$16.1B$16.1B
Net income$173.2M$310.6M$55.3M$402.3M$561.8M
EPS (GAAP)$1.17$2.19$0.39$2.95$4.21
Free cash flow$568.4M$576.6M$590.4M$707.9M$684.9M

ACM earnings history

ReportedEPS (GAAP)EPS y/yRevenue y/yStock vs S&P 500, 2 days
2026-08-10$-0.67-168%-14%-11.2%
2026-05-11$1.39+29%+1%-13.3%
2026-02-09$0.56-55%-5%+2.6%
2025-11-18$0.90-29%+2%-13.9%
2025-08-04$0.980%+1%+6.1%
2025-05-05$1.08+10700%-4%+2.0%

Companies similar to ACM

CompanyMarket valueP/ERevenue growthOperating margin12-month change
ACM ACM$7.7B27.4x-4%4.1%-53%
THG THG$7.7B10.5x+6%15.4%+22%compare
ATR ATR$7.7B21.8x+9%12.1%-8%compare
NNN NNN$7.8B19.4x+6%63.5%-0%compare
RHP RHP$7.6B29.4x+12%19.8%+39%
CHRD CHRD$7.6B9.3x+19%19.0%+46%
DBX DBX$7.8B19.1x-0%26.6%+17%

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Frequently asked questions

Is ACM stock a buy?

Torvanta does not tell individuals what to buy. Its grades for ACM are shown above. Subscribers see the model's rank, expected return and whether the model portfolio holds it. This is research, not a recommendation.

What is ACM's P/E ratio?

ACM trades at about 27.4 times its last 12 months of GAAP earnings reported to the SEC, and about 30.9 times Torvanta's own estimate of the next 12 months.

When does ACM report earnings next?

Based on its filing history, Torvanta expects ACM to report around 2026-11-17.

Does ACM pay a dividend?

Yes. Its dividend yield is about 1.6%, and it has raised its dividend 3 years in a row.

How has ACM performed against the S&P 500?

Over the past year ACM returned -53.1%, against +17.0% for the S&P 500, dividends reinvested.

See the model's view

Subscribers get the model's rank and expected return for every covered company, the reasoning behind each, and the Torvanta model portfolio's trades each trading day, sized and explained, at three risk levels.

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Torvanta is research only - not investment advice and not a recommendation to buy or sell any security. Grades describe a company's reported data against its sector; they are not the model's view, change as data changes and can be wrong. Financial figures come from the company's SEC filings; returns include reinvested dividends. Past performance does not predict future results.

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