AECOM Technology Corp (NYSE:ACM)

-38%

valuation and safety.

Scott Black pick. Market capitalization is $3.12 billion. In the fiscal year that ended last september they did $6.55 billion in gross revenue. Based on a record backlog of $14.7 billion, up 55% from last year, gross revenue could be $8.4 billion this year. After pass-through costs to subcontractors for time and material, in many cases, net revenue will be $5.124 billion. With operating income of $425 million and a 30% tax rate, you get net income of $298 million. Subcontract out noncontrolling interests in other entities, and net is $2.45 a share. The stock sells for 10.9 times estimated earnings. Jacobs engineering sells for 19 times this years earnings. Fluor is 20 times.

(there is some gov exposure)- Private funding accounts for 33% of the backlog. Federal contracts are 34%, and state and local are 12%. Aecom also has contracts with other governments.

The company has a net debt-to-equity ratio of only 0.15.

Surging earnings and revenue growth quarter over quarter. Taken down with other engineering, construction, and design companies, however, most of their business outside the US and in the expanding regions of the world.

I don't see growth in this sector for awhile

Another infrastructure play as we pour billions into these projects.

Good company; Growing everyday.

INFASTRUCTURE PLAY

Watch for the bump from increased infrastructure spending over the next 5+ years

Only real engineering company focused on infrastructure. Represents a larger percentage of business than any other out there. Barely any oil and gas exposure

Obama infrastructure play

This is my first pick.

this companies knowledge is needed more now than ever.

This is a company with infrastructure and it seems that president elect will be spending there is the future

Obama, Pelosi and Reid will likely emphasize infrastructure in new stimilus pkg

US infrastructure will be improved despite the bailout, great pick-up at what this has fallen to

Infrastructure at an affordable price.

very good infrastructure play

SeekingAlpha

http://seekingalpha.com/article/80541-aecom-technology-corp-estimates-continue-to-rise?source=side_bar_long_ideas

Earnings have been stellar, with EPS growth the past six quarters of 100%, 83%, 93%, 81%, 12%, and 59%. Sales over the past eight quarters have been just as impressive with growth of 46%, 37%, 26%, 26%, 21%, 23%, 15%, and 7%. Despite the growth in sales slowing a bit, the overall trend is extremely healthy.