AECOM’s $24.59B backlog sees a 5% increase in Q3 fiscal 2025, driven by strong U.S. and global infrastructure spending trends. Americas NSR up 8% and International up 3%. However, macroeconomic pressures and project delays from government contracts may hinder near-term growth. AECOM benefits from robust public infrastructure spending environment and prioritizes sustainability and innovation to boost growth. Global public spending trends and key market segments like AI, water, transportation, aviation, coastal protection, and electricity are driving momentum. AECOM aims for 5-8% organic NSR growth annually with operational excellence.

Jacobs, EMCOR, and Quanta Services are also thriving in the infrastructure sector. Jacobs’ backlog up 14.3% year over year, EMCOR’s RPOs show 22% organic growth, and Quanta’s total backlog is $35.84 billion. Each company specializes in specific sectors like Life Sciences, Data Center, Energy & Power, Water, and Transportation. EMCOR focuses on network and communications sector, while Quanta excels in power grid modernization, solar and wind farm buildouts, and telecom networks. Strong market positioning and strategic focus drive success for these companies in the infrastructure industry.

Read more at Zacks Investment Research: Can AECOM’s $24.6B Backlog Weather Economic and Policy Shocks? – August 15, 2025