AECOM (ACM): ANSOFF MATRIX ANÁLISE [JAN-2025 Atualizado]

No cenário em rápida evolução da infraestrutura e tecnologia global, a AECOM (ACM) fica na vanguarda da inovação estratégica, criando meticulosamente um roteiro transformador que transcende os limites tradicionais. Ao navegar estrategicamente na matriz ANSOFF, a empresa está pronta para revolucionar o desenvolvimento de infraestrutura por meio de uma mistura dinâmica de penetração de mercado, expansão geográfica, avanço tecnológico e estratégias de diversificação em negrito. Desde soluções de sustentabilidade de ponta até tecnologias de cidades inteligentes, a AECOM não está apenas se adaptando à mudança-está arquitetando o futuro da infraestrutura global com visão e precisão sem precedentes.

AECOM (ACM) - ANSOFF MATRIX: Penetração de mercado

Expandir ofertas de serviços nos mercados de infraestrutura e construção existentes

A AECOM registrou US $ 14,3 bilhões em receita total para o ano fiscal de 2023. O segmento de infraestrutura representa 49% da receita total, aproximadamente US $ 7,01 bilhões.

Segmento de mercado	Contribuição da receita	Potencial de crescimento
Infraestrutura de transporte	US $ 3,4 bilhões	5,2% de crescimento A / A.
Infraestrutura de água	US $ 2,1 bilhões	4,8% de crescimento A / A.

Aumentar os esforços de marketing para mostrar portfólios de projeto bem -sucedidos

A AECOM concluiu 19.000 projetos globalmente em 2022, com 85% de taxa de retenção de clientes.

• Mercado da América do Norte: 62% do portfólio total de projetos
• Região da EMEA: 22% do portfólio total de projetos
• Ásia -Pacífico: 16% do portfólio total de projetos

Aprimore os recursos digitais para atrair mais clientes

Investimento de transformação digital: US $ 127 milhões em 2022 para plataformas de infraestrutura de tecnologia e engenharia digital.

Capacidade digital	Valor do investimento	ROI esperado
BIM Technology	US $ 42 milhões	7,5% de melhoria de eficiência
Gerenciamento de projetos de IA	US $ 35 milhões	6,2% de redução de custo

Desenvolva estratégias de preços estratégicos

Margem média do projeto: 16,3% em 2022, visando 18% até 2024.

Fortalecer o relacionamento com os clientes

Pontuação de satisfação do cliente: 4,6/5, com 92% de taxa de negócios repetida no segmento de infraestrutura.

• Valor médio do projeto: US $ 3,7 milhões
• Taxa de renovação do contrato: 88%
• Duração média do envolvimento do cliente: 3,2 anos

AECOM (ACM) - ANSOFF MATRIX: Desenvolvimento de mercado

Mercados internacionais emergentes de destino no desenvolvimento de infraestrutura

A AECOM registrou receita internacional de US $ 3,1 bilhões no ano fiscal de 2022, representando 37% da receita total da empresa. A empresa opera em mais de 50 países em seis continentes.

Região	Potencial de investimento em infraestrutura	Presença do mercado da AECOM
Médio Oriente	US $ 1,2 trilhão até 2025	Presença forte nos Emirados Árabes Unidos, Arábia Saudita
Ásia-Pacífico	US $ 1,7 trilhão de investimento anual	Expandindo operações na China, Índia
América latina	Gastos anuais de infraestrutura de US $ 150 bilhões	Estratégia crescente de entrada de mercado

Expandir a presença geográfica em regiões com alto potencial de investimento em infraestrutura

A estratégia de expansão geográfica da AECOM se concentra em regiões com investimento significativo de infraestrutura.

• Mercado de infraestrutura da América do Norte: investimento anual de US $ 500 bilhões
• Mercado europeu de infraestrutura: gastos anuais de € 400 bilhões
• Mercado de infraestrutura da África: investimento anual de US $ 70 bilhões

Buscar contratos de infraestrutura do governo em mercados carentes

A AECOM garantiu US $ 4,2 bilhões em contratos de infraestrutura do governo no ano fiscal de 2022.

Setor governamental	Valor do contrato	Segmento de mercado
Transporte	US $ 1,6 bilhão	Rodovias, ferrovias, aeroportos
Infraestrutura de água	US $ 900 milhões	Sistemas de água municipais
Defesa	US $ 1,7 bilhão	Projetos de infraestrutura militar

Desenvolva serviços de consultoria especializados para novas regiões geográficas

A AECOM investiu US $ 120 milhões em desenvolvimento especializado em serviços de consultoria em 2022.

• Consultoria de resiliência climática
• Serviços de infraestrutura digital
• Desenvolvimento urbano sustentável

Aproveite a experiência existente para inserir segmentos de mercado de infraestrutura adjacente

A AECOM gerou US $ 6,8 bilhões em receita total para o ano fiscal de 2022, com diversificação em vários segmentos de infraestrutura.

Segmento de mercado	Contribuição da receita	Potencial de crescimento
Transporte	US $ 2,3 bilhões	8% de crescimento ano a ano
Edifícios	US $ 1,9 bilhão	6% de crescimento ano a ano
Água	US $ 1,2 bilhão	5% de crescimento ano a ano

AECOM (ACM) - Matriz Ansoff: Desenvolvimento de Produtos

Invista em tecnologias avançadas de sustentabilidade e infraestrutura verde

A AECOM investiu US $ 43,5 milhões em P&D de sustentabilidade no ano fiscal de 2022. O portfólio de infraestrutura verde da empresa cresceu 22,7% em comparação com o ano anterior, com projetos de design sustentável representando 37% do total de contratos de engenharia.

Investimento em tecnologia	Quantia	Porcentagem de crescimento
Tecnologias de infraestrutura verde	US $ 43,5 milhões	22.7%
Projetos de design sustentável	US $ 612 milhões	37%

Desenvolva soluções de transformação digital para planejamento de infraestrutura

A AECOM alocou US $ 28,2 milhões para as tecnologias de planejamento de infraestrutura digital em 2022. As soluções digitais geraram US $ 215 milhões em receita, representando um aumento de 16,4% em relação a 2021.

• Investimento de transformação digital: US $ 28,2 milhões
• Receita de soluções digitais: US $ 215 milhões
• Crescimento da receita digital ano a ano: 16,4%

Crie plataformas de tecnologia de engenharia e consultoria integradas

A AECOM desenvolveu 7 novas plataformas de tecnologia integradas em 2022, com um custo total de desenvolvimento de US $ 52,3 milhões. Essas plataformas geraram US $ 187,6 milhões em receita de consultoria integrada.

Métrica da plataforma	Valor
Novas plataformas integradas	7
Custo de desenvolvimento da plataforma	US $ 52,3 milhões
Receita de consultoria integrada	US $ 187,6 milhões

Aprimorar os recursos de análise de dados e design de infraestrutura orientados a IA

A AECOM investiu US $ 36,7 milhões em tecnologias de infraestrutura de IA e análise de dados. A empresa implementou 12 novas ferramentas de design orientadas a IA, aumentando a eficiência do projeto em 27,5%.

• Investimento em tecnologia da IA: US $ 36,7 milhões
• Novas ferramentas de design orientadas pela IA: 12
• Melhoria da eficiência do projeto: 27,5%

Introduzir Serviços de Consultoria de Resiliência e Adaptação Climáticas

A AECOM lançou 5 novos serviços de consultoria em resiliência climática em 2022, com um valor total de mercado de US $ 94,3 milhões. Esses serviços contribuíram com 14,6% para a receita total de consultoria da empresa.

Métrica de resiliência climática	Valor
Novos serviços de resiliência climática	5
Valor total de mercado	US $ 94,3 milhões
Contribuição da receita da consultoria	14.6%

AECOM (ACM) - Ansoff Matrix: Diversificação

Explore oportunidades de desenvolvimento de infraestrutura de energia renovável

A AECOM registrou US $ 14,1 bilhões em receita total para o ano fiscal de 2022, com infraestrutura de energia renovável representando um segmento crescente. A empresa garantiu US $ 3,2 bilhões em contratos de projeto de energia renovável em todo o mundo.

Segmento de energia renovável	Valor do investimento	Crescimento projetado
Projetos de infraestrutura solar	US $ 1,6 bilhão	12,5% de crescimento anual
Desenvolvimento de energia eólica	US $ 1,1 bilhão	9,7% de crescimento anual

Invista em tecnologia inteligente da cidade e soluções de planejamento urbano integrado

A AECOM alocou US $ 475 milhões para investimentos em tecnologia da cidade inteligente, visando projetos de modernização de infraestrutura urbana.

• Orçamento de implementação de infraestrutura digital: US $ 210 milhões
• Investimentos de tecnologia de planejamento urbano: US $ 265 milhões

Desenvolva serviços de consultoria especializados em setores de tecnologia emergentes

O segmento de consultoria de tecnologia da AECOM gerou US $ 625 milhões em receita para 2022, com um crescimento de 17,3% ano a ano.

Área de consultoria em tecnologia	Receita	Taxa de crescimento
Serviços de transformação digital	US $ 285 milhões	19.2%
Consultoria de segurança cibernética	US $ 340 milhões	15.7%

Crie parcerias estratégicas com empresas de tecnologia e inovação

A AECOM estabeleceu 17 parcerias de tecnologia estratégica, investindo US $ 92 milhões em iniciativas de inovação colaborativa.

• Número de acordos de parceria tecnológica: 17
• Investimento total de parceria: US $ 92 milhões
• Impacto de receita de parceria esperada: US $ 215 milhões até 2024

Expanda em mercados emergentes com serviços abrangentes de ecossistemas de infraestrutura

Os serviços de infraestrutura de mercado emergentes da AECOM atingiram US $ 1,8 bilhão em 2022, com expansão significativa nas regiões da Ásia-Pacífico e do Oriente Médio.

Região de mercado emergente	Receita de serviços de infraestrutura	Quota de mercado
Ásia-Pacífico	US $ 875 milhões	22.6%
Médio Oriente	US $ 625 milhões	18.3%
América latina	US $ 300 milhões	9.7%

AECOM (ACM) - Ansoff Matrix: Market Penetration

This is about winning more of the same work with existing clients-it's the lowest-risk growth path, but it requires relentless operational efficiency. AECOM's Market Penetration strategy is built on capitalizing on its existing scale and market leadership, especially in the US, to drive higher-margin work from a stable client base. The goal is simple: maximize the value of every existing client relationship.

Increase the win rate on US federal civilian agency contracts by 1.5% in 2025.

The US federal government remains a bedrock client, and even a minor win-rate increase translates to significant revenue. AECOM is already a top-tier federal contractor, and its focus is on converting a higher percentage of its largest pursuits (major bids) into wins. For the full fiscal year 2025, AECOM reported a record win rate on its largest pursuits, which contributed to an all-time high total backlog of $24.83 billion as of September 30, 2025. A key example of this success is the U.S. Army Corps of Engineers (USACE) contracts awarded in the Pacific region, valued at over $400 million in July 2025. This shows the firm is successfully leveraging its deep-seated relationships and technical expertise to secure large, multi-year, indefinite delivery/indefinite quantity (IDIQ) contracts.

Aggressively cross-sell environmental and water services to current transportation clients.

Transportation clients, like state Departments of Transportation (DOTs), are increasingly focused on environmental compliance, resilience, and water management. AECOM is the number one firm in both the transportation and water markets, a powerful combination for cross-selling. The firm is explicitly investing in its Water & Environment Advisory business, with a stated goal to double the $200 million of net service revenue (NSR) in that advisory business over three years from early fiscal 2025. A concrete example of this strategy in action is the three-year environmental on-call contract awarded by the California Department of Transportation (Caltrans D11) in late 2024, where AECOM provides comprehensive environmental support services for transportation projects. This strategy is critical because environmental consulting commands a higher margin; AECOM holds an estimated 19.6% market share in the US Environmental Consulting segment.

Target a 5% market share increase within the US municipal water infrastructure segment.

The US municipal water segment is a massive, highly fragmented market driven by aging infrastructure and new environmental regulations. While a precise municipal water market share is proprietary, AECOM is leveraging its number one ranking in the broader water market to capture more of the $1.2 trillion US Infrastructure Investment and Jobs Act (IIJA) funding that remains only 41% spent in its primary end markets as of late fiscal 2025. The firm's focus on this segment is a direct response to the secular megatrend of resilience, as seen in the table below. This targeted penetration is expected to be a major contributor to the Americas segment's Net Service Revenue (NSR) growth, which was up 9% in the first quarter of fiscal 2025.

US Market Penetration Driver	Fiscal 2025 Performance Metric	Financial Impact (FY25)
US Infrastructure Investment and Jobs Act (IIJA)	IIJA funds remaining unspent in primary end markets	Only 41% of IIJA funds spent as of late FY25
Federal Contract Win Rate	Total Backlog (as of Sept. 30, 2025)	All-time high of $24.83 billion
Water & Environment Cross-Selling	Segment Adjusted Operating Margin (Full Year FY25)	16.5%, a 70 bps increase over FY24
Americas Design Business Growth	Americas Design Business NSR Growth (Q1 FY25)	9% growth

Implement dynamic pricing models to capture higher margins on repeat, low-complexity projects.

The core of market penetration is improving profitability on existing work. This is where pricing and operational leverage come in. AECOM is using proprietary AECOM AI and digital tools to standardize and streamline repeat projects, which allows them to bid more competitively while maintaining or expanding margins. This focus on high-returning organic growth initiatives helped the company achieve a record full-year segment adjusted operating margin of 16.5% in fiscal 2025, up 70 basis points from the prior year. The firm even exceeded expectations by achieving a 17.1% margin in the second half of fiscal 2025, demonstrating the immediate success of this margin-focused approach. They are defintely moving toward their long-term goal of a 20%+ margin exit rate by fiscal 2028.

Focus sales efforts on projects funded by the $1.2 trillion US Infrastructure Investment and Jobs Act (IIJA).

This is a clear, near-term action. The IIJA provides a massive, multi-year funding tailwind for AECOM's core markets: transportation, water, and environment. The sales team's job is to ensure AECOM captures a disproportionate share of the $1.2 trillion in IIJA funding. The firm's strategy includes:

• Prioritize bids on large, complex, federally-funded rail projects, like those securing funding from the $16.4 billion Federal-State Partnership for Intercity Passenger Rail Grant Program.
• Leverage the 1.1x book-to-burn ratio achieved in fiscal 2025 to keep the backlog growing and ensure a steady pipeline of IIJA-related work.
• Target state and local government clients who are now deploying IIJA funds for major infrastructure upgrades.

The successful execution of this focus is evident in the full fiscal year 2025 Net Service Revenue (NSR) growth of 9%. That's a strong return on a focused sales effort.

AECOM (ACM) - Ansoff Matrix: Market Development

Market Development for AECOM is about taking its world-class engineering, design, and program management services-the core of its business-and deploying them in new geographies or to new client segments. This strategy is critical right now, especially as the company sharpens its focus on its higher-margin design and consulting operations, which drove a full-year Net Service Revenue (NSR) of $7.573 billion in fiscal 2025. The goal is to use the existing $24.83 billion record backlog as a springboard to capture new, large-scale, international market share.

Expand core program management services into high-growth Middle Eastern capital programs, like Saudi Arabia's Vision 2030.

The Middle East remains a massive, high-margin market for infrastructure consulting, driven by multi-trillion-dollar national transformation plans. AECOM is already embedded in Saudi Arabia's Vision 2030, a key market development win. Specifically, a Joint Venture has been appointed to provide design consultancy services for Riyadh's The Mukaab, a future landmark at the heart of the New Murabba project. This kind of work leverages AECOM's global design leadership and program management expertise on a project that is central to the Kingdom's economic diversification plan. Additionally, the firm is providing design for transport and utilities backbone infrastructure for the NEOM megacity, showcasing its ability to handle complex, large-scale foundational work.

Establish a dedicated team to capture the emerging European offshore wind farm development market.

Europe is doubling down on its energy transition, and offshore wind is a major component. In 2025 alone, the continent financed 5.6 GW of new offshore wind capacity, representing a significant market opportunity. AECOM's existing expertise in the North Sea and Australia, covering everything from cable routing and grid integration to port and marine infrastructure, positions it perfectly. The United Kingdom's transmission network upgrade program, a £58 billion initiative, is a prime example of the kind of complex, high-value program management work AECOM can secure to drive new European revenue.

Target Market/Project	AECOM Core Expertise Deployed	2025 Market/Project Value Metric
Saudi Arabia's Vision 2030 (The Mukaab, NEOM)	Program Management, Master Planning, Design Consultancy	Multi-trillion-dollar national program; The Mukaab is a key landmark project.
European Offshore Wind Development	Grid Integration, Port/Marine Infrastructure, Environmental Studies	Europe financed 5.6 GW of new capacity in 2025.
Latin American Mining Infrastructure	Environmental Remediation, Social Impact Assessment (ESIA)	GoldQuest Romero Project NPV (5%) of US$202 million.

Enter the Latin American mining infrastructure sector using existing environmental remediation expertise.

Latin America's mining sector needs significant infrastructure upgrades and, crucially, robust environmental and social governance (ESG) compliance to de-risk projects for international investors. This is a perfect entry point for AECOM's environmental remediation and consulting services. For example, in August 2025, AECOM was engaged by GoldQuest Mining Corp. to lead the Environmental and Social Impact Assessment (ESIA) for the Romero Project in the Dominican Republic. This is a high-profile project with a Net Present Value (NPV) of US$202 million (at a 5% discount rate, based on the 2016 PFS), and securing the ESIA role is the first step toward winning the subsequent design and engineering contracts for the mine's associated infrastructure. You're selling trust first, then execution.

Secure the first major contract with a non-traditional client, such as a large-scale private equity infrastructure fund.

The major infrastructure private equity funds are sitting on significant dry powder, and they need a trusted partner to handle the technical due diligence and program management on their multi-billion-dollar assets. Blackstone, for instance, closed its largest-ever infrastructure secondaries fund, Strategic Partners Infrastructure Fund IV, on $5.5 billion in 2025. These funds are non-traditional clients compared to government agencies. AECOM's Advisory business, which is already delivering consistent growth, is the spearhead here. A recent win that proves this capability is the $90 million single-award task order from the United States Agency for International Development (USAID) to support the G7 Partnership for Global Infrastructure and Investment (PGI), which explicitly includes private investment facilitation. This demonstrates a proven ability to bridge the gap between public projects and private capital, which is defintely what a major fund is looking for.

• Target the $5.5 billion Blackstone Strategic Partners Infrastructure Fund IV for technical due diligence work.
• Focus the Advisory team on providing pre-acquisition engineering and environmental risk assessments.
• Leverage the $90 million USAID PGI task order as a case study for private investment facilitation expertise.
• Use proprietary AECOM AI capabilities to speed up due diligence on large, complex asset portfolios.

AECOM (ACM) - Ansoff Matrix: Product Development

You're looking for where the real profit growth is, and for AECOM, Product Development is the clear answer. This strategy is all about introducing new, high-margin, intellectual property-driven services-the digital and consulting offerings-to your established client base, moving beyond traditional, lower-margin design-bid-build work.

The core of this push is to transform AECOM from a pure-play engineering firm into a technology-enabled professional services leader. The financial goal is stark: shift the Net Service Revenue (NSR) mix towards these higher-margin Advisory services, which is why the company is aiming to double its annual Advisory NSR to $400 million over the next three years, starting from fiscal year 2026. This focus on proprietary products is what drove the full-year segment adjusted operating margin to a record 16.5% in fiscal year 2025.

Develop and sell proprietary digital twin (DT) services for existing transportation and water clients, targeting $150 million in new recurring revenue in 2025.

The digital twin (DT) strategy is a shift from one-time design fees to a recurring, software-as-a-service (SaaS) revenue model. You sell the initial design, and then you sell the long-term, high-margin digital operations and maintenance contract. This is a massive value-add for existing transportation and water clients who already trust AECOM's engineering work, but now need help managing their assets for the long haul.

The push here is to capture a piece of the operational expenditure (OpEx) budget, not just the capital expenditure (CapEx). This new recurring revenue stream is a critical component of the overall Advisory growth strategy. AECOM already has proprietary software like PACES® and TRACER™ for cost engineering and transportation planning, which provides a strong foundation for a full digital twin offering.

Launch advanced climate resilience consulting, including flood modeling and adaptation planning, for existing municipal clients.

Climate resilience and sustainability are no longer optional line items; they are a mandatory, multi-decade secular trend, and AECOM is positioned to capture this work with its existing municipal and government clients. The firm is actively supporting clients with climate risk assessments, integrating nature-based solutions, and advancing decarbonization strategies. This is a high-demand, high-fee advisory service.

One concrete example is the work with Airports Council International - ACI Asia-Pacific & Middle East, where AECOM is conducting a comprehensive study to enhance airport resilience against climate change impacts. This is pure consulting, leveraging deep technical expertise to deliver a strategic, non-commodity product. They even have a proprietary Nature Risk Tool that uses data and Artificial Intelligence (AI) to promote sustainable development in infrastructure projects.

Integrate Artificial Intelligence (AI) tools into design processes to reduce project delivery time by 20% for clients.

AI is the ultimate product development tool because it increases your own efficiency and creates new, high-value client offerings. AECOM is accelerating investment in the development and deployment of its proprietary AECOM AI solutions. They have a dedicated team of more than 200 professionals with advanced degrees in AI, machine learning, and data sciences, which is a significant competitive moat. The 20% reduction in project delivery time is the operational leverage payoff.

Here's the quick math on the potential impact of this digital push:

Metric	Fiscal Year 2025 Actual/Target	Strategic Impact on Product Development
Full Year Revenue	$16.1 billion	The core base from which to cross-sell new digital products.
Segment Adjusted Operating Margin	16.5% (Record High)	Proof that the shift to higher-margin Advisory/Digital services is working.
Adjusted EPS Growth	Up 16% to $5.26	Direct result of operating leverage from high-margin service growth.
Advisory NSR Target	To double to $400 million over three years	Clear, quantifiable goal for the high-margin product segment.
AI/Digital Team Size	More than 200 PhDs and advanced degree professionals	The internal resource investment underpinning all new digital products.

Offer lifecycle asset management consulting, moving beyond design and into long-term operational support.

This is the move to full-lifecycle engagement, where the relationship with the client doesn't end at project completion. Asset management is a systematic approach to realizing value from assets over their entire life cycle. This means helping clients optimize the balance of performance, risk, and cost over time. It's a classic sticky product.

• Capital Planning: Use proprietary tools like PACES® to plan and budget construction and renovation costs.
• Condition Assessments: Deliver detailed evaluations of asset performance and durability.
• IT Solutions: Implement asset management IT solutions architecture, including the Department of Defense's BUILDER™ SMS system.
• Financial Analysis: Provide financial and economic analysis to support long-term asset decision-making.

This product development path is defintely about securing predictable, recurring revenue streams that smooth out the cyclical nature of large-scale infrastructure capital projects.

AECOM (ACM) - Ansoff Matrix: Diversification

This is the highest-risk, highest-reward path-new products for new markets-but it's essential for long-term resilience and margin expansion. AECOM's diversification strategy is not a scattergun approach; it is a calculated push into high-margin, advisory-led services that capitalize on secular megatrends like AI, climate resilience, and energy security, aiming to push the Segment Adjusted Operating Margin past the 20% exit rate target by fiscal 2028.

Acquire a specialized firm to enter the high-margin, private-sector data center design and engineering market in Asia-Pacific.

AECOM is already a global leader in mission-critical design, but this diversification requires a targeted acquisition to secure local expertise and key client relationships in the high-growth Asia-Pacific (APAC) hyperscale sector. The APAC data center market was valued at $102.45 Billion in 2024 and is projected to reach $174.81 Billion by 2030, representing a significant, high-velocity new market for AECOM to capture.

The firm's focus must shift to the private equity and hyperscale cloud providers who require rapid, specialized design-build services. This move leverages the existing global expertise while acquiring the local regulatory and supply chain knowledge needed to compete with regional powerhouses. For context, the cost per megawatt (MW) for developing a data center facility in a high-density APAC market like Japan is already estimated to be between $14 Million and $15 Million per MW, underscoring the high value of these design contracts.

Develop a proprietary, subscription-based Environmental, Social, and Governance (ESG) reporting software for non-traditional clients like private equity firms.

AECOM's core business is design and engineering, but the future margin expansion lies in digital advisory services. The company is already investing heavily in proprietary digital tools, including ScopeX™ for influencing carbon emissions and EcoUplift for quantifying natural capital.

The diversification action here is to productize this deep technical expertise into a high-margin, recurring revenue software-as-a-service (SaaS) model. Private equity firms, for example, are a new client segment that needs standardized, auditable ESG reporting for their diverse portfolio companies, but they don't need a full-scale infrastructure design firm. AECOM's ESG Advisory practice is already growing at a double-digit pace, and a subscription tool would accelerate this growth by expanding the addressable market beyond traditional infrastructure clients.

Shift a portion of the business model to operating and maintaining (O&M) critical infrastructure assets, not just designing them.

Moving from the capital expenditure (CapEx) phase of a project to the long-term operational expenditure (OpEx) phase provides a more stable, recurring revenue stream-a key driver for a higher valuation multiple. The broader Infrastructure Operations And Maintenance Market was valued at $37.65 Billion in 2023 and is projected to reach $41.01 Billion by 2031, growing at an 8.9% CAGR.

This shift is about leveraging AECOM's new AI capabilities and Advisory services to offer performance-based, long-term contracts for asset management. Instead of a one-time design fee, the company secures a 10-to-20-year O&M contract focused on predictive maintenance, which is a lower-risk, higher-return business model that aligns perfectly with the firm's strategy to focus on its core higher-returning and lower-risk businesses.

Create a new business unit focused solely on small modular reactor (SMR) nuclear energy consulting in new US markets.

The US is experiencing a nuclear energy renaissance, driven by the need for reliable, carbon-free power for the accelerating demand from data centers and electrification. The global Nuclear Energy Consulting Service Market is valued at $473.7 million in 2025 and is projected to grow to $832.5 million by 2035.

SMRs are the new product-a standardized, factory-built reactor-and the new US markets are the private utilities and industrial clients now considering SMR deployment. Total SMR investments are projected to jump from approximately $5.0 billion today to $25.0 billion over the next 10 years, with the US government reinforcing this with major policy moves like the ADVANCE Act. AECOM, already a key vendor in the nuclear sector, can capture a significant share of the $473.7 million consulting market by creating a dedicated, agile SMR advisory unit focused on site selection, regulatory compliance, and feasibility studies.

Diversification Action	New Market / New Product	Quantifiable Opportunity (FY2025 Basis)	Strategic Rationale
Acquire Specialized Data Center Firm	High-margin design services in APAC for hyperscale clients.	APAC Data Center Market: $102.45 Billion (2024 value, 9.31% CAGR to 2030).	Captures high-velocity, private-sector demand; accelerates margin growth.
Develop Subscription ESG Software	Proprietary digital tools (e.g., ScopeX™) for non-traditional clients (e.g., Private Equity).	AECOM ESG Advisory Practice: Double-digit growth in the last year.	Creates a recurring, high-margin Software-as-a-Service (SaaS) revenue stream; leverages AI investment.
Shift to Operations & Maintenance (O&M)	Long-term, performance-based contracts for critical infrastructure O&M.	Infrastructure O&M Market: $37.65 Billion (2023 value, 8.9% CAGR).	Secures stable, long-term, lower-risk revenue; shifts business mix toward higher-return services.
Create SMR Consulting Unit	Advisory services for Small Modular Reactor (SMR) deployment in the US.	Global Nuclear Consulting Market: $473.7 million in 2025. SMR investments projected to rise from $5.0 billion to $25.0 billion over the next 10 years.	Capitalizes on the US energy transition megatrend; leverages existing nuclear expertise for future growth.