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AECOM secures positions on AMP8 UK water infrastructure frameworks exceeding twice the value of prior AMP7 frameworks

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AECOM (NYSE: ACM) has announced significant success in securing UK Water sector contracts for Asset Management Period 8 (AMP8). The company maintained a 100% win rate on recompete contracts, with framework values more than doubling compared to AMP7. The AMP8 regulatory framework, running from 2025 to 2030, encompasses approximately £104 billion, representing a 77% increase from AMP7.

Recent victories include major professional service frameworks for Thames Water and Southern Water, including support for Southern Water's $4.8 billion capital delivery program. The AMP8 program will focus on reliability, sustainability, and digitalization improvements for water infrastructure in England and Wales. AECOM, ranked as the No. 1 Water design firm by Engineering News-Record, achieved maximum quality scores in tender submissions.

AECOM (NYSE: ACM) ha annunciato un notevole successo nel garantire contratti nel settore idrico del Regno Unito per il Periodo di Gestione Asset 8 (AMP8). L'azienda ha mantenuto un tasso di vincita del 100% nei contratti di riconcorso, con valori quadro che sono più che raddoppiati rispetto all'AMP7. Il quadro normativo AMP8, che va dal 2025 al 2030, comprende circa £104 miliardi, rappresentando un aumento del 77% rispetto all'AMP7.

Le recenti vittorie includono importanti quadri di servizi professionali per Thames Water e Southern Water, compreso il supporto per il programma di consegna del capitale di $4.8 miliardi di Southern Water. Il programma AMP8 si concentrerà su affidabilità, sostenibilità e miglioramenti nella digitalizzazione delle infrastrutture idriche in Inghilterra e Galles. AECOM, classificata come la No. 1 azienda di design acquatico da Engineering News-Record, ha raggiunto punteggi di qualità massima nelle presentazioni di offerte.

AECOM (NYSE: ACM) ha anunciado un éxito significativo en la obtención de contratos del sector del agua en el Reino Unido para el Período de Gestión de Activos 8 (AMP8). La empresa mantuvo una tasa de éxito del 100% en contratos de recompensación, con valores de marco que se más que duplicaron en comparación con AMP7. El marco regulatorio de AMP8, que se extenderá de 2025 a 2030, abarca aproximadamente £104 mil millones, lo que representa un aumento del 77% en comparación con AMP7.

Las victorias recientes incluyen marcos de servicios profesionales importantes para Thames Water y Southern Water, incluido el apoyo al programa de entrega de capital de $4.8 mil millones de Southern Water. El programa AMP8 se centrará en la fiabilidad, sostenibilidad y mejoras en la digitalización de la infraestructura hídrica en Inglaterra y Gales. AECOM, clasificada como la empresa de diseño de agua No. 1 por Engineering News-Record, logró los máximos puntajes de calidad en las presentaciones de ofertas.

AECOM (NYSE: ACM)은 자산 관리 기간 8(AMP8)과 관련하여 영국 수자원 부문 계약을 성공적으로 확보했다고 발표했습니다. 이 회사는 재입찰 계약에서 100%의 승률을 유지했으며, 프레임워크 가치는 AMP7에 비해 두 배 이상 증가했습니다. 2025년부터 2030년까지 운영되는 AMP8 규제 프레임워크는 약 £1040억에 해당하며, 이는 AMP7에 비해 77% 증가한 수치입니다.

최근의 승리에는 Thames Water와 Southern Water의 주요 전문 서비스 프레임워크가 포함되며, 이는 Southern Water의 $48억 자본 전달 프로그램 지원도 포함됩니다. AMP8 프로그램은 잉글랜드와 웨일스의 수자원 인프라에 대한 신뢰성, 지속 가능성 및 디지털화 개선에 초점을 맞출 것입니다. Engineering News-Record에 의해 수자원 설계 회사 1위로 평가된 AECOM은 입찰 제출에서 최고 품질 점수를 달성했습니다.

AECOM (NYSE: ACM) a annoncé un succès significatif dans l'obtention de contrats dans le secteur de l'eau au Royaume-Uni pour la période de gestion des actifs 8 (AMP8). L'entreprise a maintenu un taux de réussite de 100% sur les contrats de renouvellement, avec des valeurs-cadres plus que doublées par rapport à l'AMP7. Le cadre réglementaire AMP8, qui s'étendra de 2025 à 2030, représente environ 104 milliards de livres sterling, soit une augmentation de 77% par rapport à l'AMP7.

Les victoires récentes incluent de grands cadres de services professionnels pour Thames Water et Southern Water, y compris le soutien au programme de livraison de capital de 4,8 milliards de dollars de Southern Water. Le programme AMP8 se concentrera sur la fiabilité, la durabilité et les améliorations numériques des infrastructures hydrauliques en Angleterre et au pays de Galles. AECOM, classée comme la première entreprise de design d'eau par Engineering News-Record, a obtenu les meilleures notes de qualité dans les soumissions d'offres.

AECOM (NYSE: ACM) hat einen erheblichen Erfolg bei der Sicherung von Verträgen im britischen Wassersektor für den Asset Management Period 8 (AMP8) bekannt gegeben. Das Unternehmen hielt eine Gewinnquote von 100% bei Neuausschreibungen, während die Wertrahmen sich im Vergleich zu AMP7 mehr als verdoppelt haben. Der AMP8-Regulatorische Rahmen, der von 2025 bis 2030 läuft, umfasst ungefähr £104 Milliarden, was einem Anstieg von 77% im Vergleich zu AMP7 entspricht.

Zu den jüngsten Erfolgen gehören bedeutende professionelle Dienstleistungsrahmen für Thames Water und Southern Water, einschließlich Unterstützung für das Kapitalbereitstellungsprogramm von Southern Water in Höhe von $4,8 Milliarden. Das AMP8-Programm wird sich auf Zuverlässigkeit, Nachhaltigkeit und Digitalisierungsverbesserungen für die Wasserinfrastruktur in England und Wales konzentrieren. AECOM, das von Engineering News-Record als die Nummer 1 der Wassergestaltungsfirmen eingestuft wird, erzielte in den Ausschreibungen maximale Qualitätsbewertungen.

Positive
  • 100% win rate on recompete contracts for AMP8
  • Framework values more than doubled compared to AMP7 period
  • Secured new positions on additional AMP8 frameworks
  • Won major contracts with Thames Water and Southern Water
  • Maximum quality scores achieved in tender submissions
Negative
  • None.

Insights

AECOM's success in securing AMP8 framework positions represents a substantial revenue growth opportunity. The total AMP8 program value of £104 billion marks a 77% increase from AMP7, with AECOM's secured framework values more than doubling their previous contracts. This positions AECOM for significant market share expansion in the UK water infrastructure sector.

The strategic importance lies in the long-term nature of these frameworks (2025-2030), providing stable revenue visibility and strengthening AECOM's market leadership in water infrastructure. The 100% recompete win rate demonstrates strong competitive positioning and client relationships, while maximum quality scores in tender submissions indicate superior technical capabilities that justify premium pricing.

For investors, these wins support AECOM's ambitious goal of doubling their water practice within five years, providing a clear growth catalyst. The focus on reliability, sustainability and digitalization aligns with increasing global infrastructure modernization trends, suggesting strong potential for margin expansion through value-added services.

The scale of Ofwat's AMP8 regulatory framework represents a transformative shift in UK water infrastructure investment. Working with major utilities like Thames Water and Southern Water positions AECOM to capture significant market share in critical areas including water treatment, flood protection and environmental sustainability projects.

The $4.8 billion Southern Water capital delivery program specifically highlights the magnitude of individual project opportunities within the broader framework. This regulatory-driven spending cycle provides highly visible, multi-year revenue streams that are relatively insulated from economic cycles, enhancing AECOM's business stability and predictability.

Think of this as a massive infrastructure upgrade super-cycle - imagine replacing the plumbing in millions of homes simultaneously while making it smarter and more efficient. For a company already ranked as the #1 water design firm globally, securing these positions cements AECOM's dominance in a critical infrastructure sector experiencing accelerated investment.

DALLAS--(BUSINESS WIRE)-- AECOM (NYSE: ACM), the trusted global infrastructure leader, today announced that it has achieved record success on major Water sector wins associated with the UK’s new Asset Management Period 8 (AMP8). In total, the Company has sustained a 100%-win rate on recompete contracts whose expected framework value is more than double the value of the respective frameworks under the prior AMP7 period. In addition, the Company has been awarded several new positions on additional AMP8 frameworks that are expected to further contribute to growth across its UK Water business.

“Our industry-leading expertise has established AECOM as the world’s number one Water design firm, and our recent track record of success on AMP8 frameworks positions us well as we progress against our goal of more than doubling our Water practice over the next five years,” said Beverley Stinson, chief executive of AECOM’s global Water business. “We look forward to partnering with the UK’s water utilities to meet their ambitious infrastructure objectives, applying our global, enterprise capabilities to deliver safe, reliable and sustainable water to millions of Britons.”

Administered by Ofwat, the UK’s water services regulation authority, the AMP8 regulatory framework runs from 2025 to 2030 and will include approximately £104 billion, which is 77% greater than the prior AMP7 program period. The program will primarily cover reliability, sustainability and digitalization improvements for water infrastructure in England and Wales.

Recent wins include appointments to major professional service frameworks for Thames Water and Southern Water, and an additional appointment to support Southern Water’s $4.8 billion capital delivery program. This success is underpinned by the trusted technical expertise of the Company’s professionals, who have repeatedly scored maximum marks for quality in tender submissions, and the Company leadership’s direct involvement in the bidding process.

“For decades, AECOM has served as a trusted advisor and delivery partner for the UK’s major water utilities, allowing our experts to support generations of critical water infrastructure upgrades across the nation,” said Colin Wood, chief executive of AECOM’s Europe and India region. “We’re proud to continue this legacy and strengthen relationships with our Water clients as we realize Ofwat’s guidance for world-class water infrastructure that meets the needs of customers for years to come.”

Ranked as the No. 1 Water design firm by Engineering News-Record, AECOM ensures that its water clients have access to globally sustainable technologies, locally delivered. The Company’s professionals work in and across the major markets to deliver comprehensive solutions that safeguard human health and the environment, from flood protection and water treatment to nutrient control to desalination. Learn more about the Company’s Water capabilities here.

About AECOM

AECOM (NYSE: ACM) is the global infrastructure leader, committed to delivering a better world. As a trusted professional services firm powered by deep technical abilities, we solve our clients’ complex challenges in water, environment, energy, transportation and buildings. Our teams partner with public- and private-sector clients to create innovative, sustainable and resilient solutions throughout the project lifecycle – from advisory, planning, design and engineering to program and construction management. AECOM is a Fortune 500 firm that had revenue of $16.1 billion in fiscal year 2024. Learn more at aecom.com.

Forward Looking Statements

All statements in this communication other than statements of historical fact are “forward-looking statements” for purposes of federal and state securities laws, including any statements of the plans, strategies and objectives for future operations, profitability, strategic value creation, capital allocation strategy including stock repurchases, risk profile and investment strategies, and any statements regarding future economic conditions or performance, and the expected financial and operational results of AECOM. Although we believe that the expectations reflected in our forward-looking statements are reasonable, actual results could differ materially from those projected or assumed in any of our forward-looking statements. Important factors that could cause our actual results, performance and achievements, or industry results to differ materially from estimates or projections contained in our forward-looking statements include, but are not limited to, the following: our business is cyclical and vulnerable to economic downturns and client spending reductions; potential government shutdowns or other funding circumstances that may cause governmental agencies to modify, curtail or terminate our contracts; losses under fixed-price contracts; limited control over operations that run through our joint venture entities; liability for misconduct by our employees or consultants; failure to comply with laws or regulations applicable to our business; maintaining adequate surety and financial capacity; potential high leverage and inability to service our debt and guarantees; ability to continue payment of dividends; exposure to political and economic risks in different countries, including tariffs, geopolitical events, and conflicts; currency exchange rate and interest fluctuations; retaining and recruiting key technical and management personnel; legal claims; inadequate insurance coverage; environmental law compliance and adequate nuclear indemnification; unexpected adjustments and cancellations related to our backlog; partners and third parties who may fail to satisfy their legal obligations; managing pension costs; AECOM Capital real estate development projects; cybersecurity issues, IT outages and data privacy; risks associated with the benefits and costs of the sale of our Management Services and self-perform at-risk civil infrastructure, power construction and oil and gas businesses, including the risk that any purchase adjustments from those transactions could be unfavorable and result in any future proceeds owed to us as part of the transactions could be lower than we expect; as well as other additional risks and factors that could cause actual results to differ materially from our forward-looking statements set forth in our reports filed with the Securities and Exchange Commission. Any forward-looking statements are made as of the date hereof. We do not intend, and undertake no obligation, to update any forward-looking statement.

Media:

Brendan Ranson-Walsh

Senior Vice President, Global Communications

1.213.996.2367

Brendan.Ranson-Walsh@aecom.com



Investor:

Will Gabrielski

Senior Vice President, Finance, Treasurer

1.213.593.8208

William.Gabrielski@aecom.com

Source: AECOM

FAQ

What is the total value of AECOM's AMP8 UK water infrastructure framework?

The AMP8 regulatory framework encompasses approximately £104 billion, which is 77% greater than the prior AMP7 program period.

When does AECOM's AMP8 framework period run from and to?

The AMP8 regulatory framework runs from 2025 to 2030.

What is the value of Southern Water's capital delivery program that AECOM will support?

AECOM will support Southern Water's $4.8 billion capital delivery program.

What is AECOM's win rate for AMP8 recompete contracts?

AECOM achieved a 100% win rate on recompete contracts for AMP8.

What are the main focus areas of AECOM's AMP8 program in the UK?

The AMP8 program will primarily focus on reliability, sustainability, and digitalization improvements for water infrastructure in England and Wales.

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