AECOM has secured a position on the U.S. Missile Defense Agency’s (MDA) Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite‑delivery/indefinite‑quantity contract, which carries a ceiling of $151 billion. The award gives AECOM the right to provide professional services for facility modernization and other defense‑related work across the United States, adding a high‑value, long‑term revenue stream to the company’s portfolio.
The SHIELD contract is a significant win for AECOM, a company that reported $16.1 billion in revenue for fiscal year 2025 and an operating margin of 6.71 %. AECOM’s defense and national‑government services have been growing, and the new contract adds to a backlog that already exceeds $20 billion. The deal aligns with the firm’s strategy to deepen its presence in the federal‑government market while leveraging its core strengths in infrastructure consulting.
Karl Jensen, executive vice president of AECOM’s National Governments business, said the award “reinforces the trust that our federal government partners place in AECOM to deliver mission‑critical projects that help bolster our national security.” AECOM’s selection reflects its proven track record in integrated defense‑infrastructure projects and its recent investment in artificial‑intelligence tools that improve design, construction, and operations efficiency.
The contract win supports AECOM’s forward‑looking guidance. Management has raised its fiscal‑2025 revenue outlook and expects record net‑service revenue, profitability, and a 14 % increase in adjusted earnings per share. The SHIELD position provides a stable, high‑value opportunity that underpins these optimistic forecasts and positions AECOM to capture additional defense work in the coming years.
Overall, the SHIELD contract underscores AECOM’s expanding footprint in the defense sector, complements its core infrastructure consulting business, and delivers a reliable, long‑term revenue source that strengthens the company’s financial profile and strategic growth trajectory.
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