AECOM · Brief

Next report

17 days

Nov 17 · before openest.Q4 FY26

Expected move

±4.5%implied · report alone

60.4766.21

straddle ±7.9%

spot 63.34exp Nov 20ATM strike 62.5ATM straddle 5.90IV 49%

Oct 30 closereport share · term structure

Expected move

—≥ implied

Q3 FY26±6.6%▼−8.53%×1.28

quarterimplied−10%0+10%realized×

Q3 FY26±6.6%▼−8.53%×1.28

Shaded = implied · tick ▲▼ = realized · × = |realized| ÷ impliedSource: options EOD · implied at prior close · realized close to close

Nov 17 report · est.

Bull2 of 4

3tracked funds holding the companyN-PORT · Jul 31 '26

+3.23%change in shares held by the largest reporting managers over the latest quarter13F · Jun 30 '26

Bear2 of 3

9 of 24largest reporting managers that cut their stake in the latest quarter13F · Jun 30 '26

0.25%largest tracked fund weight in State Street SPDR MidCap ETF assetsN-PORT · Jun 30 '26

AI captions · Oct 26 '26once per report · top 2 per case

ACM report session

No linked exposure.

No changes.

privateThesis 0 · Decisions 0 · Observations 0

No thesis.