{
  "symbol": "AECOM",
  "company": "AECOM",
  "generated_at": "2026-06-24T07:36:44.300Z",
  "event_count": 2,
  "events": [
    {
      "type": "pipeline_event",
      "ts": "2026-06-18T19:50:53.380Z",
      "stage": "scout",
      "outcome": "failed",
      "reason": null,
      "trigger": "watchlist rotation · core · ai-buildout",
      "source": "watchlist"
    },
    {
      "type": "scout_dossier",
      "ts": "2026-05-09T12:10:52.770Z",
      "summary": "AECOM is a global infrastructure consulting firm (ENR #1 ranked design firm worldwide) that has declined ~35% from its 52-week high, bringing forward P/E to just 12.2x against a sector median of roughly 18-20x — a substantial discount that appears to overstate the underlying business risk. The recent stock weakness reflects macro concerns (tariff headwinds on government contracting, broader industrials selloff) rather than company-specific deterioration: Q1 FY2026 EPS of $1.29 beat consensus by +10.9%, backlog remains robust with major new contract awards (USACE Baltimore District PFAS remediation, Missile Defense Agency IDIQ), and the UK Infinity Fusion Consortium adds a genuine clean-energy differentiation angle. The May 11 earnings report is the immediate near-term catalyst window; analyst consensus targets of $121.75 imply ~50% upside from here. No insider open-market purchases were found — only scheduled RSU vesting grants to directors, which are noise not signal. Technical picture is deeply bearish (below both 50- and 200-DMAs), but RSI at 37.5 suggests oversold conditions that could reverse on any positive catalyst.",
      "verdict": "range_bound_or_income",
      "confidence": 4,
      "tool_calls": 22,
      "walltime_min": 30,
      "debug_path": "dossiers/2026-05-09-AECOM.scout.debug.json"
    }
  ],
  "lessons": [],
  "chart_signal": null
}