Aecom vs State Street SPDR S&P Homebuilders ETF — how do they compare? Aecom trades at $62.07 (market cap $8.62B), while State Street SPDR S&P Homebuilders ETF trades at $108.72. The key difference: Aecom pays a 1.77% dividend while State Street SPDR S&P Homebuilders ETF pays none, and State Street SPDR S&P Homebuilders ETF is trading nearer its 52-week high, Aecom nearer its low. Which is the better fit depends on your goals.
| ACM | XHB | |
|---|---|---|
Market Cap | $8.62B | — |
Sector | Industrials | Broad Market / Factor |
52-Week High | $134.35 | $121.36 |
52-Week Low | $66.86 | $94.86 |
Enterprise Value | $10.81B | — |
Dividend Yield | 1.77% | — |
Signals from Pluang's Aura AI — not financial advice
ACM's stock declined 15.32% to $62.07, driven by a Q2 2026 earnings miss with a loss of $0.50 per share versus a $1.46 estimate, alongside a securities fraud investigation announcement (Business Wire, August 11, 2026). Technical indicators are bearish, with support at $62. Despite this, revenue reached $16.14 billion in 2025, and analyst consensus remains positive with a $88.25 price target and 64% buy ratings.
The outlook is mixed: strong fundamentals like a low P/S of 0.57 and record backlog offer upside, but near-term risks from project delays and legal scrutiny may pressure the stock. Earnings volatility and negative ROE/ROA highlight execution challenges, requiring careful monitoring of quarterly results and legal developments for investor confidence.
XHB trades at $108.22, down slightly by 0.02% today, with a bullish technical signal from moving averages but neutral oscillators. Recent news highlights mixed housing data, including a 1.6% rise in new home sales in June 2026 (Census Bureau, 2026-07-24) but a 2.4% drop in existing home sales (CNBC, 2026-07-09). The ETF benefits from a new housing affordability law (Zacks Investment Research, 2026-07-13), though financial ratios are unavailable.
Outlook is cautiously optimistic due to policy support and technical strength, but risks include high mortgage rates and volatile home sales. Investors should weigh bullish momentum against macroeconomic headwinds in the housing sector.
Trailing returns across standard periods
Latest headlines on both assets
Aecom is one of the largest global providers of design, engineering, construction, and management services. The firm serves a broad spectrum of end markets including infrastructure, water, transportation, and energy. Based in Los Angeles, Aecom has a presence in over 150 countries and employs 51,000. The company generated $13.3 billion in sales and $701 million in adjusted operating income in fiscal 2021.
Read more on ACM →XHB invests in the U.S. homebuilding industry and related sectors. It provides equal-weighted exposure to homebuilders, building products, and home improvement retailers like Home Depot, Lowe's, and Builders FirstSource.
Read more on XHB →