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Investor Presentaiton

Q2'23 Key Performance Highlights 1 Delivering Strong Organic Growth We delivered a ninth consecutive quarter of organic NSR growth, including 8% organic NSR1 growth in the design business with continued strong growth across all markets. 2 Transforming the Value of Our Backlog By winning what matters, we are transforming the visibility and long- term earnings potential of the business with a design backlog at a record high, driven by record quarterly wins and a 1.5 book-to-burn ratio6. +12%5 $21.0B 3 Translating Growth to the Bottom Line Industry-leading margins, combined with accelerating organic growth, is translating to the bottom line, which is enabling investments in our teams to capitalize on substantial growth opportunities. 10% Q2'23 Adjusted² EBITDA4 Growth 11% Q2'23 Adjusted² EPS Growth 4 Maximizing Value for Shareholders Leveraging our strong cash flow in the first half of the year, we have returned more than $120 million to shareholders in the first half of the year through stock repurchases and dividends. $63M H1'23 Free Cash Flow 9th 8% Consecutive Quarter of Organic NSR1 Growth $19.0B Q2'23 Total Design NSR1 Growth 1.5x Q2'23 Design Book-to-Burn Q2'22 Q2'23 Total Design Backlog 2x+ Share of High Value Wins Has More Than Doubled Over the Last Few Years FY'23E FY'22 FY'21 FY'20 FY'19 FY'18 14.6% ~$120M 14.2% 13.8% 12.3% 10.7% 8.7% Segment Adjusted² Operating Margin³ ~16% +20% H1'23 Capital Returns to Shareholders (including repurchases and dividends) Share Count Reduction Since Repurchases Began in Sept 20 Increased Quarterly Dividend in January WE REMAIN CONFIDENT IN DELIVERING ON OUR LONG-TERM COMMITMENTS AND IN CREATING VALUE FOR SHAREHOLDERS Page 16 aecom.com
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