Aecon第三季度营收19.21亿加元同比增26%：在手订单创纪录145.59亿加元，拿下公司史上最大核电合同
位于加拿大安大略省 Toronto 的建筑与基础设施公司 Aecon Group Inc.（多伦多证券交易所代码：ARE）10月29日公布2026年第三季度业绩：当季营收19.21亿加元，同比增长26%；截至9月30日的在手订单达145.59亿加元，创公司历史新高，去年同期为107.77亿加元。
当季营业利润为8,310万加元，高于去年同期的6,140万加元；调整后 EBITDA 为1.302亿加元，同比增长40%，调整后 EBITDA 利润率由6.1%升至6.8%。归属股东净利润为5,290万加元，稀释每股收益0.74加元，调整后每股收益0.86加元。当季经营活动现金流创纪录，达4.17亿加元。
总裁兼首席执行官 Jean-Louis Servranckx 表示，第三季度业绩显示公司经营模式的持续效力，在手订单中逾80%与协作型或非固定价格合同模式挂钩，风险分配审慎；增长来自经常性收入项目、长期项目前期工作的推进与特许经营组合。
当季新签合同总额59.88亿加元，远高于去年同期的15.61亿加元。其中，9月21日 Aecon 参与的联合体与财团获 Ontario Power Generation 总值30亿加元的 Pickering 核电站翻修合同，Aecon 所占份额17.5亿加元计入当季在手订单，为公司史上最大的核电合同。
其他新订单包括 Alberta 省 Greenlight 电力中心项目（Aecon 多数份额17亿加元）、Winnipeg 北端污水处理厂升级项目8.15亿加元合同（Aecon 占33.3%）与安大略省 GO Expansion 项目联盟合同（当季计入6.49亿加元）。Aecon 还同意收购安大略省一处新的制造产能，将其核电制造网络扩至四处设施，预计2026年第四季度完成交割。
季后，Aecon 再获 Calgary 市 Green Line 轻轨项目1.55亿加元合同与 Anguilla 机场改扩建项目8,900万美元合同，两笔均计入第四季度在手订单。
Aecon Q3 Revenue Rises 26% to C$1.92 Billion as Backlog Hits a Record C$14.56 Billion on the Largest Nuclear Award in Company History
TORONTO, Ontario, Canada — Construction and infrastructure company Aecon Group Inc. (TSX: ARE) on October 29 reported results for the third quarter of 2026, with revenue of C$1,921 million, up 26% from a year earlier, and a reported backlog of C$14,559 million at September 30, the highest in the company's history, compared with C$10,777 million a year earlier.
Operating profit was C$83.1 million, up from C$61.4 million in the same period of 2025. Adjusted EBITDA rose 40% to C$130.2 million, with the adjusted EBITDA margin improving to 6.8% from 6.1%. Profit attributable to shareholders was C$52.9 million, diluted earnings per share were C$0.74, and adjusted earnings per share were C$0.86. Cash flow from operations reached a record C$417 million in the quarter.
President and Chief Executive Officer Jean-Louis Servranckx said third-quarter performance demonstrated the strength of Aecon's operating model, with over 80% of backlog tied to collaborative or non-fixed-price contract models, and growth founded on expanding recurring revenue programs, advancing pre-award work on key long-term projects and a strong Concessions portfolio.
New contract awards booked in the quarter totaled C$5,988 million, compared with C$1,561 million a year earlier. They included the September 21 award by Ontario Power Generation of contracts with an aggregate value of C$3 billion for the Pickering Nuclear Generating Station Refurbishment, of which Aecon's C$1.75 billion share is the largest nuclear award in the company's history.
Other awards included the Greenlight Electricity Centre project in Alberta (Aecon's majority share C$1.7 billion), an C$815 million sewage treatment plant upgrade contract in Winnipeg (Aecon share 33.3%), and GO Expansion alliance contracts in Ontario (C$649 million added in the quarter). Aecon also agreed to acquire additional fabrication capacity in Ontario, expanding its nuclear fabrication network to four facilities, with closing anticipated in the fourth quarter of 2026.
After quarter-end, Aecon was awarded a C$155 million contract by the City of Calgary for the Green Line LRT Project and a US$89 million contract for the Anguilla Airport Redevelopment Program, both added to backlog in the fourth quarter.
来源：GSM·美国（原文链接）
图片来源：图：加拿大安大略省 Pickering 核电站（资料图）。该站翻修合同 Aecon 份额达17.5亿加元，为公司史上最大核电合同。ilker 摄，CC BY 2.0，经 Wikimedia Commons。 / The Pickering Nuclear Generating Station in Ontario, Canada (file photo); Aecon's C$1.75 billion share of its refurbishment contracts is the largest nuclear award in the company's history. Photo by ilker, CC BY 2.0, via Wikimedia Commons.
