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Side-by-side financial comparison of AECOM (ACM) and Assurant (AIZ). Click either name above to swap in a different company.
AECOM is the larger business by last-quarter revenue ($3.8B vs $3.4B, roughly 1.1× Assurant). Assurant runs the higher net margin — 8.0% vs 1.9%, a 6.1% gap on every dollar of revenue. On growth, Assurant posted the faster year-over-year revenue change (11.3% vs 1.6%). Over the past eight quarters, Assurant's revenue compounded faster (8.1% CAGR vs -1.4%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
Assurant, Inc. is a global provider of risk management products and services with headquarters in Atlanta. Its businesses provide a diverse set of specialty, niche-market insurance products in the property, casualty, extended device protection, and preneed insurance sectors. The company's main operating segments are Global Housing and Global Lifestyle.
ACM vs AIZ — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | ||
|---|---|---|
| Revenue | $3.8B | $3.4B |
| Net Profit | $74.5M | $274.1M |
| Gross Margin | 7.3% | — |
| Operating Margin | 5.8% | — |
| Net Margin | 1.9% | 8.0% |
| Revenue YoY | 1.6% | 11.3% |
| Net Profit YoY | -48.0% | 87.0% |
| EPS (diluted) | $0.56 | $5.41 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $3.8B | $3.4B | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | $4.2B | $3.2B | ||
| Q2 25 | $4.2B | $3.2B | ||
| Q1 25 | $3.8B | $3.1B | ||
| Q4 24 | $4.0B | $3.1B | ||
| Q3 24 | $4.1B | $3.0B | ||
| Q2 24 | $4.2B | $2.9B |
| Q1 26 | $74.5M | $274.1M | ||
| Q4 25 | — | $225.2M | ||
| Q3 25 | $120.4M | $265.6M | ||
| Q2 25 | $131.0M | $235.3M | ||
| Q1 25 | $143.4M | $146.6M | ||
| Q4 24 | $167.0M | $201.3M | ||
| Q3 24 | $172.5M | $133.8M | ||
| Q2 24 | $134.3M | $188.7M |
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 7.9% | — | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 7.2% | — | ||
| Q2 24 | 6.9% | — |
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 8.5% | ||
| Q3 25 | 5.7% | 10.2% | ||
| Q2 25 | 7.0% | 9.2% | ||
| Q1 25 | 6.8% | 6.0% | ||
| Q4 24 | 5.9% | 8.1% | ||
| Q3 24 | 5.8% | 5.1% | ||
| Q2 24 | 5.5% | 8.0% |
| Q1 26 | 1.9% | 8.0% | ||
| Q4 25 | — | 6.7% | ||
| Q3 25 | 2.9% | 8.2% | ||
| Q2 25 | 3.1% | 7.4% | ||
| Q1 25 | 3.8% | 4.8% | ||
| Q4 24 | 4.2% | 6.5% | ||
| Q3 24 | 4.2% | 4.5% | ||
| Q2 24 | 3.2% | 6.5% |
| Q1 26 | $0.56 | $5.41 | ||
| Q4 25 | — | $4.37 | ||
| Q3 25 | $0.90 | $5.17 | ||
| Q2 25 | $0.98 | $4.56 | ||
| Q1 25 | $1.08 | $2.83 | ||
| Q4 24 | $1.25 | $3.86 | ||
| Q3 24 | $1.27 | $2.55 | ||
| Q2 24 | $0.98 | $3.58 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.2B | — |
| Total DebtLower is stronger | $2.6B | — |
| Stockholders' EquityBook value | $2.2B | $5.9B |
| Total Assets | $11.9B | $35.8B |
| Debt / EquityLower = less leverage | 1.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | $1.8B | $1.5B | ||
| Q1 25 | $1.6B | $1.7B | ||
| Q4 24 | $1.6B | $1.8B | ||
| Q3 24 | $1.6B | $1.8B | ||
| Q2 24 | $1.6B | $1.7B |
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — |
| Q1 26 | $2.2B | $5.9B | ||
| Q4 25 | — | $5.9B | ||
| Q3 25 | $2.5B | $5.8B | ||
| Q2 25 | $2.5B | $5.5B | ||
| Q1 25 | $2.3B | $5.2B | ||
| Q4 24 | $2.2B | $5.1B | ||
| Q3 24 | $2.2B | $5.3B | ||
| Q2 24 | $2.3B | $5.0B |
| Q1 26 | $11.9B | $35.8B | ||
| Q4 25 | — | $36.3B | ||
| Q3 25 | $12.2B | $35.8B | ||
| Q2 25 | $12.3B | $35.5B | ||
| Q1 25 | $11.8B | $35.0B | ||
| Q4 24 | $11.8B | $35.0B | ||
| Q3 24 | $12.1B | $35.3B | ||
| Q2 24 | $12.0B | $33.8B |
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.11× | — | ||
| Q3 24 | 1.12× | — | ||
| Q2 24 | 1.07× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $70.2M | — |
| Free Cash FlowOCF − Capex | $41.9M | — |
| FCF MarginFCF / Revenue | 1.1% | — |
| Capex IntensityCapex / Revenue | 0.7% | — |
| Cash ConversionOCF / Net Profit | 0.94× | — |
| TTM Free Cash FlowTrailing 4 quarters | $616.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $671.0M | ||
| Q3 25 | $196.1M | $505.0M | ||
| Q2 25 | $283.7M | $265.5M | ||
| Q1 25 | $190.7M | $392.4M | ||
| Q4 24 | $151.1M | $102.8M | ||
| Q3 24 | $298.8M | $436.5M | ||
| Q2 24 | $291.3M | $710.9M |
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $611.7M | ||
| Q3 25 | $134.1M | $442.1M | ||
| Q2 25 | $261.7M | $205.6M | ||
| Q1 25 | $178.3M | $339.0M | ||
| Q4 24 | $110.9M | $34.8M | ||
| Q3 24 | $274.5M | $389.4M | ||
| Q2 24 | $272.8M | $655.5M |
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | 18.3% | ||
| Q3 25 | 3.2% | 13.7% | ||
| Q2 25 | 6.3% | 6.5% | ||
| Q1 25 | 4.7% | 11.0% | ||
| Q4 24 | 2.8% | 1.1% | ||
| Q3 24 | 6.7% | 13.1% | ||
| Q2 24 | 6.6% | 22.4% |
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 1.8% | ||
| Q3 25 | 1.5% | 1.9% | ||
| Q2 25 | 0.5% | 1.9% | ||
| Q1 25 | 0.3% | 1.7% | ||
| Q4 24 | 1.0% | 2.2% | ||
| Q3 24 | 0.6% | 1.6% | ||
| Q2 24 | 0.4% | 1.9% |
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 2.98× | ||
| Q3 25 | 1.63× | 1.90× | ||
| Q2 25 | 2.17× | 1.13× | ||
| Q1 25 | 1.33× | 2.68× | ||
| Q4 24 | 0.90× | 0.51× | ||
| Q3 24 | 1.73× | 3.26× | ||
| Q2 24 | 2.17× | 3.77× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.