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Side-by-side financial comparison of AECOM (ACM) and KE Holdings Inc. (BEKE). Click either name above to swap in a different company.
AECOM is the larger business by last-quarter revenue ($3.8B vs $3.2B, roughly 1.2× KE Holdings Inc.). KE Holdings Inc. runs the higher net margin — 3.2% vs 1.9%, a 1.3% gap on every dollar of revenue. Over the past eight quarters, KE Holdings Inc.'s revenue compounded faster (9.8% CAGR vs -1.4%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
KE Holdings Inc., operating under the well-known Beike brand, is a leading integrated online and offline residential service platform based in China. It offers a full range of services including second-hand property brokerage, new housing sales agency, home rental, renovation, and related financial consultation to meet diverse housing-related demands of consumers across multiple scenarios.
ACM vs BEKE — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $3.2B |
| Net Profit | $74.5M | $104.9M |
| Gross Margin | 7.3% | 21.4% |
| Operating Margin | 5.8% | 2.6% |
| Net Margin | 1.9% | 3.2% |
| Revenue YoY | 1.6% | — |
| Net Profit YoY | -48.0% | — |
| EPS (diluted) | $0.56 | — |
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 | — | ||
| Q4 25 | — | $3.2B | ||
| Q3 25 | $4.2B | $3.6B | ||
| Q2 25 | $4.2B | — | ||
| Q1 25 | $3.8B | $3.2B | ||
| Q4 24 | $4.0B | — | ||
| Q3 24 | $4.1B | $3.2B | ||
| Q2 24 | $4.2B | $3.2B |
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $104.9M | ||
| Q3 25 | $120.4M | $182.4M | ||
| Q2 25 | $131.0M | — | ||
| Q1 25 | $143.4M | $117.9M | ||
| Q4 24 | $167.0M | — | ||
| Q3 24 | $172.5M | $166.5M | ||
| Q2 24 | $134.3M | $261.5M |
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | 21.4% | ||
| Q3 25 | 7.9% | 21.9% | ||
| Q2 25 | 7.8% | — | ||
| Q1 25 | 7.7% | 20.7% | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 7.2% | 22.7% | ||
| Q2 24 | 6.9% | 27.9% |
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 2.6% | ||
| Q3 25 | 5.7% | 4.1% | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | 6.8% | 2.5% | ||
| Q4 24 | 5.9% | — | ||
| Q3 24 | 5.8% | 3.2% | ||
| Q2 24 | 5.5% | 8.6% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 3.2% | ||
| Q3 25 | 2.9% | 5.0% | ||
| Q2 25 | 3.1% | — | ||
| Q1 25 | 3.8% | 3.7% | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 4.2% | 5.2% | ||
| Q2 24 | 3.2% | 8.1% |
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $0.90 | — | ||
| Q2 25 | $0.98 | — | ||
| Q1 25 | $1.08 | — | ||
| Q4 24 | $1.25 | — | ||
| Q3 24 | $1.27 | — | ||
| Q2 24 | $0.98 | — |
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 | $1.3B |
| Total DebtLower is stronger | $2.6B | — |
| Stockholders' EquityBook value | $2.2B | — |
| Total Assets | $11.9B | $16.8B |
| Debt / EquityLower = less leverage | 1.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | $1.6B | $1.6B | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.6B | $1.8B | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.6B | $1.3B |
| 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 | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $2.5B | $9.6B | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.3B | $9.5B | ||
| Q4 24 | $2.2B | — | ||
| Q3 24 | $2.2B | $10.1B | ||
| Q2 24 | $2.3B | $9.7B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $16.8B | ||
| Q3 25 | $12.2B | $17.3B | ||
| Q2 25 | $12.3B | — | ||
| Q1 25 | $11.8B | $18.0B | ||
| Q4 24 | $11.8B | — | ||
| Q3 24 | $12.1B | $17.5B | ||
| Q2 24 | $12.0B | $16.9B |
| 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 | — | — | ||
| Q3 25 | $196.1M | — | ||
| Q2 25 | $283.7M | — | ||
| Q1 25 | $190.7M | $-546.4M | ||
| Q4 24 | $151.1M | — | ||
| Q3 24 | $298.8M | $64.0M | ||
| Q2 24 | $291.3M | — |
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $134.1M | — | ||
| Q2 25 | $261.7M | — | ||
| Q1 25 | $178.3M | — | ||
| Q4 24 | $110.9M | — | ||
| Q3 24 | $274.5M | — | ||
| Q2 24 | $272.8M | — |
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 3.2% | — | ||
| Q2 25 | 6.3% | — | ||
| Q1 25 | 4.7% | — | ||
| Q4 24 | 2.8% | — | ||
| Q3 24 | 6.7% | — | ||
| Q2 24 | 6.6% | — |
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.5% | — | ||
| Q2 25 | 0.5% | — | ||
| Q1 25 | 0.3% | — | ||
| Q4 24 | 1.0% | — | ||
| Q3 24 | 0.6% | — | ||
| Q2 24 | 0.4% | — |
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 2.17× | — | ||
| Q1 25 | 1.33× | -4.64× | ||
| Q4 24 | 0.90× | — | ||
| Q3 24 | 1.73× | 0.38× | ||
| Q2 24 | 2.17× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACM
Segment breakdown not available.
BEKE
| New home transaction services | $932.6M | 29% |
| Existing home transaction services | $841.5M | 26% |
| Home rental services | $804.4M | 25% |
| Home renovation and furnishing | $604.0M | 19% |
| Emerging and other services | $55.6M | 2% |
