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Side-by-side financial comparison of AECOM (ACM) and Baidu, Inc. (BIDU). Click either name above to swap in a different company.
Baidu, Inc. is the larger business by last-quarter revenue ($5.0B vs $3.8B, roughly 1.3× AECOM). Baidu, Inc. runs the higher net margin — 6.0% vs 1.9%, a 4.0% gap on every dollar of revenue. On growth, Baidu, Inc. posted the faster year-over-year revenue change (14.0% vs 1.6%). Over the past eight quarters, Baidu, Inc.'s revenue compounded faster (7.5% CAGR vs -1.4%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
Baidu, Inc. is a Chinese multinational technology company specializing in Internet services and artificial intelligence. It holds a dominant position in China's search engine market, and provides a wide variety of other internet services such as Baidu App, Baidu Baike, iQIYI, and Baidu Tieba.
ACM vs BIDU — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $5.0B |
| Net Profit | $74.5M | $300.0M |
| Gross Margin | 7.3% | 41.0% |
| Operating Margin | 5.8% | 4.1% |
| Net Margin | 1.9% | 6.0% |
| Revenue YoY | 1.6% | 14.0% |
| Net Profit YoY | -48.0% | -47.1% |
| EPS (diluted) | $0.56 | $0.53 |
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 | — | $5.0B | ||
| Q3 25 | $4.2B | $4.4B | ||
| Q2 25 | $4.2B | $4.6B | ||
| Q1 25 | $3.8B | $4.5B | ||
| Q4 24 | $4.0B | $4.4B | ||
| Q3 24 | $4.1B | $4.8B | ||
| Q2 24 | $4.2B | $4.7B |
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $300.0M | ||
| Q3 25 | $120.4M | $-1.6B | ||
| Q2 25 | $131.0M | $1.0B | ||
| Q1 25 | $143.4M | $1.1B | ||
| Q4 24 | $167.0M | $567.0M | ||
| Q3 24 | $172.5M | $1.1B | ||
| Q2 24 | $134.3M | $768.0M |
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | 41.0% | ||
| Q3 25 | 7.9% | 41.2% | ||
| Q2 25 | 7.8% | 43.9% | ||
| Q1 25 | 7.7% | 46.1% | ||
| Q4 24 | 6.7% | 49.9% | ||
| Q3 24 | 7.2% | 51.1% | ||
| Q2 24 | 6.9% | 51.7% |
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 4.1% | ||
| Q3 25 | 5.7% | -48.4% | ||
| Q2 25 | 7.0% | 10.0% | ||
| Q1 25 | 6.8% | 13.9% | ||
| Q4 24 | 5.9% | 11.1% | ||
| Q3 24 | 5.8% | 17.6% | ||
| Q2 24 | 5.5% | 17.5% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 6.0% | ||
| Q3 25 | 2.9% | -36.3% | ||
| Q2 25 | 3.1% | 22.2% | ||
| Q1 25 | 3.8% | 24.1% | ||
| Q4 24 | 4.2% | 12.8% | ||
| Q3 24 | 4.2% | 23.2% | ||
| Q2 24 | 3.2% | 16.4% |
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $0.53 | ||
| Q3 25 | $0.90 | $-4.76 | ||
| Q2 25 | $0.98 | $2.84 | ||
| Q1 25 | $1.08 | $2.98 | ||
| Q4 24 | $1.25 | $1.95 | ||
| Q3 24 | $1.27 | $3.08 | ||
| 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 | $16.5B |
| Total DebtLower is stronger | $2.6B | $5.9B |
| Stockholders' EquityBook value | $2.2B | $38.1B |
| Total Assets | $11.9B | $64.2B |
| Debt / EquityLower = less leverage | 1.18× | 0.16× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $16.5B | ||
| Q3 25 | $1.6B | $17.5B | ||
| Q2 25 | $1.8B | $17.3B | ||
| Q1 25 | $1.6B | $19.5B | ||
| Q4 24 | $1.6B | $17.5B | ||
| Q3 24 | $1.6B | $18.9B | ||
| Q2 24 | $1.6B | — |
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $5.9B | ||
| Q3 25 | $2.6B | $2.5B | ||
| Q2 25 | $2.5B | $2.4B | ||
| Q1 25 | $2.5B | $2.3B | ||
| Q4 24 | $2.5B | $4.9B | ||
| Q3 24 | $2.5B | $2.1B | ||
| Q2 24 | $2.5B | — |
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $38.1B | ||
| Q3 25 | $2.5B | $38.6B | ||
| Q2 25 | $2.5B | $39.8B | ||
| Q1 25 | $2.3B | $38.6B | ||
| Q4 24 | $2.2B | $36.1B | ||
| Q3 24 | $2.2B | $38.5B | ||
| Q2 24 | $2.3B | — |
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $64.2B | ||
| Q3 25 | $12.2B | $62.4B | ||
| Q2 25 | $12.3B | $62.9B | ||
| Q1 25 | $11.8B | $62.6B | ||
| Q4 24 | $11.8B | $58.6B | ||
| Q3 24 | $12.1B | $59.5B | ||
| Q2 24 | $12.0B | — |
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 0.16× | ||
| Q3 25 | 1.06× | 0.07× | ||
| Q2 25 | 0.99× | 0.06× | ||
| Q1 25 | 1.07× | 0.06× | ||
| Q4 24 | 1.11× | 0.14× | ||
| Q3 24 | 1.12× | 0.05× | ||
| 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 | $1.5B |
| Free Cash FlowOCF − Capex | $41.9M | — |
| FCF MarginFCF / Revenue | 1.1% | — |
| Capex IntensityCapex / Revenue | 0.7% | — |
| Cash ConversionOCF / Net Profit | 0.94× | 5.08× |
| TTM Free Cash FlowTrailing 4 quarters | $616.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $1.5B | ||
| Q3 25 | $196.1M | — | ||
| Q2 25 | $283.7M | $-6.3B | ||
| Q1 25 | $190.7M | — | ||
| Q4 24 | $151.1M | $4.0B | ||
| Q3 24 | $298.8M | — | ||
| Q2 24 | $291.3M | $5.3B |
| 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 | — | 5.08× | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 2.17× | -6.26× | ||
| Q1 25 | 1.33× | — | ||
| Q4 24 | 0.90× | 7.12× | ||
| Q3 24 | 1.73× | — | ||
| Q2 24 | 2.17× | 6.88× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACM
Segment breakdown not available.
BIDU
| Legacy Business | $1.8B | 35% |
| Baidu Core AI-powered Business | $1.6B | 32% |
| Other | $1.3B | 26% |
| Others | $357.5M | 7% |
