vs
Side-by-side financial comparison of AECOM (ACM) and CDW Corporation (CDW). Click either name above to swap in a different company.
CDW Corporation is the larger business by last-quarter revenue ($5.5B vs $3.8B, roughly 1.4× AECOM). On growth, CDW Corporation posted the faster year-over-year revenue change (6.3% vs 1.6%). CDW Corporation produced more free cash flow last quarter ($395.9M vs $41.9M). Over the past eight quarters, CDW Corporation's revenue compounded faster (6.3% CAGR vs -1.4%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
CDW Corporation is an American multi-brand provider of information technology services, serving business, government, education, and healthcare sectors across the United States, the United Kingdom, and Canada. Headquartered in Vernon Hills, Illinois, CDW is a Fortune 500 and generated $21 billion in annual net sales in 2023.
ACM vs CDW — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $5.5B |
| Net Profit | $74.5M | — |
| Gross Margin | 7.3% | 22.8% |
| Operating Margin | 5.8% | 7.8% |
| Net Margin | 1.9% | — |
| Revenue YoY | 1.6% | 6.3% |
| Net Profit YoY | -48.0% | — |
| EPS (diluted) | $0.56 | $2.13 |
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 | — | $5.5B | ||
| Q3 25 | $4.2B | $5.7B | ||
| Q2 25 | $4.2B | $6.0B | ||
| Q1 25 | $3.8B | $5.2B | ||
| Q4 24 | $4.0B | $5.2B | ||
| Q3 24 | $4.1B | $5.5B | ||
| Q2 24 | $4.2B | $5.4B |
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $120.4M | $291.0M | ||
| Q2 25 | $131.0M | $271.2M | ||
| Q1 25 | $143.4M | $224.9M | ||
| Q4 24 | $167.0M | — | ||
| Q3 24 | $172.5M | $316.4M | ||
| Q2 24 | $134.3M | $281.1M |
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | 22.8% | ||
| Q3 25 | 7.9% | 21.9% | ||
| Q2 25 | 7.8% | 20.8% | ||
| Q1 25 | 7.7% | 21.6% | ||
| Q4 24 | 6.7% | 22.3% | ||
| Q3 24 | 7.2% | 21.8% | ||
| Q2 24 | 6.9% | 21.8% |
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 7.8% | ||
| Q3 25 | 5.7% | 7.7% | ||
| Q2 25 | 7.0% | 7.0% | ||
| Q1 25 | 6.8% | 7.0% | ||
| Q4 24 | 5.9% | 7.9% | ||
| Q3 24 | 5.8% | 8.7% | ||
| Q2 24 | 5.5% | 8.0% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 2.9% | 5.1% | ||
| Q2 25 | 3.1% | 4.5% | ||
| Q1 25 | 3.8% | 4.3% | ||
| Q4 24 | 4.2% | — | ||
| Q3 24 | 4.2% | 5.7% | ||
| Q2 24 | 3.2% | 5.2% |
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $2.13 | ||
| Q3 25 | $0.90 | $2.21 | ||
| Q2 25 | $0.98 | $2.05 | ||
| Q1 25 | $1.08 | $1.69 | ||
| Q4 24 | $1.25 | $1.97 | ||
| Q3 24 | $1.27 | $2.34 | ||
| Q2 24 | $0.98 | $2.07 |
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 | $618.7M |
| Total DebtLower is stronger | $2.6B | — |
| Stockholders' EquityBook value | $2.2B | $2.6B |
| Total Assets | $11.9B | $16.0B |
| Debt / EquityLower = less leverage | 1.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $618.7M | ||
| Q3 25 | $1.6B | $452.9M | ||
| Q2 25 | $1.8B | $481.0M | ||
| Q1 25 | $1.6B | $688.1M | ||
| Q4 24 | $1.6B | $717.7M | ||
| Q3 24 | $1.6B | $1.2B | ||
| Q2 24 | $1.6B | $665.3M |
| 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 | — | $2.6B | ||
| Q3 25 | $2.5B | $2.5B | ||
| Q2 25 | $2.5B | $2.5B | ||
| Q1 25 | $2.3B | $2.3B | ||
| Q4 24 | $2.2B | $2.4B | ||
| Q3 24 | $2.2B | $2.3B | ||
| Q2 24 | $2.3B | $2.2B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $16.0B | ||
| Q3 25 | $12.2B | $15.2B | ||
| Q2 25 | $12.3B | $15.3B | ||
| Q1 25 | $11.8B | $15.0B | ||
| Q4 24 | $11.8B | $14.7B | ||
| Q3 24 | $12.1B | $14.4B | ||
| Q2 24 | $12.0B | $13.6B |
| 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 | $433.8M |
| Free Cash FlowOCF − Capex | $41.9M | $395.9M |
| FCF MarginFCF / Revenue | 1.1% | 7.2% |
| Capex IntensityCapex / Revenue | 0.7% | 0.7% |
| Cash ConversionOCF / Net Profit | 0.94× | — |
| TTM Free Cash FlowTrailing 4 quarters | $616.0M | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $433.8M | ||
| Q3 25 | $196.1M | $328.3M | ||
| Q2 25 | $283.7M | $155.9M | ||
| Q1 25 | $190.7M | $287.2M | ||
| Q4 24 | $151.1M | $345.3M | ||
| Q3 24 | $298.8M | $342.1M | ||
| Q2 24 | $291.3M | $149.9M |
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $395.9M | ||
| Q3 25 | $134.1M | $298.5M | ||
| Q2 25 | $261.7M | $133.4M | ||
| Q1 25 | $178.3M | $260.3M | ||
| Q4 24 | $110.9M | $316.7M | ||
| Q3 24 | $274.5M | $308.5M | ||
| Q2 24 | $272.8M | $119.0M |
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | 7.2% | ||
| Q3 25 | 3.2% | 5.2% | ||
| Q2 25 | 6.3% | 2.2% | ||
| Q1 25 | 4.7% | 5.0% | ||
| Q4 24 | 2.8% | 6.1% | ||
| Q3 24 | 6.7% | 5.6% | ||
| Q2 24 | 6.6% | 2.2% |
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 0.7% | ||
| Q3 25 | 1.5% | 0.5% | ||
| Q2 25 | 0.5% | 0.4% | ||
| Q1 25 | 0.3% | 0.5% | ||
| Q4 24 | 1.0% | 0.6% | ||
| Q3 24 | 0.6% | 0.6% | ||
| Q2 24 | 0.4% | 0.6% |
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 1.63× | 1.13× | ||
| Q2 25 | 2.17× | 0.57× | ||
| Q1 25 | 1.33× | 1.28× | ||
| Q4 24 | 0.90× | — | ||
| Q3 24 | 1.73× | 1.08× | ||
| Q2 24 | 2.17× | 0.53× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
