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Side-by-side financial comparison of AECOM (ACM) and GRAPHIC PACKAGING HOLDING CO (GPK). Click either name above to swap in a different company.
AECOM is the larger business by last-quarter revenue ($3.8B vs $2.1B, roughly 1.8× GRAPHIC PACKAGING HOLDING CO). GRAPHIC PACKAGING HOLDING CO runs the higher net margin — 3.4% vs 1.9%, a 1.4% gap on every dollar of revenue. On growth, AECOM posted the faster year-over-year revenue change (1.6% vs 0.2%). Over the past eight quarters, AECOM's revenue compounded faster (-1.4% CAGR vs -3.5%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
Graphic Packaging International is a Fortune 500 corporation based in Atlanta, Georgia, United States. It designs and manufactures packaging solutions for commercial products. GPI manufactures paperboard and folding cartons for a wide range of popular consumer goods, particularly beverages and packaged food. The company operates paperboard mills in Kalamazoo, Michigan; Macon, Georgia; Middletown, Ohio; Prosperity, South Carolina; Texarkana, Texas; and West Monroe, Louisiana, that use recycled...
ACM vs GPK — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $2.1B |
| Net Profit | $74.5M | $71.0M |
| Gross Margin | 7.3% | 14.1% |
| Operating Margin | 5.8% | 7.4% |
| Net Margin | 1.9% | 3.4% |
| Revenue YoY | 1.6% | 0.2% |
| Net Profit YoY | -48.0% | -48.6% |
| EPS (diluted) | $0.56 | $0.24 |
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 | — | $2.1B | ||
| Q3 25 | $4.2B | $2.2B | ||
| Q2 25 | $4.2B | $2.2B | ||
| Q1 25 | $3.8B | $2.1B | ||
| Q4 24 | $4.0B | $2.1B | ||
| Q3 24 | $4.1B | $2.2B | ||
| Q2 24 | $4.2B | $2.2B |
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $71.0M | ||
| Q3 25 | $120.4M | $142.0M | ||
| Q2 25 | $131.0M | $104.0M | ||
| Q1 25 | $143.4M | $127.0M | ||
| Q4 24 | $167.0M | $138.0M | ||
| Q3 24 | $172.5M | $165.0M | ||
| Q2 24 | $134.3M | $190.0M |
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | 14.1% | ||
| Q3 25 | 7.9% | 19.6% | ||
| Q2 25 | 7.8% | 18.7% | ||
| Q1 25 | 7.7% | 20.6% | ||
| Q4 24 | 6.7% | 21.4% | ||
| Q3 24 | 7.2% | 22.3% | ||
| Q2 24 | 6.9% | 21.2% |
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 7.4% | ||
| Q3 25 | 5.7% | 10.7% | ||
| Q2 25 | 7.0% | 8.8% | ||
| Q1 25 | 6.8% | 10.5% | ||
| Q4 24 | 5.9% | 11.4% | ||
| Q3 24 | 5.8% | 12.6% | ||
| Q2 24 | 5.5% | 14.5% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 3.4% | ||
| Q3 25 | 2.9% | 6.5% | ||
| Q2 25 | 3.1% | 4.7% | ||
| Q1 25 | 3.8% | 6.0% | ||
| Q4 24 | 4.2% | 6.6% | ||
| Q3 24 | 4.2% | 7.5% | ||
| Q2 24 | 3.2% | 8.5% |
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $0.24 | ||
| Q3 25 | $0.90 | $0.48 | ||
| Q2 25 | $0.98 | $0.34 | ||
| Q1 25 | $1.08 | $0.42 | ||
| Q4 24 | $1.25 | $0.46 | ||
| Q3 24 | $1.27 | $0.55 | ||
| Q2 24 | $0.98 | $0.62 |
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 | $261.0M |
| Total DebtLower is stronger | $2.6B | $5.0B |
| Stockholders' EquityBook value | $2.2B | $3.3B |
| Total Assets | $11.9B | $11.8B |
| Debt / EquityLower = less leverage | 1.18× | 1.51× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $261.0M | ||
| Q3 25 | $1.6B | $120.0M | ||
| Q2 25 | $1.8B | $120.0M | ||
| Q1 25 | $1.6B | $129.0M | ||
| Q4 24 | $1.6B | $157.0M | ||
| Q3 24 | $1.6B | $126.0M | ||
| Q2 24 | $1.6B | $125.0M |
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $5.0B | ||
| Q3 25 | $2.6B | $5.5B | ||
| Q2 25 | $2.5B | $5.4B | ||
| Q1 25 | $2.5B | $5.7B | ||
| Q4 24 | $2.5B | $5.1B | ||
| Q3 24 | $2.5B | $5.4B | ||
| Q2 24 | $2.5B | $4.9B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $3.3B | ||
| Q3 25 | $2.5B | $3.3B | ||
| Q2 25 | $2.5B | $3.2B | ||
| Q1 25 | $2.3B | $3.2B | ||
| Q4 24 | $2.2B | $3.0B | ||
| Q3 24 | $2.2B | $3.0B | ||
| Q2 24 | $2.3B | $2.8B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $11.8B | ||
| Q3 25 | $12.2B | $11.9B | ||
| Q2 25 | $12.3B | $11.8B | ||
| Q1 25 | $11.8B | $11.5B | ||
| Q4 24 | $11.8B | $11.1B | ||
| Q3 24 | $12.1B | $11.2B | ||
| Q2 24 | $12.0B | $10.8B |
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 1.51× | ||
| Q3 25 | 1.06× | 1.67× | ||
| Q2 25 | 0.99× | 1.68× | ||
| Q1 25 | 1.07× | 1.80× | ||
| Q4 24 | 1.11× | 1.71× | ||
| Q3 24 | 1.12× | 1.79× | ||
| Q2 24 | 1.07× | 1.75× |
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 | $521.0M |
| Free Cash FlowOCF − Capex | $41.9M | — |
| FCF MarginFCF / Revenue | 1.1% | — |
| Capex IntensityCapex / Revenue | 0.7% | — |
| Cash ConversionOCF / Net Profit | 0.94× | 7.34× |
| TTM Free Cash FlowTrailing 4 quarters | $616.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $521.0M | ||
| Q3 25 | $196.1M | $227.0M | ||
| Q2 25 | $283.7M | $267.0M | ||
| Q1 25 | $190.7M | $-174.0M | ||
| Q4 24 | $151.1M | $489.0M | ||
| Q3 24 | $298.8M | $187.0M | ||
| Q2 24 | $291.3M | $161.0M |
| 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 | — | 7.34× | ||
| Q3 25 | 1.63× | 1.60× | ||
| Q2 25 | 2.17× | 2.57× | ||
| Q1 25 | 1.33× | -1.37× | ||
| Q4 24 | 0.90× | 3.54× | ||
| Q3 24 | 1.73× | 1.13× | ||
| Q2 24 | 2.17× | 0.85× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACM
Segment breakdown not available.
GPK
| Americas Paperboard Packaging | $1.4B | 68% |
| Other | $667.0M | 32% |
