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Side-by-side financial comparison of AECOM (ACM) and KKR & Co. (KKR). Click either name above to swap in a different company.
KKR & Co. is the larger business by last-quarter revenue ($5.7B vs $3.8B, roughly 1.5× AECOM). KKR & Co. runs the higher net margin — 20.0% vs 1.9%, a 18.0% gap on every dollar of revenue. On growth, KKR & Co. posted the faster year-over-year revenue change (76.1% vs 1.6%). Over the past eight quarters, AECOM's revenue compounded faster (-1.4% CAGR vs -22.9%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
KKR & Co. Inc., also known as Kohlberg Kravis Roberts & Co., is an American global private equity and investment company. As of December 31, 2024, the firm had completed 770 private-equity investments with approximately $790 billion of total enterprise value. Its assets under management (AUM) and fee paying assets under management (FPAUM) were $553 billion and $446 billion, respectively.
ACM vs KKR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $5.7B |
| Net Profit | $74.5M | $1.1B |
| Gross Margin | 7.3% | — |
| Operating Margin | 5.8% | 45.3% |
| Net Margin | 1.9% | 20.0% |
| Revenue YoY | 1.6% | 76.1% |
| Net Profit YoY | -48.0% | 1.8% |
| 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 | — | $5.7B | ||
| Q3 25 | $4.2B | $5.5B | ||
| Q2 25 | $4.2B | $5.1B | ||
| Q1 25 | $3.8B | $3.1B | ||
| Q4 24 | $4.0B | $3.3B | ||
| Q3 24 | $4.1B | $4.8B | ||
| Q2 24 | $4.2B | $4.2B |
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $1.1B | ||
| Q3 25 | $120.4M | $900.4M | ||
| Q2 25 | $131.0M | $510.1M | ||
| Q1 25 | $143.4M | $-185.9M | ||
| Q4 24 | $167.0M | $1.1B | ||
| Q3 24 | $172.5M | $600.5M | ||
| Q2 24 | $134.3M | $667.9M |
| 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 | — | 45.3% | ||
| Q3 25 | 5.7% | 39.8% | ||
| Q2 25 | 7.0% | 30.0% | ||
| Q1 25 | 6.8% | 24.8% | ||
| Q4 24 | 5.9% | 50.4% | ||
| Q3 24 | 5.8% | 34.3% | ||
| Q2 24 | 5.5% | 29.0% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 20.0% | ||
| Q3 25 | 2.9% | 16.3% | ||
| Q2 25 | 3.1% | 10.0% | ||
| Q1 25 | 3.8% | -6.0% | ||
| Q4 24 | 4.2% | 34.5% | ||
| Q3 24 | 4.2% | 12.5% | ||
| Q2 24 | 3.2% | 16.0% |
| 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 | — |
| Total DebtLower is stronger | $2.6B | — |
| Stockholders' EquityBook value | $2.2B | $30.9B |
| Total Assets | $11.9B | $410.1B |
| Debt / EquityLower = less leverage | 1.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | — | ||
| Q3 25 | $1.6B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.6B | — | ||
| Q4 24 | $1.6B | — | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | — |
| 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 | — | $30.9B | ||
| Q3 25 | $2.5B | $29.7B | ||
| Q2 25 | $2.5B | $28.2B | ||
| Q1 25 | $2.3B | $27.5B | ||
| Q4 24 | $2.2B | $23.7B | ||
| Q3 24 | $2.2B | $24.1B | ||
| Q2 24 | $2.3B | $21.7B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $410.1B | ||
| Q3 25 | $12.2B | $398.5B | ||
| Q2 25 | $12.3B | $380.9B | ||
| Q1 25 | $11.8B | $372.4B | ||
| Q4 24 | $11.8B | $360.1B | ||
| Q3 24 | $12.1B | $360.7B | ||
| Q2 24 | $12.0B | $348.5B |
| 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 | $-4.9B |
| Free Cash FlowOCF − Capex | $41.9M | — |
| FCF MarginFCF / Revenue | 1.1% | — |
| Capex IntensityCapex / Revenue | 0.7% | — |
| Cash ConversionOCF / Net Profit | 0.94× | -4.28× |
| TTM Free Cash FlowTrailing 4 quarters | $616.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $-4.9B | ||
| Q3 25 | $196.1M | $2.4B | ||
| Q2 25 | $283.7M | $438.8M | ||
| Q1 25 | $190.7M | $2.5B | ||
| Q4 24 | $151.1M | $-111.7M | ||
| Q3 24 | $298.8M | $1.9B | ||
| Q2 24 | $291.3M | $3.4B |
| 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 | — | -4.28× | ||
| Q3 25 | 1.63× | 2.65× | ||
| Q2 25 | 2.17× | 0.86× | ||
| Q1 25 | 1.33× | — | ||
| Q4 24 | 0.90× | -0.10× | ||
| Q3 24 | 1.73× | 3.12× | ||
| Q2 24 | 2.17× | 5.03× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACM
Segment breakdown not available.
KKR
| Insurance Segment | $3.5B | 61% |
| Asset Management1 | $703.7M | 12% |
| Transaction Fee | $512.0M | 9% |
| Transaction And Monitoring Fees | $268.7M | 5% |
| Fee Credit | $230.1M | 4% |
| Other | $201.5M | 4% |
| Fixed Annuity | $77.0M | 1% |
| Asset Management Segment | $56.9M | 1% |
| Monitoring Fee | $53.5M | 1% |
| Investment Advice | $40.6M | 1% |
| Fee Related Performance | $33.6M | 1% |
| Interest Sensitive Life | $21.7M | 0% |
| Incentive Fee | $11.0M | 0% |
