vs

Side-by-side financial comparison of AECOM (ACM) and Mobileye Global Inc. (MBLY). Click either name above to swap in a different company.

AECOM is the larger business by last-quarter revenue ($3.8B vs $1.9B, roughly 2.0× Mobileye Global Inc.). On growth, Mobileye Global Inc. posted the faster year-over-year revenue change (27.4% vs 1.6%). Over the past eight quarters, Mobileye Global Inc.'s revenue compounded faster (109.9% CAGR vs -1.4%).

AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.

Mobileye Global Inc. is a United States-domiciled, Israel-headquartered autonomous driving company. It is developing self-driving technologies and advanced driver-assistance systems (ADAS) including cameras, computer chips, and software. Mobileye was acquired by Intel in 2017 and went public again in 2022.

ACM vs MBLY — Head-to-Head

Bigger by revenue
ACM
ACM
2.0× larger
ACM
$3.8B
$1.9B
MBLY
Growing faster (revenue YoY)
MBLY
MBLY
+25.8% gap
MBLY
27.4%
1.6%
ACM
Faster 2-yr revenue CAGR
MBLY
MBLY
Annualised
MBLY
109.9%
-1.4%
ACM

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
ACM
ACM
MBLY
MBLY
Revenue
$3.8B
$1.9B
Net Profit
$74.5M
Gross Margin
7.3%
14.2%
Operating Margin
5.8%
Net Margin
1.9%
Revenue YoY
1.6%
27.4%
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.

Revenue
ACM
ACM
MBLY
MBLY
Q1 26
$3.8B
$1.9B
Q4 25
$446.0M
Q3 25
$4.2B
$504.0M
Q2 25
$4.2B
$506.0M
Q1 25
$3.8B
$438.0M
Q4 24
$4.0B
$490.0M
Q3 24
$4.1B
$486.0M
Q2 24
$4.2B
$439.0M
Net Profit
ACM
ACM
MBLY
MBLY
Q1 26
$74.5M
Q4 25
$-127.0M
Q3 25
$120.4M
$-96.0M
Q2 25
$131.0M
$-67.0M
Q1 25
$143.4M
$-102.0M
Q4 24
$167.0M
$-71.0M
Q3 24
$172.5M
$-2.7B
Q2 24
$134.3M
$-86.0M
Gross Margin
ACM
ACM
MBLY
MBLY
Q1 26
7.3%
14.2%
Q4 25
45.3%
Q3 25
7.9%
48.2%
Q2 25
7.8%
49.8%
Q1 25
7.7%
47.3%
Q4 24
6.7%
49.2%
Q3 24
7.2%
48.8%
Q2 24
6.9%
47.6%
Operating Margin
ACM
ACM
MBLY
MBLY
Q1 26
5.8%
Q4 25
-31.4%
Q3 25
5.7%
-21.6%
Q2 25
7.0%
-14.6%
Q1 25
6.8%
-26.7%
Q4 24
5.9%
-17.6%
Q3 24
5.8%
-577.6%
Q2 24
5.5%
-21.4%
Net Margin
ACM
ACM
MBLY
MBLY
Q1 26
1.9%
Q4 25
-28.5%
Q3 25
2.9%
-19.0%
Q2 25
3.1%
-13.2%
Q1 25
3.8%
-23.3%
Q4 24
4.2%
-14.5%
Q3 24
4.2%
-558.6%
Q2 24
3.2%
-19.6%
EPS (diluted)
ACM
ACM
MBLY
MBLY
Q1 26
$0.56
Q4 25
$-0.15
Q3 25
$0.90
$-0.12
Q2 25
$0.98
$-0.08
Q1 25
$1.08
$-0.13
Q4 24
$1.25
$-0.09
Q3 24
$1.27
$-3.35
Q2 24
$0.98
$-0.11

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ACM
ACM
MBLY
MBLY
Cash + ST InvestmentsLiquidity on hand
$1.2B
$1.2B
Total DebtLower is stronger
$2.6B
Stockholders' EquityBook value
$2.2B
$8.2B
Total Assets
$11.9B
$8.7B
Debt / EquityLower = less leverage
1.18×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ACM
ACM
MBLY
MBLY
Q1 26
$1.2B
$1.2B
Q4 25
$1.8B
Q3 25
$1.6B
$1.7B
Q2 25
$1.8B
$1.7B
Q1 25
$1.6B
$1.5B
Q4 24
$1.6B
$1.4B
Q3 24
$1.6B
$1.3B
Q2 24
$1.6B
$1.2B
Total Debt
ACM
ACM
MBLY
MBLY
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
Stockholders' Equity
ACM
ACM
MBLY
MBLY
Q1 26
$2.2B
$8.2B
Q4 25
$11.9B
Q3 25
$2.5B
$11.9B
Q2 25
$2.5B
$12.1B
Q1 25
$2.3B
$12.0B
Q4 24
$2.2B
$12.1B
Q3 24
$2.2B
$12.1B
Q2 24
$2.3B
$14.7B
Total Assets
ACM
ACM
MBLY
MBLY
Q1 26
$11.9B
$8.7B
Q4 25
$12.5B
Q3 25
$12.2B
$12.5B
Q2 25
$12.3B
$12.6B
Q1 25
$11.8B
$12.5B
Q4 24
$11.8B
$12.6B
Q3 24
$12.1B
$12.6B
Q2 24
$12.0B
$15.3B
Debt / Equity
ACM
ACM
MBLY
MBLY
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
ACM
ACM
MBLY
MBLY
Operating Cash FlowLast quarter
$70.2M
$75.0M
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.

Operating Cash Flow
ACM
ACM
MBLY
MBLY
Q1 26
$70.2M
$75.0M
Q4 25
$113.0M
Q3 25
$196.1M
$167.0M
Q2 25
$283.7M
$213.0M
Q1 25
$190.7M
$109.0M
Q4 24
$151.1M
$204.0M
Q3 24
$298.8M
$126.0M
Q2 24
$291.3M
$30.0M
Free Cash Flow
ACM
ACM
MBLY
MBLY
Q1 26
$41.9M
Q4 25
$86.0M
Q3 25
$134.1M
$143.0M
Q2 25
$261.7M
$199.0M
Q1 25
$178.3M
$95.0M
Q4 24
$110.9M
$191.0M
Q3 24
$274.5M
$104.0M
Q2 24
$272.8M
$6.0M
FCF Margin
ACM
ACM
MBLY
MBLY
Q1 26
1.1%
Q4 25
19.3%
Q3 25
3.2%
28.4%
Q2 25
6.3%
39.3%
Q1 25
4.7%
21.7%
Q4 24
2.8%
39.0%
Q3 24
6.7%
21.4%
Q2 24
6.6%
1.4%
Capex Intensity
ACM
ACM
MBLY
MBLY
Q1 26
0.7%
Q4 25
6.1%
Q3 25
1.5%
4.8%
Q2 25
0.5%
2.8%
Q1 25
0.3%
3.2%
Q4 24
1.0%
2.7%
Q3 24
0.6%
4.5%
Q2 24
0.4%
5.5%
Cash Conversion
ACM
ACM
MBLY
MBLY
Q1 26
0.94×
Q4 25
Q3 25
1.63×
Q2 25
2.17×
Q1 25
1.33×
Q4 24
0.90×
Q3 24
1.73×
Q2 24
2.17×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Related Comparisons