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Side-by-side financial comparison of AECOM (ACM) and MARKEL GROUP INC. (MKL). Click either name above to swap in a different company.
AECOM is the larger business by last-quarter revenue ($3.8B vs $3.6B, roughly 1.1× MARKEL GROUP INC.). MARKEL GROUP INC. runs the higher net margin — 16.1% vs 1.9%, a 14.2% gap on every dollar of revenue. On growth, AECOM posted the faster year-over-year revenue change (1.6% vs -6.9%). MARKEL GROUP INC. produced more free cash flow last quarter ($599.1M vs $41.9M). Over the past eight quarters, AECOM's revenue compounded faster (-1.4% CAGR vs -10.5%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
MARKEL GROUP INC.MKLEarnings & Financial Report
Markel Group Inc. is a group of companies headquartered in Richmond, Virginia, and originally founded in 1930 as an insurance company.
ACM vs MKL — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $3.6B |
| Net Profit | $74.5M | $576.8M |
| Gross Margin | 7.3% | — |
| Operating Margin | 5.8% | 22.2% |
| Net Margin | 1.9% | 16.1% |
| Revenue YoY | 1.6% | -6.9% |
| Net Profit YoY | -48.0% | 5.0% |
| EPS (diluted) | $0.56 | $48.22 |
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 | — | $3.6B | ||
| Q3 25 | $4.2B | $3.9B | ||
| Q2 25 | $4.2B | $4.6B | ||
| Q1 25 | $3.8B | $3.4B | ||
| Q4 24 | $4.0B | $3.8B | ||
| Q3 24 | $4.1B | $4.6B | ||
| Q2 24 | $4.2B | $3.7B |
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $576.8M | ||
| Q3 25 | $120.4M | $751.3M | ||
| Q2 25 | $131.0M | $657.1M | ||
| Q1 25 | $143.4M | $121.7M | ||
| Q4 24 | $167.0M | $549.2M | ||
| Q3 24 | $172.5M | $905.0M | ||
| Q2 24 | $134.3M | $267.7M |
| 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 | — | 22.2% | ||
| Q3 25 | 5.7% | 25.7% | ||
| Q2 25 | 7.0% | 24.1% | ||
| Q1 25 | 6.8% | 8.3% | ||
| Q4 24 | 5.9% | 15.5% | ||
| Q3 24 | 5.8% | 29.7% | ||
| Q2 24 | 5.5% | 11.1% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 16.1% | ||
| Q3 25 | 2.9% | 19.1% | ||
| Q2 25 | 3.1% | 14.3% | ||
| Q1 25 | 3.8% | 3.6% | ||
| Q4 24 | 4.2% | 14.3% | ||
| Q3 24 | 4.2% | 19.6% | ||
| Q2 24 | 3.2% | 7.2% |
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $48.22 | ||
| Q3 25 | $0.90 | $59.25 | ||
| Q2 25 | $0.98 | $49.67 | ||
| Q1 25 | $1.08 | $12.08 | ||
| Q4 24 | $1.25 | $39.02 | ||
| Q3 24 | $1.27 | $66.25 | ||
| Q2 24 | $0.98 | $18.62 |
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 | $4.0B |
| Total DebtLower is stronger | $2.6B | $4.3B |
| Stockholders' EquityBook value | $2.2B | $18.6B |
| Total Assets | $11.9B | $68.9B |
| Debt / EquityLower = less leverage | 1.18× | 0.23× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $4.0B | ||
| Q3 25 | $1.6B | $4.0B | ||
| Q2 25 | $1.8B | $3.7B | ||
| Q1 25 | $1.6B | $4.2B | ||
| Q4 24 | $1.6B | $3.7B | ||
| Q3 24 | $1.6B | $3.9B | ||
| Q2 24 | $1.6B | $3.5B |
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $4.3B | ||
| Q3 25 | $2.6B | $4.3B | ||
| Q2 25 | $2.5B | $4.4B | ||
| Q1 25 | $2.5B | $4.4B | ||
| Q4 24 | $2.5B | $4.3B | ||
| Q3 24 | $2.5B | $4.4B | ||
| Q2 24 | $2.5B | $4.4B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $18.6B | ||
| Q3 25 | $2.5B | $18.0B | ||
| Q2 25 | $2.5B | $17.3B | ||
| Q1 25 | $2.3B | $17.1B | ||
| Q4 24 | $2.2B | $16.9B | ||
| Q3 24 | $2.2B | $17.0B | ||
| Q2 24 | $2.3B | $15.9B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $68.9B | ||
| Q3 25 | $12.2B | $67.4B | ||
| Q2 25 | $12.3B | $66.8B | ||
| Q1 25 | $11.8B | $64.6B | ||
| Q4 24 | $11.8B | $61.9B | ||
| Q3 24 | $12.1B | $62.3B | ||
| Q2 24 | $12.0B | $59.7B |
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 0.23× | ||
| Q3 25 | 1.06× | 0.24× | ||
| Q2 25 | 0.99× | 0.25× | ||
| Q1 25 | 1.07× | 0.26× | ||
| Q4 24 | 1.11× | 0.26× | ||
| Q3 24 | 1.12× | 0.26× | ||
| Q2 24 | 1.07× | 0.28× |
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 | $662.2M |
| Free Cash FlowOCF − Capex | $41.9M | $599.1M |
| FCF MarginFCF / Revenue | 1.1% | 16.7% |
| Capex IntensityCapex / Revenue | 0.7% | 1.8% |
| Cash ConversionOCF / Net Profit | 0.94× | 1.15× |
| TTM Free Cash FlowTrailing 4 quarters | $616.0M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $662.2M | ||
| Q3 25 | $196.1M | $1.2B | ||
| Q2 25 | $283.7M | $504.4M | ||
| Q1 25 | $190.7M | $376.2M | ||
| Q4 24 | $151.1M | $493.9M | ||
| Q3 24 | $298.8M | $890.8M | ||
| Q2 24 | $291.3M | $578.6M |
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $599.1M | ||
| Q3 25 | $134.1M | $1.2B | ||
| Q2 25 | $261.7M | $453.8M | ||
| Q1 25 | $178.3M | $335.5M | ||
| Q4 24 | $110.9M | $420.0M | ||
| Q3 24 | $274.5M | $838.9M | ||
| Q2 24 | $272.8M | $521.4M |
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | 16.7% | ||
| Q3 25 | 3.2% | 29.6% | ||
| Q2 25 | 6.3% | 9.9% | ||
| Q1 25 | 4.7% | 9.9% | ||
| Q4 24 | 2.8% | 10.9% | ||
| Q3 24 | 6.7% | 18.2% | ||
| Q2 24 | 6.6% | 14.1% |
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 1.8% | ||
| Q3 25 | 1.5% | 1.3% | ||
| Q2 25 | 0.5% | 1.1% | ||
| Q1 25 | 0.3% | 1.2% | ||
| Q4 24 | 1.0% | 1.9% | ||
| Q3 24 | 0.6% | 1.1% | ||
| Q2 24 | 0.4% | 1.5% |
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 1.15× | ||
| Q3 25 | 1.63× | 1.62× | ||
| Q2 25 | 2.17× | 0.77× | ||
| Q1 25 | 1.33× | 3.09× | ||
| Q4 24 | 0.90× | 0.90× | ||
| Q3 24 | 1.73× | 0.98× | ||
| Q2 24 | 2.17× | 2.16× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACM
Segment breakdown not available.
MKL
| Industrial | $1.6B | 45% |
| Consumer And Other | $958.3M | 27% |
| Financial | $737.0M | 21% |
| Other | $198.8M | 6% |
| Corporate Operations | $52.0M | 1% |
| Revenue From Contract With Customer | $10.5M | 0% |
