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Side-by-side financial comparison of AECOM (ACM) and PulteGroup (PHM). Click either name above to swap in a different company.
AECOM is the larger business by last-quarter revenue ($3.8B vs $3.4B, roughly 1.1× PulteGroup). PulteGroup runs the higher net margin — 10.2% vs 1.9%, a 8.2% gap on every dollar of revenue. On growth, AECOM posted the faster year-over-year revenue change (1.6% vs -12.4%). Over the past eight quarters, AECOM's revenue compounded faster (-1.4% CAGR vs -13.9%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
PulteGroup, Inc. is an American residential home-construction company based in Atlanta, Georgia, United States. As of 2023, the company is the third-largest home-construction company in the United States based on the number of homes closed. In total, the company has built over 775,000 homes.
ACM vs PHM — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $3.4B |
| Net Profit | $74.5M | $347.0M |
| Gross Margin | 7.3% | — |
| Operating Margin | 5.8% | — |
| Net Margin | 1.9% | 10.2% |
| Revenue YoY | 1.6% | -12.4% |
| Net Profit YoY | -48.0% | -33.6% |
| 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 | $3.4B | ||
| Q4 25 | — | $4.6B | ||
| Q3 25 | $4.2B | $4.4B | ||
| Q2 25 | $4.2B | $4.4B | ||
| Q1 25 | $3.8B | $3.9B | ||
| Q4 24 | $4.0B | $4.9B | ||
| Q3 24 | $4.1B | $4.5B | ||
| Q2 24 | $4.2B | $4.6B |
| Q1 26 | $74.5M | $347.0M | ||
| Q4 25 | — | $501.6M | ||
| Q3 25 | $120.4M | $585.8M | ||
| Q2 25 | $131.0M | $608.5M | ||
| Q1 25 | $143.4M | $522.8M | ||
| Q4 24 | $167.0M | $913.2M | ||
| Q3 24 | $172.5M | $697.9M | ||
| Q2 24 | $134.3M | $809.1M |
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 7.9% | 27.8% | ||
| Q2 25 | 7.8% | 28.6% | ||
| Q1 25 | 7.7% | 28.8% | ||
| Q4 24 | 6.7% | — | ||
| Q3 24 | 7.2% | 30.4% | ||
| Q2 24 | 6.9% | 31.4% |
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | — | ||
| Q3 25 | 5.7% | — | ||
| Q2 25 | 7.0% | — | ||
| Q1 25 | 6.8% | — | ||
| Q4 24 | 5.9% | — | ||
| Q3 24 | 5.8% | — | ||
| Q2 24 | 5.5% | — |
| Q1 26 | 1.9% | 10.2% | ||
| Q4 25 | — | 10.9% | ||
| Q3 25 | 2.9% | 13.3% | ||
| Q2 25 | 3.1% | 13.8% | ||
| Q1 25 | 3.8% | 13.4% | ||
| Q4 24 | 4.2% | 18.6% | ||
| Q3 24 | 4.2% | 15.6% | ||
| Q2 24 | 3.2% | 17.6% |
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $2.56 | ||
| Q3 25 | $0.90 | $2.96 | ||
| Q2 25 | $0.98 | $3.03 | ||
| Q1 25 | $1.08 | $2.57 | ||
| Q4 24 | $1.25 | $4.41 | ||
| Q3 24 | $1.27 | $3.35 | ||
| Q2 24 | $0.98 | $3.83 |
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 | $1.8B |
| Total DebtLower is stronger | $2.6B | — |
| Stockholders' EquityBook value | $2.2B | $13.0B |
| Total Assets | $11.9B | $5.2B |
| Debt / EquityLower = less leverage | 1.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | $1.8B | ||
| Q4 25 | — | $2.0B | ||
| Q3 25 | $1.6B | $1.5B | ||
| Q2 25 | $1.8B | $1.2B | ||
| Q1 25 | $1.6B | $1.2B | ||
| Q4 24 | $1.6B | $1.6B | ||
| Q3 24 | $1.6B | $1.4B | ||
| Q2 24 | $1.6B | $1.4B |
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $43.9M | ||
| Q3 25 | $2.6B | — | ||
| Q2 25 | $2.5B | — | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | $31.1M | ||
| Q3 24 | $2.5B | — | ||
| Q2 24 | $2.5B | — |
| Q1 26 | $2.2B | $13.0B | ||
| Q4 25 | — | $13.0B | ||
| Q3 25 | $2.5B | $12.8B | ||
| Q2 25 | $2.5B | $12.6B | ||
| Q1 25 | $2.3B | $12.3B | ||
| Q4 24 | $2.2B | $12.1B | ||
| Q3 24 | $2.2B | $11.6B | ||
| Q2 24 | $2.3B | $11.2B |
| Q1 26 | $11.9B | $5.2B | ||
| Q4 25 | — | $18.0B | ||
| Q3 25 | $12.2B | $17.9B | ||
| Q2 25 | $12.3B | $17.6B | ||
| Q1 25 | $11.8B | $17.3B | ||
| Q4 24 | $11.8B | $17.4B | ||
| Q3 24 | $12.1B | $17.0B | ||
| Q2 24 | $12.0B | $16.5B |
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | 1.06× | — | ||
| Q2 25 | 0.99× | — | ||
| Q1 25 | 1.07× | — | ||
| Q4 24 | 1.11× | 0.00× | ||
| 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 | $159.8M |
| Free Cash FlowOCF − Capex | $41.9M | — |
| FCF MarginFCF / Revenue | 1.1% | — |
| Capex IntensityCapex / Revenue | 0.7% | 0.7% |
| Cash ConversionOCF / Net Profit | 0.94× | 0.46× |
| TTM Free Cash FlowTrailing 4 quarters | $616.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $70.2M | $159.8M | ||
| Q4 25 | — | $771.1M | ||
| Q3 25 | $196.1M | $678.4M | ||
| Q2 25 | $283.7M | $287.5M | ||
| Q1 25 | $190.7M | $134.2M | ||
| Q4 24 | $151.1M | $567.6M | ||
| Q3 24 | $298.8M | $455.9M | ||
| Q2 24 | $291.3M | $417.5M |
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $739.8M | ||
| Q3 25 | $134.1M | $651.1M | ||
| Q2 25 | $261.7M | $253.0M | ||
| Q1 25 | $178.3M | $104.6M | ||
| Q4 24 | $110.9M | $543.1M | ||
| Q3 24 | $274.5M | $417.2M | ||
| Q2 24 | $272.8M | $386.2M |
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | 16.0% | ||
| Q3 25 | 3.2% | 14.8% | ||
| Q2 25 | 6.3% | 5.7% | ||
| Q1 25 | 4.7% | 2.7% | ||
| Q4 24 | 2.8% | 11.0% | ||
| Q3 24 | 6.7% | 9.3% | ||
| Q2 24 | 6.6% | 8.4% |
| Q1 26 | 0.7% | 0.7% | ||
| Q4 25 | — | 0.7% | ||
| Q3 25 | 1.5% | 0.6% | ||
| Q2 25 | 0.5% | 0.8% | ||
| Q1 25 | 0.3% | 0.8% | ||
| Q4 24 | 1.0% | 0.5% | ||
| Q3 24 | 0.6% | 0.9% | ||
| Q2 24 | 0.4% | 0.7% |
| Q1 26 | 0.94× | 0.46× | ||
| Q4 25 | — | 1.54× | ||
| Q3 25 | 1.63× | 1.16× | ||
| Q2 25 | 2.17× | 0.47× | ||
| Q1 25 | 1.33× | 0.26× | ||
| Q4 24 | 0.90× | 0.62× | ||
| Q3 24 | 1.73× | 0.65× | ||
| Q2 24 | 2.17× | 0.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACM
Segment breakdown not available.
PHM
| Home sale revenues | $3.3B | 97% |
| Financial Services | $71.7M | 2% |
| Land sale and other revenues | $29.3M | 1% |
