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Side-by-side financial comparison of AECOM (ACM) and RENAISSANCERE HOLDINGS LTD (RNR). Click either name above to swap in a different company.
AECOM is the larger business by last-quarter revenue ($3.8B vs $2.2B, roughly 1.7× RENAISSANCERE HOLDINGS LTD). RENAISSANCERE HOLDINGS LTD runs the higher net margin — 23.5% vs 1.9%, a 21.6% gap on every dollar of revenue. On growth, AECOM posted the faster year-over-year revenue change (1.6% vs -36.8%). Over the past eight quarters, AECOM's revenue compounded faster (-1.4% CAGR vs -11.9%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
RenaissanceRe Holdings Ltd is a Bermudian provider of reinsurance, insurance and other related business services. The company operates in reinsurance, insurance and ventures.
ACM vs RNR — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $2.2B |
| Net Profit | $74.5M | $515.8M |
| Gross Margin | 7.3% | — |
| Operating Margin | 5.8% | — |
| Net Margin | 1.9% | 23.5% |
| Revenue YoY | 1.6% | -36.8% |
| Net Profit YoY | -48.0% | 72.6% |
| EPS (diluted) | $0.56 | $6.57 |
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 | $2.2B | ||
| Q4 25 | — | $3.0B | ||
| Q3 25 | $4.2B | $3.2B | ||
| Q2 25 | $4.2B | $3.2B | ||
| Q1 25 | $3.8B | $3.5B | ||
| Q4 24 | $4.0B | $2.3B | ||
| Q3 24 | $4.1B | $4.0B | ||
| Q2 24 | $4.2B | $2.8B |
| Q1 26 | $74.5M | $515.8M | ||
| Q4 25 | — | $760.5M | ||
| Q3 25 | $120.4M | $916.5M | ||
| Q2 25 | $131.0M | $835.4M | ||
| Q1 25 | $143.4M | $170.0M | ||
| Q4 24 | $167.0M | $-189.7M | ||
| Q3 24 | $172.5M | $1.2B | ||
| Q2 24 | $134.3M | $503.9M |
| 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 | — | 42.5% | ||
| Q3 25 | 5.7% | 46.3% | ||
| Q2 25 | 7.0% | 41.8% | ||
| Q1 25 | 6.8% | -2.0% | ||
| Q4 24 | 5.9% | -3.6% | ||
| Q3 24 | 5.8% | 43.7% | ||
| Q2 24 | 5.5% | 25.0% |
| Q1 26 | 1.9% | 23.5% | ||
| Q4 25 | — | 25.6% | ||
| Q3 25 | 2.9% | 28.7% | ||
| Q2 25 | 3.1% | 26.1% | ||
| Q1 25 | 3.8% | 4.9% | ||
| Q4 24 | 4.2% | -8.3% | ||
| Q3 24 | 4.2% | 29.8% | ||
| Q2 24 | 3.2% | 17.8% |
| Q1 26 | $0.56 | $6.57 | ||
| Q4 25 | — | $16.16 | ||
| Q3 25 | $0.90 | $19.40 | ||
| Q2 25 | $0.98 | $17.20 | ||
| Q1 25 | $1.08 | $3.27 | ||
| Q4 24 | $1.25 | $-3.76 | ||
| Q3 24 | $1.27 | $22.62 | ||
| Q2 24 | $0.98 | $9.41 |
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 | $1.6B |
| Total DebtLower is stronger | $2.6B | — |
| Stockholders' EquityBook value | $2.2B | $4.3B |
| Total Assets | $11.9B | $53.7B |
| Debt / EquityLower = less leverage | 1.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | $1.6B | ||
| Q4 25 | — | $1.7B | ||
| Q3 25 | $1.6B | $1.7B | ||
| Q2 25 | $1.8B | $1.4B | ||
| Q1 25 | $1.6B | $1.6B | ||
| Q4 24 | $1.6B | $1.7B | ||
| Q3 24 | $1.6B | $1.6B | ||
| Q2 24 | $1.6B | $1.6B |
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $2.3B | ||
| Q3 25 | $2.6B | $2.2B | ||
| Q2 25 | $2.5B | $2.3B | ||
| Q1 25 | $2.5B | $2.8B | ||
| Q4 24 | $2.5B | $1.9B | ||
| Q3 24 | $2.5B | $1.9B | ||
| Q2 24 | $2.5B | $2.0B |
| Q1 26 | $2.2B | $4.3B | ||
| Q4 25 | — | $11.6B | ||
| Q3 25 | $2.5B | $11.5B | ||
| Q2 25 | $2.5B | $10.8B | ||
| Q1 25 | $2.3B | $10.3B | ||
| Q4 24 | $2.2B | $10.6B | ||
| Q3 24 | $2.2B | $11.2B | ||
| Q2 24 | $2.3B | $10.2B |
| Q1 26 | $11.9B | $53.7B | ||
| Q4 25 | — | $53.8B | ||
| Q3 25 | $12.2B | $54.5B | ||
| Q2 25 | $12.3B | $54.7B | ||
| Q1 25 | $11.8B | $53.6B | ||
| Q4 24 | $11.8B | $50.7B | ||
| Q3 24 | $12.1B | $52.8B | ||
| Q2 24 | $12.0B | $51.6B |
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 0.20× | ||
| Q3 25 | 1.06× | 0.19× | ||
| Q2 25 | 0.99× | 0.21× | ||
| Q1 25 | 1.07× | 0.27× | ||
| Q4 24 | 1.11× | 0.18× | ||
| Q3 24 | 1.12× | 0.17× | ||
| Q2 24 | 1.07× | 0.19× |
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 | — |
| 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.
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $483.0M | ||
| Q3 25 | $196.1M | $1.6B | ||
| Q2 25 | $283.7M | $1.5B | ||
| Q1 25 | $190.7M | $157.8M | ||
| Q4 24 | $151.1M | $778.9M | ||
| Q3 24 | $298.8M | $1.5B | ||
| Q2 24 | $291.3M | $1.2B |
| 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 | — | 0.64× | ||
| Q3 25 | 1.63× | 1.73× | ||
| Q2 25 | 2.17× | 1.76× | ||
| Q1 25 | 1.33× | 0.93× | ||
| Q4 24 | 0.90× | — | ||
| Q3 24 | 1.73× | 1.26× | ||
| Q2 24 | 2.17× | 2.41× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
