vs
Side-by-side financial comparison of AECOM (ACM) and Smurfit Westrock (SW). Click either name above to swap in a different company.
Smurfit Westrock is the larger business by last-quarter revenue ($7.6B vs $3.8B, roughly 2.0× AECOM). AECOM runs the higher net margin — 1.9% vs 1.3%, a 0.7% gap on every dollar of revenue. On growth, AECOM posted the faster year-over-year revenue change (1.6% vs 0.5%). Smurfit Westrock produced more free cash flow last quarter ($612.0M vs $41.9M). Over the past eight quarters, Smurfit Westrock's revenue compounded faster (60.8% CAGR vs -1.4%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
Smurfit Westrock plc is an Irish company based in Dublin, Ireland that manufactures corrugated and paper-based packaging. Its stock is listed on the New York Stock Exchange and the London Stock Exchange.
ACM vs SW — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $7.6B |
| Net Profit | $74.5M | $97.0M |
| Gross Margin | 7.3% | 18.2% |
| Operating Margin | 5.8% | 5.1% |
| Net Margin | 1.9% | 1.3% |
| Revenue YoY | 1.6% | 0.5% |
| Net Profit YoY | -48.0% | -33.6% |
| EPS (diluted) | $0.56 | $0.18 |
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 | — | $7.6B | ||
| Q3 25 | $4.2B | $8.0B | ||
| Q2 25 | $4.2B | $7.9B | ||
| Q1 25 | $3.8B | $7.7B | ||
| Q4 24 | $4.0B | $7.5B | ||
| Q3 24 | $4.1B | $7.7B | ||
| Q2 24 | $4.2B | $3.0B |
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $97.0M | ||
| Q3 25 | $120.4M | $246.0M | ||
| Q2 25 | $131.0M | $-28.0M | ||
| Q1 25 | $143.4M | $384.0M | ||
| Q4 24 | $167.0M | $146.0M | ||
| Q3 24 | $172.5M | $-150.0M | ||
| Q2 24 | $134.3M | $132.0M |
| Q1 26 | 7.3% | — | ||
| Q4 25 | — | 18.2% | ||
| Q3 25 | 7.9% | 19.6% | ||
| Q2 25 | 7.8% | 19.1% | ||
| Q1 25 | 7.7% | 20.6% | ||
| Q4 24 | 6.7% | 19.1% | ||
| Q3 24 | 7.2% | 17.6% | ||
| Q2 24 | 6.9% | 23.3% |
| Q1 26 | 5.8% | — | ||
| Q4 25 | — | 5.1% | ||
| Q3 25 | 5.7% | 6.6% | ||
| Q2 25 | 7.0% | 3.2% | ||
| Q1 25 | 6.8% | 7.2% | ||
| Q4 24 | 5.9% | 5.3% | ||
| Q3 24 | 5.8% | 0.7% | ||
| Q2 24 | 5.5% | 8.2% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 1.3% | ||
| Q3 25 | 2.9% | 3.1% | ||
| Q2 25 | 3.1% | -0.4% | ||
| Q1 25 | 3.8% | 5.0% | ||
| Q4 24 | 4.2% | 1.9% | ||
| Q3 24 | 4.2% | -2.0% | ||
| Q2 24 | 3.2% | 4.4% |
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $0.18 | ||
| Q3 25 | $0.90 | $0.47 | ||
| Q2 25 | $0.98 | $-0.05 | ||
| Q1 25 | $1.08 | $0.73 | ||
| Q4 24 | $1.25 | $-0.12 | ||
| Q3 24 | $1.27 | $-0.30 | ||
| Q2 24 | $0.98 | $0.51 |
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 | $892.0M |
| Total DebtLower is stronger | $2.6B | $13.4B |
| Stockholders' EquityBook value | $2.2B | $18.3B |
| Total Assets | $11.9B | $45.2B |
| Debt / EquityLower = less leverage | 1.18× | 0.73× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $892.0M | ||
| Q3 25 | $1.6B | $851.0M | ||
| Q2 25 | $1.8B | $778.0M | ||
| Q1 25 | $1.6B | $797.0M | ||
| Q4 24 | $1.6B | $855.0M | ||
| Q3 24 | $1.6B | — | ||
| Q2 24 | $1.6B | $26.8K |
| Q1 26 | $2.6B | — | ||
| Q4 25 | — | $13.4B | ||
| Q3 25 | $2.6B | $13.3B | ||
| Q2 25 | $2.5B | $13.3B | ||
| Q1 25 | $2.5B | $12.9B | ||
| Q4 24 | $2.5B | $12.5B | ||
| Q3 24 | $2.5B | $13.2B | ||
| Q2 24 | $2.5B | — |
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $18.3B | ||
| Q3 25 | $2.5B | $18.4B | ||
| Q2 25 | $2.5B | $18.3B | ||
| Q1 25 | $2.3B | $17.9B | ||
| Q4 24 | $2.2B | $17.4B | ||
| Q3 24 | $2.2B | $18.0B | ||
| Q2 24 | $2.3B | $14.5K |
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $45.2B | ||
| Q3 25 | $12.2B | $45.6B | ||
| Q2 25 | $12.3B | $45.7B | ||
| Q1 25 | $11.8B | $44.6B | ||
| Q4 24 | $11.8B | $43.8B | ||
| Q3 24 | $12.1B | $45.0B | ||
| Q2 24 | $12.0B | $26.8K |
| Q1 26 | 1.18× | — | ||
| Q4 25 | — | 0.73× | ||
| Q3 25 | 1.06× | 0.72× | ||
| Q2 25 | 0.99× | 0.73× | ||
| Q1 25 | 1.07× | 0.72× | ||
| Q4 24 | 1.11× | 0.72× | ||
| Q3 24 | 1.12× | 0.73× | ||
| 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 | $1.2B |
| Free Cash FlowOCF − Capex | $41.9M | $612.0M |
| FCF MarginFCF / Revenue | 1.1% | 8.1% |
| Capex IntensityCapex / Revenue | 0.7% | 7.7% |
| Cash ConversionOCF / Net Profit | 0.94× | 12.32× |
| TTM Free Cash FlowTrailing 4 quarters | $616.0M | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $1.2B | ||
| Q3 25 | $196.1M | $1.1B | ||
| Q2 25 | $283.7M | $829.0M | ||
| Q1 25 | $190.7M | $235.0M | ||
| Q4 24 | $151.1M | $781.0M | ||
| Q3 24 | $298.8M | $320.0M | ||
| Q2 24 | $291.3M | $340.0M |
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $612.0M | ||
| Q3 25 | $134.1M | $523.0M | ||
| Q2 25 | $261.7M | $307.0M | ||
| Q1 25 | $178.3M | $-242.0M | ||
| Q4 24 | $110.9M | $212.0M | ||
| Q3 24 | $274.5M | $-192.0M | ||
| Q2 24 | $272.8M | $163.0M |
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | 8.1% | ||
| Q3 25 | 3.2% | 6.5% | ||
| Q2 25 | 6.3% | 3.9% | ||
| Q1 25 | 4.7% | -3.2% | ||
| Q4 24 | 2.8% | 2.8% | ||
| Q3 24 | 6.7% | -2.5% | ||
| Q2 24 | 6.6% | 5.5% |
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 7.7% | ||
| Q3 25 | 1.5% | 7.6% | ||
| Q2 25 | 0.5% | 6.6% | ||
| Q1 25 | 0.3% | 6.2% | ||
| Q4 24 | 1.0% | 7.5% | ||
| Q3 24 | 0.6% | 6.7% | ||
| Q2 24 | 0.4% | 6.0% |
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 12.32× | ||
| Q3 25 | 1.63× | 4.61× | ||
| Q2 25 | 2.17× | — | ||
| Q1 25 | 1.33× | 0.61× | ||
| Q4 24 | 0.90× | 5.35× | ||
| Q3 24 | 1.73× | — | ||
| Q2 24 | 2.17× | 2.58× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACM
Segment breakdown not available.
SW
| Packaging | $3.3B | 43% |
| Other | $3.2B | 43% |
| Paper | $1.1B | 14% |
