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Side-by-side financial comparison of AECOM (ACM) and TE Connectivity (TEL). Click either name above to swap in a different company.
TE Connectivity is the larger business by last-quarter revenue ($4.7B vs $3.8B, roughly 1.2× AECOM). TE Connectivity runs the higher net margin — 18.0% vs 1.9%, a 16.1% gap on every dollar of revenue. On growth, TE Connectivity posted the faster year-over-year revenue change (14.5% vs 1.6%). TE Connectivity produced more free cash flow last quarter ($680.0M vs $41.9M). Over the past eight quarters, TE Connectivity's revenue compounded faster (9.2% CAGR vs -1.4%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
TE Connectivity plc is an American-Irish domiciled technology company that designs and manufactures electrical and electronic components. It serves several industries, including automotive, aerospace, defense, medical, and energy.
ACM vs TEL — Head-to-Head
Income Statement — Q1 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $4.7B |
| Net Profit | $74.5M | $855.0M |
| Gross Margin | 7.3% | 36.8% |
| Operating Margin | 5.8% | 20.1% |
| Net Margin | 1.9% | 18.0% |
| Revenue YoY | 1.6% | 14.5% |
| Net Profit YoY | -48.0% | 58.0% |
| EPS (diluted) | $0.56 | $2.90 |
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 | $4.7B | ||
| Q4 25 | — | $4.7B | ||
| Q3 25 | $4.2B | $4.7B | ||
| Q2 25 | $4.2B | $4.5B | ||
| Q1 25 | $3.8B | $4.1B | ||
| Q4 24 | $4.0B | $3.8B | ||
| Q3 24 | $4.1B | $4.1B | ||
| Q2 24 | $4.2B | $4.0B |
| Q1 26 | $74.5M | $855.0M | ||
| Q4 25 | — | $750.0M | ||
| Q3 25 | $120.4M | $663.0M | ||
| Q2 25 | $131.0M | $638.0M | ||
| Q1 25 | $143.4M | $13.0M | ||
| Q4 24 | $167.0M | $528.0M | ||
| Q3 24 | $172.5M | $276.0M | ||
| Q2 24 | $134.3M | $573.0M |
| Q1 26 | 7.3% | 36.8% | ||
| Q4 25 | — | 37.2% | ||
| Q3 25 | 7.9% | 35.0% | ||
| Q2 25 | 7.8% | 35.3% | ||
| Q1 25 | 7.7% | 35.2% | ||
| Q4 24 | 6.7% | 35.5% | ||
| Q3 24 | 7.2% | 34.0% | ||
| Q2 24 | 6.9% | 34.8% |
| Q1 26 | 5.8% | 20.1% | ||
| Q4 25 | — | 20.6% | ||
| Q3 25 | 5.7% | 19.3% | ||
| Q2 25 | 7.0% | 18.9% | ||
| Q1 25 | 6.8% | 18.1% | ||
| Q4 24 | 5.9% | 18.0% | ||
| Q3 24 | 5.8% | 16.0% | ||
| Q2 24 | 5.5% | 19.0% |
| Q1 26 | 1.9% | 18.0% | ||
| Q4 25 | — | 16.1% | ||
| Q3 25 | 2.9% | 14.0% | ||
| Q2 25 | 3.1% | 14.1% | ||
| Q1 25 | 3.8% | 0.3% | ||
| Q4 24 | 4.2% | 13.8% | ||
| Q3 24 | 4.2% | 6.8% | ||
| Q2 24 | 3.2% | 14.4% |
| Q1 26 | $0.56 | $2.90 | ||
| Q4 25 | — | $2.53 | ||
| Q3 25 | $0.90 | $2.23 | ||
| Q2 25 | $0.98 | $2.14 | ||
| Q1 25 | $1.08 | $0.04 | ||
| Q4 24 | $1.25 | $1.75 | ||
| Q3 24 | $1.27 | $0.96 | ||
| Q2 24 | $0.98 | $1.86 |
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 | $1.1B |
| Total DebtLower is stronger | $2.6B | $5.7B |
| Stockholders' EquityBook value | $2.2B | $13.2B |
| Total Assets | $11.9B | $25.7B |
| Debt / EquityLower = less leverage | 1.18× | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | $1.1B | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.8B | $672.0M | ||
| Q1 25 | $1.6B | $2.6B | ||
| Q4 24 | $1.6B | $1.3B | ||
| Q3 24 | $1.6B | $1.3B | ||
| Q2 24 | $1.6B | $1.5B |
| Q1 26 | $2.6B | $5.7B | ||
| 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 | — |
| Q1 26 | $2.2B | $13.2B | ||
| Q4 25 | — | $13.0B | ||
| Q3 25 | $2.5B | $12.6B | ||
| Q2 25 | $2.5B | $12.4B | ||
| Q1 25 | $2.3B | $12.1B | ||
| Q4 24 | $2.2B | $12.4B | ||
| Q3 24 | $2.2B | $12.4B | ||
| Q2 24 | $2.3B | $12.6B |
| Q1 26 | $11.9B | $25.7B | ||
| Q4 25 | — | $25.6B | ||
| Q3 25 | $12.2B | $25.1B | ||
| Q2 25 | $12.3B | $24.9B | ||
| Q1 25 | $11.8B | $23.7B | ||
| Q4 24 | $11.8B | $22.4B | ||
| Q3 24 | $12.1B | $22.9B | ||
| Q2 24 | $12.0B | $22.9B |
| Q1 26 | 1.18× | 0.43× | ||
| 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 | | |
|---|---|---|
| Operating Cash FlowLast quarter | $70.2M | $947.0M |
| Free Cash FlowOCF − Capex | $41.9M | $680.0M |
| FCF MarginFCF / Revenue | 1.1% | 14.3% |
| Capex IntensityCapex / Revenue | 0.7% | 5.7% |
| Cash ConversionOCF / Net Profit | 0.94× | 1.11× |
| TTM Free Cash FlowTrailing 4 quarters | $616.0M | $3.4B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $70.2M | $947.0M | ||
| Q4 25 | — | $865.0M | ||
| Q3 25 | $196.1M | $1.4B | ||
| Q2 25 | $283.7M | $1.2B | ||
| Q1 25 | $190.7M | $653.0M | ||
| Q4 24 | $151.1M | $878.0M | ||
| Q3 24 | $298.8M | $1.0B | ||
| Q2 24 | $291.3M | $1.0B |
| Q1 26 | $41.9M | $680.0M | ||
| Q4 25 | — | $607.0M | ||
| Q3 25 | $134.1M | $1.1B | ||
| Q2 25 | $261.7M | $957.0M | ||
| Q1 25 | $178.3M | $423.0M | ||
| Q4 24 | $110.9M | $673.0M | ||
| Q3 24 | $274.5M | $829.0M | ||
| Q2 24 | $272.8M | $857.0M |
| Q1 26 | 1.1% | 14.3% | ||
| Q4 25 | — | 13.0% | ||
| Q3 25 | 3.2% | 24.2% | ||
| Q2 25 | 6.3% | 21.1% | ||
| Q1 25 | 4.7% | 10.2% | ||
| Q4 24 | 2.8% | 17.5% | ||
| Q3 24 | 6.7% | 20.4% | ||
| Q2 24 | 6.6% | 21.5% |
| Q1 26 | 0.7% | 5.7% | ||
| Q4 25 | — | 5.5% | ||
| Q3 25 | 1.5% | 5.7% | ||
| Q2 25 | 0.5% | 5.1% | ||
| Q1 25 | 0.3% | 5.6% | ||
| Q4 24 | 1.0% | 5.3% | ||
| Q3 24 | 0.6% | 5.2% | ||
| Q2 24 | 0.4% | 3.7% |
| Q1 26 | 0.94× | 1.11× | ||
| Q4 25 | — | 1.15× | ||
| Q3 25 | 1.63× | 2.14× | ||
| Q2 25 | 2.17× | 1.86× | ||
| Q1 25 | 1.33× | 50.23× | ||
| Q4 24 | 0.90× | 1.66× | ||
| Q3 24 | 1.73× | 3.78× | ||
| Q2 24 | 2.17× | 1.76× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
