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Side-by-side financial comparison of AECOM (ACM) and Workday, Inc. (WDAY). Click either name above to swap in a different company.
AECOM is the larger business by last-quarter revenue ($3.8B vs $2.4B, roughly 1.6× Workday, Inc.). Workday, Inc. runs the higher net margin — 10.4% vs 1.9%, a 8.4% gap on every dollar of revenue. On growth, Workday, Inc. posted the faster year-over-year revenue change (12.6% vs 1.6%). Workday, Inc. produced more free cash flow last quarter ($550.0M vs $41.9M). Over the past eight quarters, Workday, Inc.'s revenue compounded faster (12.5% CAGR vs -1.4%).
AECOM is an American multinational infrastructure consulting firm headquartered in Dallas, Texas.
Workday, Inc. is a leading global enterprise cloud software provider that develops and distributes human capital management, financial management, and enterprise resource planning solutions. It caters primarily to mid-sized and large organizations across sectors including education, healthcare, finance, and technology, with operations spanning North America, Europe, and Asia Pacific.
ACM vs WDAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.8B | $2.4B |
| Net Profit | $74.5M | $252.0M |
| Gross Margin | 7.3% | — |
| Operating Margin | 5.8% | 10.6% |
| Net Margin | 1.9% | 10.4% |
| Revenue YoY | 1.6% | 12.6% |
| Net Profit YoY | -48.0% | 30.6% |
| EPS (diluted) | $0.56 | $0.94 |
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 | — | $2.4B | ||
| Q3 25 | $4.2B | $2.3B | ||
| Q2 25 | $4.2B | $2.2B | ||
| Q1 25 | $3.8B | $2.2B | ||
| Q4 24 | $4.0B | $2.2B | ||
| Q3 24 | $4.1B | $2.1B | ||
| Q2 24 | $4.2B | $2.0B |
| Q1 26 | $74.5M | — | ||
| Q4 25 | — | $252.0M | ||
| Q3 25 | $120.4M | $228.0M | ||
| Q2 25 | $131.0M | $68.0M | ||
| Q1 25 | $143.4M | $94.0M | ||
| Q4 24 | $167.0M | $193.0M | ||
| Q3 24 | $172.5M | $132.0M | ||
| Q2 24 | $134.3M | $107.0M |
| 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 | — | 10.6% | ||
| Q3 25 | 5.7% | 10.6% | ||
| Q2 25 | 7.0% | 1.7% | ||
| Q1 25 | 6.8% | 3.4% | ||
| Q4 24 | 5.9% | 7.6% | ||
| Q3 24 | 5.8% | 5.3% | ||
| Q2 24 | 5.5% | 3.2% |
| Q1 26 | 1.9% | — | ||
| Q4 25 | — | 10.4% | ||
| Q3 25 | 2.9% | 9.7% | ||
| Q2 25 | 3.1% | 3.0% | ||
| Q1 25 | 3.8% | 4.3% | ||
| Q4 24 | 4.2% | 8.9% | ||
| Q3 24 | 4.2% | 6.3% | ||
| Q2 24 | 3.2% | 5.4% |
| Q1 26 | $0.56 | — | ||
| Q4 25 | — | $0.94 | ||
| Q3 25 | $0.90 | $0.84 | ||
| Q2 25 | $0.98 | $0.25 | ||
| Q1 25 | $1.08 | $0.34 | ||
| Q4 24 | $1.25 | $0.72 | ||
| Q3 24 | $1.27 | $0.49 | ||
| Q2 24 | $0.98 | $0.40 |
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 | $6.8B |
| Total DebtLower is stronger | $2.6B | — |
| Stockholders' EquityBook value | $2.2B | $8.9B |
| Total Assets | $11.9B | $17.8B |
| Debt / EquityLower = less leverage | 1.18× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.2B | — | ||
| Q4 25 | — | $6.8B | ||
| Q3 25 | $1.6B | $8.2B | ||
| Q2 25 | $1.8B | $8.0B | ||
| Q1 25 | $1.6B | $8.0B | ||
| Q4 24 | $1.6B | $7.2B | ||
| Q3 24 | $1.6B | $7.4B | ||
| Q2 24 | $1.6B | $7.2B |
| Q1 26 | $2.6B | — | ||
| 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 | $3.0B |
| Q1 26 | $2.2B | — | ||
| Q4 25 | — | $8.9B | ||
| Q3 25 | $2.5B | $9.2B | ||
| Q2 25 | $2.5B | $8.9B | ||
| Q1 25 | $2.3B | $9.0B | ||
| Q4 24 | $2.2B | $8.6B | ||
| Q3 24 | $2.2B | $8.3B | ||
| Q2 24 | $2.3B | $8.2B |
| Q1 26 | $11.9B | — | ||
| Q4 25 | — | $17.8B | ||
| Q3 25 | $12.2B | $18.0B | ||
| Q2 25 | $12.3B | $17.2B | ||
| Q1 25 | $11.8B | $18.0B | ||
| Q4 24 | $11.8B | $16.4B | ||
| Q3 24 | $12.1B | $16.2B | ||
| Q2 24 | $12.0B | $15.9B |
| Q1 26 | 1.18× | — | ||
| 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× | 0.37× |
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 | $588.0M |
| Free Cash FlowOCF − Capex | $41.9M | $550.0M |
| FCF MarginFCF / Revenue | 1.1% | 22.6% |
| Capex IntensityCapex / Revenue | 0.7% | 1.6% |
| Cash ConversionOCF / Net Profit | 0.94× | 2.33× |
| TTM Free Cash FlowTrailing 4 quarters | $616.0M | $2.6B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $70.2M | — | ||
| Q4 25 | — | $588.0M | ||
| Q3 25 | $196.1M | $616.0M | ||
| Q2 25 | $283.7M | $457.0M | ||
| Q1 25 | $190.7M | $1.1B | ||
| Q4 24 | $151.1M | $406.0M | ||
| Q3 24 | $298.8M | $571.0M | ||
| Q2 24 | $291.3M | $372.0M |
| Q1 26 | $41.9M | — | ||
| Q4 25 | — | $550.0M | ||
| Q3 25 | $134.1M | $588.0M | ||
| Q2 25 | $261.7M | $421.0M | ||
| Q1 25 | $178.3M | $1.0B | ||
| Q4 24 | $110.9M | $359.0M | ||
| Q3 24 | $274.5M | $516.0M | ||
| Q2 24 | $272.8M | $291.0M |
| Q1 26 | 1.1% | — | ||
| Q4 25 | — | 22.6% | ||
| Q3 25 | 3.2% | 25.0% | ||
| Q2 25 | 6.3% | 18.8% | ||
| Q1 25 | 4.7% | 46.4% | ||
| Q4 24 | 2.8% | 16.6% | ||
| Q3 24 | 6.7% | 24.7% | ||
| Q2 24 | 6.6% | 14.6% |
| Q1 26 | 0.7% | — | ||
| Q4 25 | — | 1.6% | ||
| Q3 25 | 1.5% | 1.2% | ||
| Q2 25 | 0.5% | 1.6% | ||
| Q1 25 | 0.3% | 3.9% | ||
| Q4 24 | 1.0% | 2.2% | ||
| Q3 24 | 0.6% | 2.6% | ||
| Q2 24 | 0.4% | 4.1% |
| Q1 26 | 0.94× | — | ||
| Q4 25 | — | 2.33× | ||
| Q3 25 | 1.63× | 2.70× | ||
| Q2 25 | 2.17× | 6.72× | ||
| Q1 25 | 1.33× | 11.83× | ||
| Q4 24 | 0.90× | 2.10× | ||
| Q3 24 | 1.73× | 4.33× | ||
| Q2 24 | 2.17× | 3.48× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ACM
Segment breakdown not available.
WDAY
| Subscription Services | $2.2B | 92% |
| Professional Services | $188.0M | 8% |
