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Side-by-side financial comparison of Amentum Holdings, Inc. (AMTM) and O’Reilly Automotive (ORLY). Click either name above to swap in a different company.
O’Reilly Automotive is the larger business by last-quarter revenue ($4.6B vs $3.2B, roughly 1.4× Amentum Holdings, Inc.). O’Reilly Automotive runs the higher net margin — 13.2% vs 1.4%, a 11.9% gap on every dollar of revenue. On growth, O’Reilly Automotive posted the faster year-over-year revenue change (10.2% vs -5.2%). O’Reilly Automotive produced more free cash flow last quarter ($1.8B vs $-142.0M). Over the past eight quarters, Amentum Holdings, Inc.'s revenue compounded faster (25.6% CAGR vs 3.3%).
Jacobs Solutions Inc. is an American international technical professional services firm based in Dallas. The company provides engineering, technical, professional, and construction services as well as scientific and specialty consulting for a broad range of clients globally, including companies, organizations, and government agencies. Jacobs has consistently ranked No. 1 on both Engineering News-Record (ENR)'s 2018, 2019, 2020, 2021, 2022, and 2023 Top 500 Design Firms and Trenchless Technolo...
O'Reilly Automotive, Inc., doing business as O'Reilly Auto Parts, is an American automotive part retailer that provides automotive parts, tools, supplies, equipment, and accessories to professional service providers and do-it-yourself customers. Founded in 1957 by the O’Reilly family, O'Reilly Auto Parts operates more than 6,400 stores in 48 states, Puerto Rico, Mexico, and Canada.
AMTM vs ORLY — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $3.2B | $4.6B |
| Net Profit | $44.0M | $604.2M |
| Gross Margin | 10.1% | 51.5% |
| Operating Margin | 4.3% | 18.5% |
| Net Margin | 1.4% | 13.2% |
| Revenue YoY | -5.2% | 10.2% |
| Net Profit YoY | 266.7% | 12.2% |
| EPS (diluted) | $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 | $3.2B | $4.6B | ||
| Q4 25 | $3.9B | $4.4B | ||
| Q3 25 | — | $4.7B | ||
| Q2 25 | $3.6B | $4.5B | ||
| Q1 25 | $3.5B | $4.1B | ||
| Q4 24 | $3.4B | $4.1B | ||
| Q3 24 | $2.2B | $4.4B | ||
| Q2 24 | $2.1B | $4.3B |
| Q1 26 | $44.0M | $604.2M | ||
| Q4 25 | $40.0M | $605.2M | ||
| Q3 25 | — | $725.9M | ||
| Q2 25 | $10.0M | $668.6M | ||
| Q1 25 | $4.0M | $538.5M | ||
| Q4 24 | $12.0M | $551.1M | ||
| Q3 24 | $26.0M | $665.5M | ||
| Q2 24 | $-26.0M | $622.8M |
| Q1 26 | 10.1% | 51.5% | ||
| Q4 25 | 10.6% | 51.8% | ||
| Q3 25 | — | 51.9% | ||
| Q2 25 | 10.3% | 51.4% | ||
| Q1 25 | 10.5% | 51.3% | ||
| Q4 24 | 10.6% | 51.3% | ||
| Q3 24 | 9.0% | 51.6% | ||
| Q2 24 | 9.6% | 50.7% |
| Q1 26 | 4.3% | 18.5% | ||
| Q4 25 | 3.4% | 18.8% | ||
| Q3 25 | — | 20.7% | ||
| Q2 25 | 2.9% | 20.2% | ||
| Q1 25 | 3.2% | 17.9% | ||
| Q4 24 | 3.9% | 18.0% | ||
| Q3 24 | 1.2% | 20.5% | ||
| Q2 24 | 4.2% | 20.2% |
| Q1 26 | 1.4% | 13.2% | ||
| Q4 25 | 1.0% | 13.7% | ||
| Q3 25 | — | 15.4% | ||
| Q2 25 | 0.3% | 14.8% | ||
| Q1 25 | 0.1% | 13.0% | ||
| Q4 24 | 0.4% | 13.5% | ||
| Q3 24 | 1.2% | 15.2% | ||
| Q2 24 | -1.2% | 14.6% |
| Q1 26 | $0.18 | — | ||
| Q4 25 | $0.16 | $-8.01 | ||
| Q3 25 | — | $0.85 | ||
| Q2 25 | $0.04 | $0.78 | ||
| Q1 25 | $0.02 | $9.35 | ||
| Q4 24 | $0.05 | $9.50 | ||
| Q3 24 | $0.31 | $11.41 | ||
| Q2 24 | $-0.29 | $10.55 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $247.0M | $252.6M |
| Total DebtLower is stronger | $3.9B | $6.2B |
| Stockholders' EquityBook value | $4.6B | — |
| Total Assets | $11.2B | $16.9B |
| Debt / EquityLower = less leverage | 0.86× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $247.0M | $252.6M | ||
| Q4 25 | $437.0M | $193.8M | ||
| Q3 25 | — | $204.5M | ||
| Q2 25 | $738.0M | $198.6M | ||
| Q1 25 | $546.0M | $191.2M | ||
| Q4 24 | $522.0M | $130.2M | ||
| Q3 24 | $452.0M | $115.6M | ||
| Q2 24 | — | $145.0M |
| Q1 26 | $3.9B | $6.2B | ||
| Q4 25 | $3.9B | — | ||
| Q3 25 | — | — | ||
| Q2 25 | $4.5B | — | ||
| Q1 25 | $4.7B | — | ||
| Q4 24 | $4.7B | — | ||
| Q3 24 | $4.7B | — | ||
| Q2 24 | — | — |
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.5B | $-763.4M | ||
| Q3 25 | — | $-894.7M | ||
| Q2 25 | $4.5B | $-1.2B | ||
| Q1 25 | $4.4B | $-1.4B | ||
| Q4 24 | $4.5B | $-1.4B | ||
| Q3 24 | $4.5B | $-1.4B | ||
| Q2 24 | $303.0M | $-1.6B |
| Q1 26 | $11.2B | $16.9B | ||
| Q4 25 | $11.5B | $16.5B | ||
| Q3 25 | — | $16.3B | ||
| Q2 25 | $11.8B | $15.8B | ||
| Q1 25 | $12.0B | $15.3B | ||
| Q4 24 | $11.9B | $14.9B | ||
| Q3 24 | $12.0B | $14.6B | ||
| Q2 24 | — | $14.4B |
| Q1 26 | 0.86× | — | ||
| Q4 25 | 0.88× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 1.01× | — | ||
| Q1 25 | 1.06× | — | ||
| Q4 24 | 1.05× | — | ||
| Q3 24 | 1.05× | — | ||
| Q2 24 | — | — |
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 | $-136.0M | $3.1B |
| Free Cash FlowOCF − Capex | $-142.0M | $1.8B |
| FCF MarginFCF / Revenue | -4.4% | 39.5% |
| Capex IntensityCapex / Revenue | 0.2% | — |
| Cash ConversionOCF / Net Profit | -3.09× | 5.15× |
| TTM Free Cash FlowTrailing 4 quarters | $272.0M | $2.9B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $-136.0M | $3.1B | ||
| Q4 25 | $270.0M | $633.5M | ||
| Q3 25 | — | $616.5M | ||
| Q2 25 | $106.0M | $756.8M | ||
| Q1 25 | $57.0M | $755.1M | ||
| Q4 24 | $110.0M | $624.5M | ||
| Q3 24 | — | $772.0M | ||
| Q2 24 | — | $948.9M |
| Q1 26 | $-142.0M | $1.8B | ||
| Q4 25 | $261.0M | $364.5M | ||
| Q3 25 | — | $304.4M | ||
| Q2 25 | $100.0M | $456.1M | ||
| Q1 25 | $53.0M | $468.2M | ||
| Q4 24 | $102.0M | $334.0M | ||
| Q3 24 | — | $513.7M | ||
| Q2 24 | — | $723.5M |
| Q1 26 | -4.4% | 39.5% | ||
| Q4 25 | 6.6% | 8.3% | ||
| Q3 25 | — | 6.5% | ||
| Q2 25 | 2.8% | 10.1% | ||
| Q1 25 | 1.5% | 11.3% | ||
| Q4 24 | 3.0% | 8.2% | ||
| Q3 24 | — | 11.8% | ||
| Q2 24 | — | 16.9% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 6.1% | ||
| Q3 25 | — | 6.6% | ||
| Q2 25 | 0.2% | 6.6% | ||
| Q1 25 | 0.1% | 6.9% | ||
| Q4 24 | 0.2% | 7.1% | ||
| Q3 24 | — | 5.9% | ||
| Q2 24 | — | 5.3% |
| Q1 26 | -3.09× | 5.15× | ||
| Q4 25 | 6.75× | 1.05× | ||
| Q3 25 | — | 0.85× | ||
| Q2 25 | 10.60× | 1.13× | ||
| Q1 25 | 14.25× | 1.40× | ||
| Q4 24 | 9.17× | 1.13× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | — | 1.52× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMTM
| Global Engineering Solutions Segment | $1.9B | 59% |
| Other U.S.Government Agencies | $400.0M | 12% |
| Fixed Price Contract | $380.0M | 12% |
| Commercial And International | $226.0M | 7% |
| Time And Materials Contract | $171.0M | 5% |
| Sales Channel Through Intermediary | $78.0M | 2% |
| Equity Method Investee | $50.0M | 2% |
ORLY
| Sales to professional service provider customers | $2.3B | 50% |
| Sales to do-it-yourself customers | $2.2B | 48% |
