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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Brookfield Asset Management Ltd. (BAM). Click either name above to swap in a different company.
ACUITY INC. (DE) is the larger business by last-quarter revenue ($1.1B vs $1.1B, roughly 1.1× Brookfield Asset Management Ltd.). Brookfield Asset Management Ltd. runs the higher net margin — 56.7% vs 10.5%, a 46.1% gap on every dollar of revenue.
Squarespace, Inc. is an American website building and hosting company based in New York City. It provides software as a service for website building and hosting, and allows users to use pre-built website templates and drag-and-drop elements to create and modify webpages.
Brookfield Asset Management Ltd. is a Canadian-American alternative asset manager. The company was founded in December 2022 as a spin-off of the asset management operations of Brookfield Corporation, and manages investments across real estate, infrastructure, renewable energy, private equity, and credit markets globally.
AYI vs BAM — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.1B |
| Net Profit | $120.5M | $615.0M |
| Gross Margin | 48.4% | — |
| Operating Margin | 14.0% | 84.2% |
| Net Margin | 10.5% | 56.7% |
| Revenue YoY | 20.2% | — |
| Net Profit YoY | 12.9% | — |
| EPS (diluted) | $3.82 | — |
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.
| Q4 25 | $1.1B | $1.1B | ||
| Q3 25 | $1.2B | $974.0M | ||
| Q2 25 | $1.2B | $931.0M | ||
| Q1 25 | $1.0B | $954.0M | ||
| Q4 24 | $951.6M | — | ||
| Q3 24 | $1.0B | $873.0M | ||
| Q2 24 | $968.1M | $821.0M | ||
| Q1 24 | $905.9M | $786.0M |
| Q4 25 | $120.5M | $615.0M | ||
| Q3 25 | $114.0M | $692.0M | ||
| Q2 25 | $98.4M | $584.0M | ||
| Q1 25 | $77.5M | $507.0M | ||
| Q4 24 | $106.7M | — | ||
| Q3 24 | $118.9M | $537.0M | ||
| Q2 24 | $113.9M | $124.0M | ||
| Q1 24 | $89.2M | $373.0M |
| Q4 25 | 48.4% | — | ||
| Q3 25 | 48.9% | — | ||
| Q2 25 | 48.4% | — | ||
| Q1 25 | 46.5% | — | ||
| Q4 24 | 47.2% | — | ||
| Q3 24 | 47.3% | — | ||
| Q2 24 | 46.7% | — | ||
| Q1 24 | 45.5% | — |
| Q4 25 | 14.0% | 84.2% | ||
| Q3 25 | 14.9% | 79.1% | ||
| Q2 25 | 11.9% | 70.8% | ||
| Q1 25 | 11.0% | 61.0% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 15.2% | 72.5% | ||
| Q2 24 | 15.0% | 80.4% | ||
| Q1 24 | 13.0% | 56.5% |
| Q4 25 | 10.5% | 56.7% | ||
| Q3 25 | 9.4% | 71.0% | ||
| Q2 25 | 8.3% | 62.7% | ||
| Q1 25 | 7.7% | 53.1% | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.5% | 61.5% | ||
| Q2 24 | 11.8% | 15.1% | ||
| Q1 24 | 9.8% | 47.5% |
| Q4 25 | $3.82 | — | ||
| Q3 25 | $3.61 | — | ||
| Q2 25 | $3.12 | — | ||
| Q1 25 | $2.45 | — | ||
| Q4 24 | $3.35 | — | ||
| Q3 24 | $3.77 | — | ||
| Q2 24 | $3.62 | — | ||
| Q1 24 | $2.84 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $376.1M | $1.6B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.8B | $8.9B |
| Total Assets | $4.7B | $17.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $1.6B | ||
| Q3 25 | $422.5M | $1.1B | ||
| Q2 25 | $371.8M | $480.0M | ||
| Q1 25 | $397.9M | $332.0M | ||
| Q4 24 | $935.6M | — | ||
| Q3 24 | $845.8M | — | ||
| Q2 24 | $699.0M | $10.0M | ||
| Q1 24 | $578.9M | — |
| Q4 25 | $2.8B | $8.9B | ||
| Q3 25 | $2.7B | $8.5B | ||
| Q2 25 | $2.6B | $8.5B | ||
| Q1 25 | $2.5B | $8.5B | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | $9.0B | ||
| Q2 24 | $2.3B | $3.2B | ||
| Q1 24 | $2.1B | $2.2B |
| Q4 25 | $4.7B | $17.0B | ||
| Q3 25 | $4.8B | $16.5B | ||
| Q2 25 | $4.6B | $16.1B | ||
| Q1 25 | $4.6B | $15.0B | ||
| Q4 24 | $3.9B | — | ||
| Q3 24 | $3.8B | — | ||
| Q2 24 | $3.6B | $4.2B | ||
| Q1 24 | $3.5B | — |
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 | $140.8M | $562.0M |
| Free Cash FlowOCF − Capex | $114.8M | — |
| FCF MarginFCF / Revenue | 10.0% | — |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | 1.17× | 0.91× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $562.0M | ||
| Q3 25 | $202.5M | $745.0M | ||
| Q2 25 | $207.3M | $529.0M | ||
| Q1 25 | $59.4M | $265.0M | ||
| Q4 24 | $132.2M | — | ||
| Q3 24 | $174.1M | $567.0M | ||
| Q2 24 | $152.5M | $159.0M | ||
| Q1 24 | $102.6M | $516.0M |
| Q4 25 | $114.8M | — | ||
| Q3 25 | $177.7M | — | ||
| Q2 25 | $192.3M | — | ||
| Q1 25 | $49.7M | — | ||
| Q4 24 | $113.3M | — | ||
| Q3 24 | $151.1M | — | ||
| Q2 24 | $140.5M | — | ||
| Q1 24 | $88.2M | — |
| Q4 25 | 10.0% | — | ||
| Q3 25 | 14.7% | — | ||
| Q2 25 | 16.3% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 14.5% | — | ||
| Q1 24 | 9.7% | — |
| Q4 25 | 2.3% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 1.2% | — | ||
| Q1 24 | 1.6% | — |
| Q4 25 | 1.17× | 0.91× | ||
| Q3 25 | 1.78× | 1.08× | ||
| Q2 25 | 2.11× | 0.91× | ||
| Q1 25 | 0.77× | 0.52× | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.46× | 1.06× | ||
| Q2 24 | 1.34× | 1.28× | ||
| Q1 24 | 1.15× | 1.38× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AYI
| Sales Channel Through Independent Sales Network | $616.7M | 54% |
| Acuity Intelligent Spaces | $248.1M | 22% |
| QSCLLC | $95.1M | 8% |
| Sales Channel Through Direct Sales Network | $70.6M | 6% |
| Sales Channel Through Original Equipment Manufacturer And Other | $49.1M | 4% |
| Sales Channel Through Corporate Accounts Network | $40.7M | 4% |
| Sales Channel Through Retail | $40.3M | 4% |
BAM
| Incentive Fees | $452.0M | 42% |
| Infrastruture | $332.0M | 31% |
| Private Equity | $174.0M | 16% |
| Renewable Power And Transition | $66.0M | 6% |
| Other | $47.0M | 4% |
| Management And Advisory Fees | $14.0M | 1% |
