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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Coca-Cola Consolidated, Inc. (COKE). Click either name above to swap in a different company.
Coca-Cola Consolidated, Inc. is the larger business by last-quarter revenue ($1.9B vs $1.1B, roughly 1.7× ACUITY INC. (DE)). ACUITY INC. (DE) runs the higher net margin — 10.5% vs 7.2%, a 3.3% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs 9.0%). ACUITY INC. (DE) produced more free cash flow last quarter ($114.8M vs $106.7M). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs 9.4%).
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.
Coca-Cola Consolidated, Inc., headquartered in Charlotte, North Carolina, is the largest independent Coca-Cola bottler in the United States.
AYI vs COKE — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.9B |
| Net Profit | $120.5M | $137.3M |
| Gross Margin | 48.4% | 39.6% |
| Operating Margin | 14.0% | 12.7% |
| Net Margin | 10.5% | 7.2% |
| Revenue YoY | 20.2% | 9.0% |
| Net Profit YoY | 12.9% | -23.3% |
| 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 | $1.9B | ||
| Q3 25 | $1.2B | $1.9B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.0B | $1.6B | ||
| Q4 24 | $951.6M | $1.7B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $968.1M | $1.8B | ||
| Q1 24 | $905.9M | $1.6B |
| Q4 25 | $120.5M | $137.3M | ||
| Q3 25 | $114.0M | $142.3M | ||
| Q2 25 | $98.4M | $187.4M | ||
| Q1 25 | $77.5M | $103.6M | ||
| Q4 24 | $106.7M | $178.9M | ||
| Q3 24 | $118.9M | $115.6M | ||
| Q2 24 | $113.9M | $172.8M | ||
| Q1 24 | $89.2M | $165.7M |
| Q4 25 | 48.4% | 39.6% | ||
| Q3 25 | 48.9% | 39.6% | ||
| Q2 25 | 48.4% | 40.0% | ||
| Q1 25 | 46.5% | 39.7% | ||
| Q4 24 | 47.2% | 40.0% | ||
| Q3 24 | 47.3% | 39.5% | ||
| Q2 24 | 46.7% | 39.9% | ||
| Q1 24 | 45.5% | 40.2% |
| Q4 25 | 14.0% | 12.7% | ||
| Q3 25 | 14.9% | 13.1% | ||
| Q2 25 | 11.9% | 14.7% | ||
| Q1 25 | 11.0% | 12.0% | ||
| Q4 24 | 14.0% | 12.5% | ||
| Q3 24 | 15.2% | 12.9% | ||
| Q2 24 | 15.0% | 14.4% | ||
| Q1 24 | 13.0% | 13.5% |
| Q4 25 | 10.5% | 7.2% | ||
| Q3 25 | 9.4% | 7.5% | ||
| Q2 25 | 8.3% | 10.1% | ||
| Q1 25 | 7.7% | 6.6% | ||
| Q4 24 | 11.2% | 10.2% | ||
| Q3 24 | 11.5% | 6.5% | ||
| Q2 24 | 11.8% | 9.6% | ||
| Q1 24 | 9.8% | 10.4% |
| 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 | $281.9M |
| Total DebtLower is stronger | — | $2.8B |
| Stockholders' EquityBook value | $2.8B | $-739.7M |
| Total Assets | $4.7B | $4.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $281.9M | ||
| Q3 25 | $422.5M | $1.5B | ||
| Q2 25 | $371.8M | $1.2B | ||
| Q1 25 | $397.9M | $1.2B | ||
| Q4 24 | $935.6M | $1.1B | ||
| Q3 24 | $845.8M | $1.2B | ||
| Q2 24 | $699.0M | $1.7B | ||
| Q1 24 | $578.9M | $401.3M |
| Q4 25 | — | $2.8B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | $1.8B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | — | $1.8B | ||
| Q3 24 | — | $1.8B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $599.3M |
| Q4 25 | $2.8B | $-739.7M | ||
| Q3 25 | $2.7B | $1.6B | ||
| Q2 25 | $2.6B | $1.6B | ||
| Q1 25 | $2.5B | $1.5B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.4B | $1.3B | ||
| Q2 24 | $2.3B | $1.2B | ||
| Q1 24 | $2.1B | $1.6B |
| Q4 25 | $4.7B | $4.3B | ||
| Q3 25 | $4.8B | $5.7B | ||
| Q2 25 | $4.6B | $5.5B | ||
| Q1 25 | $4.6B | $5.4B | ||
| Q4 24 | $3.9B | $5.3B | ||
| Q3 24 | $3.8B | $5.3B | ||
| Q2 24 | $3.6B | $5.7B | ||
| Q1 24 | $3.5B | $4.3B |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.09× | ||
| Q2 25 | — | 1.10× | ||
| Q1 25 | — | 1.19× | ||
| Q4 24 | — | 1.26× | ||
| Q3 24 | — | 1.39× | ||
| Q2 24 | — | 1.49× | ||
| Q1 24 | — | 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 | $140.8M | $209.0M |
| Free Cash FlowOCF − Capex | $114.8M | $106.7M |
| FCF MarginFCF / Revenue | 10.0% | 5.6% |
| Capex IntensityCapex / Revenue | 2.3% | 5.4% |
| Cash ConversionOCF / Net Profit | 1.17× | 1.52× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $619.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $209.0M | ||
| Q3 25 | $202.5M | $316.7M | ||
| Q2 25 | $207.3M | $208.1M | ||
| Q1 25 | $59.4M | $198.2M | ||
| Q4 24 | $132.2M | $168.5M | ||
| Q3 24 | $174.1M | $270.8M | ||
| Q2 24 | $152.5M | $242.9M | ||
| Q1 24 | $102.6M | $194.3M |
| Q4 25 | $114.8M | $106.7M | ||
| Q3 25 | $177.7M | $264.1M | ||
| Q2 25 | $192.3M | $148.5M | ||
| Q1 25 | $49.7M | $100.3M | ||
| Q4 24 | $113.3M | $84.8M | ||
| Q3 24 | $151.1M | $142.8M | ||
| Q2 24 | $140.5M | $160.5M | ||
| Q1 24 | $88.2M | $117.2M |
| Q4 25 | 10.0% | 5.6% | ||
| Q3 25 | 14.7% | 14.0% | ||
| Q2 25 | 16.3% | 8.0% | ||
| Q1 25 | 4.9% | 6.3% | ||
| Q4 24 | 11.9% | 4.9% | ||
| Q3 24 | 14.6% | 8.1% | ||
| Q2 24 | 14.5% | 8.9% | ||
| Q1 24 | 9.7% | 7.4% |
| Q4 25 | 2.3% | 5.4% | ||
| Q3 25 | 2.1% | 2.8% | ||
| Q2 25 | 1.3% | 3.2% | ||
| Q1 25 | 1.0% | 6.2% | ||
| Q4 24 | 2.0% | 4.8% | ||
| Q3 24 | 2.2% | 7.2% | ||
| Q2 24 | 1.2% | 4.6% | ||
| Q1 24 | 1.6% | 4.8% |
| Q4 25 | 1.17× | 1.52× | ||
| Q3 25 | 1.78× | 2.22× | ||
| Q2 25 | 2.11× | 1.11× | ||
| Q1 25 | 0.77× | 1.91× | ||
| Q4 24 | 1.24× | 0.94× | ||
| Q3 24 | 1.46× | 2.34× | ||
| Q2 24 | 1.34× | 1.41× | ||
| Q1 24 | 1.15× | 1.17× |
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% |
COKE
| Transferred At Point In Time | $1.9B | 99% |
| Transferred Over Time | $15.1M | 1% |
