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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Corpay (CPAY). Click either name above to swap in a different company.
Corpay is the larger business by last-quarter revenue ($1.2B vs $1.1B, roughly 1.1× ACUITY INC. (DE)). Corpay runs the higher net margin — 21.2% vs 10.5%, a 10.7% gap on every dollar of revenue. On growth, Corpay posted the faster year-over-year revenue change (20.7% vs 20.2%). Corpay produced more free cash flow last quarter ($760.3M vs $114.8M). Over the past eight quarters, Corpay's revenue compounded faster (15.5% CAGR vs 12.4%).
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.
Corpay, Inc., headquartered in Atlanta, Georgia, provides payments and spend management systems and services that control expense-related purchasing and payment processes. The company focuses on vehicle-related expenses, lodging expenses, and corporate payments.
AYI vs CPAY — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.2B |
| Net Profit | $120.5M | $264.5M |
| Gross Margin | 48.4% | — |
| Operating Margin | 14.0% | 45.2% |
| Net Margin | 10.5% | 21.2% |
| Revenue YoY | 20.2% | 20.7% |
| Net Profit YoY | 12.9% | 7.5% |
| EPS (diluted) | $3.82 | $3.74 |
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 | $1.2B | ||
| Q3 25 | $1.2B | $1.2B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $951.6M | $1.0B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $968.1M | $975.7M | ||
| Q1 24 | $905.9M | $935.3M |
| Q4 25 | $120.5M | $264.5M | ||
| Q3 25 | $114.0M | $277.9M | ||
| Q2 25 | $98.4M | $284.2M | ||
| Q1 25 | $77.5M | $243.2M | ||
| Q4 24 | $106.7M | $246.0M | ||
| Q3 24 | $118.9M | $276.4M | ||
| Q2 24 | $113.9M | $251.6M | ||
| Q1 24 | $89.2M | $229.8M |
| 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% | 45.2% | ||
| Q3 25 | 14.9% | 44.6% | ||
| Q2 25 | 11.9% | 43.5% | ||
| Q1 25 | 11.0% | 42.5% | ||
| Q4 24 | 14.0% | 47.2% | ||
| Q3 24 | 15.2% | 45.5% | ||
| Q2 24 | 15.0% | 44.4% | ||
| Q1 24 | 13.0% | 42.5% |
| Q4 25 | 10.5% | 21.2% | ||
| Q3 25 | 9.4% | 23.7% | ||
| Q2 25 | 8.3% | 25.8% | ||
| Q1 25 | 7.7% | 24.2% | ||
| Q4 24 | 11.2% | 23.8% | ||
| Q3 24 | 11.5% | 26.9% | ||
| Q2 24 | 11.8% | 25.8% | ||
| Q1 24 | 9.8% | 24.6% |
| Q4 25 | $3.82 | $3.74 | ||
| Q3 25 | $3.61 | $3.91 | ||
| Q2 25 | $3.12 | $3.98 | ||
| Q1 25 | $2.45 | $3.40 | ||
| Q4 24 | $3.35 | $3.43 | ||
| Q3 24 | $3.77 | $3.90 | ||
| Q2 24 | $3.62 | $3.52 | ||
| Q1 24 | $2.84 | $3.12 |
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 | $2.4B |
| Total DebtLower is stronger | — | $10.0B |
| Stockholders' EquityBook value | $2.8B | $3.9B |
| Total Assets | $4.7B | $26.4B |
| Debt / EquityLower = less leverage | — | 2.58× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $2.4B | ||
| Q3 25 | $422.5M | $2.0B | ||
| Q2 25 | $371.8M | $2.2B | ||
| Q1 25 | $397.9M | $1.6B | ||
| Q4 24 | $935.6M | $1.6B | ||
| Q3 24 | $845.8M | $1.3B | ||
| Q2 24 | $699.0M | $1.4B | ||
| Q1 24 | $578.9M | $1.3B |
| Q4 25 | — | $10.0B | ||
| Q3 25 | — | $8.1B | ||
| Q2 25 | — | $8.1B | ||
| Q1 25 | — | $8.2B | ||
| Q4 24 | — | $8.0B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.8B | $3.9B | ||
| Q3 25 | $2.7B | $4.1B | ||
| Q2 25 | $2.6B | $3.9B | ||
| Q1 25 | $2.5B | $3.5B | ||
| Q4 24 | $2.5B | $3.1B | ||
| Q3 24 | $2.4B | $3.1B | ||
| Q2 24 | $2.3B | $2.8B | ||
| Q1 24 | $2.1B | $3.3B |
| Q4 25 | $4.7B | $26.4B | ||
| Q3 25 | $4.8B | $19.7B | ||
| Q2 25 | $4.6B | $20.4B | ||
| Q1 25 | $4.6B | $18.5B | ||
| Q4 24 | $3.9B | $18.0B | ||
| Q3 24 | $3.8B | $17.6B | ||
| Q2 24 | $3.6B | $16.2B | ||
| Q1 24 | $3.5B | $15.8B |
| Q4 25 | — | 2.58× | ||
| Q3 25 | — | 1.99× | ||
| Q2 25 | — | 2.07× | ||
| Q1 25 | — | 2.37× | ||
| Q4 24 | — | 2.56× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 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 | $140.8M | $812.7M |
| Free Cash FlowOCF − Capex | $114.8M | $760.3M |
| FCF MarginFCF / Revenue | 10.0% | 60.9% |
| Capex IntensityCapex / Revenue | 2.3% | 4.2% |
| Cash ConversionOCF / Net Profit | 1.17× | 3.07× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $1.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $812.7M | ||
| Q3 25 | $202.5M | $-378.9M | ||
| Q2 25 | $207.3M | $1.1B | ||
| Q1 25 | $59.4M | $-74.2M | ||
| Q4 24 | $132.2M | $648.7M | ||
| Q3 24 | $174.1M | $400.8M | ||
| Q2 24 | $152.5M | $540.9M | ||
| Q1 24 | $102.6M | $350.2M |
| Q4 25 | $114.8M | $760.3M | ||
| Q3 25 | $177.7M | $-429.8M | ||
| Q2 25 | $192.3M | $1.1B | ||
| Q1 25 | $49.7M | $-118.9M | ||
| Q4 24 | $113.3M | $604.6M | ||
| Q3 24 | $151.1M | $355.0M | ||
| Q2 24 | $140.5M | $496.8M | ||
| Q1 24 | $88.2M | $309.0M |
| Q4 25 | 10.0% | 60.9% | ||
| Q3 25 | 14.7% | -36.7% | ||
| Q2 25 | 16.3% | 98.7% | ||
| Q1 25 | 4.9% | -11.8% | ||
| Q4 24 | 11.9% | 58.4% | ||
| Q3 24 | 14.6% | 34.5% | ||
| Q2 24 | 14.5% | 50.9% | ||
| Q1 24 | 9.7% | 33.0% |
| Q4 25 | 2.3% | 4.2% | ||
| Q3 25 | 2.1% | 4.3% | ||
| Q2 25 | 1.3% | 4.8% | ||
| Q1 25 | 1.0% | 4.5% | ||
| Q4 24 | 2.0% | 4.3% | ||
| Q3 24 | 2.2% | 4.4% | ||
| Q2 24 | 1.2% | 4.5% | ||
| Q1 24 | 1.6% | 4.4% |
| Q4 25 | 1.17× | 3.07× | ||
| Q3 25 | 1.78× | -1.36× | ||
| Q2 25 | 2.11× | 4.01× | ||
| Q1 25 | 0.77× | -0.30× | ||
| Q4 24 | 1.24× | 2.64× | ||
| Q3 24 | 1.46× | 1.45× | ||
| Q2 24 | 1.34× | 2.15× | ||
| Q1 24 | 1.15× | 1.52× |
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% |
CPAY
| Vehicle Payments | $572.9M | 46% |
| Corporate Payments | $480.8M | 39% |
| Lodging Payments | $112.5M | 9% |
| Other Operating Segments | $82.1M | 7% |
