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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and DONALDSON Co INC (DCI). Click either name above to swap in a different company.
ACUITY INC. (DE) is the larger business by last-quarter revenue ($1.1B vs $935.4M, roughly 1.2× DONALDSON Co INC). DONALDSON Co INC runs the higher net margin — 12.2% vs 10.5%, a 1.6% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs 3.9%). ACUITY INC. (DE) produced more free cash flow last quarter ($114.8M vs $111.2M). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs 3.3%).
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.
Donaldson Company, Inc. is a filtration company engaged in the production and marketing of filtration products used in a variety of industry sectors, including commercial/industrial, aerospace, chemical, alternative energy (windmills), food & beverage, and pharmaceuticals. Also the company's research division, located in Minneapolis, Minn., participated in defense-related projects for various military applications.
AYI vs DCI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $935.4M |
| Net Profit | $120.5M | $113.9M |
| Gross Margin | 48.4% | 35.2% |
| Operating Margin | 14.0% | 16.0% |
| Net Margin | 10.5% | 12.2% |
| Revenue YoY | 20.2% | 3.9% |
| Net Profit YoY | 12.9% | 15.1% |
| EPS (diluted) | $3.82 | $0.97 |
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 | $935.4M | ||
| Q3 25 | $1.2B | $980.7M | ||
| Q2 25 | $1.2B | $940.1M | ||
| Q1 25 | $1.0B | $870.0M | ||
| Q4 24 | $951.6M | $900.1M | ||
| Q3 24 | $1.0B | $935.4M | ||
| Q2 24 | $968.1M | $927.9M | ||
| Q1 24 | $905.9M | $876.7M |
| Q4 25 | $120.5M | $113.9M | ||
| Q3 25 | $114.0M | $114.3M | ||
| Q2 25 | $98.4M | $57.8M | ||
| Q1 25 | $77.5M | $95.9M | ||
| Q4 24 | $106.7M | $99.0M | ||
| Q3 24 | $118.9M | $109.7M | ||
| Q2 24 | $113.9M | $113.5M | ||
| Q1 24 | $89.2M | $98.7M |
| Q4 25 | 48.4% | 35.2% | ||
| Q3 25 | 48.9% | 34.5% | ||
| Q2 25 | 48.4% | 34.2% | ||
| Q1 25 | 46.5% | 35.2% | ||
| Q4 24 | 47.2% | 35.5% | ||
| Q3 24 | 47.3% | 35.8% | ||
| Q2 24 | 46.7% | 35.6% | ||
| Q1 24 | 45.5% | 35.2% |
| Q4 25 | 14.0% | 16.0% | ||
| Q3 25 | 14.9% | 15.5% | ||
| Q2 25 | 11.9% | 9.3% | ||
| Q1 25 | 11.0% | 14.4% | ||
| Q4 24 | 14.0% | 14.5% | ||
| Q3 24 | 15.2% | 15.6% | ||
| Q2 24 | 15.0% | 15.5% | ||
| Q1 24 | 13.0% | 14.8% |
| Q4 25 | 10.5% | 12.2% | ||
| Q3 25 | 9.4% | 11.7% | ||
| Q2 25 | 8.3% | 6.1% | ||
| Q1 25 | 7.7% | 11.0% | ||
| Q4 24 | 11.2% | 11.0% | ||
| Q3 24 | 11.5% | 11.7% | ||
| Q2 24 | 11.8% | 12.2% | ||
| Q1 24 | 9.8% | 11.3% |
| Q4 25 | $3.82 | $0.97 | ||
| Q3 25 | $3.61 | $0.97 | ||
| Q2 25 | $3.12 | $0.48 | ||
| Q1 25 | $2.45 | $0.79 | ||
| Q4 24 | $3.35 | $0.81 | ||
| Q3 24 | $3.77 | $0.90 | ||
| Q2 24 | $3.62 | $0.92 | ||
| Q1 24 | $2.84 | $0.81 |
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 | $210.7M |
| Total DebtLower is stronger | — | $671.5M |
| Stockholders' EquityBook value | $2.8B | $1.5B |
| Total Assets | $4.7B | $3.0B |
| Debt / EquityLower = less leverage | — | 0.44× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $210.7M | ||
| Q3 25 | $422.5M | $180.4M | ||
| Q2 25 | $371.8M | $178.5M | ||
| Q1 25 | $397.9M | $189.1M | ||
| Q4 24 | $935.6M | $221.2M | ||
| Q3 24 | $845.8M | $232.7M | ||
| Q2 24 | $699.0M | $223.7M | ||
| Q1 24 | $578.9M | $193.8M |
| Q4 25 | — | $671.5M | ||
| Q3 25 | — | $630.4M | ||
| Q2 25 | — | $638.8M | ||
| Q1 25 | — | $514.7M | ||
| Q4 24 | — | $538.6M | ||
| Q3 24 | — | $483.4M | ||
| Q2 24 | — | $481.8M | ||
| Q1 24 | — | $352.0M |
| Q4 25 | $2.8B | $1.5B | ||
| Q3 25 | $2.7B | $1.5B | ||
| Q2 25 | $2.6B | $1.5B | ||
| Q1 25 | $2.5B | $1.5B | ||
| Q4 24 | $2.5B | $1.5B | ||
| Q3 24 | $2.4B | $1.5B | ||
| Q2 24 | $2.3B | $1.5B | ||
| Q1 24 | $2.1B | $1.4B |
| Q4 25 | $4.7B | $3.0B | ||
| Q3 25 | $4.8B | $3.0B | ||
| Q2 25 | $4.6B | $3.0B | ||
| Q1 25 | $4.6B | $3.0B | ||
| Q4 24 | $3.9B | $3.0B | ||
| Q3 24 | $3.8B | $2.9B | ||
| Q2 24 | $3.6B | $2.9B | ||
| Q1 24 | $3.5B | $2.8B |
| Q4 25 | — | 0.44× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.44× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.35× | ||
| Q3 24 | — | 0.32× | ||
| Q2 24 | — | 0.32× | ||
| Q1 24 | — | 0.26× |
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 | $125.4M |
| Free Cash FlowOCF − Capex | $114.8M | $111.2M |
| FCF MarginFCF / Revenue | 10.0% | 11.9% |
| Capex IntensityCapex / Revenue | 2.3% | 1.5% |
| Cash ConversionOCF / Net Profit | 1.17× | 1.10× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $403.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $125.4M | ||
| Q3 25 | $202.5M | $167.8M | ||
| Q2 25 | $207.3M | $87.7M | ||
| Q1 25 | $59.4M | $90.4M | ||
| Q4 24 | $132.2M | $72.9M | ||
| Q3 24 | $174.1M | $126.0M | ||
| Q2 24 | $152.5M | $141.5M | ||
| Q1 24 | $102.6M | $87.0M |
| Q4 25 | $114.8M | $111.2M | ||
| Q3 25 | $177.7M | $147.5M | ||
| Q2 25 | $192.3M | $73.0M | ||
| Q1 25 | $49.7M | $71.5M | ||
| Q4 24 | $113.3M | $47.9M | ||
| Q3 24 | $151.1M | $106.2M | ||
| Q2 24 | $140.5M | $120.2M | ||
| Q1 24 | $88.2M | $65.7M |
| Q4 25 | 10.0% | 11.9% | ||
| Q3 25 | 14.7% | 15.0% | ||
| Q2 25 | 16.3% | 7.8% | ||
| Q1 25 | 4.9% | 8.2% | ||
| Q4 24 | 11.9% | 5.3% | ||
| Q3 24 | 14.6% | 11.4% | ||
| Q2 24 | 14.5% | 13.0% | ||
| Q1 24 | 9.7% | 7.5% |
| Q4 25 | 2.3% | 1.5% | ||
| Q3 25 | 2.1% | 2.1% | ||
| Q2 25 | 1.3% | 1.6% | ||
| Q1 25 | 1.0% | 2.2% | ||
| Q4 24 | 2.0% | 2.8% | ||
| Q3 24 | 2.2% | 2.1% | ||
| Q2 24 | 1.2% | 2.3% | ||
| Q1 24 | 1.6% | 2.4% |
| Q4 25 | 1.17× | 1.10× | ||
| Q3 25 | 1.78× | 1.47× | ||
| Q2 25 | 2.11× | 1.52× | ||
| Q1 25 | 0.77× | 0.94× | ||
| Q4 24 | 1.24× | 0.74× | ||
| Q3 24 | 1.46× | 1.15× | ||
| Q2 24 | 1.34× | 1.25× | ||
| Q1 24 | 1.15× | 0.88× |
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% |
DCI
| Aftermarket Products | $447.1M | 48% |
| Industrial Filtration Solutions Products | $222.6M | 24% |
| Off Road Products | $86.5M | 9% |
| Life Sciences Segment | $80.0M | 9% |
| Other | $39.1M | 4% |
| Aerospace And Defense Products | $37.1M | 4% |
| On Road Products | $23.0M | 2% |
