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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Dream Finders Homes, Inc. (DFH). Click either name above to swap in a different company.
Dream Finders Homes, Inc. is the larger business by last-quarter revenue ($1.2B vs $1.1B, roughly 1.1× ACUITY INC. (DE)). ACUITY INC. (DE) runs the higher net margin — 10.5% vs 4.8%, a 5.7% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs -22.3%). Dream Finders Homes, Inc. produced more free cash flow last quarter ($136.0M vs $114.8M). Over the past eight quarters, Dream Finders Homes, Inc.'s revenue compounded faster (21.0% 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.
Dream Finders Homes, Inc. is a U.S. homebuilding firm that constructs and sells entry-level to luxury residential properties, including single-family homes and townhomes, across high-growth domestic markets. It also provides mortgage, title insurance and home warranty services for homebuyers.
AYI vs DFH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.2B |
| Net Profit | $120.5M | $58.8M |
| Gross Margin | 48.4% | — |
| Operating Margin | 14.0% | 6.4% |
| Net Margin | 10.5% | 4.8% |
| Revenue YoY | 20.2% | -22.3% |
| Net Profit YoY | 12.9% | -54.9% |
| EPS (diluted) | $3.82 | $0.57 |
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 | $969.8M | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.0B | $989.9M | ||
| Q4 24 | $951.6M | $1.6B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $968.1M | $1.1B | ||
| Q1 24 | $905.9M | $827.8M |
| Q4 25 | $120.5M | $58.8M | ||
| Q3 25 | $114.0M | $47.0M | ||
| Q2 25 | $98.4M | $56.6M | ||
| Q1 25 | $77.5M | $54.9M | ||
| Q4 24 | $106.7M | $130.5M | ||
| Q3 24 | $118.9M | $70.7M | ||
| Q2 24 | $113.9M | $80.9M | ||
| Q1 24 | $89.2M | $54.5M |
| 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% | 19.2% | ||
| Q1 24 | 45.5% | 18.0% |
| Q4 25 | 14.0% | 6.4% | ||
| Q3 25 | 14.9% | 6.3% | ||
| Q2 25 | 11.9% | 6.4% | ||
| Q1 25 | 11.0% | 7.2% | ||
| Q4 24 | 14.0% | 10.8% | ||
| Q3 24 | 15.2% | 9.2% | ||
| Q2 24 | 15.0% | 10.0% | ||
| Q1 24 | 13.0% | 8.6% |
| Q4 25 | 10.5% | 4.8% | ||
| Q3 25 | 9.4% | 4.8% | ||
| Q2 25 | 8.3% | 4.9% | ||
| Q1 25 | 7.7% | 5.5% | ||
| Q4 24 | 11.2% | 8.4% | ||
| Q3 24 | 11.5% | 7.0% | ||
| Q2 24 | 11.8% | 7.7% | ||
| Q1 24 | 9.8% | 6.6% |
| Q4 25 | $3.82 | $0.57 | ||
| Q3 25 | $3.61 | $0.47 | ||
| Q2 25 | $3.12 | $0.56 | ||
| Q1 25 | $2.45 | $0.54 | ||
| Q4 24 | $3.35 | $1.28 | ||
| Q3 24 | $3.77 | $0.70 | ||
| Q2 24 | $3.62 | $0.81 | ||
| Q1 24 | $2.84 | $0.55 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $376.1M | $234.8M |
| Total DebtLower is stronger | — | $1.6B |
| Stockholders' EquityBook value | $2.8B | $1.4B |
| Total Assets | $4.7B | $3.7B |
| Debt / EquityLower = less leverage | — | 1.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $234.8M | ||
| Q3 25 | $422.5M | $251.0M | ||
| Q2 25 | $371.8M | $210.3M | ||
| Q1 25 | $397.9M | $297.5M | ||
| Q4 24 | $935.6M | $274.4M | ||
| Q3 24 | $845.8M | $204.9M | ||
| Q2 24 | $699.0M | $274.8M | ||
| Q1 24 | $578.9M | $239.4M |
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.8B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.6B | $1.3B | ||
| Q1 25 | $2.5B | $1.3B | ||
| Q4 24 | $2.5B | $1.2B | ||
| Q3 24 | $2.4B | $1.1B | ||
| Q2 24 | $2.3B | $1.0B | ||
| Q1 24 | $2.1B | $968.7M |
| Q4 25 | $4.7B | $3.7B | ||
| Q3 25 | $4.8B | $3.8B | ||
| Q2 25 | $4.6B | $3.7B | ||
| Q1 25 | $4.6B | $3.5B | ||
| Q4 24 | $3.9B | $3.3B | ||
| Q3 24 | $3.8B | $3.3B | ||
| Q2 24 | $3.6B | $3.0B | ||
| Q1 24 | $3.5B | $2.7B |
| Q4 25 | — | 1.13× | ||
| Q3 25 | — | 1.29× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.03× | ||
| 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 | $143.6M |
| Free Cash FlowOCF − Capex | $114.8M | $136.0M |
| FCF MarginFCF / Revenue | 10.0% | 11.2% |
| Capex IntensityCapex / Revenue | 2.3% | 0.6% |
| Cash ConversionOCF / Net Profit | 1.17× | 2.44× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $-126.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $143.6M | ||
| Q3 25 | $202.5M | $-131.0M | ||
| Q2 25 | $207.3M | $-68.5M | ||
| Q1 25 | $59.4M | $-44.7M | ||
| Q4 24 | $132.2M | $306.5M | ||
| Q3 24 | $174.1M | $-205.0M | ||
| Q2 24 | $152.5M | $-110.6M | ||
| Q1 24 | $102.6M | $-247.5M |
| Q4 25 | $114.8M | $136.0M | ||
| Q3 25 | $177.7M | $-135.7M | ||
| Q2 25 | $192.3M | $-78.8M | ||
| Q1 25 | $49.7M | $-47.9M | ||
| Q4 24 | $113.3M | $302.6M | ||
| Q3 24 | $151.1M | $-222.5M | ||
| Q2 24 | $140.5M | $-112.4M | ||
| Q1 24 | $88.2M | $-249.6M |
| Q4 25 | 10.0% | 11.2% | ||
| Q3 25 | 14.7% | -14.0% | ||
| Q2 25 | 16.3% | -6.8% | ||
| Q1 25 | 4.9% | -4.8% | ||
| Q4 24 | 11.9% | 19.4% | ||
| Q3 24 | 14.6% | -22.1% | ||
| Q2 24 | 14.5% | -10.6% | ||
| Q1 24 | 9.7% | -30.2% |
| Q4 25 | 2.3% | 0.6% | ||
| Q3 25 | 2.1% | 0.5% | ||
| Q2 25 | 1.3% | 0.9% | ||
| Q1 25 | 1.0% | 0.3% | ||
| Q4 24 | 2.0% | 0.3% | ||
| Q3 24 | 2.2% | 1.7% | ||
| Q2 24 | 1.2% | 0.2% | ||
| Q1 24 | 1.6% | 0.3% |
| Q4 25 | 1.17× | 2.44× | ||
| Q3 25 | 1.78× | -2.79× | ||
| Q2 25 | 2.11× | -1.21× | ||
| Q1 25 | 0.77× | -0.81× | ||
| Q4 24 | 1.24× | 2.35× | ||
| Q3 24 | 1.46× | -2.90× | ||
| Q2 24 | 1.34× | -1.37× | ||
| Q1 24 | 1.15× | -4.54× |
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% |
DFH
| Midwest Segment | $454.2M | 37% |
| Southeast Segment | $397.5M | 33% |
| Mid Atlantic Segment | $307.3M | 25% |
| Financial Services Segment | $53.7M | 4% |
