vs
Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and ESAB Corp (ESAB). Click either name above to swap in a different company.
ACUITY INC. (DE) is the larger business by last-quarter revenue ($1.1B vs $745.6M, roughly 1.4× ESAB Corp). ACUITY INC. (DE) runs the higher net margin — 9.2% vs 6.6%, a 2.6% gap on every dollar of revenue. On growth, ESAB Corp posted the faster year-over-year revenue change (9.9% vs 4.9%). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (4.4% CAGR vs 4.0%).
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.
ESAB, Elektriska Svetsnings-Aktiebolaget, is an American-Swedish industrial company.
AYI vs ESAB — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $745.6M |
| Net Profit | $96.8M | $49.2M |
| Gross Margin | 49.3% | 36.9% |
| Operating Margin | 12.6% | 12.1% |
| Net Margin | 9.2% | 6.6% |
| Revenue YoY | 4.9% | 9.9% |
| Net Profit YoY | 24.9% | -29.3% |
| EPS (diluted) | $3.09 | $0.78 |
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.
| Q1 26 | $1.1B | $745.6M | ||
| Q4 25 | $1.1B | $727.8M | ||
| Q3 25 | $1.2B | $715.6M | ||
| Q2 25 | $1.2B | $678.1M | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $951.6M | $670.8M | ||
| Q3 24 | $1.0B | $673.3M | ||
| Q2 24 | $968.1M | $707.1M |
| Q1 26 | $96.8M | $49.2M | ||
| Q4 25 | $120.5M | $54.8M | ||
| Q3 25 | $114.0M | $66.9M | ||
| Q2 25 | $98.4M | $67.4M | ||
| Q1 25 | $77.5M | — | ||
| Q4 24 | $106.7M | $53.7M | ||
| Q3 24 | $118.9M | $68.2M | ||
| Q2 24 | $113.9M | $82.9M |
| Q1 26 | 49.3% | 36.9% | ||
| Q4 25 | 48.4% | 37.0% | ||
| Q3 25 | 48.9% | 37.2% | ||
| Q2 25 | 48.4% | 37.6% | ||
| Q1 25 | 46.5% | — | ||
| Q4 24 | 47.2% | 38.5% | ||
| Q3 24 | 47.3% | 37.7% | ||
| Q2 24 | 46.7% | 38.2% |
| Q1 26 | 12.6% | 12.1% | ||
| Q4 25 | 14.0% | 14.6% | ||
| Q3 25 | 14.9% | 15.2% | ||
| Q2 25 | 11.9% | 16.2% | ||
| Q1 25 | 11.0% | — | ||
| Q4 24 | 14.0% | 16.6% | ||
| Q3 24 | 15.2% | 15.7% | ||
| Q2 24 | 15.0% | 16.9% |
| Q1 26 | 9.2% | 6.6% | ||
| Q4 25 | 10.5% | 7.5% | ||
| Q3 25 | 9.4% | 9.3% | ||
| Q2 25 | 8.3% | 9.9% | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 11.2% | 8.0% | ||
| Q3 24 | 11.5% | 10.1% | ||
| Q2 24 | 11.8% | 11.7% |
| Q1 26 | $3.09 | $0.78 | ||
| Q4 25 | $3.82 | $0.90 | ||
| Q3 25 | $3.61 | $1.09 | ||
| Q2 25 | $3.12 | $1.10 | ||
| Q1 25 | $2.45 | — | ||
| Q4 24 | $3.35 | $0.87 | ||
| Q3 24 | $3.77 | $1.11 | ||
| Q2 24 | $3.62 | $1.35 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $272.5M | $1.0B |
| Total DebtLower is stronger | $697.1M | $2.0B |
| Stockholders' EquityBook value | $2.8B | $2.2B |
| Total Assets | $4.6B | $5.6B |
| Debt / EquityLower = less leverage | 0.25× | 0.91× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $272.5M | $1.0B | ||
| Q4 25 | $376.1M | $218.2M | ||
| Q3 25 | $422.5M | $258.2M | ||
| Q2 25 | $371.8M | $291.3M | ||
| Q1 25 | $397.9M | — | ||
| Q4 24 | $935.6M | $249.4M | ||
| Q3 24 | $845.8M | $253.7M | ||
| Q2 24 | $699.0M | $228.5M |
| Q1 26 | $697.1M | $2.0B | ||
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.1B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.1B | ||
| Q3 24 | — | $1.1B | ||
| Q2 24 | — | $1.1B |
| Q1 26 | $2.8B | $2.2B | ||
| Q4 25 | $2.8B | $2.1B | ||
| Q3 25 | $2.7B | $2.1B | ||
| Q2 25 | $2.6B | $1.9B | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | $1.8B | ||
| Q3 24 | $2.4B | $1.8B | ||
| Q2 24 | $2.3B | $1.7B |
| Q1 26 | $4.6B | $5.6B | ||
| Q4 25 | $4.7B | $4.9B | ||
| Q3 25 | $4.8B | $4.4B | ||
| Q2 25 | $4.6B | $4.2B | ||
| Q1 25 | $4.6B | — | ||
| Q4 24 | $3.9B | $4.0B | ||
| Q3 24 | $3.8B | $4.1B | ||
| Q2 24 | $3.6B | $4.0B |
| Q1 26 | 0.25× | 0.91× | ||
| Q4 25 | — | 0.63× | ||
| Q3 25 | — | 0.51× | ||
| Q2 25 | — | 0.55× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.60× | ||
| Q3 24 | — | 0.59× | ||
| Q2 24 | — | 0.63× |
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 | $229.9M | $46.9M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 2.38× | 0.95× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $229.9M | $46.9M | ||
| Q4 25 | $140.8M | $81.5M | ||
| Q3 25 | $202.5M | $46.6M | ||
| Q2 25 | $207.3M | $35.4M | ||
| Q1 25 | $59.4M | — | ||
| Q4 24 | $132.2M | $126.9M | ||
| Q3 24 | $174.1M | $101.0M | ||
| Q2 24 | $152.5M | $83.0M |
| Q1 26 | — | — | ||
| Q4 25 | $114.8M | $70.3M | ||
| Q3 25 | $177.7M | $37.4M | ||
| Q2 25 | $192.3M | $28.1M | ||
| Q1 25 | $49.7M | — | ||
| Q4 24 | $113.3M | $102.2M | ||
| Q3 24 | $151.1M | $90.4M | ||
| Q2 24 | $140.5M | $74.0M |
| Q1 26 | — | — | ||
| Q4 25 | 10.0% | 9.7% | ||
| Q3 25 | 14.7% | 5.2% | ||
| Q2 25 | 16.3% | 4.1% | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 11.9% | 15.2% | ||
| Q3 24 | 14.6% | 13.4% | ||
| Q2 24 | 14.5% | 10.5% |
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 1.5% | ||
| Q3 25 | 2.1% | 1.3% | ||
| Q2 25 | 1.3% | 1.1% | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 2.0% | 3.7% | ||
| Q3 24 | 2.2% | 1.6% | ||
| Q2 24 | 1.2% | 1.3% |
| Q1 26 | 2.38× | 0.95× | ||
| Q4 25 | 1.17× | 1.49× | ||
| Q3 25 | 1.78× | 0.70× | ||
| Q2 25 | 2.11× | 0.53× | ||
| Q1 25 | 0.77× | — | ||
| Q4 24 | 1.24× | 2.36× | ||
| Q3 24 | 1.46× | 1.48× | ||
| Q2 24 | 1.34× | 1.00× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
