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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Global-E Online Ltd. (GLBE). Click either name above to swap in a different company.
ACUITY INC. (DE) is the larger business by last-quarter revenue ($1.1B vs $625.5M, roughly 1.7× Global-E Online Ltd.). ACUITY INC. (DE) runs the higher net margin — 9.2% vs 0.9%, a 8.2% gap on every dollar of revenue.
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.
Global-E Online Ltd. operates a leading cross-border e-commerce enablement platform that helps direct-to-consumer brands and retail enterprises expand their international sales reach. It offers end-to-end services including localized checkout, payment processing, customs clearance, logistics coordination, and duty calculation, serving clients across North America, Europe, and the Asia-Pacific region.
AYI vs GLBE — Head-to-Head
Income Statement — Q3 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $625.5M |
| Net Profit | $96.8M | $5.8M |
| Gross Margin | 49.3% | 45.0% |
| Operating Margin | 12.6% | 1.3% |
| Net Margin | 9.2% | 0.9% |
| Revenue YoY | 4.9% | — |
| Net Profit YoY | 24.9% | — |
| EPS (diluted) | $3.09 | — |
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 | — | ||
| Q4 25 | $1.1B | — | ||
| Q3 25 | $1.2B | $625.5M | ||
| Q2 25 | $1.2B | $404.8M | ||
| Q1 25 | $1.0B | $189.9M | ||
| Q4 24 | $951.6M | — | ||
| Q3 24 | $1.0B | $489.9M | ||
| Q2 24 | $968.1M | $313.9M |
| Q1 26 | $96.8M | — | ||
| Q4 25 | $120.5M | — | ||
| Q3 25 | $114.0M | $5.8M | ||
| Q2 25 | $98.4M | $-7.4M | ||
| Q1 25 | $77.5M | — | ||
| Q4 24 | $106.7M | — | ||
| Q3 24 | $118.9M | $-77.1M | ||
| Q2 24 | $113.9M | $-54.5M |
| Q1 26 | 49.3% | — | ||
| Q4 25 | 48.4% | — | ||
| Q3 25 | 48.9% | 45.0% | ||
| Q2 25 | 48.4% | 44.9% | ||
| Q1 25 | 46.5% | 44.3% | ||
| Q4 24 | 47.2% | — | ||
| Q3 24 | 47.3% | 45.1% | ||
| Q2 24 | 46.7% | 44.8% |
| Q1 26 | 12.6% | — | ||
| Q4 25 | 14.0% | — | ||
| Q3 25 | 14.9% | 1.3% | ||
| Q2 25 | 11.9% | -2.1% | ||
| Q1 25 | 11.0% | -10.1% | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 15.2% | -14.9% | ||
| Q2 24 | 15.0% | -16.6% |
| Q1 26 | 9.2% | — | ||
| Q4 25 | 10.5% | — | ||
| Q3 25 | 9.4% | 0.9% | ||
| Q2 25 | 8.3% | -1.8% | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 11.2% | — | ||
| Q3 24 | 11.5% | -15.7% | ||
| Q2 24 | 11.8% | -17.4% |
| Q1 26 | $3.09 | — | ||
| 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 | — |
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 | $251.4M |
| Total DebtLower is stronger | $697.1M | — |
| Stockholders' EquityBook value | $2.8B | $933.0M |
| Total Assets | $4.6B | $1.3B |
| Debt / EquityLower = less leverage | 0.25× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $272.5M | — | ||
| Q4 25 | $376.1M | — | ||
| Q3 25 | $422.5M | $251.4M | ||
| Q2 25 | $371.8M | $205.2M | ||
| Q1 25 | $397.9M | $207.7M | ||
| Q4 24 | $935.6M | — | ||
| Q3 24 | $845.8M | $207.3M | ||
| Q2 24 | $699.0M | $229.8M |
| Q1 26 | $697.1M | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | — | ||
| Q3 25 | $2.7B | $933.0M | ||
| Q2 25 | $2.6B | $909.1M | ||
| Q1 25 | $2.5B | $884.3M | ||
| Q4 24 | $2.5B | — | ||
| Q3 24 | $2.4B | $869.4M | ||
| Q2 24 | $2.3B | $878.7M |
| Q1 26 | $4.6B | — | ||
| Q4 25 | $4.7B | — | ||
| Q3 25 | $4.8B | $1.3B | ||
| Q2 25 | $4.6B | $1.2B | ||
| Q1 25 | $4.6B | $1.2B | ||
| Q4 24 | $3.9B | — | ||
| Q3 24 | $3.8B | $1.2B | ||
| Q2 24 | $3.6B | $1.1B |
| Q1 26 | 0.25× | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 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 | $229.9M | — |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 2.38× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $229.9M | — | ||
| Q4 25 | $140.8M | — | ||
| Q3 25 | $202.5M | — | ||
| Q2 25 | $207.3M | — | ||
| Q1 25 | $59.4M | — | ||
| Q4 24 | $132.2M | — | ||
| Q3 24 | $174.1M | — | ||
| Q2 24 | $152.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | $114.8M | — | ||
| Q3 25 | $177.7M | — | ||
| Q2 25 | $192.3M | — | ||
| Q1 25 | $49.7M | — | ||
| Q4 24 | $113.3M | — | ||
| Q3 24 | $151.1M | — | ||
| Q2 24 | $140.5M | — |
| Q1 26 | — | — | ||
| Q4 25 | 10.0% | — | ||
| Q3 25 | 14.7% | — | ||
| Q2 25 | 16.3% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 14.5% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 1.2% | — |
| Q1 26 | 2.38× | — | ||
| Q4 25 | 1.17× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 2.11× | — | ||
| Q1 25 | 0.77× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.34× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
