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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Installed Building Products, Inc. (IBP). Click either name above to swap in a different company.
ACUITY INC. (DE) is the larger business by last-quarter revenue ($1.1B vs $747.5M, roughly 1.5× Installed Building Products, Inc.). ACUITY INC. (DE) runs the higher net margin — 10.5% vs 10.2%, a 0.3% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs -0.4%). ACUITY INC. (DE) produced more free cash flow last quarter ($114.8M vs $49.3M). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs 3.9%).
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.
Installed Building Products, Inc. is a leading US-based provider of professional installation services for building products. Core offerings include insulation, gutters, garage doors, fire protection systems and window treatments, serving residential new construction, repair & remodel, and commercial construction segments across most US regions.
AYI vs IBP — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $747.5M |
| Net Profit | $120.5M | $76.6M |
| Gross Margin | 48.4% | 35.0% |
| Operating Margin | 14.0% | 14.6% |
| Net Margin | 10.5% | 10.2% |
| Revenue YoY | 20.2% | -0.4% |
| Net Profit YoY | 12.9% | 14.5% |
| EPS (diluted) | $3.82 | $2.81 |
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 | $747.5M | ||
| Q3 25 | $1.2B | $778.2M | ||
| Q2 25 | $1.2B | $760.3M | ||
| Q1 25 | $1.0B | $684.8M | ||
| Q4 24 | $951.6M | $750.2M | ||
| Q3 24 | $1.0B | $760.6M | ||
| Q2 24 | $968.1M | $737.6M | ||
| Q1 24 | $905.9M | $692.9M |
| Q4 25 | $120.5M | $76.6M | ||
| Q3 25 | $114.0M | $74.4M | ||
| Q2 25 | $98.4M | $69.0M | ||
| Q1 25 | $77.5M | $45.4M | ||
| Q4 24 | $106.7M | $66.9M | ||
| Q3 24 | $118.9M | $68.6M | ||
| Q2 24 | $113.9M | $65.2M | ||
| Q1 24 | $89.2M | $55.9M |
| Q4 25 | 48.4% | 35.0% | ||
| Q3 25 | 48.9% | 34.0% | ||
| Q2 25 | 48.4% | 34.2% | ||
| Q1 25 | 46.5% | 32.7% | ||
| Q4 24 | 47.2% | 33.6% | ||
| Q3 24 | 47.3% | 33.8% | ||
| Q2 24 | 46.7% | 34.1% | ||
| Q1 24 | 45.5% | 33.8% |
| Q4 25 | 14.0% | 14.6% | ||
| Q3 25 | 14.9% | 13.7% | ||
| Q2 25 | 11.9% | 13.3% | ||
| Q1 25 | 11.0% | 10.2% | ||
| Q4 24 | 14.0% | 13.1% | ||
| Q3 24 | 15.2% | 13.3% | ||
| Q2 24 | 15.0% | 12.9% | ||
| Q1 24 | 13.0% | 12.7% |
| Q4 25 | 10.5% | 10.2% | ||
| Q3 25 | 9.4% | 9.6% | ||
| Q2 25 | 8.3% | 9.1% | ||
| Q1 25 | 7.7% | 6.6% | ||
| Q4 24 | 11.2% | 8.9% | ||
| Q3 24 | 11.5% | 9.0% | ||
| Q2 24 | 11.8% | 8.8% | ||
| Q1 24 | 9.8% | 8.1% |
| Q4 25 | $3.82 | $2.81 | ||
| Q3 25 | $3.61 | $2.74 | ||
| Q2 25 | $3.12 | $2.52 | ||
| Q1 25 | $2.45 | $1.64 | ||
| Q4 24 | $3.35 | $2.39 | ||
| Q3 24 | $3.77 | $2.44 | ||
| Q2 24 | $3.62 | $2.30 | ||
| Q1 24 | $2.84 | $1.97 |
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 | $321.9M |
| Total DebtLower is stronger | — | $886.6M |
| Stockholders' EquityBook value | $2.8B | $709.9M |
| Total Assets | $4.7B | $2.1B |
| Debt / EquityLower = less leverage | — | 1.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $321.9M | ||
| Q3 25 | $422.5M | $333.3M | ||
| Q2 25 | $371.8M | $305.2M | ||
| Q1 25 | $397.9M | $298.7M | ||
| Q4 24 | $935.6M | $327.6M | ||
| Q3 24 | $845.8M | $406.2M | ||
| Q2 24 | $699.0M | $380.3M | ||
| Q1 24 | $578.9M | $399.9M |
| Q4 25 | — | $886.6M | ||
| Q3 25 | — | $880.8M | ||
| Q2 25 | — | $876.1M | ||
| Q1 25 | — | $872.4M | ||
| Q4 24 | — | $874.8M | ||
| Q3 24 | — | $872.3M | ||
| Q2 24 | — | $875.8M | ||
| Q1 24 | — | $875.0M |
| Q4 25 | $2.8B | $709.9M | ||
| Q3 25 | $2.7B | $678.6M | ||
| Q2 25 | $2.6B | $664.5M | ||
| Q1 25 | $2.5B | $660.9M | ||
| Q4 24 | $2.5B | $705.3M | ||
| Q3 24 | $2.4B | $716.4M | ||
| Q2 24 | $2.3B | $685.3M | ||
| Q1 24 | $2.1B | $679.2M |
| Q4 25 | $4.7B | $2.1B | ||
| Q3 25 | $4.8B | $2.1B | ||
| Q2 25 | $4.6B | $2.0B | ||
| Q1 25 | $4.6B | $2.0B | ||
| Q4 24 | $3.9B | $2.1B | ||
| Q3 24 | $3.8B | $2.1B | ||
| Q2 24 | $3.6B | $2.0B | ||
| Q1 24 | $3.5B | $2.0B |
| Q4 25 | — | 1.25× | ||
| Q3 25 | — | 1.30× | ||
| Q2 25 | — | 1.32× | ||
| Q1 25 | — | 1.32× | ||
| Q4 24 | — | 1.24× | ||
| Q3 24 | — | 1.22× | ||
| Q2 24 | — | 1.28× | ||
| Q1 24 | — | 1.29× |
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 | $64.9M |
| Free Cash FlowOCF − Capex | $114.8M | $49.3M |
| FCF MarginFCF / Revenue | 10.0% | 6.6% |
| Capex IntensityCapex / Revenue | 2.3% | 2.1% |
| Cash ConversionOCF / Net Profit | 1.17× | 0.85× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $300.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $64.9M | ||
| Q3 25 | $202.5M | $124.0M | ||
| Q2 25 | $207.3M | $90.4M | ||
| Q1 25 | $59.4M | $92.1M | ||
| Q4 24 | $132.2M | $74.8M | ||
| Q3 24 | $174.1M | $101.4M | ||
| Q2 24 | $152.5M | $79.0M | ||
| Q1 24 | $102.6M | $84.8M |
| Q4 25 | $114.8M | $49.3M | ||
| Q3 25 | $177.7M | $104.8M | ||
| Q2 25 | $192.3M | $74.8M | ||
| Q1 25 | $49.7M | $71.9M | ||
| Q4 24 | $113.3M | $52.9M | ||
| Q3 24 | $151.1M | $77.3M | ||
| Q2 24 | $140.5M | $58.2M | ||
| Q1 24 | $88.2M | $63.0M |
| Q4 25 | 10.0% | 6.6% | ||
| Q3 25 | 14.7% | 13.5% | ||
| Q2 25 | 16.3% | 9.8% | ||
| Q1 25 | 4.9% | 10.5% | ||
| Q4 24 | 11.9% | 7.1% | ||
| Q3 24 | 14.6% | 10.2% | ||
| Q2 24 | 14.5% | 7.9% | ||
| Q1 24 | 9.7% | 9.1% |
| Q4 25 | 2.3% | 2.1% | ||
| Q3 25 | 2.1% | 2.5% | ||
| Q2 25 | 1.3% | 2.1% | ||
| Q1 25 | 1.0% | 2.9% | ||
| Q4 24 | 2.0% | 2.9% | ||
| Q3 24 | 2.2% | 3.2% | ||
| Q2 24 | 1.2% | 2.8% | ||
| Q1 24 | 1.6% | 3.1% |
| Q4 25 | 1.17× | 0.85× | ||
| Q3 25 | 1.78× | 1.67× | ||
| Q2 25 | 2.11× | 1.31× | ||
| Q1 25 | 0.77× | 2.03× | ||
| Q4 24 | 1.24× | 1.12× | ||
| Q3 24 | 1.46× | 1.48× | ||
| Q2 24 | 1.34× | 1.21× | ||
| 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% |
IBP
| Residential New Construction | $488.6M | 65% |
| Other Customer Installation | $67.8M | 9% |
| Shower Doors Shelving And Mirrors | $53.5M | 7% |
| Other Building Products | $47.7M | 6% |
| Fireproofing And Firestopping | $37.6M | 5% |
| Rain Gutters | $31.3M | 4% |
| Window Blinds | $18.0M | 2% |
| Related Party | $6.7M | 1% |
