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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and KB HOME (KBH). Click either name above to swap in a different company.
KB HOME is the larger business by last-quarter revenue ($1.7B vs $1.1B, roughly 1.5× ACUITY INC. (DE)). ACUITY INC. (DE) runs the higher net margin — 10.5% vs 6.0%, a 4.5% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs -15.3%). KB HOME produced more free cash flow last quarter ($290.1M vs $114.8M). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs 7.4%).
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.
KB Home is an American homebuilding company founded in 1957 as Kaufman & Broad in Detroit, Michigan. It was the first company to be traded on the New York Stock Exchange as a home builder. Its headquarters are in Los Angeles, California.
AYI vs KBH — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.7B |
| Net Profit | $120.5M | $101.5M |
| Gross Margin | 48.4% | — |
| Operating Margin | 14.0% | — |
| Net Margin | 10.5% | 6.0% |
| Revenue YoY | 20.2% | -15.3% |
| Net Profit YoY | 12.9% | -46.7% |
| EPS (diluted) | $3.82 | $1.55 |
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 | $1.7B | ||
| Q3 25 | $1.2B | $1.6B | ||
| Q2 25 | $1.2B | $1.5B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $951.6M | $2.0B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $968.1M | $1.7B | ||
| Q1 24 | $905.9M | $1.5B |
| Q4 25 | $120.5M | $101.5M | ||
| Q3 25 | $114.0M | $109.8M | ||
| Q2 25 | $98.4M | $107.9M | ||
| Q1 25 | $77.5M | $109.6M | ||
| Q4 24 | $106.7M | $190.6M | ||
| Q3 24 | $118.9M | $157.3M | ||
| Q2 24 | $113.9M | $168.4M | ||
| Q1 24 | $89.2M | $138.7M |
| 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% | — | ||
| Q1 24 | 45.5% | — |
| Q4 25 | 14.0% | — | ||
| Q3 25 | 14.9% | — | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 11.0% | — | ||
| Q4 24 | 14.0% | — | ||
| Q3 24 | 15.2% | — | ||
| Q2 24 | 15.0% | — | ||
| Q1 24 | 13.0% | — |
| Q4 25 | 10.5% | 6.0% | ||
| Q3 25 | 9.4% | 6.8% | ||
| Q2 25 | 8.3% | 7.1% | ||
| Q1 25 | 7.7% | 7.9% | ||
| Q4 24 | 11.2% | 9.5% | ||
| Q3 24 | 11.5% | 9.0% | ||
| Q2 24 | 11.8% | 9.9% | ||
| Q1 24 | 9.8% | 9.4% |
| Q4 25 | $3.82 | $1.55 | ||
| Q3 25 | $3.61 | $1.61 | ||
| Q2 25 | $3.12 | $1.50 | ||
| Q1 25 | $2.45 | $1.49 | ||
| Q4 24 | $3.35 | $2.50 | ||
| Q3 24 | $3.77 | $2.04 | ||
| Q2 24 | $3.62 | $2.15 | ||
| Q1 24 | $2.84 | $1.76 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.8B | $3.9B |
| Total Assets | $4.7B | $6.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | — | ||
| Q3 25 | $422.5M | — | ||
| Q2 25 | $371.8M | — | ||
| Q1 25 | $397.9M | — | ||
| Q4 24 | $935.6M | — | ||
| Q3 24 | $845.8M | — | ||
| Q2 24 | $699.0M | — | ||
| Q1 24 | $578.9M | — |
| Q4 25 | $2.8B | $3.9B | ||
| Q3 25 | $2.7B | $3.9B | ||
| Q2 25 | $2.6B | $4.0B | ||
| Q1 25 | $2.5B | $4.1B | ||
| Q4 24 | $2.5B | $4.1B | ||
| Q3 24 | $2.4B | $4.0B | ||
| Q2 24 | $2.3B | $4.0B | ||
| Q1 24 | $2.1B | $3.9B |
| Q4 25 | $4.7B | $6.7B | ||
| Q3 25 | $4.8B | $7.0B | ||
| Q2 25 | $4.6B | $7.0B | ||
| Q1 25 | $4.6B | $7.0B | ||
| Q4 24 | $3.9B | $6.9B | ||
| Q3 24 | $3.8B | $6.8B | ||
| Q2 24 | $3.6B | $6.8B | ||
| Q1 24 | $3.5B | $6.7B |
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 | $303.8M |
| Free Cash FlowOCF − Capex | $114.8M | $290.1M |
| FCF MarginFCF / Revenue | 10.0% | 17.1% |
| Capex IntensityCapex / Revenue | 2.3% | 0.8% |
| Cash ConversionOCF / Net Profit | 1.17× | 2.99× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $287.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $303.8M | ||
| Q3 25 | $202.5M | $197.7M | ||
| Q2 25 | $207.3M | $168.4M | ||
| Q1 25 | $59.4M | $-334.3M | ||
| Q4 24 | $132.2M | $362.6M | ||
| Q3 24 | $174.1M | $-89.9M | ||
| Q2 24 | $152.5M | $61.5M | ||
| Q1 24 | $102.6M | $28.5M |
| Q4 25 | $114.8M | $290.1M | ||
| Q3 25 | $177.7M | $185.8M | ||
| Q2 25 | $192.3M | $156.9M | ||
| Q1 25 | $49.7M | $-345.5M | ||
| Q4 24 | $113.3M | $352.6M | ||
| Q3 24 | $151.1M | $-99.4M | ||
| Q2 24 | $140.5M | $51.2M | ||
| Q1 24 | $88.2M | $19.1M |
| Q4 25 | 10.0% | 17.1% | ||
| Q3 25 | 14.7% | 11.5% | ||
| Q2 25 | 16.3% | 10.3% | ||
| Q1 25 | 4.9% | -24.8% | ||
| Q4 24 | 11.9% | 17.6% | ||
| Q3 24 | 14.6% | -5.7% | ||
| Q2 24 | 14.5% | 3.0% | ||
| Q1 24 | 9.7% | 1.3% |
| Q4 25 | 2.3% | 0.8% | ||
| Q3 25 | 2.1% | 0.7% | ||
| Q2 25 | 1.3% | 0.8% | ||
| Q1 25 | 1.0% | 0.8% | ||
| Q4 24 | 2.0% | 0.5% | ||
| Q3 24 | 2.2% | 0.5% | ||
| Q2 24 | 1.2% | 0.6% | ||
| Q1 24 | 1.6% | 0.6% |
| Q4 25 | 1.17× | 2.99× | ||
| Q3 25 | 1.78× | 1.80× | ||
| Q2 25 | 2.11× | 1.56× | ||
| Q1 25 | 0.77× | -3.05× | ||
| Q4 24 | 1.24× | 1.90× | ||
| Q3 24 | 1.46× | -0.57× | ||
| Q2 24 | 1.34× | 0.37× | ||
| Q1 24 | 1.15× | 0.21× |
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% |
KBH
| Home Building | $1.7B | 99% |
| Financial Service | $8.7M | 1% |
