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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and LCI INDUSTRIES (LCII). Click either name above to swap in a different company.
ACUITY INC. (DE) is the larger business by last-quarter revenue ($1.1B vs $932.7M, roughly 1.2× LCI INDUSTRIES). ACUITY INC. (DE) runs the higher net margin — 10.5% vs 2.0%, a 8.5% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs 16.1%). ACUITY INC. (DE) produced more free cash flow last quarter ($114.8M vs $64.3M). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs -1.8%).
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.
Lucky Core Industries Limited, formerly known as ICI Pakistan, is a Pakistani conglomerate company headquartered in Karachi. It manufactures polyester, pharmaceutical, agrochemical, soda ash, and veterinary medicine.
AYI vs LCII — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $932.7M |
| Net Profit | $120.5M | $18.7M |
| Gross Margin | 48.4% | 22.1% |
| Operating Margin | 14.0% | 3.8% |
| Net Margin | 10.5% | 2.0% |
| Revenue YoY | 20.2% | 16.1% |
| Net Profit YoY | 12.9% | 95.7% |
| EPS (diluted) | $3.82 | $0.79 |
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 | $932.7M | ||
| Q3 25 | $1.2B | $1.0B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $951.6M | $803.1M | ||
| Q3 24 | $1.0B | $915.5M | ||
| Q2 24 | $968.1M | $1.1B | ||
| Q1 24 | $905.9M | $968.0M |
| Q4 25 | $120.5M | $18.7M | ||
| Q3 25 | $114.0M | $62.5M | ||
| Q2 25 | $98.4M | $57.6M | ||
| Q1 25 | $77.5M | $49.4M | ||
| Q4 24 | $106.7M | $9.5M | ||
| Q3 24 | $118.9M | $35.6M | ||
| Q2 24 | $113.9M | $61.2M | ||
| Q1 24 | $89.2M | $36.5M |
| Q4 25 | 48.4% | 22.1% | ||
| Q3 25 | 48.9% | 24.4% | ||
| Q2 25 | 48.4% | 24.4% | ||
| Q1 25 | 46.5% | 24.1% | ||
| Q4 24 | 47.2% | 21.1% | ||
| Q3 24 | 47.3% | 24.0% | ||
| Q2 24 | 46.7% | 25.3% | ||
| Q1 24 | 45.5% | 23.1% |
| Q4 25 | 14.0% | 3.8% | ||
| Q3 25 | 14.9% | 7.3% | ||
| Q2 25 | 11.9% | 7.9% | ||
| Q1 25 | 11.0% | 7.8% | ||
| Q4 24 | 14.0% | 2.0% | ||
| Q3 24 | 15.2% | 5.9% | ||
| Q2 24 | 15.0% | 8.6% | ||
| Q1 24 | 13.0% | 6.0% |
| Q4 25 | 10.5% | 2.0% | ||
| Q3 25 | 9.4% | 6.0% | ||
| Q2 25 | 8.3% | 5.2% | ||
| Q1 25 | 7.7% | 4.7% | ||
| Q4 24 | 11.2% | 1.2% | ||
| Q3 24 | 11.5% | 3.9% | ||
| Q2 24 | 11.8% | 5.8% | ||
| Q1 24 | 9.8% | 3.8% |
| Q4 25 | $3.82 | $0.79 | ||
| Q3 25 | $3.61 | $2.55 | ||
| Q2 25 | $3.12 | $2.29 | ||
| Q1 25 | $2.45 | $1.94 | ||
| Q4 24 | $3.35 | $0.37 | ||
| Q3 24 | $3.77 | $1.39 | ||
| Q2 24 | $3.62 | $2.40 | ||
| Q1 24 | $2.84 | $1.44 |
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 | $222.6M |
| Total DebtLower is stronger | — | $945.2M |
| Stockholders' EquityBook value | $2.8B | $1.4B |
| Total Assets | $4.7B | $3.2B |
| Debt / EquityLower = less leverage | — | 0.69× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $222.6M | ||
| Q3 25 | $422.5M | $199.7M | ||
| Q2 25 | $371.8M | $191.9M | ||
| Q1 25 | $397.9M | $231.2M | ||
| Q4 24 | $935.6M | $165.8M | ||
| Q3 24 | $845.8M | $161.2M | ||
| Q2 24 | $699.0M | $130.4M | ||
| Q1 24 | $578.9M | $22.6M |
| Q4 25 | — | $945.2M | ||
| Q3 25 | — | $947.8M | ||
| Q2 25 | — | $948.0M | ||
| Q1 25 | — | $938.3M | ||
| Q4 24 | — | $757.3M | ||
| Q3 24 | — | $822.5M | ||
| Q2 24 | — | $829.7M | ||
| Q1 24 | — | $855.3M |
| Q4 25 | $2.8B | $1.4B | ||
| Q3 25 | $2.7B | $1.4B | ||
| Q2 25 | $2.6B | $1.4B | ||
| Q1 25 | $2.5B | $1.4B | ||
| Q4 24 | $2.5B | $1.4B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.3B | $1.4B | ||
| Q1 24 | $2.1B | $1.4B |
| Q4 25 | $4.7B | $3.2B | ||
| Q3 25 | $4.8B | $3.2B | ||
| Q2 25 | $4.6B | $3.2B | ||
| Q1 25 | $4.6B | $3.1B | ||
| Q4 24 | $3.9B | $2.9B | ||
| Q3 24 | $3.8B | $3.0B | ||
| Q2 24 | $3.6B | $3.0B | ||
| Q1 24 | $3.5B | $3.0B |
| Q4 25 | — | 0.69× | ||
| Q3 25 | — | 0.70× | ||
| Q2 25 | — | 0.68× | ||
| Q1 25 | — | 0.69× | ||
| Q4 24 | — | 0.55× | ||
| Q3 24 | — | 0.58× | ||
| Q2 24 | — | 0.60× | ||
| Q1 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 | $140.8M | $78.9M |
| Free Cash FlowOCF − Capex | $114.8M | $64.3M |
| FCF MarginFCF / Revenue | 10.0% | 6.9% |
| Capex IntensityCapex / Revenue | 2.3% | 1.6% |
| Cash ConversionOCF / Net Profit | 1.17× | 4.22× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $278.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $78.9M | ||
| Q3 25 | $202.5M | $97.2M | ||
| Q2 25 | $207.3M | $112.2M | ||
| Q1 25 | $59.4M | $42.7M | ||
| Q4 24 | $132.2M | $106.6M | ||
| Q3 24 | $174.1M | $78.4M | ||
| Q2 24 | $152.5M | $192.9M | ||
| Q1 24 | $102.6M | $-7.7M |
| Q4 25 | $114.8M | $64.3M | ||
| Q3 25 | $177.7M | $80.9M | ||
| Q2 25 | $192.3M | $99.5M | ||
| Q1 25 | $49.7M | $33.7M | ||
| Q4 24 | $113.3M | $95.7M | ||
| Q3 24 | $151.1M | $68.3M | ||
| Q2 24 | $140.5M | $180.2M | ||
| Q1 24 | $88.2M | $-16.3M |
| Q4 25 | 10.0% | 6.9% | ||
| Q3 25 | 14.7% | 7.8% | ||
| Q2 25 | 16.3% | 9.0% | ||
| Q1 25 | 4.9% | 3.2% | ||
| Q4 24 | 11.9% | 11.9% | ||
| Q3 24 | 14.6% | 7.5% | ||
| Q2 24 | 14.5% | 17.1% | ||
| Q1 24 | 9.7% | -1.7% |
| Q4 25 | 2.3% | 1.6% | ||
| Q3 25 | 2.1% | 1.6% | ||
| Q2 25 | 1.3% | 1.2% | ||
| Q1 25 | 1.0% | 0.9% | ||
| Q4 24 | 2.0% | 1.4% | ||
| Q3 24 | 2.2% | 1.1% | ||
| Q2 24 | 1.2% | 1.2% | ||
| Q1 24 | 1.6% | 0.9% |
| Q4 25 | 1.17× | 4.22× | ||
| Q3 25 | 1.78× | 1.55× | ||
| Q2 25 | 2.11× | 1.95× | ||
| Q1 25 | 0.77× | 0.86× | ||
| Q4 24 | 1.24× | 11.17× | ||
| Q3 24 | 1.46× | 2.20× | ||
| Q2 24 | 1.34× | 3.15× | ||
| 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% |
LCII
| Travel Trailer And Fifth Wheels | $378.4M | 41% |
| Chassis Chassis Partsand Slideout Mechanisms | $206.1M | 22% |
| Furnitureand Mattresses | $120.4M | 13% |
| Appliances | $69.9M | 7% |
| Other Products | $69.1M | 7% |
| Axlesand Suspension Solutions | $62.3M | 7% |
| Motorhomes | $34.2M | 4% |
