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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Microchip Technology (MCHP). Click either name above to swap in a different company.
Microchip Technology is the larger business by last-quarter revenue ($1.3B vs $1.1B, roughly 1.2× ACUITY INC. (DE)). Microchip Technology runs the higher net margin — 11.0% vs 9.2%, a 1.8% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (4.9% vs -72.2%). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (4.4% CAGR vs 2.8%).
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Microchip Technology Incorporated is an American publicly traded semiconductor corporation that manufactures microcontroller, mixed-signal, analog, and Flash-IP integrated circuits.
AYI vs MCHP — Head-to-Head
Income Statement — Q3 FY2026 vs Q4 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.3B |
| Net Profit | $96.8M | $144.2M |
| Gross Margin | 49.3% | 61.0% |
| Operating Margin | 12.6% | 16.6% |
| Net Margin | 9.2% | 11.0% |
| Revenue YoY | 4.9% | -72.2% |
| Net Profit YoY | 24.9% | 8.9% |
| EPS (diluted) | $3.09 | $0.21 |
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 | $1.3B | ||
| Q4 25 | $1.1B | $1.2B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $1.1B | ||
| Q1 25 | $1.0B | $970.5M | ||
| Q4 24 | $951.6M | $1.0B | ||
| Q3 24 | $1.0B | $1.2B | ||
| Q2 24 | $968.1M | $1.2B |
| Q1 26 | $96.8M | $144.2M | ||
| Q4 25 | $120.5M | $62.7M | ||
| Q3 25 | $114.0M | $41.7M | ||
| Q2 25 | $98.4M | $-18.6M | ||
| Q1 25 | $77.5M | $-154.6M | ||
| Q4 24 | $106.7M | $-53.6M | ||
| Q3 24 | $118.9M | $78.4M | ||
| Q2 24 | $113.9M | $129.3M |
| Q1 26 | 49.3% | 61.0% | ||
| Q4 25 | 48.4% | 59.6% | ||
| Q3 25 | 48.9% | 55.9% | ||
| Q2 25 | 48.4% | 53.6% | ||
| Q1 25 | 46.5% | 51.6% | ||
| Q4 24 | 47.2% | 54.7% | ||
| Q3 24 | 47.3% | 57.4% | ||
| Q2 24 | 46.7% | 59.4% |
| Q1 26 | 12.6% | 16.6% | ||
| Q4 25 | 14.0% | 12.8% | ||
| Q3 25 | 14.9% | 7.8% | ||
| Q2 25 | 11.9% | 3.0% | ||
| Q1 25 | 11.0% | -10.3% | ||
| Q4 24 | 14.0% | 3.0% | ||
| Q3 24 | 15.2% | 12.6% | ||
| Q2 24 | 15.0% | 17.7% |
| Q1 26 | 9.2% | 11.0% | ||
| Q4 25 | 10.5% | 5.3% | ||
| Q3 25 | 9.4% | 3.7% | ||
| Q2 25 | 8.3% | -1.7% | ||
| Q1 25 | 7.7% | -15.9% | ||
| Q4 24 | 11.2% | -5.2% | ||
| Q3 24 | 11.5% | 6.7% | ||
| Q2 24 | 11.8% | 10.4% |
| Q1 26 | $3.09 | $0.21 | ||
| Q4 25 | $3.82 | $0.06 | ||
| Q3 25 | $3.61 | $0.03 | ||
| Q2 25 | $3.12 | $-0.09 | ||
| Q1 25 | $2.45 | $-0.29 | ||
| Q4 24 | $3.35 | $-0.10 | ||
| Q3 24 | $3.77 | $0.14 | ||
| Q2 24 | $3.62 | $0.24 |
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 | $240.3M |
| Total DebtLower is stronger | $697.1M | $5.5B |
| Stockholders' EquityBook value | $2.8B | $6.4B |
| Total Assets | $4.6B | $14.4B |
| Debt / EquityLower = less leverage | 0.25× | 0.85× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $272.5M | $240.3M | ||
| Q4 25 | $376.1M | $250.7M | ||
| Q3 25 | $422.5M | $236.8M | ||
| Q2 25 | $371.8M | $566.5M | ||
| Q1 25 | $397.9M | $771.7M | ||
| Q4 24 | $935.6M | $586.0M | ||
| Q3 24 | $845.8M | $286.1M | ||
| Q2 24 | $699.0M | $315.1M |
| Q1 26 | $697.1M | $5.5B | ||
| Q4 25 | — | $5.4B | ||
| Q3 25 | — | $5.4B | ||
| Q2 25 | — | $5.5B | ||
| Q1 25 | — | $5.6B | ||
| Q4 24 | — | $6.7B | ||
| Q3 24 | — | $6.4B | ||
| Q2 24 | — | $6.2B |
| Q1 26 | $2.8B | $6.4B | ||
| Q4 25 | $2.8B | $6.6B | ||
| Q3 25 | $2.7B | $6.7B | ||
| Q2 25 | $2.6B | $6.9B | ||
| Q1 25 | $2.5B | $7.1B | ||
| Q4 24 | $2.5B | $6.0B | ||
| Q3 24 | $2.4B | $6.3B | ||
| Q2 24 | $2.3B | $6.4B |
| Q1 26 | $4.6B | $14.4B | ||
| Q4 25 | $4.7B | $14.3B | ||
| Q3 25 | $4.8B | $14.5B | ||
| Q2 25 | $4.6B | $15.0B | ||
| Q1 25 | $4.6B | $15.4B | ||
| Q4 24 | $3.9B | $15.6B | ||
| Q3 24 | $3.8B | $15.6B | ||
| Q2 24 | $3.6B | $15.8B |
| Q1 26 | 0.25× | 0.85× | ||
| Q4 25 | — | 0.82× | ||
| Q3 25 | — | 0.80× | ||
| Q2 25 | — | 0.80× | ||
| Q1 25 | — | 0.80× | ||
| Q4 24 | — | 1.12× | ||
| Q3 24 | — | 1.02× | ||
| Q2 24 | — | 0.96× |
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 | — | $242.8M |
| FCF MarginFCF / Revenue | — | 18.5% |
| Capex IntensityCapex / Revenue | — | 1.1% |
| Cash ConversionOCF / Net Profit | 2.38× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $871.0M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $229.9M | — | ||
| Q4 25 | $140.8M | $341.4M | ||
| Q3 25 | $202.5M | $88.1M | ||
| Q2 25 | $207.3M | $275.6M | ||
| Q1 25 | $59.4M | $205.9M | ||
| Q4 24 | $132.2M | $271.5M | ||
| Q3 24 | $174.1M | $43.6M | ||
| Q2 24 | $152.5M | $377.1M |
| Q1 26 | — | $242.8M | ||
| Q4 25 | $114.8M | $318.9M | ||
| Q3 25 | $177.7M | $51.6M | ||
| Q2 25 | $192.3M | $257.7M | ||
| Q1 25 | $49.7M | $191.7M | ||
| Q4 24 | $113.3M | $253.4M | ||
| Q3 24 | $151.1M | $22.8M | ||
| Q2 24 | $140.5M | $304.2M |
| Q1 26 | — | 18.5% | ||
| Q4 25 | 10.0% | 26.9% | ||
| Q3 25 | 14.7% | 4.5% | ||
| Q2 25 | 16.3% | 24.0% | ||
| Q1 25 | 4.9% | 19.8% | ||
| Q4 24 | 11.9% | 24.7% | ||
| Q3 24 | 14.6% | 2.0% | ||
| Q2 24 | 14.5% | 24.5% |
| Q1 26 | — | 1.1% | ||
| Q4 25 | 2.3% | 1.9% | ||
| Q3 25 | 2.1% | 3.2% | ||
| Q2 25 | 1.3% | 1.7% | ||
| Q1 25 | 1.0% | 1.5% | ||
| Q4 24 | 2.0% | 1.8% | ||
| Q3 24 | 2.2% | 1.8% | ||
| Q2 24 | 1.2% | 5.9% |
| Q1 26 | 2.38× | — | ||
| Q4 25 | 1.17× | 5.44× | ||
| Q3 25 | 1.78× | 2.11× | ||
| Q2 25 | 2.11× | — | ||
| Q1 25 | 0.77× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.46× | 0.56× | ||
| Q2 24 | 1.34× | 2.92× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
