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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and M/I HOMES, INC. (MHO). Click either name above to swap in a different company.
M/I HOMES, INC. is the larger business by last-quarter revenue ($1.1B vs $1.1B, roughly 1.0× ACUITY INC. (DE)). ACUITY INC. (DE) runs the higher net margin — 10.5% vs 5.6%, a 5.0% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs -4.8%). ACUITY INC. (DE) produced more free cash flow last quarter ($114.8M vs $-13.0M). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs 4.7%).
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.
M/I Homes, Inc. is a leading U.S. residential construction company that designs, builds and sells single-family homes, townhomes and duplexes across multiple U.S. states. It caters to entry-level, move-up and luxury homebuyers, offering energy-efficient designs, flexible floor plans and personalized customization options.
AYI vs MHO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.1B |
| Net Profit | $120.5M | $64.0M |
| Gross Margin | 48.4% | 17.4% |
| Operating Margin | 14.0% | 6.5% |
| Net Margin | 10.5% | 5.6% |
| Revenue YoY | 20.2% | -4.8% |
| Net Profit YoY | 12.9% | -52.1% |
| EPS (diluted) | $3.82 | $2.42 |
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 | $1.1B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.2B | $1.2B | ||
| Q1 25 | $1.0B | $976.1M | ||
| Q4 24 | $951.6M | $1.2B | ||
| Q3 24 | $1.0B | $1.1B | ||
| Q2 24 | $968.1M | $1.1B | ||
| Q1 24 | $905.9M | $1.0B |
| Q4 25 | $120.5M | $64.0M | ||
| Q3 25 | $114.0M | $106.5M | ||
| Q2 25 | $98.4M | $121.2M | ||
| Q1 25 | $77.5M | $111.2M | ||
| Q4 24 | $106.7M | $133.5M | ||
| Q3 24 | $118.9M | $145.4M | ||
| Q2 24 | $113.9M | $146.7M | ||
| Q1 24 | $89.2M | $138.1M |
| Q4 25 | 48.4% | 17.4% | ||
| Q3 25 | 48.9% | 24.5% | ||
| Q2 25 | 48.4% | 24.7% | ||
| Q1 25 | 46.5% | 25.9% | ||
| Q4 24 | 47.2% | 24.6% | ||
| Q3 24 | 47.3% | 27.1% | ||
| Q2 24 | 46.7% | 27.9% | ||
| Q1 24 | 45.5% | 27.1% |
| Q4 25 | 14.0% | 6.5% | ||
| Q3 25 | 14.9% | 12.0% | ||
| Q2 25 | 11.9% | 13.4% | ||
| Q1 25 | 11.0% | 14.4% | ||
| Q4 24 | 14.0% | 13.6% | ||
| Q3 24 | 15.2% | 15.9% | ||
| Q2 24 | 15.0% | 16.8% | ||
| Q1 24 | 13.0% | 16.6% |
| Q4 25 | 10.5% | 5.6% | ||
| Q3 25 | 9.4% | 9.4% | ||
| Q2 25 | 8.3% | 10.4% | ||
| Q1 25 | 7.7% | 11.4% | ||
| Q4 24 | 11.2% | 11.1% | ||
| Q3 24 | 11.5% | 12.7% | ||
| Q2 24 | 11.8% | 13.2% | ||
| Q1 24 | 9.8% | 13.2% |
| Q4 25 | $3.82 | $2.42 | ||
| Q3 25 | $3.61 | $3.92 | ||
| Q2 25 | $3.12 | $4.42 | ||
| Q1 25 | $2.45 | $3.98 | ||
| Q4 24 | $3.35 | $4.71 | ||
| Q3 24 | $3.77 | $5.10 | ||
| Q2 24 | $3.62 | $5.12 | ||
| Q1 24 | $2.84 | $4.78 |
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 | $3.2B |
| Total Assets | $4.7B | $4.8B |
| 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 | $3.2B | ||
| Q3 25 | $2.7B | $3.1B | ||
| Q2 25 | $2.6B | $3.1B | ||
| Q1 25 | $2.5B | $3.0B | ||
| Q4 24 | $2.5B | $2.9B | ||
| Q3 24 | $2.4B | $2.8B | ||
| Q2 24 | $2.3B | $2.7B | ||
| Q1 24 | $2.1B | $2.6B |
| Q4 25 | $4.7B | $4.8B | ||
| Q3 25 | $4.8B | $4.8B | ||
| Q2 25 | $4.6B | $4.7B | ||
| Q1 25 | $4.6B | $4.6B | ||
| Q4 24 | $3.9B | $4.5B | ||
| Q3 24 | $3.8B | $4.5B | ||
| Q2 24 | $3.6B | $4.3B | ||
| Q1 24 | $3.5B | $4.2B |
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 | $-8.7M |
| Free Cash FlowOCF − Capex | $114.8M | $-13.0M |
| FCF MarginFCF / Revenue | 10.0% | -1.1% |
| Capex IntensityCapex / Revenue | 2.3% | 0.4% |
| Cash ConversionOCF / Net Profit | 1.17× | -0.14× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $127.7M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $-8.7M | ||
| Q3 25 | $202.5M | $43.4M | ||
| Q2 25 | $207.3M | $37.8M | ||
| Q1 25 | $59.4M | $64.9M | ||
| Q4 24 | $132.2M | $104.4M | ||
| Q3 24 | $174.1M | $-67.9M | ||
| Q2 24 | $152.5M | $27.5M | ||
| Q1 24 | $102.6M | $115.8M |
| Q4 25 | $114.8M | $-13.0M | ||
| Q3 25 | $177.7M | $42.0M | ||
| Q2 25 | $192.3M | $35.1M | ||
| Q1 25 | $49.7M | $63.5M | ||
| Q4 24 | $113.3M | $102.3M | ||
| Q3 24 | $151.1M | $-68.5M | ||
| Q2 24 | $140.5M | $22.0M | ||
| Q1 24 | $88.2M | $115.5M |
| Q4 25 | 10.0% | -1.1% | ||
| Q3 25 | 14.7% | 3.7% | ||
| Q2 25 | 16.3% | 3.0% | ||
| Q1 25 | 4.9% | 6.5% | ||
| Q4 24 | 11.9% | 8.5% | ||
| Q3 24 | 14.6% | -6.0% | ||
| Q2 24 | 14.5% | 2.0% | ||
| Q1 24 | 9.7% | 11.0% |
| Q4 25 | 2.3% | 0.4% | ||
| Q3 25 | 2.1% | 0.1% | ||
| Q2 25 | 1.3% | 0.2% | ||
| Q1 25 | 1.0% | 0.1% | ||
| Q4 24 | 2.0% | 0.2% | ||
| Q3 24 | 2.2% | 0.1% | ||
| Q2 24 | 1.2% | 0.5% | ||
| Q1 24 | 1.6% | 0.0% |
| Q4 25 | 1.17× | -0.14× | ||
| Q3 25 | 1.78× | 0.41× | ||
| Q2 25 | 2.11× | 0.31× | ||
| Q1 25 | 0.77× | 0.58× | ||
| Q4 24 | 1.24× | 0.78× | ||
| Q3 24 | 1.46× | -0.47× | ||
| Q2 24 | 1.34× | 0.19× | ||
| Q1 24 | 1.15× | 0.84× |
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% |
MHO
| Southern Homebuilding | $615.6M | 54% |
| Northern Homebuilding | $503.9M | 44% |
| Financial Service | $27.8M | 2% |
| Land | $4.7M | 0% |
