vs
Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and MODINE MANUFACTURING CO (MOD). Click either name above to swap in a different company.
ACUITY INC. (DE) is the larger business by last-quarter revenue ($1.1B vs $805.0M, roughly 1.4× MODINE MANUFACTURING CO). ACUITY INC. (DE) runs the higher net margin — 10.5% vs -5.9%, a 16.4% gap on every dollar of revenue. On growth, MODINE MANUFACTURING CO posted the faster year-over-year revenue change (30.5% vs 20.2%). ACUITY INC. (DE) produced more free cash flow last quarter ($114.8M vs $-17.1M). Over the past eight quarters, MODINE MANUFACTURING CO's revenue compounded faster (15.5% CAGR vs 12.4%).
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.
Modine Manufacturing is a thermal management company established in 1916 in the United States. The company started as Modine Manufacturing Company by Arthur B Modine who patented the Spirex radiator for tractors. The Modine company manufactured the Turbotube radiator for Ford Model T cars. The company built the world's first vehicular wind tunnel in Racine, Wisconsin in 1941. During WWII, Modine manufactured aftercoolers for the P-51 Mustang fighter plane. After WWII, Modine introduced the Ai...
AYI vs MOD — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $805.0M |
| Net Profit | $120.5M | $-47.4M |
| Gross Margin | 48.4% | 23.1% |
| Operating Margin | 14.0% | 11.1% |
| Net Margin | 10.5% | -5.9% |
| Revenue YoY | 20.2% | 30.5% |
| Net Profit YoY | 12.9% | -215.6% |
| EPS (diluted) | $3.82 | $-0.90 |
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 | $805.0M | ||
| Q3 25 | $1.2B | $738.9M | ||
| Q2 25 | $1.2B | $682.8M | ||
| Q1 25 | $1.0B | $647.2M | ||
| Q4 24 | $951.6M | $616.8M | ||
| Q3 24 | $1.0B | $658.0M | ||
| Q2 24 | $968.1M | $661.5M | ||
| Q1 24 | $905.9M | $603.5M |
| Q4 25 | $120.5M | $-47.4M | ||
| Q3 25 | $114.0M | $44.4M | ||
| Q2 25 | $98.4M | $51.2M | ||
| Q1 25 | $77.5M | $49.6M | ||
| Q4 24 | $106.7M | $41.0M | ||
| Q3 24 | $118.9M | $46.1M | ||
| Q2 24 | $113.9M | $47.3M | ||
| Q1 24 | $89.2M | $25.8M |
| Q4 25 | 48.4% | 23.1% | ||
| Q3 25 | 48.9% | 22.3% | ||
| Q2 25 | 48.4% | 24.2% | ||
| Q1 25 | 46.5% | 25.6% | ||
| Q4 24 | 47.2% | 24.3% | ||
| Q3 24 | 47.3% | 25.2% | ||
| Q2 24 | 46.7% | 24.6% | ||
| Q1 24 | 45.5% | 22.4% |
| Q4 25 | 14.0% | 11.1% | ||
| Q3 25 | 14.9% | 9.9% | ||
| Q2 25 | 11.9% | 11.1% | ||
| Q1 25 | 11.0% | 11.5% | ||
| Q4 24 | 14.0% | 9.6% | ||
| Q3 24 | 15.2% | 11.4% | ||
| Q2 24 | 15.0% | 11.2% | ||
| Q1 24 | 13.0% | 7.8% |
| Q4 25 | 10.5% | -5.9% | ||
| Q3 25 | 9.4% | 6.0% | ||
| Q2 25 | 8.3% | 7.5% | ||
| Q1 25 | 7.7% | 7.7% | ||
| Q4 24 | 11.2% | 6.6% | ||
| Q3 24 | 11.5% | 7.0% | ||
| Q2 24 | 11.8% | 7.2% | ||
| Q1 24 | 9.8% | 4.3% |
| Q4 25 | $3.82 | $-0.90 | ||
| Q3 25 | $3.61 | $0.83 | ||
| Q2 25 | $3.12 | $0.95 | ||
| Q1 25 | $2.45 | $0.92 | ||
| Q4 24 | $3.35 | $0.76 | ||
| Q3 24 | $3.77 | $0.86 | ||
| Q2 24 | $3.62 | $0.88 | ||
| Q1 24 | $2.84 | $0.48 |
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 | $98.7M |
| Total DebtLower is stronger | — | $570.7M |
| Stockholders' EquityBook value | $2.8B | $1.1B |
| Total Assets | $4.7B | $2.5B |
| Debt / EquityLower = less leverage | — | 0.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $98.7M | ||
| Q3 25 | $422.5M | $83.8M | ||
| Q2 25 | $371.8M | $124.5M | ||
| Q1 25 | $397.9M | $71.6M | ||
| Q4 24 | $935.6M | $83.8M | ||
| Q3 24 | $845.8M | $78.6M | ||
| Q2 24 | $699.0M | $72.9M | ||
| Q1 24 | $578.9M | $60.1M |
| Q4 25 | — | $570.7M | ||
| Q3 25 | — | $525.8M | ||
| Q2 25 | — | $482.1M | ||
| Q1 25 | — | $296.7M | ||
| Q4 24 | — | $330.0M | ||
| Q3 24 | — | $359.1M | ||
| Q2 24 | — | $405.7M | ||
| Q1 24 | — | $399.9M |
| Q4 25 | $2.8B | $1.1B | ||
| Q3 25 | $2.7B | $1.1B | ||
| Q2 25 | $2.6B | $1.0B | ||
| Q1 25 | $2.5B | $910.2M | ||
| Q4 24 | $2.5B | $855.1M | ||
| Q3 24 | $2.4B | $858.8M | ||
| Q2 24 | $2.3B | $788.4M | ||
| Q1 24 | $2.1B | $747.6M |
| Q4 25 | $4.7B | $2.5B | ||
| Q3 25 | $4.8B | $2.4B | ||
| Q2 25 | $4.6B | $2.2B | ||
| Q1 25 | $4.6B | $1.9B | ||
| Q4 24 | $3.9B | $1.8B | ||
| Q3 24 | $3.8B | $1.9B | ||
| Q2 24 | $3.6B | $1.9B | ||
| Q1 24 | $3.5B | $1.9B |
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | 0.50× | ||
| Q2 25 | — | 0.48× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.39× | ||
| Q3 24 | — | 0.42× | ||
| Q2 24 | — | 0.51× | ||
| Q1 24 | — | 0.53× |
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 | $24.7M |
| Free Cash FlowOCF − Capex | $114.8M | $-17.1M |
| FCF MarginFCF / Revenue | 10.0% | -2.1% |
| Capex IntensityCapex / Revenue | 2.3% | 5.2% |
| Cash ConversionOCF / Net Profit | 1.17× | — |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $-20.3M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $24.7M | ||
| Q3 25 | $202.5M | $1.4M | ||
| Q2 25 | $207.3M | $27.7M | ||
| Q1 25 | $59.4M | $54.8M | ||
| Q4 24 | $132.2M | $60.7M | ||
| Q3 24 | $174.1M | $57.3M | ||
| Q2 24 | $152.5M | $40.5M | ||
| Q1 24 | $102.6M | $39.6M |
| Q4 25 | $114.8M | $-17.1M | ||
| Q3 25 | $177.7M | $-30.5M | ||
| Q2 25 | $192.3M | $200.0K | ||
| Q1 25 | $49.7M | $27.1M | ||
| Q4 24 | $113.3M | $44.7M | ||
| Q3 24 | $151.1M | $43.8M | ||
| Q2 24 | $140.5M | $13.7M | ||
| Q1 24 | $88.2M | $-4.3M |
| Q4 25 | 10.0% | -2.1% | ||
| Q3 25 | 14.7% | -4.1% | ||
| Q2 25 | 16.3% | 0.0% | ||
| Q1 25 | 4.9% | 4.2% | ||
| Q4 24 | 11.9% | 7.2% | ||
| Q3 24 | 14.6% | 6.7% | ||
| Q2 24 | 14.5% | 2.1% | ||
| Q1 24 | 9.7% | -0.7% |
| Q4 25 | 2.3% | 5.2% | ||
| Q3 25 | 2.1% | 4.3% | ||
| Q2 25 | 1.3% | 4.0% | ||
| Q1 25 | 1.0% | 4.3% | ||
| Q4 24 | 2.0% | 2.6% | ||
| Q3 24 | 2.2% | 2.1% | ||
| Q2 24 | 1.2% | 4.1% | ||
| Q1 24 | 1.6% | 7.3% |
| Q4 25 | 1.17× | — | ||
| Q3 25 | 1.78× | 0.03× | ||
| Q2 25 | 2.11× | 0.54× | ||
| Q1 25 | 0.77× | 1.10× | ||
| Q4 24 | 1.24× | 1.48× | ||
| Q3 24 | 1.46× | 1.24× | ||
| Q2 24 | 1.34× | 0.86× | ||
| Q1 24 | 1.15× | 1.53× |
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% |
MOD
| Data Centers | $296.9M | 37% |
| Performance Technologies | $266.0M | 33% |
| Hvac Technologies | $107.1M | 13% |
| Air Cooled | $92.4M | 11% |
| Lb White | $25.6M | 3% |
| Climate By Design | $10.2M | 1% |
| Absolutaire | $7.0M | 1% |
