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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and NATIONAL FUEL GAS CO (NFG). Click either name above to swap in a different company.
ACUITY INC. (DE) is the larger business by last-quarter revenue ($1.1B vs $425.9M, roughly 2.5× NATIONAL FUEL GAS CO). NATIONAL FUEL GAS CO runs the higher net margin — 35.7% vs 9.2%, a 26.5% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (4.9% vs 1.7%). Over the past eight quarters, NATIONAL FUEL GAS CO's revenue compounded faster (12.1% CAGR vs 4.4%).
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.
National Fuel Gas Company is a diversified energy company with $6.2 billion in assets distributed among the following five operating segments: Exploration and Production, Pipeline and Storage, Gathering, Utility, and Energy Marketing. National Fuel Gas was incorporated in 1902 and is based in Williamsville, New York.
AYI vs NFG — Head-to-Head
Income Statement — Q3 FY2026 vs Q2 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $425.9M |
| Net Profit | $96.8M | $152.0M |
| Gross Margin | 49.3% | — |
| Operating Margin | 12.6% | 81.5% |
| Net Margin | 9.2% | 35.7% |
| Revenue YoY | 4.9% | 1.7% |
| Net Profit YoY | 24.9% | — |
| EPS (diluted) | $3.09 | $1.59 |
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 | $425.9M | ||
| Q4 25 | $1.1B | $637.9M | ||
| Q3 25 | $1.2B | $443.1M | ||
| Q2 25 | $1.2B | $527.4M | ||
| Q1 25 | $1.0B | $734.8M | ||
| Q4 24 | $951.6M | $513.8M | ||
| Q3 24 | $1.0B | $310.0M | ||
| Q2 24 | $968.1M | $338.6M |
| Q1 26 | $96.8M | $152.0M | ||
| Q4 25 | $120.5M | $181.6M | ||
| Q3 25 | $114.0M | $107.3M | ||
| Q2 25 | $98.4M | $149.8M | ||
| Q1 25 | $77.5M | $216.4M | ||
| Q4 24 | $106.7M | $45.0M | ||
| Q3 24 | $118.9M | $-167.6M | ||
| Q2 24 | $113.9M | $-54.2M |
| Q1 26 | 49.3% | — | ||
| Q4 25 | 48.4% | 86.6% | ||
| Q3 25 | 48.9% | — | ||
| Q2 25 | 48.4% | 94.7% | ||
| Q1 25 | 46.5% | 81.6% | ||
| Q4 24 | 47.2% | 87.3% | ||
| Q3 24 | 47.3% | — | ||
| Q2 24 | 46.7% | 98.5% |
| Q1 26 | 12.6% | 81.5% | ||
| Q4 25 | 14.0% | 43.3% | ||
| Q3 25 | 14.9% | 40.6% | ||
| Q2 25 | 11.9% | 43.7% | ||
| Q1 25 | 11.0% | 43.2% | ||
| Q4 24 | 14.0% | 16.8% | ||
| Q3 24 | 15.2% | -63.4% | ||
| Q2 24 | 15.0% | -15.2% |
| Q1 26 | 9.2% | 35.7% | ||
| Q4 25 | 10.5% | 28.5% | ||
| Q3 25 | 9.4% | 24.2% | ||
| Q2 25 | 8.3% | 28.4% | ||
| Q1 25 | 7.7% | 29.4% | ||
| Q4 24 | 11.2% | 8.8% | ||
| Q3 24 | 11.5% | -54.1% | ||
| Q2 24 | 11.8% | -16.0% |
| Q1 26 | $3.09 | $1.59 | ||
| Q4 25 | $3.82 | $1.98 | ||
| Q3 25 | $3.61 | $1.18 | ||
| Q2 25 | $3.12 | $1.64 | ||
| Q1 25 | $2.45 | $2.37 | ||
| Q4 24 | $3.35 | $0.49 | ||
| Q3 24 | $3.77 | $-1.81 | ||
| Q2 24 | $3.62 | $-0.59 |
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 | — |
| Total DebtLower is stronger | $697.1M | $300.0M |
| Stockholders' EquityBook value | $2.8B | — |
| Total Assets | $4.6B | $9.1B |
| Debt / EquityLower = less leverage | 0.25× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $272.5M | — | ||
| Q4 25 | $376.1M | $271.4M | ||
| Q3 25 | $422.5M | $43.2M | ||
| Q2 25 | $371.8M | $39.3M | ||
| Q1 25 | $397.9M | $40.0M | ||
| Q4 24 | $935.6M | $48.7M | ||
| Q3 24 | $845.8M | $38.2M | ||
| Q2 24 | $699.0M | $81.4M |
| Q1 26 | $697.1M | $300.0M | ||
| Q4 25 | — | $2.7B | ||
| Q3 25 | — | $2.7B | ||
| Q2 25 | — | $2.7B | ||
| Q1 25 | — | $2.7B | ||
| Q4 24 | — | $2.7B | ||
| Q3 24 | — | $2.7B | ||
| Q2 24 | — | $2.7B |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | $3.6B | ||
| Q3 25 | $2.7B | $3.1B | ||
| Q2 25 | $2.6B | $3.0B | ||
| Q1 25 | $2.5B | $2.8B | ||
| Q4 24 | $2.5B | $-76.2M | ||
| Q3 24 | $2.4B | $-15.5M | ||
| Q2 24 | $2.3B | $5.0M |
| Q1 26 | $4.6B | $9.1B | ||
| Q4 25 | $4.7B | $9.2B | ||
| Q3 25 | $4.8B | $8.7B | ||
| Q2 25 | $4.6B | $8.4B | ||
| Q1 25 | $4.6B | $8.5B | ||
| Q4 24 | $3.9B | $8.3B | ||
| Q3 24 | $3.8B | $8.3B | ||
| Q2 24 | $3.6B | $8.5B |
| Q1 26 | 0.25× | — | ||
| Q4 25 | — | 0.75× | ||
| Q3 25 | — | 0.87× | ||
| Q2 25 | — | 0.90× | ||
| Q1 25 | — | 0.99× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 532.10× |
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 | $657.3M |
| Free Cash FlowOCF − Capex | — | — |
| FCF MarginFCF / Revenue | — | — |
| Capex IntensityCapex / Revenue | — | 117.0% |
| Cash ConversionOCF / Net Profit | 2.38× | 4.32× |
| TTM Free Cash FlowTrailing 4 quarters | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $229.9M | $657.3M | ||
| Q4 25 | $140.8M | $274.9M | ||
| Q3 25 | $202.5M | $237.8M | ||
| Q2 25 | $207.3M | $388.4M | ||
| Q1 25 | $59.4M | $253.8M | ||
| Q4 24 | $132.2M | $220.1M | ||
| Q3 24 | $174.1M | $197.9M | ||
| Q2 24 | $152.5M | $281.8M |
| Q1 26 | — | — | ||
| Q4 25 | $114.8M | $-2.7M | ||
| Q3 25 | $177.7M | $-47.8M | ||
| Q2 25 | $192.3M | $195.3M | ||
| Q1 25 | $49.7M | $59.9M | ||
| Q4 24 | $113.3M | $-20.3M | ||
| Q3 24 | $151.1M | $-49.1M | ||
| Q2 24 | $140.5M | $79.5M |
| Q1 26 | — | — | ||
| Q4 25 | 10.0% | -0.4% | ||
| Q3 25 | 14.7% | -10.8% | ||
| Q2 25 | 16.3% | 37.0% | ||
| Q1 25 | 4.9% | 8.2% | ||
| Q4 24 | 11.9% | -4.0% | ||
| Q3 24 | 14.6% | -15.8% | ||
| Q2 24 | 14.5% | 23.5% |
| Q1 26 | — | 117.0% | ||
| Q4 25 | 2.3% | 43.5% | ||
| Q3 25 | 2.1% | 64.4% | ||
| Q2 25 | 1.3% | 36.6% | ||
| Q1 25 | 1.0% | 26.4% | ||
| Q4 24 | 2.0% | 46.8% | ||
| Q3 24 | 2.2% | 79.7% | ||
| Q2 24 | 1.2% | 59.7% |
| Q1 26 | 2.38× | 4.32× | ||
| Q4 25 | 1.17× | 1.51× | ||
| Q3 25 | 1.78× | 2.21× | ||
| Q2 25 | 2.11× | 2.59× | ||
| Q1 25 | 0.77× | 1.17× | ||
| Q4 24 | 1.24× | 4.89× | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.34× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AYI
Segment breakdown not available.
NFG
| Revenues from External Customers | $425.8M | 100% |
| Intersegment Revenues | $126.0K | 0% |
