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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and ON Semiconductor (ON). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.5B vs $1.1B, roughly 1.4× ACUITY INC. (DE)). ON Semiconductor runs the higher net margin — 12.0% vs 9.2%, a 2.8% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (4.9% vs 4.7%). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (4.4% CAGR vs -9.9%).
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Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
AYI vs ON — Head-to-Head
Income Statement — Q3 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.5B |
| Net Profit | $96.8M | $181.8M |
| Gross Margin | 49.3% | 38.5% |
| Operating Margin | 12.6% | 57.9% |
| Net Margin | 9.2% | 12.0% |
| Revenue YoY | 4.9% | 4.7% |
| Net Profit YoY | 24.9% | — |
| EPS (diluted) | $3.09 | $0.45 |
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 | $1.5B | ||
| Q4 25 | $1.1B | $1.6B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.0B | — | ||
| Q4 24 | $951.6M | $1.7B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $968.1M | $1.7B |
| Q1 26 | $96.8M | $181.8M | ||
| Q4 25 | $120.5M | $255.0M | ||
| Q3 25 | $114.0M | $170.3M | ||
| Q2 25 | $98.4M | $-486.1M | ||
| Q1 25 | $77.5M | — | ||
| Q4 24 | $106.7M | $379.9M | ||
| Q3 24 | $118.9M | $401.7M | ||
| Q2 24 | $113.9M | $338.2M |
| Q1 26 | 49.3% | 38.5% | ||
| Q4 25 | 48.4% | 37.9% | ||
| Q3 25 | 48.9% | 37.6% | ||
| Q2 25 | 48.4% | 20.3% | ||
| Q1 25 | 46.5% | — | ||
| Q4 24 | 47.2% | 45.2% | ||
| Q3 24 | 47.3% | 45.4% | ||
| Q2 24 | 46.7% | 45.2% |
| Q1 26 | 12.6% | 57.9% | ||
| Q4 25 | 14.0% | 17.0% | ||
| Q3 25 | 14.9% | 13.2% | ||
| Q2 25 | 11.9% | -39.7% | ||
| Q1 25 | 11.0% | — | ||
| Q4 24 | 14.0% | 23.7% | ||
| Q3 24 | 15.2% | 25.3% | ||
| Q2 24 | 15.0% | 22.4% |
| Q1 26 | 9.2% | 12.0% | ||
| Q4 25 | 10.5% | 16.4% | ||
| Q3 25 | 9.4% | 11.6% | ||
| Q2 25 | 8.3% | -33.6% | ||
| Q1 25 | 7.7% | — | ||
| Q4 24 | 11.2% | 22.1% | ||
| Q3 24 | 11.5% | 22.8% | ||
| Q2 24 | 11.8% | 19.5% |
| Q1 26 | $3.09 | $0.45 | ||
| Q4 25 | $3.82 | $0.63 | ||
| Q3 25 | $3.61 | $0.41 | ||
| Q2 25 | $3.12 | $-1.15 | ||
| Q1 25 | $2.45 | — | ||
| Q4 24 | $3.35 | $0.88 | ||
| Q3 24 | $3.77 | $0.93 | ||
| Q2 24 | $3.62 | $0.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $272.5M | $2.4B |
| Total DebtLower is stronger | $697.1M | $3.0B |
| Stockholders' EquityBook value | $2.8B | $7.3B |
| Total Assets | $4.6B | $12.0B |
| Debt / EquityLower = less leverage | 0.25× | 0.41× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $272.5M | $2.4B | ||
| Q4 25 | $376.1M | $2.9B | ||
| Q3 25 | $422.5M | $2.8B | ||
| Q2 25 | $371.8M | $3.0B | ||
| Q1 25 | $397.9M | — | ||
| Q4 24 | $935.6M | $3.0B | ||
| Q3 24 | $845.8M | $2.8B | ||
| Q2 24 | $699.0M | $2.7B |
| Q1 26 | $697.1M | $3.0B | ||
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.4B |
| Q1 26 | $2.8B | $7.3B | ||
| Q4 25 | $2.8B | $7.9B | ||
| Q3 25 | $2.7B | $7.9B | ||
| Q2 25 | $2.6B | $8.0B | ||
| Q1 25 | $2.5B | — | ||
| Q4 24 | $2.5B | $8.8B | ||
| Q3 24 | $2.4B | $8.6B | ||
| Q2 24 | $2.3B | $8.3B |
| Q1 26 | $4.6B | $12.0B | ||
| Q4 25 | $4.7B | $13.0B | ||
| Q3 25 | $4.8B | $13.1B | ||
| Q2 25 | $4.6B | $13.3B | ||
| Q1 25 | $4.6B | — | ||
| Q4 24 | $3.9B | $14.1B | ||
| Q3 24 | $3.8B | $13.9B | ||
| Q2 24 | $3.6B | $13.7B |
| Q1 26 | 0.25× | 0.41× | ||
| Q4 25 | — | 0.43× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.41× |
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 | $239.1M |
| Free Cash FlowOCF − Capex | — | $217.2M |
| FCF MarginFCF / Revenue | — | 14.4% |
| Capex IntensityCapex / Revenue | — | — |
| Cash ConversionOCF / Net Profit | 2.38× | 1.32× |
| TTM Free Cash FlowTrailing 4 quarters | — | $1.2B |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $229.9M | $239.1M | ||
| Q4 25 | $140.8M | $418.7M | ||
| Q3 25 | $202.5M | $184.3M | ||
| Q2 25 | $207.3M | $602.3M | ||
| Q1 25 | $59.4M | — | ||
| Q4 24 | $132.2M | $579.7M | ||
| Q3 24 | $174.1M | $465.8M | ||
| Q2 24 | $152.5M | $362.2M |
| Q1 26 | — | $217.2M | ||
| Q4 25 | $114.8M | $372.4M | ||
| Q3 25 | $177.7M | $106.1M | ||
| Q2 25 | $192.3M | $454.7M | ||
| Q1 25 | $49.7M | — | ||
| Q4 24 | $113.3M | $434.8M | ||
| Q3 24 | $151.1M | $293.6M | ||
| Q2 24 | $140.5M | $207.7M |
| Q1 26 | — | 14.4% | ||
| Q4 25 | 10.0% | 24.0% | ||
| Q3 25 | 14.7% | 7.2% | ||
| Q2 25 | 16.3% | 31.5% | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 11.9% | 25.2% | ||
| Q3 24 | 14.6% | 16.7% | ||
| Q2 24 | 14.5% | 12.0% |
| Q1 26 | — | — | ||
| Q4 25 | 2.3% | 3.0% | ||
| Q3 25 | 2.1% | 5.3% | ||
| Q2 25 | 1.3% | 10.2% | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 2.0% | 8.4% | ||
| Q3 24 | 2.2% | 9.8% | ||
| Q2 24 | 1.2% | 8.9% |
| Q1 26 | 2.38× | 1.32× | ||
| Q4 25 | 1.17× | 1.64× | ||
| Q3 25 | 1.78× | 1.08× | ||
| Q2 25 | 2.11× | — | ||
| Q1 25 | 0.77× | — | ||
| Q4 24 | 1.24× | 1.53× | ||
| Q3 24 | 1.46× | 1.16× | ||
| Q2 24 | 1.34× | 1.07× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
