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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and PATRICK INDUSTRIES INC (PATK). Click either name above to swap in a different company.
ACUITY INC. (DE) is the larger business by last-quarter revenue ($1.1B vs $924.2M, roughly 1.2× PATRICK INDUSTRIES INC). ACUITY INC. (DE) runs the higher net margin — 10.5% vs 3.1%, a 7.4% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs 9.2%). ACUITY INC. (DE) produced more free cash flow last quarter ($114.8M vs $112.7M). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs -0.5%).
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Anduril Industries, Inc. is an American defense technology company specializing in the development of advanced autonomous systems.
AYI vs PATK — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $924.2M |
| Net Profit | $120.5M | $29.1M |
| Gross Margin | 48.4% | 23.0% |
| Operating Margin | 14.0% | 6.2% |
| Net Margin | 10.5% | 3.1% |
| Revenue YoY | 20.2% | 9.2% |
| Net Profit YoY | 12.9% | 99.7% |
| EPS (diluted) | $3.82 | $0.82 |
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 | $924.2M | ||
| Q3 25 | $1.2B | $975.6M | ||
| Q2 25 | $1.2B | $1.0B | ||
| Q1 25 | $1.0B | $1.0B | ||
| Q4 24 | $951.6M | $846.1M | ||
| Q3 24 | $1.0B | $919.4M | ||
| Q2 24 | $968.1M | $1.0B | ||
| Q1 24 | $905.9M | $933.5M |
| Q4 25 | $120.5M | $29.1M | ||
| Q3 25 | $114.0M | $35.3M | ||
| Q2 25 | $98.4M | $32.4M | ||
| Q1 25 | $77.5M | $38.2M | ||
| Q4 24 | $106.7M | $14.6M | ||
| Q3 24 | $118.9M | $40.9M | ||
| Q2 24 | $113.9M | $47.9M | ||
| Q1 24 | $89.2M | $35.1M |
| Q4 25 | 48.4% | 23.0% | ||
| Q3 25 | 48.9% | 22.6% | ||
| Q2 25 | 48.4% | 23.9% | ||
| Q1 25 | 46.5% | 22.8% | ||
| Q4 24 | 47.2% | 22.1% | ||
| Q3 24 | 47.3% | 23.1% | ||
| Q2 24 | 46.7% | 22.8% | ||
| Q1 24 | 45.5% | 21.9% |
| Q4 25 | 14.0% | 6.2% | ||
| Q3 25 | 14.9% | 6.8% | ||
| Q2 25 | 11.9% | 8.3% | ||
| Q1 25 | 11.0% | 6.5% | ||
| Q4 24 | 14.0% | 4.7% | ||
| Q3 24 | 15.2% | 8.1% | ||
| Q2 24 | 15.0% | 8.3% | ||
| Q1 24 | 13.0% | 6.4% |
| Q4 25 | 10.5% | 3.1% | ||
| Q3 25 | 9.4% | 3.6% | ||
| Q2 25 | 8.3% | 3.1% | ||
| Q1 25 | 7.7% | 3.8% | ||
| Q4 24 | 11.2% | 1.7% | ||
| Q3 24 | 11.5% | 4.4% | ||
| Q2 24 | 11.8% | 4.7% | ||
| Q1 24 | 9.8% | 3.8% |
| Q4 25 | $3.82 | $0.82 | ||
| Q3 25 | $3.61 | $1.01 | ||
| Q2 25 | $3.12 | $0.96 | ||
| Q1 25 | $2.45 | $1.11 | ||
| Q4 24 | $3.35 | $-1.44 | ||
| Q3 24 | $3.77 | $1.80 | ||
| Q2 24 | $3.62 | $2.16 | ||
| Q1 24 | $2.84 | $1.59 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $376.1M | $26.4M |
| Total DebtLower is stronger | — | $1.3B |
| Stockholders' EquityBook value | $2.8B | $1.2B |
| Total Assets | $4.7B | $3.1B |
| Debt / EquityLower = less leverage | — | 1.10× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $26.4M | ||
| Q3 25 | $422.5M | $20.7M | ||
| Q2 25 | $371.8M | $22.0M | ||
| Q1 25 | $397.9M | $86.6M | ||
| Q4 24 | $935.6M | $33.6M | ||
| Q3 24 | $845.8M | $52.6M | ||
| Q2 24 | $699.0M | $44.0M | ||
| Q1 24 | $578.9M | $17.6M |
| Q4 25 | — | $1.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $1.3B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.8B | $1.2B | ||
| Q3 25 | $2.7B | $1.2B | ||
| Q2 25 | $2.6B | $1.1B | ||
| Q1 25 | $2.5B | $1.1B | ||
| Q4 24 | $2.5B | $1.1B | ||
| Q3 24 | $2.4B | $1.1B | ||
| Q2 24 | $2.3B | $1.1B | ||
| Q1 24 | $2.1B | $1.1B |
| Q4 25 | $4.7B | $3.1B | ||
| Q3 25 | $4.8B | $3.1B | ||
| Q2 25 | $4.6B | $3.1B | ||
| Q1 25 | $4.6B | $3.2B | ||
| Q4 24 | $3.9B | $3.0B | ||
| Q3 24 | $3.8B | $3.1B | ||
| Q2 24 | $3.6B | $3.0B | ||
| Q1 24 | $3.5B | $3.0B |
| Q4 25 | — | 1.10× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.18× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $130.8M |
| Free Cash FlowOCF − Capex | $114.8M | $112.7M |
| FCF MarginFCF / Revenue | 10.0% | 12.2% |
| Capex IntensityCapex / Revenue | 2.3% | 2.0% |
| Cash ConversionOCF / Net Profit | 1.17× | 4.50× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $246.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $130.8M | ||
| Q3 25 | $202.5M | $9.1M | ||
| Q2 25 | $207.3M | $149.4M | ||
| Q1 25 | $59.4M | $40.1M | ||
| Q4 24 | $132.2M | $102.7M | ||
| Q3 24 | $174.1M | $51.5M | ||
| Q2 24 | $152.5M | $137.5M | ||
| Q1 24 | $102.6M | $35.2M |
| Q4 25 | $114.8M | $112.7M | ||
| Q3 25 | $177.7M | $-17.2M | ||
| Q2 25 | $192.3M | $131.1M | ||
| Q1 25 | $49.7M | $19.9M | ||
| Q4 24 | $113.3M | $77.2M | ||
| Q3 24 | $151.1M | $33.7M | ||
| Q2 24 | $140.5M | $120.6M | ||
| Q1 24 | $88.2M | $19.7M |
| Q4 25 | 10.0% | 12.2% | ||
| Q3 25 | 14.7% | -1.8% | ||
| Q2 25 | 16.3% | 12.5% | ||
| Q1 25 | 4.9% | 2.0% | ||
| Q4 24 | 11.9% | 9.1% | ||
| Q3 24 | 14.6% | 3.7% | ||
| Q2 24 | 14.5% | 11.9% | ||
| Q1 24 | 9.7% | 2.1% |
| Q4 25 | 2.3% | 2.0% | ||
| Q3 25 | 2.1% | 2.7% | ||
| Q2 25 | 1.3% | 1.7% | ||
| Q1 25 | 1.0% | 2.0% | ||
| Q4 24 | 2.0% | 3.0% | ||
| Q3 24 | 2.2% | 1.9% | ||
| Q2 24 | 1.2% | 1.7% | ||
| Q1 24 | 1.6% | 1.7% |
| Q4 25 | 1.17× | 4.50× | ||
| Q3 25 | 1.78× | 0.26× | ||
| Q2 25 | 2.11× | 4.61× | ||
| Q1 25 | 0.77× | 1.05× | ||
| Q4 24 | 1.24× | 7.05× | ||
| Q3 24 | 1.46× | 1.26× | ||
| Q2 24 | 1.34× | 2.87× | ||
| Q1 24 | 1.15× | 1.00× |
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% |
PATK
| Recreational Vehicle | $276.3M | 30% |
| Distribution | $222.4M | 24% |
| Marine | $141.9M | 15% |
| Industrial | $110.8M | 12% |
| Powersports | $104.8M | 11% |
| Manufactured Housing | $67.9M | 7% |
