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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Post Holdings, Inc. (POST). Click either name above to swap in a different company.
Post Holdings, Inc. is the larger business by last-quarter revenue ($2.2B vs $1.1B, roughly 1.9× ACUITY INC. (DE)). ACUITY INC. (DE) runs the higher net margin — 10.5% vs 4.5%, a 6.1% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs 10.1%). Post Holdings, Inc. produced more free cash flow last quarter ($119.3M vs $114.8M). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs 4.3%).
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.
Post Consumer Brands, LLC, also known as Post, is an American consumer packaged goods food manufacturer headquartered in Lakeville, Minnesota.
AYI vs POST — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $2.2B |
| Net Profit | $120.5M | $96.8M |
| Gross Margin | 48.4% | 29.4% |
| Operating Margin | 14.0% | 11.0% |
| Net Margin | 10.5% | 4.5% |
| Revenue YoY | 20.2% | 10.1% |
| Net Profit YoY | 12.9% | -14.6% |
| EPS (diluted) | $3.82 | $1.71 |
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 | $2.2B | ||
| Q3 25 | $1.2B | $2.2B | ||
| Q2 25 | $1.2B | $2.0B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $951.6M | $2.0B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $968.1M | $1.9B | ||
| Q1 24 | $905.9M | $2.0B |
| Q4 25 | $120.5M | $96.8M | ||
| Q3 25 | $114.0M | $51.0M | ||
| Q2 25 | $98.4M | $108.8M | ||
| Q1 25 | $77.5M | $62.6M | ||
| Q4 24 | $106.7M | $113.3M | ||
| Q3 24 | $118.9M | $81.6M | ||
| Q2 24 | $113.9M | $99.8M | ||
| Q1 24 | $89.2M | $97.2M |
| Q4 25 | 48.4% | 29.4% | ||
| Q3 25 | 48.9% | 26.8% | ||
| Q2 25 | 48.4% | 30.0% | ||
| Q1 25 | 46.5% | 28.0% | ||
| Q4 24 | 47.2% | 30.1% | ||
| Q3 24 | 47.3% | 28.6% | ||
| Q2 24 | 46.7% | 29.6% | ||
| Q1 24 | 45.5% | 29.0% |
| Q4 25 | 14.0% | 11.0% | ||
| Q3 25 | 14.9% | 7.5% | ||
| Q2 25 | 11.9% | 11.8% | ||
| Q1 25 | 11.0% | 9.3% | ||
| Q4 24 | 14.0% | 10.8% | ||
| Q3 24 | 15.2% | 9.5% | ||
| Q2 24 | 15.0% | 10.4% | ||
| Q1 24 | 13.0% | 9.5% |
| Q4 25 | 10.5% | 4.5% | ||
| Q3 25 | 9.4% | 2.3% | ||
| Q2 25 | 8.3% | 5.5% | ||
| Q1 25 | 7.7% | 3.2% | ||
| Q4 24 | 11.2% | 5.7% | ||
| Q3 24 | 11.5% | 4.1% | ||
| Q2 24 | 11.8% | 5.1% | ||
| Q1 24 | 9.8% | 4.9% |
| Q4 25 | $3.82 | $1.71 | ||
| Q3 25 | $3.61 | $0.91 | ||
| Q2 25 | $3.12 | $1.79 | ||
| Q1 25 | $2.45 | $1.03 | ||
| Q4 24 | $3.35 | $1.78 | ||
| Q3 24 | $3.77 | $1.28 | ||
| Q2 24 | $3.62 | $1.53 | ||
| Q1 24 | $2.84 | $1.48 |
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 | $279.3M |
| Total DebtLower is stronger | — | $7.5B |
| Stockholders' EquityBook value | $2.8B | $3.5B |
| Total Assets | $4.7B | $13.0B |
| Debt / EquityLower = less leverage | — | 2.16× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $279.3M | ||
| Q3 25 | $422.5M | $176.7M | ||
| Q2 25 | $371.8M | $1.1B | ||
| Q1 25 | $397.9M | $617.6M | ||
| Q4 24 | $935.6M | $872.9M | ||
| Q3 24 | $845.8M | $787.4M | ||
| Q2 24 | $699.0M | $333.8M | ||
| Q1 24 | $578.9M | $333.4M |
| Q4 25 | — | $7.5B | ||
| Q3 25 | — | $7.4B | ||
| Q2 25 | — | $7.3B | ||
| Q1 25 | — | $6.9B | ||
| Q4 24 | — | $6.9B | ||
| Q3 24 | — | $6.8B | ||
| Q2 24 | — | $6.4B | ||
| Q1 24 | — | $6.4B |
| Q4 25 | $2.8B | $3.5B | ||
| Q3 25 | $2.7B | $3.8B | ||
| Q2 25 | $2.6B | $4.0B | ||
| Q1 25 | $2.5B | $3.8B | ||
| Q4 24 | $2.5B | $3.9B | ||
| Q3 24 | $2.4B | $4.1B | ||
| Q2 24 | $2.3B | $3.9B | ||
| Q1 24 | $2.1B | $4.0B |
| Q4 25 | $4.7B | $13.0B | ||
| Q3 25 | $4.8B | $13.5B | ||
| Q2 25 | $4.6B | $13.4B | ||
| Q1 25 | $4.6B | $12.8B | ||
| Q4 24 | $3.9B | $12.8B | ||
| Q3 24 | $3.8B | $12.9B | ||
| Q2 24 | $3.6B | $12.1B | ||
| Q1 24 | $3.5B | $12.2B |
| Q4 25 | — | 2.16× | ||
| Q3 25 | — | 1.98× | ||
| Q2 25 | — | 1.84× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.79× | ||
| Q3 24 | — | 1.67× | ||
| Q2 24 | — | 1.62× | ||
| Q1 24 | — | 1.61× |
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 | $235.7M |
| Free Cash FlowOCF − Capex | $114.8M | $119.3M |
| FCF MarginFCF / Revenue | 10.0% | 5.5% |
| Capex IntensityCapex / Revenue | 2.3% | 5.4% |
| Cash ConversionOCF / Net Profit | 1.17× | 2.43× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $436.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $235.7M | ||
| Q3 25 | $202.5M | $301.3M | ||
| Q2 25 | $207.3M | $225.9M | ||
| Q1 25 | $59.4M | $160.7M | ||
| Q4 24 | $132.2M | $310.4M | ||
| Q3 24 | $174.1M | $235.4M | ||
| Q2 24 | $152.5M | $272.3M | ||
| Q1 24 | $102.6M | $249.6M |
| Q4 25 | $114.8M | $119.3M | ||
| Q3 25 | $177.7M | $151.6M | ||
| Q2 25 | $192.3M | $94.9M | ||
| Q1 25 | $49.7M | $70.2M | ||
| Q4 24 | $113.3M | $171.4M | ||
| Q3 24 | $151.1M | $96.2M | ||
| Q2 24 | $140.5M | $161.5M | ||
| Q1 24 | $88.2M | $150.9M |
| Q4 25 | 10.0% | 5.5% | ||
| Q3 25 | 14.7% | 6.7% | ||
| Q2 25 | 16.3% | 4.8% | ||
| Q1 25 | 4.9% | 3.6% | ||
| Q4 24 | 11.9% | 8.7% | ||
| Q3 24 | 14.6% | 4.8% | ||
| Q2 24 | 14.5% | 8.3% | ||
| Q1 24 | 9.7% | 7.5% |
| Q4 25 | 2.3% | 5.4% | ||
| Q3 25 | 2.1% | 6.7% | ||
| Q2 25 | 1.3% | 6.6% | ||
| Q1 25 | 1.0% | 4.6% | ||
| Q4 24 | 2.0% | 7.0% | ||
| Q3 24 | 2.2% | 6.9% | ||
| Q2 24 | 1.2% | 5.7% | ||
| Q1 24 | 1.6% | 4.9% |
| Q4 25 | 1.17× | 2.43× | ||
| Q3 25 | 1.78× | 5.91× | ||
| Q2 25 | 2.11× | 2.08× | ||
| Q1 25 | 0.77× | 2.57× | ||
| Q4 24 | 1.24× | 2.74× | ||
| Q3 24 | 1.46× | 2.88× | ||
| Q2 24 | 1.34× | 2.73× | ||
| Q1 24 | 1.15× | 2.57× |
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% |
POST
| Post Consumer Brands Segment | $1.1B | 51% |
| Pet Food | $360.4M | 17% |
| Side Dishes | $221.5M | 10% |
| Weetabix | $137.9M | 6% |
| Other | $122.1M | 6% |
| Nut Butters | $105.8M | 5% |
| Sausage | $53.1M | 2% |
| Cheeseand Dairy | $41.3M | 2% |
| Protein Based Shakes | $29.3M | 1% |
| Bell Ring | $18.1M | 1% |
