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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Rockwell Automation (ROK). Click either name above to swap in a different company.
Rockwell Automation is the larger business by last-quarter revenue ($2.1B vs $1.1B, roughly 1.8× ACUITY INC. (DE)). Rockwell Automation runs the higher net margin — 14.5% vs 10.5%, a 4.0% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs 11.9%). Rockwell Automation produced more free cash flow last quarter ($170.0M vs $114.8M). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs -0.5%).
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.
Rockwell Automation, Inc. is an American provider of industrial automation and digital transformation technologies headquartered in Milwaukee, Wisconsin. Its brands include Allen-Bradley, FactoryTalk software and LifecycleIQ Services. Rockwell Automation employs approximately 27,000 people and has customers in more than 100 countries worldwide.
AYI vs ROK — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $2.1B |
| Net Profit | $120.5M | $305.0M |
| Gross Margin | 48.4% | 48.3% |
| Operating Margin | 14.0% | 20.7% |
| Net Margin | 10.5% | 14.5% |
| Revenue YoY | 20.2% | 11.9% |
| Net Profit YoY | 12.9% | 65.8% |
| EPS (diluted) | $3.82 | $2.69 |
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 | $2.1B | ||
| Q3 25 | $1.2B | $2.3B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $951.6M | $1.9B | ||
| Q3 24 | $1.0B | $2.0B | ||
| Q2 24 | $968.1M | $2.1B | ||
| Q1 24 | $905.9M | $2.1B |
| Q4 25 | $120.5M | $305.0M | ||
| Q3 25 | $114.0M | $138.0M | ||
| Q2 25 | $98.4M | $295.0M | ||
| Q1 25 | $77.5M | $252.0M | ||
| Q4 24 | $106.7M | $184.0M | ||
| Q3 24 | $118.9M | $239.1M | ||
| Q2 24 | $113.9M | $232.0M | ||
| Q1 24 | $89.2M | $266.2M |
| Q4 25 | 48.4% | 48.3% | ||
| Q3 25 | 48.9% | 69.4% | ||
| Q2 25 | 48.4% | 40.9% | ||
| Q1 25 | 46.5% | 40.5% | ||
| Q4 24 | 47.2% | 38.4% | ||
| Q3 24 | 47.3% | 37.9% | ||
| Q2 24 | 46.7% | 38.8% | ||
| Q1 24 | 45.5% | 39.2% |
| Q4 25 | 14.0% | 20.7% | ||
| Q3 25 | 14.9% | 2.7% | ||
| Q2 25 | 11.9% | 16.0% | ||
| Q1 25 | 11.0% | 14.9% | ||
| Q4 24 | 14.0% | 17.1% | ||
| Q3 24 | 15.2% | 13.5% | ||
| Q2 24 | 15.0% | 12.4% | ||
| Q1 24 | 13.0% | 14.6% |
| Q4 25 | 10.5% | 14.5% | ||
| Q3 25 | 9.4% | 6.0% | ||
| Q2 25 | 8.3% | 13.8% | ||
| Q1 25 | 7.7% | 12.6% | ||
| Q4 24 | 11.2% | 9.8% | ||
| Q3 24 | 11.5% | 11.7% | ||
| Q2 24 | 11.8% | 11.3% | ||
| Q1 24 | 9.8% | 12.5% |
| Q4 25 | $3.82 | $2.69 | ||
| Q3 25 | $3.61 | $1.24 | ||
| Q2 25 | $3.12 | $2.60 | ||
| Q1 25 | $2.45 | $2.22 | ||
| Q4 24 | $3.35 | $1.61 | ||
| Q3 24 | $3.77 | $2.09 | ||
| Q2 24 | $3.62 | $2.02 | ||
| Q1 24 | $2.84 | $2.31 |
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 | $444.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.8B | $3.7B |
| Total Assets | $4.7B | $11.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $444.0M | ||
| Q3 25 | $422.5M | $468.0M | ||
| Q2 25 | $371.8M | $495.0M | ||
| Q1 25 | $397.9M | $456.0M | ||
| Q4 24 | $935.6M | $477.0M | ||
| Q3 24 | $845.8M | $471.3M | ||
| Q2 24 | $699.0M | $407.0M | ||
| Q1 24 | $578.9M | $470.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $2.6B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $2.6B | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $2.8B | $3.7B | ||
| Q3 25 | $2.7B | $3.7B | ||
| Q2 25 | $2.6B | $3.5B | ||
| Q1 25 | $2.5B | $3.4B | ||
| Q4 24 | $2.5B | $3.4B | ||
| Q3 24 | $2.4B | $3.5B | ||
| Q2 24 | $2.3B | $3.3B | ||
| Q1 24 | $2.1B | $3.5B |
| Q4 25 | $4.7B | $11.2B | ||
| Q3 25 | $4.8B | $11.2B | ||
| Q2 25 | $4.6B | $11.2B | ||
| Q1 25 | $4.6B | $11.0B | ||
| Q4 24 | $3.9B | $10.9B | ||
| Q3 24 | $3.8B | $11.2B | ||
| Q2 24 | $3.6B | $11.2B | ||
| Q1 24 | $3.5B | $11.4B |
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.73× | ||
| 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 | $234.0M |
| Free Cash FlowOCF − Capex | $114.8M | $170.0M |
| FCF MarginFCF / Revenue | 10.0% | 8.1% |
| Capex IntensityCapex / Revenue | 2.3% | 3.0% |
| Cash ConversionOCF / Net Profit | 1.17× | 0.77× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $234.0M | ||
| Q3 25 | $202.5M | $454.0M | ||
| Q2 25 | $207.3M | $527.0M | ||
| Q1 25 | $59.4M | $199.0M | ||
| Q4 24 | $132.2M | $364.0M | ||
| Q3 24 | $174.1M | $432.3M | ||
| Q2 24 | $152.5M | $279.1M | ||
| Q1 24 | $102.6M | $119.8M |
| Q4 25 | $114.8M | $170.0M | ||
| Q3 25 | $177.7M | — | ||
| Q2 25 | $192.3M | $489.0M | ||
| Q1 25 | $49.7M | $171.0M | ||
| Q4 24 | $113.3M | $293.0M | ||
| Q3 24 | $151.1M | — | ||
| Q2 24 | $140.5M | $238.4M | ||
| Q1 24 | $88.2M | $68.6M |
| Q4 25 | 10.0% | 8.1% | ||
| Q3 25 | 14.7% | — | ||
| Q2 25 | 16.3% | 22.8% | ||
| Q1 25 | 4.9% | 8.5% | ||
| Q4 24 | 11.9% | 15.6% | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 14.5% | 11.6% | ||
| Q1 24 | 9.7% | 3.2% |
| Q4 25 | 2.3% | 3.0% | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.3% | 1.8% | ||
| Q1 25 | 1.0% | 1.4% | ||
| Q4 24 | 2.0% | 3.8% | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 1.2% | 2.0% | ||
| Q1 24 | 1.6% | 2.4% |
| Q4 25 | 1.17× | 0.77× | ||
| Q3 25 | 1.78× | 3.29× | ||
| Q2 25 | 2.11× | 1.79× | ||
| Q1 25 | 0.77× | 0.79× | ||
| Q4 24 | 1.24× | 1.98× | ||
| Q3 24 | 1.46× | 1.81× | ||
| Q2 24 | 1.34× | 1.20× | ||
| Q1 24 | 1.15× | 0.45× |
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% |
ROK
| Productsand Solutions | $1.9B | 89% |
| Lifecycle Services Segment | $259.0M | 12% |
