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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Roper Technologies (ROP). Click either name above to swap in a different company.
Roper Technologies is the larger business by last-quarter revenue ($2.1B vs $1.1B, roughly 1.8× ACUITY INC. (DE)). Roper Technologies runs the higher net margin — 15.8% vs 10.5%, a 5.3% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs 11.3%). Roper Technologies produced more free cash flow last quarter ($507.0M vs $114.8M). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs 10.5%).
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.
Roper Technologies, Inc. is a holding company that owns companies in the technology sector.
AYI vs ROP — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $2.1B |
| Net Profit | $120.5M | $331.0M |
| Gross Margin | 48.4% | 69.4% |
| Operating Margin | 14.0% | 27.2% |
| Net Margin | 10.5% | 15.8% |
| Revenue YoY | 20.2% | 11.3% |
| Net Profit YoY | 12.9% | 842.6% |
| EPS (diluted) | $3.82 | $4.87 |
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 | — | $2.1B | ||
| Q4 25 | $1.1B | $2.1B | ||
| Q3 25 | $1.2B | $2.0B | ||
| Q2 25 | $1.2B | $1.9B | ||
| Q1 25 | $1.0B | $1.9B | ||
| Q4 24 | $951.6M | $1.9B | ||
| Q3 24 | $1.0B | $1.8B | ||
| Q2 24 | $968.1M | $1.7B |
| Q1 26 | — | $331.0M | ||
| Q4 25 | $120.5M | $428.4M | ||
| Q3 25 | $114.0M | $398.5M | ||
| Q2 25 | $98.4M | $378.3M | ||
| Q1 25 | $77.5M | $331.1M | ||
| Q4 24 | $106.7M | $462.3M | ||
| Q3 24 | $118.9M | $367.9M | ||
| Q2 24 | $113.9M | $337.1M |
| Q1 26 | — | 69.4% | ||
| Q4 25 | 48.4% | 69.5% | ||
| Q3 25 | 48.9% | 69.5% | ||
| Q2 25 | 48.4% | 69.2% | ||
| Q1 25 | 46.5% | 68.7% | ||
| Q4 24 | 47.2% | 68.3% | ||
| Q3 24 | 47.3% | 69.2% | ||
| Q2 24 | 46.7% | 69.5% |
| Q1 26 | — | 27.2% | ||
| Q4 25 | 14.0% | 28.6% | ||
| Q3 25 | 14.9% | 28.4% | ||
| Q2 25 | 11.9% | 28.2% | ||
| Q1 25 | 11.0% | 27.9% | ||
| Q4 24 | 14.0% | 28.0% | ||
| Q3 24 | 15.2% | 28.1% | ||
| Q2 24 | 15.0% | 28.8% |
| Q1 26 | — | 15.8% | ||
| Q4 25 | 10.5% | 20.8% | ||
| Q3 25 | 9.4% | 19.8% | ||
| Q2 25 | 8.3% | 19.5% | ||
| Q1 25 | 7.7% | 17.6% | ||
| Q4 24 | 11.2% | 24.6% | ||
| Q3 24 | 11.5% | 20.8% | ||
| Q2 24 | 11.8% | 19.6% |
| Q1 26 | — | $4.87 | ||
| Q4 25 | $3.82 | $3.97 | ||
| Q3 25 | $3.61 | $3.68 | ||
| Q2 25 | $3.12 | $3.49 | ||
| Q1 25 | $2.45 | $3.06 | ||
| Q4 24 | $3.35 | $4.29 | ||
| Q3 24 | $3.77 | $3.40 | ||
| Q2 24 | $3.62 | $3.12 |
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 | $382.9M |
| Total DebtLower is stronger | — | $9.7B |
| Stockholders' EquityBook value | $2.8B | $18.8B |
| Total Assets | $4.7B | $34.6B |
| Debt / EquityLower = less leverage | — | 0.52× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $382.9M | ||
| Q4 25 | $376.1M | $297.4M | ||
| Q3 25 | $422.5M | $320.0M | ||
| Q2 25 | $371.8M | $242.4M | ||
| Q1 25 | $397.9M | $372.8M | ||
| Q4 24 | $935.6M | $188.2M | ||
| Q3 24 | $845.8M | $269.6M | ||
| Q2 24 | $699.0M | $251.5M |
| Q1 26 | — | $9.7B | ||
| Q4 25 | — | $9.3B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $18.8B | ||
| Q4 25 | $2.8B | $19.9B | ||
| Q3 25 | $2.7B | $20.0B | ||
| Q2 25 | $2.6B | $19.6B | ||
| Q1 25 | $2.5B | $19.2B | ||
| Q4 24 | $2.5B | $18.9B | ||
| Q3 24 | $2.4B | $18.5B | ||
| Q2 24 | $2.3B | $18.1B |
| Q1 26 | — | $34.6B | ||
| Q4 25 | $4.7B | $34.6B | ||
| Q3 25 | $4.8B | $34.6B | ||
| Q2 25 | $4.6B | $33.2B | ||
| Q1 25 | $4.6B | $31.4B | ||
| Q4 24 | $3.9B | $31.3B | ||
| Q3 24 | $3.8B | $31.6B | ||
| Q2 24 | $3.6B | $29.8B |
| Q1 26 | — | 0.52× | ||
| Q4 25 | — | 0.47× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.40× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| Free Cash FlowOCF − Capex | $114.8M | $507.0M |
| FCF MarginFCF / Revenue | 10.0% | 24.2% |
| Capex IntensityCapex / Revenue | 2.3% | 0.5% |
| Cash ConversionOCF / Net Profit | 1.17× | — |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $140.8M | $738.0M | ||
| Q3 25 | $202.5M | $869.5M | ||
| Q2 25 | $207.3M | $404.1M | ||
| Q1 25 | $59.4M | $528.7M | ||
| Q4 24 | $132.2M | $722.2M | ||
| Q3 24 | $174.1M | $755.4M | ||
| Q2 24 | $152.5M | $384.1M |
| Q1 26 | — | $507.0M | ||
| Q4 25 | $114.8M | — | ||
| Q3 25 | $177.7M | — | ||
| Q2 25 | $192.3M | — | ||
| Q1 25 | $49.7M | — | ||
| Q4 24 | $113.3M | — | ||
| Q3 24 | $151.1M | — | ||
| Q2 24 | $140.5M | — |
| Q1 26 | — | 24.2% | ||
| Q4 25 | 10.0% | — | ||
| Q3 25 | 14.7% | — | ||
| Q2 25 | 16.3% | — | ||
| Q1 25 | 4.9% | — | ||
| Q4 24 | 11.9% | — | ||
| Q3 24 | 14.6% | — | ||
| Q2 24 | 14.5% | — |
| Q1 26 | — | 0.5% | ||
| Q4 25 | 2.3% | — | ||
| Q3 25 | 2.1% | — | ||
| Q2 25 | 1.3% | — | ||
| Q1 25 | 1.0% | — | ||
| Q4 24 | 2.0% | — | ||
| Q3 24 | 2.2% | — | ||
| Q2 24 | 1.2% | — |
| Q1 26 | — | — | ||
| Q4 25 | 1.17× | 1.72× | ||
| Q3 25 | 1.78× | 2.18× | ||
| Q2 25 | 2.11× | 1.07× | ||
| Q1 25 | 0.77× | 1.60× | ||
| Q4 24 | 1.24× | 1.56× | ||
| Q3 24 | 1.46× | 2.05× | ||
| Q2 24 | 1.34× | 1.14× |
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% |
ROP
Segment breakdown not available.
