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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Royalty Pharma plc (RPRX). Click either name above to swap in a different company.
ACUITY INC. (DE) is the larger business by last-quarter revenue ($1.1B vs $622.0M, roughly 1.8× Royalty Pharma plc). Royalty Pharma plc runs the higher net margin — 34.4% vs 10.5%, a 23.9% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs 4.8%). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs 4.6%).
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AYI vs RPRX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $622.0M |
| Net Profit | $120.5M | $214.2M |
| Gross Margin | 48.4% | — |
| Operating Margin | 14.0% | 62.4% |
| Net Margin | 10.5% | 34.4% |
| Revenue YoY | 20.2% | 4.8% |
| Net Profit YoY | 12.9% | 2.9% |
| EPS (diluted) | $3.82 | $0.49 |
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 | $622.0M | ||
| Q3 25 | $1.2B | $609.3M | ||
| Q2 25 | $1.2B | $578.7M | ||
| Q1 25 | $1.0B | $568.2M | ||
| Q4 24 | $951.6M | $593.6M | ||
| Q3 24 | $1.0B | $564.7M | ||
| Q2 24 | $968.1M | $537.3M | ||
| Q1 24 | $905.9M | $568.0M |
| Q4 25 | $120.5M | $214.2M | ||
| Q3 25 | $114.0M | $288.2M | ||
| Q2 25 | $98.4M | $30.2M | ||
| Q1 25 | $77.5M | $238.3M | ||
| Q4 24 | $106.7M | $208.2M | ||
| Q3 24 | $118.9M | $544.0M | ||
| Q2 24 | $113.9M | $102.0M | ||
| Q1 24 | $89.2M | $4.8M |
| Q4 25 | 48.4% | — | ||
| Q3 25 | 48.9% | — | ||
| Q2 25 | 48.4% | — | ||
| Q1 25 | 46.5% | — | ||
| Q4 24 | 47.2% | — | ||
| Q3 24 | 47.3% | — | ||
| Q2 24 | 46.7% | — | ||
| Q1 24 | 45.5% | — |
| Q4 25 | 14.0% | 62.4% | ||
| Q3 25 | 14.9% | 70.1% | ||
| Q2 25 | 11.9% | 36.3% | ||
| Q1 25 | 11.0% | 94.0% | ||
| Q4 24 | 14.0% | 60.9% | ||
| Q3 24 | 15.2% | — | ||
| Q2 24 | 15.0% | 50.2% | ||
| Q1 24 | 13.0% | -13.0% |
| Q4 25 | 10.5% | 34.4% | ||
| Q3 25 | 9.4% | 47.3% | ||
| Q2 25 | 8.3% | 5.2% | ||
| Q1 25 | 7.7% | 41.9% | ||
| Q4 24 | 11.2% | 35.1% | ||
| Q3 24 | 11.5% | 96.3% | ||
| Q2 24 | 11.8% | 19.0% | ||
| Q1 24 | 9.8% | 0.8% |
| Q4 25 | $3.82 | $0.49 | ||
| Q3 25 | $3.61 | $0.67 | ||
| Q2 25 | $3.12 | $0.07 | ||
| Q1 25 | $2.45 | $0.55 | ||
| Q4 24 | $3.35 | $0.46 | ||
| Q3 24 | $3.77 | $1.21 | ||
| Q2 24 | $3.62 | $0.23 | ||
| Q1 24 | $2.84 | $0.01 |
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 | $618.7M |
| Total DebtLower is stronger | — | $9.0B |
| Stockholders' EquityBook value | $2.8B | $9.7B |
| Total Assets | $4.7B | $19.6B |
| Debt / EquityLower = less leverage | — | 0.92× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $618.7M | ||
| Q3 25 | $422.5M | $938.9M | ||
| Q2 25 | $371.8M | $631.9M | ||
| Q1 25 | $397.9M | $1.1B | ||
| Q4 24 | $935.6M | $929.0M | ||
| Q3 24 | $845.8M | $950.1M | ||
| Q2 24 | $699.0M | $1.8B | ||
| Q1 24 | $578.9M | $843.0M |
| Q4 25 | — | $9.0B | ||
| Q3 25 | — | $8.9B | ||
| Q2 25 | — | $8.0B | ||
| Q1 25 | — | $7.6B | ||
| Q4 24 | — | $7.6B | ||
| Q3 24 | — | $7.6B | ||
| Q2 24 | — | $7.6B | ||
| Q1 24 | — | $6.1B |
| Q4 25 | $2.8B | $9.7B | ||
| Q3 25 | $2.7B | $9.6B | ||
| Q2 25 | $2.6B | $9.5B | ||
| Q1 25 | $2.5B | $9.8B | ||
| Q4 24 | $2.5B | $10.3B | ||
| Q3 24 | $2.4B | $10.3B | ||
| Q2 24 | $2.3B | $9.8B | ||
| Q1 24 | $2.1B | $9.9B |
| Q4 25 | $4.7B | $19.6B | ||
| Q3 25 | $4.8B | $19.3B | ||
| Q2 25 | $4.6B | $18.3B | ||
| Q1 25 | $4.6B | $17.6B | ||
| Q4 24 | $3.9B | $18.2B | ||
| Q3 24 | $3.8B | $18.0B | ||
| Q2 24 | $3.6B | $17.7B | ||
| Q1 24 | $3.5B | $16.1B |
| Q4 25 | — | 0.92× | ||
| Q3 25 | — | 0.93× | ||
| Q2 25 | — | 0.84× | ||
| Q1 25 | — | 0.78× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.78× | ||
| Q1 24 | — | 0.62× |
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 | $827.1M |
| Free Cash FlowOCF − Capex | $114.8M | — |
| FCF MarginFCF / Revenue | 10.0% | — |
| Capex IntensityCapex / Revenue | 2.3% | — |
| Cash ConversionOCF / Net Profit | 1.17× | 3.86× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $827.1M | ||
| Q3 25 | $202.5M | $702.6M | ||
| Q2 25 | $207.3M | $364.0M | ||
| Q1 25 | $59.4M | $596.1M | ||
| Q4 24 | $132.2M | $742.5M | ||
| Q3 24 | $174.1M | $703.6M | ||
| Q2 24 | $152.5M | $658.2M | ||
| Q1 24 | $102.6M | $664.6M |
| 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 24 | $88.2M | — |
| 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 24 | 9.7% | — |
| 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 24 | 1.6% | — |
| Q4 25 | 1.17× | 3.86× | ||
| Q3 25 | 1.78× | 2.44× | ||
| Q2 25 | 2.11× | 12.06× | ||
| Q1 25 | 0.77× | 2.50× | ||
| Q4 24 | 1.24× | 3.57× | ||
| Q3 24 | 1.46× | 1.29× | ||
| Q2 24 | 1.34× | 6.45× | ||
| Q1 24 | 1.15× | 139.10× |
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% |
RPRX
| Financial Royalty Assets | $592.4M | 95% |
| Royalty Income Other | $29.6M | 5% |
