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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and RXO, Inc. (RXO). Click either name above to swap in a different company.
RXO, Inc. is the larger business by last-quarter revenue ($1.5B vs $1.1B, roughly 1.3× ACUITY INC. (DE)). ACUITY INC. (DE) runs the higher net margin — 10.5% vs -3.1%, a 13.7% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs -11.9%). ACUITY INC. (DE) produced more free cash flow last quarter ($114.8M vs $-9.0M). Over the past eight quarters, RXO, Inc.'s revenue compounded faster (26.8% CAGR vs 12.4%).
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.
RXO, Inc. is a leading transportation and logistics solutions provider headquartered in the United States. Its core service portfolio includes freight brokerage, last-mile delivery for heavy and bulky goods, managed transportation services, and end-to-end supply chain optimization support, primarily catering to clients across the North American manufacturing, retail, and e-commerce segments.
AYI vs RXO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.5B |
| Net Profit | $120.5M | $-46.0M |
| Gross Margin | 48.4% | — |
| Operating Margin | 14.0% | -2.9% |
| Net Margin | 10.5% | -3.1% |
| Revenue YoY | 20.2% | -11.9% |
| Net Profit YoY | 12.9% | -84.0% |
| EPS (diluted) | $3.82 | $-0.28 |
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 | $1.5B | ||
| Q3 25 | $1.2B | $1.4B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $951.6M | $1.7B | ||
| Q3 24 | $1.0B | $1.0B | ||
| Q2 24 | $968.1M | $930.0M | ||
| Q1 24 | $905.9M | $913.0M |
| Q4 25 | $120.5M | $-46.0M | ||
| Q3 25 | $114.0M | $-14.0M | ||
| Q2 25 | $98.4M | $-9.0M | ||
| Q1 25 | $77.5M | $-31.0M | ||
| Q4 24 | $106.7M | $-25.0M | ||
| Q3 24 | $118.9M | $-243.0M | ||
| Q2 24 | $113.9M | $-7.0M | ||
| Q1 24 | $89.2M | $-15.0M |
| 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% | -2.9% | ||
| Q3 25 | 14.9% | -0.5% | ||
| Q2 25 | 11.9% | — | ||
| Q1 25 | 11.0% | -2.1% | ||
| Q4 24 | 14.0% | -1.4% | ||
| Q3 24 | 15.2% | -1.9% | ||
| Q2 24 | 15.0% | — | ||
| Q1 24 | 13.0% | -1.3% |
| Q4 25 | 10.5% | -3.1% | ||
| Q3 25 | 9.4% | -1.0% | ||
| Q2 25 | 8.3% | -0.6% | ||
| Q1 25 | 7.7% | -2.2% | ||
| Q4 24 | 11.2% | -1.5% | ||
| Q3 24 | 11.5% | -23.4% | ||
| Q2 24 | 11.8% | -0.8% | ||
| Q1 24 | 9.8% | -1.6% |
| Q4 25 | $3.82 | $-0.28 | ||
| Q3 25 | $3.61 | $-0.08 | ||
| Q2 25 | $3.12 | $-0.05 | ||
| Q1 25 | $2.45 | $-0.18 | ||
| Q4 24 | $3.35 | $-0.17 | ||
| Q3 24 | $3.77 | $-1.81 | ||
| Q2 24 | $3.62 | $-0.06 | ||
| Q1 24 | $2.84 | $-0.13 |
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 | $17.0M |
| Total DebtLower is stronger | — | $387.0M |
| Stockholders' EquityBook value | $2.8B | $1.5B |
| Total Assets | $4.7B | $3.3B |
| Debt / EquityLower = less leverage | — | 0.25× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $17.0M | ||
| Q3 25 | $422.5M | $25.0M | ||
| Q2 25 | $371.8M | $18.0M | ||
| Q1 25 | $397.9M | $16.0M | ||
| Q4 24 | $935.6M | $35.0M | ||
| Q3 24 | $845.8M | $55.0M | ||
| Q2 24 | $699.0M | $7.0M | ||
| Q1 24 | $578.9M | $7.0M |
| Q4 25 | — | $387.0M | ||
| Q3 25 | — | $387.0M | ||
| Q2 25 | — | $387.0M | ||
| Q1 25 | — | $387.0M | ||
| Q4 24 | — | $351.0M | ||
| Q3 24 | — | $352.0M | ||
| Q2 24 | — | $370.0M | ||
| Q1 24 | — | $351.0M |
| Q4 25 | $2.8B | $1.5B | ||
| Q3 25 | $2.7B | $1.6B | ||
| Q2 25 | $2.6B | $1.6B | ||
| Q1 25 | $2.5B | $1.6B | ||
| Q4 24 | $2.5B | $1.6B | ||
| Q3 24 | $2.4B | $1.7B | ||
| Q2 24 | $2.3B | $579.0M | ||
| Q1 24 | $2.1B | $582.0M |
| Q4 25 | $4.7B | $3.3B | ||
| Q3 25 | $4.8B | $3.2B | ||
| Q2 25 | $4.6B | $3.2B | ||
| Q1 25 | $4.6B | $3.3B | ||
| Q4 24 | $3.9B | $3.4B | ||
| Q3 24 | $3.8B | $3.4B | ||
| Q2 24 | $3.6B | $1.8B | ||
| Q1 24 | $3.5B | $1.8B |
| Q4 25 | — | 0.25× | ||
| Q3 25 | — | 0.24× | ||
| Q2 25 | — | 0.24× | ||
| Q1 25 | — | 0.24× | ||
| Q4 24 | — | 0.22× | ||
| Q3 24 | — | 0.21× | ||
| Q2 24 | — | 0.64× | ||
| Q1 24 | — | 0.60× |
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 | $7.0M |
| Free Cash FlowOCF − Capex | $114.8M | $-9.0M |
| FCF MarginFCF / Revenue | 10.0% | -0.6% |
| Capex IntensityCapex / Revenue | 2.3% | 1.1% |
| Cash ConversionOCF / Net Profit | 1.17× | — |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $-8.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $7.0M | ||
| Q3 25 | $202.5M | $23.0M | ||
| Q2 25 | $207.3M | $23.0M | ||
| Q1 25 | $59.4M | $-2.0M | ||
| Q4 24 | $132.2M | $-7.0M | ||
| Q3 24 | $174.1M | $-7.0M | ||
| Q2 24 | $152.5M | $-5.0M | ||
| Q1 24 | $102.6M | $7.0M |
| Q4 25 | $114.8M | $-9.0M | ||
| Q3 25 | $177.7M | $9.0M | ||
| Q2 25 | $192.3M | $9.0M | ||
| Q1 25 | $49.7M | $-17.0M | ||
| Q4 24 | $113.3M | $-19.0M | ||
| Q3 24 | $151.1M | $-18.0M | ||
| Q2 24 | $140.5M | $-16.0M | ||
| Q1 24 | $88.2M | $-4.0M |
| Q4 25 | 10.0% | -0.6% | ||
| Q3 25 | 14.7% | 0.6% | ||
| Q2 25 | 16.3% | 0.6% | ||
| Q1 25 | 4.9% | -1.2% | ||
| Q4 24 | 11.9% | -1.1% | ||
| Q3 24 | 14.6% | -1.7% | ||
| Q2 24 | 14.5% | -1.7% | ||
| Q1 24 | 9.7% | -0.4% |
| Q4 25 | 2.3% | 1.1% | ||
| Q3 25 | 2.1% | 1.0% | ||
| Q2 25 | 1.3% | 1.0% | ||
| Q1 25 | 1.0% | 1.0% | ||
| Q4 24 | 2.0% | 0.7% | ||
| Q3 24 | 2.2% | 1.1% | ||
| Q2 24 | 1.2% | 1.2% | ||
| Q1 24 | 1.6% | 1.2% |
| Q4 25 | 1.17× | — | ||
| Q3 25 | 1.78× | — | ||
| Q2 25 | 2.11× | — | ||
| Q1 25 | 0.77× | — | ||
| Q4 24 | 1.24× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.34× | — | ||
| Q1 24 | 1.15× | — |
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% |
RXO
| Retail Sector | $546.0M | 37% |
| Last Mile | $298.0M | 20% |
| Food And Beverage Sector | $225.0M | 15% |
| Other Sector | $185.0M | 13% |
| Managed Transportation | $133.0M | 9% |
| Automotive Sector | $93.0M | 6% |
