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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Schneider National, Inc. (SNDR). Click either name above to swap in a different company.
Schneider National, Inc. is the larger business by last-quarter revenue ($1.4B vs $1.1B, roughly 1.2× ACUITY INC. (DE)). ACUITY INC. (DE) runs the higher net margin — 10.5% vs 1.6%, a 9.0% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs 4.5%). Schneider National, Inc. produced more free cash flow last quarter ($145.5M vs $114.8M). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs 3.0%).
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.
Schneider National, Inc. is an American transportation company that provides truckload, intermodal, and logistics services. Schneider's services include regional, long-haul, expedited, dedicated, bulk, intermodal, brokerage, cross-dock logistics, pool point distribution, supply chain management, and port logistics.
AYI vs SNDR — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.4B |
| Net Profit | $120.5M | $22.1M |
| Gross Margin | 48.4% | — |
| Operating Margin | 14.0% | 2.6% |
| Net Margin | 10.5% | 1.6% |
| Revenue YoY | 20.2% | 4.5% |
| Net Profit YoY | 12.9% | -32.2% |
| EPS (diluted) | $3.82 | $0.13 |
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 | $1.4B | ||
| Q3 25 | $1.2B | $1.5B | ||
| Q2 25 | $1.2B | $1.4B | ||
| Q1 25 | $1.0B | $1.4B | ||
| Q4 24 | $951.6M | $1.3B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $968.1M | $1.3B | ||
| Q1 24 | $905.9M | $1.3B |
| Q4 25 | $120.5M | $22.1M | ||
| Q3 25 | $114.0M | $19.4M | ||
| Q2 25 | $98.4M | $36.0M | ||
| Q1 25 | $77.5M | $26.1M | ||
| Q4 24 | $106.7M | $32.6M | ||
| Q3 24 | $118.9M | $30.6M | ||
| Q2 24 | $113.9M | $35.3M | ||
| Q1 24 | $89.2M | $18.5M |
| 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% | 2.6% | ||
| Q3 25 | 14.9% | 2.4% | ||
| Q2 25 | 11.9% | 3.9% | ||
| Q1 25 | 11.0% | 3.0% | ||
| Q4 24 | 14.0% | 3.2% | ||
| Q3 24 | 15.2% | 3.3% | ||
| Q2 24 | 15.0% | 3.9% | ||
| Q1 24 | 13.0% | 2.2% |
| Q4 25 | 10.5% | 1.6% | ||
| Q3 25 | 9.4% | 1.3% | ||
| Q2 25 | 8.3% | 2.5% | ||
| Q1 25 | 7.7% | 1.9% | ||
| Q4 24 | 11.2% | 2.4% | ||
| Q3 24 | 11.5% | 2.3% | ||
| Q2 24 | 11.8% | 2.7% | ||
| Q1 24 | 9.8% | 1.4% |
| Q4 25 | $3.82 | $0.13 | ||
| Q3 25 | $3.61 | $0.11 | ||
| Q2 25 | $3.12 | $0.20 | ||
| Q1 25 | $2.45 | $0.15 | ||
| Q4 24 | $3.35 | $0.19 | ||
| Q3 24 | $3.77 | $0.17 | ||
| Q2 24 | $3.62 | $0.20 | ||
| Q1 24 | $2.84 | $0.10 |
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 | $41.8M |
| Total DebtLower is stronger | — | $390.9M |
| Stockholders' EquityBook value | $2.8B | $3.0B |
| Total Assets | $4.7B | $4.8B |
| Debt / EquityLower = less leverage | — | 0.13× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $41.8M | ||
| Q3 25 | $422.5M | $235.7M | ||
| Q2 25 | $371.8M | $205.1M | ||
| Q1 25 | $397.9M | $154.3M | ||
| Q4 24 | $935.6M | $165.5M | ||
| Q3 24 | $845.8M | $231.6M | ||
| Q2 24 | $699.0M | $157.2M | ||
| Q1 24 | $578.9M | $124.2M |
| Q4 25 | — | $390.9M | ||
| Q3 25 | — | $509.8M | ||
| Q2 25 | — | $512.7M | ||
| Q1 25 | — | $565.8M | ||
| Q4 24 | — | $420.8M | ||
| Q3 24 | — | $124.7M | ||
| Q2 24 | — | $125.8M | ||
| Q1 24 | — | $96.6M |
| Q4 25 | $2.8B | $3.0B | ||
| Q3 25 | $2.7B | $3.0B | ||
| Q2 25 | $2.6B | $3.0B | ||
| Q1 25 | $2.5B | $3.0B | ||
| Q4 24 | $2.5B | $3.0B | ||
| Q3 24 | $2.4B | $3.0B | ||
| Q2 24 | $2.3B | $3.0B | ||
| Q1 24 | $2.1B | $2.9B |
| Q4 25 | $4.7B | $4.8B | ||
| Q3 25 | $4.8B | $5.0B | ||
| Q2 25 | $4.6B | $5.0B | ||
| Q1 25 | $4.6B | $5.0B | ||
| Q4 24 | $3.9B | $4.9B | ||
| Q3 24 | $3.8B | $4.6B | ||
| Q2 24 | $3.6B | $4.5B | ||
| Q1 24 | $3.5B | $4.6B |
| Q4 25 | — | 0.13× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.17× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.14× | ||
| Q3 24 | — | 0.04× | ||
| Q2 24 | — | 0.04× | ||
| Q1 24 | — | 0.03× |
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 | $186.0M |
| Free Cash FlowOCF − Capex | $114.8M | $145.5M |
| FCF MarginFCF / Revenue | 10.0% | 10.4% |
| Capex IntensityCapex / Revenue | 2.3% | 2.9% |
| Cash ConversionOCF / Net Profit | 1.17× | 8.42× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $285.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $186.0M | ||
| Q3 25 | $202.5M | $184.2M | ||
| Q2 25 | $207.3M | $175.5M | ||
| Q1 25 | $59.4M | $91.7M | ||
| Q4 24 | $132.2M | $199.5M | ||
| Q3 24 | $174.1M | $206.4M | ||
| Q2 24 | $152.5M | $182.6M | ||
| Q1 24 | $102.6M | $97.6M |
| Q4 25 | $114.8M | $145.5M | ||
| Q3 25 | $177.7M | $56.2M | ||
| Q2 25 | $192.3M | $106.4M | ||
| Q1 25 | $49.7M | $-22.7M | ||
| Q4 24 | $113.3M | $113.6M | ||
| Q3 24 | $151.1M | $98.7M | ||
| Q2 24 | $140.5M | $85.5M | ||
| Q1 24 | $88.2M | $-25.7M |
| Q4 25 | 10.0% | 10.4% | ||
| Q3 25 | 14.7% | 3.9% | ||
| Q2 25 | 16.3% | 7.5% | ||
| Q1 25 | 4.9% | -1.6% | ||
| Q4 24 | 11.9% | 8.5% | ||
| Q3 24 | 14.6% | 7.5% | ||
| Q2 24 | 14.5% | 6.5% | ||
| Q1 24 | 9.7% | -1.9% |
| Q4 25 | 2.3% | 2.9% | ||
| Q3 25 | 2.1% | 8.8% | ||
| Q2 25 | 1.3% | 4.9% | ||
| Q1 25 | 1.0% | 8.2% | ||
| Q4 24 | 2.0% | 6.4% | ||
| Q3 24 | 2.2% | 8.2% | ||
| Q2 24 | 1.2% | 7.4% | ||
| Q1 24 | 1.6% | 9.3% |
| Q4 25 | 1.17× | 8.42× | ||
| Q3 25 | 1.78× | 9.49× | ||
| Q2 25 | 2.11× | 4.88× | ||
| Q1 25 | 0.77× | 3.51× | ||
| Q4 24 | 1.24× | 6.12× | ||
| Q3 24 | 1.46× | 6.75× | ||
| Q2 24 | 1.34× | 5.17× | ||
| Q1 24 | 1.15× | 5.28× |
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% |
SNDR
| Transportation | $1.3B | 93% |
| Logistics Management | $52.3M | 4% |
| Other | $46.2M | 3% |
