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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and Toast, Inc. (TOST). Click either name above to swap in a different company.
Toast, Inc. is the larger business by last-quarter revenue ($1.6B vs $1.1B, roughly 1.4× ACUITY INC. (DE)). ACUITY INC. (DE) runs the higher net margin — 10.5% vs 6.2%, a 4.4% gap on every dollar of revenue. On growth, Toast, Inc. posted the faster year-over-year revenue change (22.0% vs 20.2%). Toast, Inc. produced more free cash flow last quarter ($178.0M vs $114.8M). Over the past eight quarters, Toast, Inc.'s revenue compounded faster (23.3% 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.
Toast, Inc. is an American cloud-based restaurant management software company based in Boston, Massachusetts. The company provides an all-in-one point of sale (POS) system built on the Android operating system.
AYI vs TOST — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $1.6B |
| Net Profit | $120.5M | $101.0M |
| Gross Margin | 48.4% | 25.9% |
| Operating Margin | 14.0% | 5.2% |
| Net Margin | 10.5% | 6.2% |
| Revenue YoY | 20.2% | 22.0% |
| Net Profit YoY | 12.9% | 215.6% |
| EPS (diluted) | $3.82 | $0.18 |
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 | $1.6B | ||
| Q3 25 | $1.2B | $1.6B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.0B | $1.3B | ||
| Q4 24 | $951.6M | $1.3B | ||
| Q3 24 | $1.0B | $1.3B | ||
| Q2 24 | $968.1M | $1.2B | ||
| Q1 24 | $905.9M | $1.1B |
| Q4 25 | $120.5M | $101.0M | ||
| Q3 25 | $114.0M | $105.0M | ||
| Q2 25 | $98.4M | $80.0M | ||
| Q1 25 | $77.5M | $56.0M | ||
| Q4 24 | $106.7M | $32.0M | ||
| Q3 24 | $118.9M | $56.0M | ||
| Q2 24 | $113.9M | $14.0M | ||
| Q1 24 | $89.2M | $-83.0M |
| Q4 25 | 48.4% | 25.9% | ||
| Q3 25 | 48.9% | 26.5% | ||
| Q2 25 | 48.4% | 25.3% | ||
| Q1 25 | 46.5% | 25.9% | ||
| Q4 24 | 47.2% | 24.9% | ||
| Q3 24 | 47.3% | 24.7% | ||
| Q2 24 | 46.7% | 23.0% | ||
| Q1 24 | 45.5% | 23.2% |
| Q4 25 | 14.0% | 5.2% | ||
| Q3 25 | 14.9% | 5.1% | ||
| Q2 25 | 11.9% | 5.2% | ||
| Q1 25 | 11.0% | 3.2% | ||
| Q4 24 | 14.0% | 2.5% | ||
| Q3 24 | 15.2% | 2.6% | ||
| Q2 24 | 15.0% | 0.4% | ||
| Q1 24 | 13.0% | -5.2% |
| Q4 25 | 10.5% | 6.2% | ||
| Q3 25 | 9.4% | 6.4% | ||
| Q2 25 | 8.3% | 5.2% | ||
| Q1 25 | 7.7% | 4.2% | ||
| Q4 24 | 11.2% | 2.4% | ||
| Q3 24 | 11.5% | 4.3% | ||
| Q2 24 | 11.8% | 1.1% | ||
| Q1 24 | 9.8% | -7.7% |
| Q4 25 | $3.82 | $0.18 | ||
| Q3 25 | $3.61 | $0.16 | ||
| Q2 25 | $3.12 | $0.13 | ||
| Q1 25 | $2.45 | $0.09 | ||
| Q4 24 | $3.35 | $0.09 | ||
| Q3 24 | $3.77 | $0.07 | ||
| Q2 24 | $3.62 | $0.02 | ||
| Q1 24 | $2.84 | $-0.15 |
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 | $1.4B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.8B | $2.1B |
| Total Assets | $4.7B | $3.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $1.4B | ||
| Q3 25 | $422.5M | $1.4B | ||
| Q2 25 | $371.8M | $1.2B | ||
| Q1 25 | $397.9M | $1.0B | ||
| Q4 24 | $935.6M | $903.0M | ||
| Q3 24 | $845.8M | $761.0M | ||
| Q2 24 | $699.0M | $691.0M | ||
| Q1 24 | $578.9M | $578.0M |
| Q4 25 | $2.8B | $2.1B | ||
| Q3 25 | $2.7B | $2.0B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $2.5B | $1.7B | ||
| Q4 24 | $2.5B | $1.5B | ||
| Q3 24 | $2.4B | $1.4B | ||
| Q2 24 | $2.3B | $1.3B | ||
| Q1 24 | $2.1B | $1.2B |
| Q4 25 | $4.7B | $3.1B | ||
| Q3 25 | $4.8B | $3.0B | ||
| Q2 25 | $4.6B | $2.8B | ||
| Q1 25 | $4.6B | $2.6B | ||
| Q4 24 | $3.9B | $2.4B | ||
| Q3 24 | $3.8B | $2.2B | ||
| Q2 24 | $3.6B | $2.2B | ||
| Q1 24 | $3.5B | $2.1B |
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 | $194.0M |
| Free Cash FlowOCF − Capex | $114.8M | $178.0M |
| FCF MarginFCF / Revenue | 10.0% | 10.9% |
| Capex IntensityCapex / Revenue | 2.3% | 1.0% |
| Cash ConversionOCF / Net Profit | 1.17× | 1.92× |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | $608.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | $194.0M | ||
| Q3 25 | $202.5M | $165.0M | ||
| Q2 25 | $207.3M | $223.0M | ||
| Q1 25 | $59.4M | $79.0M | ||
| Q4 24 | $132.2M | $147.0M | ||
| Q3 24 | $174.1M | $109.0M | ||
| Q2 24 | $152.5M | $124.0M | ||
| Q1 24 | $102.6M | $-20.0M |
| Q4 25 | $114.8M | $178.0M | ||
| Q3 25 | $177.7M | $153.0M | ||
| Q2 25 | $192.3M | $208.0M | ||
| Q1 25 | $49.7M | $69.0M | ||
| Q4 24 | $113.3M | $134.0M | ||
| Q3 24 | $151.1M | $97.0M | ||
| Q2 24 | $140.5M | $108.0M | ||
| Q1 24 | $88.2M | $-33.0M |
| Q4 25 | 10.0% | 10.9% | ||
| Q3 25 | 14.7% | 9.4% | ||
| Q2 25 | 16.3% | 13.4% | ||
| Q1 25 | 4.9% | 5.2% | ||
| Q4 24 | 11.9% | 10.0% | ||
| Q3 24 | 14.6% | 7.4% | ||
| Q2 24 | 14.5% | 8.7% | ||
| Q1 24 | 9.7% | -3.1% |
| Q4 25 | 2.3% | 1.0% | ||
| Q3 25 | 2.1% | 0.7% | ||
| Q2 25 | 1.3% | 1.0% | ||
| Q1 25 | 1.0% | 0.7% | ||
| Q4 24 | 2.0% | 1.0% | ||
| Q3 24 | 2.2% | 0.9% | ||
| Q2 24 | 1.2% | 1.3% | ||
| Q1 24 | 1.6% | 1.2% |
| Q4 25 | 1.17× | 1.92× | ||
| Q3 25 | 1.78× | 1.57× | ||
| Q2 25 | 2.11× | 2.79× | ||
| Q1 25 | 0.77× | 1.41× | ||
| Q4 24 | 1.24× | 4.59× | ||
| Q3 24 | 1.46× | 1.95× | ||
| Q2 24 | 1.34× | 8.86× | ||
| 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% |
TOST
| Technology Service | $1.3B | 82% |
| License | $256.0M | 16% |
| Product And Professional Services | $43.0M | 3% |
