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Side-by-side financial comparison of ACUITY INC. (DE) (AYI) and XPO, Inc. (XPO). Click either name above to swap in a different company.
XPO, Inc. is the larger business by last-quarter revenue ($2.0B vs $1.1B, roughly 1.8× ACUITY INC. (DE)). ACUITY INC. (DE) runs the higher net margin — 10.5% vs 2.9%, a 7.6% gap on every dollar of revenue. On growth, ACUITY INC. (DE) posted the faster year-over-year revenue change (20.2% vs 4.7%). Over the past eight quarters, ACUITY INC. (DE)'s revenue compounded faster (12.4% CAGR vs -0.1%).
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.
XPO, Inc., formerly XPO Logistics, is an American transportation company that conducts less-than-truckload shipping in North America. The company has headquarters in Greenwich, Connecticut, and has 592 locations globally. XPO is the second largest provider of less-than-truckload (LTL) services in North America, operating in 99 percent of all U.S. postal codes.
AYI vs XPO — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.1B | $2.0B |
| Net Profit | $120.5M | $59.0M |
| Gross Margin | 48.4% | — |
| Operating Margin | 14.0% | 7.1% |
| Net Margin | 10.5% | 2.9% |
| Revenue YoY | 20.2% | 4.7% |
| Net Profit YoY | 12.9% | -21.3% |
| 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 | $2.0B | ||
| Q3 25 | $1.2B | $2.1B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.0B | $2.0B | ||
| Q4 24 | $951.6M | $1.9B | ||
| Q3 24 | $1.0B | $2.1B | ||
| Q2 24 | $968.1M | $2.1B | ||
| Q1 24 | $905.9M | $2.0B |
| Q4 25 | $120.5M | $59.0M | ||
| Q3 25 | $114.0M | $82.0M | ||
| Q2 25 | $98.4M | $106.0M | ||
| Q1 25 | $77.5M | $69.0M | ||
| Q4 24 | $106.7M | $75.0M | ||
| Q3 24 | $118.9M | $95.0M | ||
| Q2 24 | $113.9M | $150.0M | ||
| Q1 24 | $89.2M | $67.0M |
| 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% | 7.1% | ||
| Q3 25 | 14.9% | 7.8% | ||
| Q2 25 | 11.9% | 9.5% | ||
| Q1 25 | 11.0% | 7.7% | ||
| Q4 24 | 14.0% | 7.8% | ||
| Q3 24 | 15.2% | 8.6% | ||
| Q2 24 | 15.0% | 9.5% | ||
| Q1 24 | 13.0% | 6.8% |
| Q4 25 | 10.5% | 2.9% | ||
| Q3 25 | 9.4% | 3.9% | ||
| Q2 25 | 8.3% | 5.1% | ||
| Q1 25 | 7.7% | 3.5% | ||
| Q4 24 | 11.2% | 3.9% | ||
| Q3 24 | 11.5% | 4.6% | ||
| Q2 24 | 11.8% | 7.2% | ||
| Q1 24 | 9.8% | 3.3% |
| Q4 25 | $3.82 | $0.49 | ||
| Q3 25 | $3.61 | $0.68 | ||
| Q2 25 | $3.12 | $0.89 | ||
| Q1 25 | $2.45 | $0.58 | ||
| Q4 24 | $3.35 | $0.63 | ||
| Q3 24 | $3.77 | $0.79 | ||
| Q2 24 | $3.62 | $1.25 | ||
| Q1 24 | $2.84 | $0.56 |
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 | $310.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.8B | $1.9B |
| Total Assets | $4.7B | $8.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $376.1M | $310.0M | ||
| Q3 25 | $422.5M | $335.0M | ||
| Q2 25 | $371.8M | $225.0M | ||
| Q1 25 | $397.9M | $212.0M | ||
| Q4 24 | $935.6M | $246.0M | ||
| Q3 24 | $845.8M | $378.0M | ||
| Q2 24 | $699.0M | $250.0M | ||
| Q1 24 | $578.9M | $229.0M |
| Q4 25 | $2.8B | $1.9B | ||
| Q3 25 | $2.7B | $1.8B | ||
| Q2 25 | $2.6B | $1.8B | ||
| Q1 25 | $2.5B | $1.6B | ||
| Q4 24 | $2.5B | $1.6B | ||
| Q3 24 | $2.4B | $1.6B | ||
| Q2 24 | $2.3B | $1.5B | ||
| Q1 24 | $2.1B | $1.3B |
| Q4 25 | $4.7B | $8.2B | ||
| Q3 25 | $4.8B | $8.2B | ||
| Q2 25 | $4.6B | $8.1B | ||
| Q1 25 | $4.6B | $7.9B | ||
| Q4 24 | $3.9B | $7.7B | ||
| Q3 24 | $3.8B | $7.9B | ||
| Q2 24 | $3.6B | $7.7B | ||
| Q1 24 | $3.5B | $7.6B |
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 | — |
| FCF MarginFCF / Revenue | 10.0% | — |
| Capex IntensityCapex / Revenue | 2.3% | 5.3% |
| Cash ConversionOCF / Net Profit | 1.17× | — |
| TTM Free Cash FlowTrailing 4 quarters | $534.5M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $140.8M | — | ||
| Q3 25 | $202.5M | $371.0M | ||
| Q2 25 | $207.3M | $247.0M | ||
| Q1 25 | $59.4M | $142.0M | ||
| Q4 24 | $132.2M | $189.0M | ||
| Q3 24 | $174.1M | $264.0M | ||
| Q2 24 | $152.5M | $210.0M | ||
| Q1 24 | $102.6M | $145.0M |
| Q4 25 | $114.8M | — | ||
| Q3 25 | $177.7M | $215.0M | ||
| Q2 25 | $192.3M | $51.0M | ||
| Q1 25 | $49.7M | $-57.0M | ||
| Q4 24 | $113.3M | $23.0M | ||
| Q3 24 | $151.1M | $137.0M | ||
| Q2 24 | $140.5M | $20.0M | ||
| Q1 24 | $88.2M | $-161.0M |
| Q4 25 | 10.0% | — | ||
| Q3 25 | 14.7% | 10.2% | ||
| Q2 25 | 16.3% | 2.5% | ||
| Q1 25 | 4.9% | -2.9% | ||
| Q4 24 | 11.9% | 1.2% | ||
| Q3 24 | 14.6% | 6.7% | ||
| Q2 24 | 14.5% | 1.0% | ||
| Q1 24 | 9.7% | -8.0% |
| Q4 25 | 2.3% | 5.3% | ||
| Q3 25 | 2.1% | 7.4% | ||
| Q2 25 | 1.3% | 9.4% | ||
| Q1 25 | 1.0% | 10.2% | ||
| Q4 24 | 2.0% | 8.6% | ||
| Q3 24 | 2.2% | 6.2% | ||
| Q2 24 | 1.2% | 9.1% | ||
| Q1 24 | 1.6% | 15.2% |
| Q4 25 | 1.17× | — | ||
| Q3 25 | 1.78× | 4.52× | ||
| Q2 25 | 2.11× | 2.33× | ||
| Q1 25 | 0.77× | 2.06× | ||
| Q4 24 | 1.24× | 2.52× | ||
| Q3 24 | 1.46× | 2.78× | ||
| Q2 24 | 1.34× | 1.40× | ||
| Q1 24 | 1.15× | 2.16× |
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% |
XPO
| North American LTL | $1.2B | 58% |
| European Transportation | $844.0M | 42% |
