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ACUITY INC. (DE)（AYI）与Reddit, Inc.（RDDT）财务数据对比。点击上方公司名可切换其他公司
ACUITY INC. (DE)的季度营收约是Reddit, Inc.的1.6倍（$1.1B vs $725.6M），Reddit, Inc.净利率更高（34.7% vs 10.5%，领先24.1%），Reddit, Inc.同比增速更快（69.7% vs 20.2%），Reddit, Inc.自由现金流更多（$263.6M vs $114.8M），过去两年Reddit, Inc.的营收复合增速更高（72.8% vs 12.4%）
Squarespace是总部位于美国纽约的网站搭建与托管服务商，以SaaS模式提供一站式网站建设及托管服务，用户可借助平台预置的模板和拖拽式组件，无需专业代码能力即可快速创建、调整网页内容。
Reddit是美国知名的社交新闻聚合与论坛类社交媒体平台，注册用户可发布链接、文字帖、图片、视频等各类内容，其他用户可对内容进行点赞或点踩，内容按主题归类到用户创建的子板块中，获赞更高的内容会排在板块前列，热度足够的内容还将展示在全站首页。
AYI vs RDDT — 直观对比
营收规模更大
AYI
是对方的1.6倍
$725.6M
营收增速更快
RDDT
高出49.5%
20.2%
净利率更高
RDDT
高出24.1%
10.5%
自由现金流更多
RDDT
多$148.8M
$114.8M
两年增速更快
RDDT
近两年复合增速
12.4%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | | |
|---|---|---|
| 营收 | $1.1B | $725.6M |
| 净利润 | $120.5M | $251.6M |
| 毛利率 | 48.4% | 91.9% |
| 营业利润率 | 14.0% | 31.9% |
| 净利率 | 10.5% | 34.7% |
| 营收同比 | 20.2% | 69.7% |
| 净利润同比 | 12.9% | 254.2% |
| 每股收益（稀释后） | $3.82 | $1.24 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AYIRDDT
| Q4 25 | $1.1B | $725.6M | ||
| Q3 25 | $1.2B | $584.9M | ||
| Q2 25 | $1.2B | $499.6M | ||
| Q1 25 | $1.0B | $392.4M | ||
| Q4 24 | $951.6M | $427.7M | ||
| Q3 24 | $1.0B | $348.4M | ||
| Q2 24 | $968.1M | $281.2M | ||
| Q1 24 | $905.9M | $243.0M |
净利润AYIRDDT
| Q4 25 | $120.5M | $251.6M | ||
| Q3 25 | $114.0M | $162.7M | ||
| Q2 25 | $98.4M | $89.3M | ||
| Q1 25 | $77.5M | $26.2M | ||
| Q4 24 | $106.7M | $71.0M | ||
| Q3 24 | $118.9M | $29.9M | ||
| Q2 24 | $113.9M | $-10.1M | ||
| Q1 24 | $89.2M | $-575.1M |
毛利率AYIRDDT
| Q4 25 | 48.4% | 91.9% | ||
| Q3 25 | 48.9% | 91.0% | ||
| Q2 25 | 48.4% | 90.8% | ||
| Q1 25 | 46.5% | 90.5% | ||
| Q4 24 | 47.2% | 92.6% | ||
| Q3 24 | 47.3% | 90.1% | ||
| Q2 24 | 46.7% | 89.5% | ||
| Q1 24 | 45.5% | 88.6% |
营业利润率AYIRDDT
| Q4 25 | 14.0% | 31.9% | ||
| Q3 25 | 14.9% | 23.7% | ||
| Q2 25 | 11.9% | 13.6% | ||
| Q1 25 | 11.0% | 1.0% | ||
| Q4 24 | 14.0% | 12.4% | ||
| Q3 24 | 15.2% | 2.0% | ||
| Q2 24 | 15.0% | -11.0% | ||
| Q1 24 | 13.0% | -242.5% |
净利率AYIRDDT
| Q4 25 | 10.5% | 34.7% | ||
| Q3 25 | 9.4% | 27.8% | ||
| Q2 25 | 8.3% | 17.9% | ||
| Q1 25 | 7.7% | 6.7% | ||
| Q4 24 | 11.2% | 16.6% | ||
| Q3 24 | 11.5% | 8.6% | ||
| Q2 24 | 11.8% | -3.6% | ||
| Q1 24 | 9.8% | -236.7% |
每股收益（稀释后）AYIRDDT
| Q4 25 | $3.82 | $1.24 | ||
| Q3 25 | $3.61 | $0.80 | ||
| Q2 25 | $3.12 | $0.45 | ||
| Q1 25 | $2.45 | $0.13 | ||
| Q4 24 | $3.35 | $4.76 | ||
| Q3 24 | $3.77 | $0.16 | ||
| Q2 24 | $3.62 | $-0.06 | ||
| Q1 24 | $2.84 | $-8.19 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $376.1M | $953.6M |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $2.8B | $2.9B |
| 总资产 | $4.7B | $3.2B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AYIRDDT
| Q4 25 | $376.1M | $953.6M | ||
| Q3 25 | $422.5M | $911.7M | ||
| Q2 25 | $371.8M | $734.1M | ||
| Q1 25 | $397.9M | $635.7M | ||
| Q4 24 | $935.6M | $562.1M | ||
| Q3 24 | $845.8M | $515.9M | ||
| Q2 24 | $699.0M | $468.0M | ||
| Q1 24 | $578.9M | $968.5M |
股东权益AYIRDDT
| Q4 25 | $2.8B | $2.9B | ||
| Q3 25 | $2.7B | $2.6B | ||
| Q2 25 | $2.6B | $2.4B | ||
| Q1 25 | $2.5B | $2.2B | ||
| Q4 24 | $2.5B | $2.1B | ||
| Q3 24 | $2.4B | $2.0B | ||
| Q2 24 | $2.3B | $1.9B | ||
| Q1 24 | $2.1B | $1.8B |
总资产AYIRDDT
| Q4 25 | $4.7B | $3.2B | ||
| Q3 25 | $4.8B | $2.9B | ||
| Q2 25 | $4.6B | $2.6B | ||
| Q1 25 | $4.6B | $2.4B | ||
| Q4 24 | $3.9B | $2.3B | ||
| Q3 24 | $3.8B | $2.2B | ||
| Q2 24 | $3.6B | $2.1B | ||
| Q1 24 | $3.5B | $2.0B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $140.8M | $266.8M |
| 自由现金流经营现金流 - 资本支出 | $114.8M | $263.6M |
| 自由现金流率自由现金流/营收 | 10.0% | 36.3% |
| 资本支出强度资本支出/营收 | 2.3% | 0.4% |
| 现金转化率经营现金流/净利润 | 1.17× | 1.06× |
| 过去12个月自由现金流最近4个季度 | $534.5M | $684.2M |
8季度趋势，按日历期对齐
经营现金流AYIRDDT
| Q4 25 | $140.8M | $266.8M | ||
| Q3 25 | $202.5M | $185.2M | ||
| Q2 25 | $207.3M | $111.3M | ||
| Q1 25 | $59.4M | $127.6M | ||
| Q4 24 | $132.2M | $90.0M | ||
| Q3 24 | $174.1M | $71.6M | ||
| Q2 24 | $152.5M | $28.4M | ||
| Q1 24 | $102.6M | $32.1M |
自由现金流AYIRDDT
| Q4 25 | $114.8M | $263.6M | ||
| Q3 25 | $177.7M | $183.1M | ||
| Q2 25 | $192.3M | $110.8M | ||
| Q1 25 | $49.7M | $126.6M | ||
| Q4 24 | $113.3M | $89.2M | ||
| Q3 24 | $151.1M | $70.3M | ||
| Q2 24 | $140.5M | $27.2M | ||
| Q1 24 | $88.2M | $29.2M |
自由现金流率AYIRDDT
| Q4 25 | 10.0% | 36.3% | ||
| Q3 25 | 14.7% | 31.3% | ||
| Q2 25 | 16.3% | 22.2% | ||
| Q1 25 | 4.9% | 32.3% | ||
| Q4 24 | 11.9% | 20.8% | ||
| Q3 24 | 14.6% | 20.2% | ||
| Q2 24 | 14.5% | 9.7% | ||
| Q1 24 | 9.7% | 12.0% |
资本支出强度AYIRDDT
| Q4 25 | 2.3% | 0.4% | ||
| Q3 25 | 2.1% | 0.4% | ||
| Q2 25 | 1.3% | 0.1% | ||
| Q1 25 | 1.0% | 0.2% | ||
| Q4 24 | 2.0% | 0.2% | ||
| Q3 24 | 2.2% | 0.4% | ||
| Q2 24 | 1.2% | 0.4% | ||
| Q1 24 | 1.6% | 1.2% |
现金转化率AYIRDDT
| Q4 25 | 1.17× | 1.06× | ||
| Q3 25 | 1.78× | 1.14× | ||
| Q2 25 | 2.11× | 1.25× | ||
| Q1 25 | 0.77× | 4.88× | ||
| Q4 24 | 1.24× | 1.27× | ||
| Q3 24 | 1.46× | 2.40× | ||
| Q2 24 | 1.34× | — | ||
| Q1 24 | 1.15× | — |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
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% |
RDDT
| Advertising | $689.7M | 95% |
| Other Revenue | $35.9M | 5% |
