Filing Flows › Acuity (AYI) › Q3 FY26 › vs Q2 FY26
Acuity (AYI) Q3 FY26 vs Q2 FY26 (quarter over quarter)
Acuity's revenue rose $142M (+13%) from $1.1B in Q2 FY26 to $1.2B in Q3 FY26. Gross margin 50.6% against 49.3% (+1.3 pts).
Acuity, Q3 FY26: revenue $1.2B (+2% year over year), operating margin 16.1%, net earnings $141M, operating cash flow $290M. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q3 FY26 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 50.6% | 49.3% | +1.3 pts |
| Operating margin | 16.1% | 12.6% | +3.5 pts |
| Net margin | 11.8% | 9.2% | +2.6 pts |
| Free cash flow margin | 22.8% | 6.9% | +15.9 pts |
Every line
| Line | Q3 FY26 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $1.2B | $1.1B | $142M | +13% |
| Gross profit | $606M | $520M | $86.0M | +17% |
| Cost of revenue | $592M | $535M | $56.3M | +11% |
| Operating profit | $193M | $133M | $60.3M | +45% |
| Operating expenses | $413M | $387M | $25.7M | +7% |
| Pre-tax earnings | $185M | $123M | $62.3M | +51% |
| Other expense, net | $8.1M | $10.1M | −$2.0M | -20% |
| Net earnings | $141M | $96.8M | $44.2M | +46% |
| Income tax | $44.2M | $26.1M | $18.1M | +69% |
| Depreciation & amortization | $40.7M | $38.8M | $1.9M | +5% |
| Share-based compensation | $13.6M | $13.1M | $500K | +4% |
| Working capital & other | $95.0M | −$59.6M | $155M | — |
| Operating cash flow | $290M | $89.1M | $201M | +226% |
| Free cash flow (OCF − capex) | $274M | $73.3M | $200M | +273% |
| Capital expenditures | $16.7M | $15.8M | $900K | +6% |
Questions
How much did Acuity's revenue grow quarter over quarter in Q3 FY26?
Acuity's revenue rose $142M (+13%) from $1.1B in Q2 FY26 to $1.2B in Q3 FY26. Gross margin 50.6% against 49.3% (+1.3 pts).