Filing Flows › Acuity (AYI) › Q4 FY26 › vs Q3 FY26
Acuity (AYI) Q4 FY26 vs Q3 FY26 (quarter over quarter)
Acuity's revenue rose $46.4M (+4%) from $1.2B in Q3 FY26 to $1.2B in Q4 FY26. Gross margin 53.8% against 50.6% (+3.2 pts).
Acuity, Q4 FY26: revenue $1.2B (+3% year over year), operating margin 18.2%, net earnings $173M, operating cash flow $305M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Gross margin | 53.8% | 50.6% | +3.2 pts |
| Operating margin | 18.2% | 16.1% | +2.1 pts |
| Net margin | 13.9% | 11.8% | +2.1 pts |
| Free cash flow margin | 23.0% | 22.8% | +0.2 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Revenue | $1.2B | $1.2B | $46.4M | +4% |
| Gross profit | $670M | $606M | $63.7M | +11% |
| Cost of revenue | $574M | $592M | −$17.3M | -3% |
| Operating profit | $227M | $193M | $33.7M | +17% |
| Operating expenses | $443M | $413M | $30.0M | +7% |
| Pre-tax earnings | $220M | $185M | $34.8M | +19% |
| Other expense, net | $7.0M | $8.1M | −$1.1M | -14% |
| Net earnings | $173M | $141M | $32.0M | +23% |
| Income tax | $47.0M | $44.2M | $2.8M | +6% |
| Depreciation & amortization | $38.6M | $40.7M | −$2.1M | -5% |
| Share-based compensation | $10.3M | $13.6M | −$3.3M | -24% |
| Working capital & other | $83.5M | $95.0M | −$11.5M | -12% |
| Operating cash flow | $305M | $290M | $15.1M | +5% |
| Free cash flow (OCF − capex) | $286M | $274M | $12.6M | +5% |
| Capital expenditures | $19.2M | $16.7M | $2.5M | +15% |
Questions
How much did Acuity's revenue grow quarter over quarter in Q4 FY26?
Acuity's revenue rose $46.4M (+4%) from $1.2B in Q3 FY26 to $1.2B in Q4 FY26. Gross margin 53.8% against 50.6% (+3.2 pts).