Acuity Inc. (de) vs Sensata Technologies Holding
Acuity Inc. (de) is the larger business, with $4.64bn of revenue in fiscal 2026 against $3.70bn for Sensata Technologies Holding (1.3 times as much). Acuity Inc. (de) grew faster (6.8% against -5.8%). Acuity Inc. (de) kept more of each dollar of sales as profit: a net margin of 11.4% against 0.8%.
| Latest fiscal year | Acuity Inc. (de)AYI, 2026 | Sensata Technologies HoldingST, 2025 |
|---|---|---|
| Revenue | $4.64bn | $3.70bn |
| Revenue growth | 6.8% | -5.8% |
| Net income | $531m | $31.3m |
| Operating margin | 15.4% | — |
| Net margin | 11.4% | 0.8% |
| Return on equity | 18.6% | 1.1% |
| Free cash flow | $748m | $490m |
| Cash | $636m | $573m |
| Total debt | $697m | $2.85bn |
| Debt to equity | 23.4% | — |
| Dividend per share | $0.77 | — |
| Dividend yield | 0.2% | 1.1% |
| Share buybacks | $287m | $121m |
| Employees | 13,900 | 21,300 |
| Market value | $10.17bn | $6.14bn |
| Price vs our value range | Within our value range | Within our value range |
| Moat score | 81 (Strong) | 65 (Moderate) |
| Insider trades, 12 months | 3 buys, 20 sales | 1 buys, 9 sales |